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Standard 401k to Pentegra
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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 Pentegra file specifications.  This transformation is used in a detamoov integration with Pentegra.

 

 Source File  Destination file
 Standard 401k  Pentegra

 

File Specifications

 

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

 CRLF

File Naming Generated

 Single Division: [Plan Name]_YYYYMMDDHHMMSS.csv

 Multi Divisions: [Plan Name]_YYYYMMDDHHMMSS[Pay Frequency].csv   

 

Field Mappings

 

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

 

Field 

Pentegra Field Name

Standard 401k Field Name

Details

1

Plan ID

PLAN ID

 

2

Pay Date

PAYROLL CHECK DATE

MM/DD/YYYY

3

Pay Frequency

PAY PERIOD START DATE
PAY PERIOD END DATE

2 = Semi-Annual
Q = Quarterly
M = Monthly
S = Semi-Monthly
B = Biweekly
W = Weekly

4

Division/Location

 

Default to 0
Field override if needed

5

SSN

SSN

#########

6

Employee #

EMPLOYEE NUMBER

No commas
Max field length 13

7

First Name

FIRST NAME

No commas
Max field length 20

8

Middle Name

MIDDLE NAME/INITIAL

No commas
Max field length 20

9

Last Name

LAST NAME

No commas
Max field length 20

10

Address Line #1

ADDRESS LINE 1

No commas
Max field length 40

11

Address Line #2

ADDRESS LINE 2

No commas
Max field length 40

12

City

CITY

No commas
Max field length 28

13

State

STATE

 

14

Zip Code

ZIP

Numeric only

15

Country

 

Default to USA

16

Marital Status

MARITAL STATUS

M = Married
S = Single
D = Divorced
W = Widowed
Blank if unknown

17

Gender

GENDER

M = Male
F = Female
Blank if unknown

18

Date of Birth

DOB

MM/DD/YYYY

19

Date of Hire - Original

HIRE DATE

MM/DD/YYYY

20

Termination Date

TERMINATION DATE

MM/DD/YYYY

21

Date of Rehire

REHIRE DATE

MM/DD/YYYY

22

Email Address

EMAIL

MM/DD/YYYY

23

Employment Status Code

EMPLOYMENT STATUS

H = Hired/Active
D = Deceased
P = Disabled
R = Retired
T = Terminated
L = Leave of Absence

24

Employment Status Date

HIRE DATE

MM/DD/YYYY

REHIRE DATE

TERMINATION DATE

25

Employee Type

 

U = Excluded from all contributions
O = Excluded from ER contributions
Blank if not excluded

This is plan specific and needs to be understood from plan sponsor.  Exclusion rules could be Age, income, etc.  A transformation override will be required to set this value for each plan

26

Employee Sub-Type

RESERVED FIELD

F = Full Time
P = Part Time
Blank if unknown

27

Employee Type Date

 

MM/DD/YYYY

Blank if Employee Type blank

Will need a transformation override to correspond with the Employee Type override.

28

Hours of Service

CURRENT PAY PERIOD HOURS WORKED

#####.00 or 0 if null

29

Excluded Compensation

RESERVED FIELD

#####.00 or 0 if null

30

Paydate Compensation

CURRENT PAY PERIOD GROSS PAY

#####.00 or 0 if null

31

Pre-Tax Deferrals

CURRENT PAYROLL EMPLOYEE PRETAX CONTRIBUTION

#####.00 or 0 if null

32

Roth Deferrals

CURRENT PAYROLL EMPLOYEE ROTH CONTRIBUTION

#####.00 or 0 if null

33

Mandatory Employee Contributions

 

#####.00 or 0 if null

34

After-Tax Contributions

CURRENT PAYROLL EMPLOYEE POSTTAX CONTIBUTION

#####.00 or 0 if null

35

Matching Contribution

CURRENT PAYROLL EMPLOYER MATCH CONTRIBUTION

#####.00 or 0 if null

36

Safe Harbor Match

CURRENT PAYROLL SAFE HARBOR EMPLOYER MATCH

#####.00 or 0 if null

37

Safe Harbor Nonelective

CURRENT PAYROLL SAFE HARBOR NON ELECTIVE

#####.00 or 0 if null

38

Profit Sharing

CURRENT PAYROLL NON ELECTIVE

#####.00 or 0 if null

39

Special PS

 

#####.00 or 0 if null

40

Annual Salary

RESERVED FIELD

#####.00 or 0 if null

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