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Standard 401k to Ascensus
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This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Ascensus file specifications.  This transformation is used in a detamoov integration with Ascensus.

 

 Source File  Destination file
 Standard 401k  Ascensus 

 

File Specifications

 

File Type Generated  CSV
Header Row(s) Generated    Yes
Footer Row(s) Generated  No
End of Row Character

 CRLF

File Naming Generated

 [PlanId]_[CheckDate in YYYYMMDD].csv  

 

Field Mappings

 

The table below details the specific field mapping and transformation rules applied to ensure the Ascensus Payroll Contribution csv format is created correctly from the standard 401k format.

 

Header Record

 

Ascensus Field Name

Standard 401k Field Name

Details

PLAN NUMBER

PLAN ID

 

PAYROLL DATE

PAYROLL CHECK DATE

MM/DD/YYYY

SITE

 

GIVEN TO THE COMPANY FROM THE ASCENSUS SYSTEM. A PLAN WILL HAVE MULTIPLE SITES IF THEY HAVE MULTIPLE PAY FREQUENCIES OR MULTIPLE BANK ACCOUNTS THAT THEY WILL FUND FROM

 

Body

 

Field

Ascensus Field Name

Standard 401k Field Name

Details

1

SOCIAL SECURITY

SSN

###-##-#### or #########

2

LAST NAME

LAST NAME

No accent or like characters accepted

3

FIRST NAME

FIRST NAME

No accent or like characters accepted

4

MI

MIDDLE NAME/INITIAL

 

5

DIVISIONAL CODE

 

Requires override

6

TOTAL COMPENSATION

CURRENT PAY PERIOD GROSS PAY

 

7

EMPLOYEE 401K

CURRENT PAYROLL PRETAX CONTRIBUTION

 

8

ROTH 401K

CURRENT PAYROLL ROTH CONTRIBUTION

 

9

LOAN PAYMENT AMOUNT

401K LOAN 1 CONTRIBUTION
401K LOAN 2 CONTRIBUTION

Sum values

10

MATCH

CURRENT PAYROLL EMPLOYER MATCH CONTRIBUTION

 

11

PROFIT SHARING

CURRENT PAYROLL NON ELECTIVE CONTRIBUTION

 

12

SAFE HARBOR MATCH

CURRENT PAYROLL SAFE HARBOR EMPLOYER MATCH

 

13

SAFE HARBOR NEC

CURRENT PAYROLL SAFE HARBOR NON ELECTIVE

 

14

CLIENT SPECIFIC

 

 

15

CLIENT SPECIFIC

 

 

16

CLIENT SPECIFIC

 

 

17

HOURS

CURRENT PAY PERIOD HOURS WORKED

 

18

ADDRESS 1

ADDRESS LINE 1

 

19

ADDRESS 2

ADDRESS LINE 2

 

20

CITY

CITY

 

21

STATE

STATE

 

22

ZIP

ZIP

 

23

DATE OF BIRTH

DOB

MM/DD/YYYY

24

CURRENT DATE OF HIRE

HIRE DATE OR REHIRE DATE

MM/DD/YYYY
Most Recent Date

25

EMPLOYEE ELIGIBILITY DATE

ELIGIBILITY DATE

MM/DD/YYYY

26

CURRENT DATE OF TERM

TERMINATION DATE & REHIRE DATE

MM/DD/YYYY
If rehire date is null, set to termination date, else leave empty.

27

PRIOR DATE OF HIRE

HIRE DATE

MM/DD/YYYY
Only if a Rehire Date exists

28

PRIOR DATE OF TERM

TERMINATION DATE & REHIRE DATE

MM/DD/YYYY
If rehire date is not null, set to termination date, else leave empty.

29

ESTIMATE ANNUAL COMPENSATION

 

 

30

EMPLOYMENT STATUS

 

 

31

HCE CODE

 

 

32

KEY EE CODE

 

 

33

ENROLLMENT ELIGIBILITY

 

 

34

UNION STATUE CODE

 

 

35

EMPLOYEE WORK EMAIL

EMAIL

 

36 Category Eligibility   Requires override

 

 

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