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Steffiny
Level 1

401(k) report

Is there a 401(k) report that I can customize and download with information regarding the following fields?

- Rehire date

- Eligibility date

- Participation date

- Phone

- Email

- Hourly vs. Salary

- Contributions split into Traditional 401(k), Roth 401(k), and Employer Match

- Employee name split into First, Middle, Last, Employee Sex, Pay Date?

 

The only report I can find is the Deferred Compensation Report 401(k).

Solved
Best answer November 13, 2019

Best Answers
JamesDuanT
Moderator

401(k) report

Hello Steffiny,

 

Aside from the Deferred Compensation Report 401(k), you can also pull up the 401(k) Reports. You can customize it depending on the fields you need.

Here's how to pull up the report:

  1. Click Reports at the top menu and select Employees & Payroll.
  2. Click More Payroll Reports in Excel and select 401(k) Reports.
  3. Select the Report Type (Census or Payroll) you want and click Create Report.

It will open an Excel file with the data you want to display.

 

If the 401(k) Report option is not available, I'd recommend updating your QuickBooks release and the payroll tax table versions.

 

Anything you want to add or ask would be appreciated. Have a great day!

View solution in original post

33 Comments 33
JamesDuanT
Moderator

401(k) report

Hello Steffiny,

 

Aside from the Deferred Compensation Report 401(k), you can also pull up the 401(k) Reports. You can customize it depending on the fields you need.

Here's how to pull up the report:

  1. Click Reports at the top menu and select Employees & Payroll.
  2. Click More Payroll Reports in Excel and select 401(k) Reports.
  3. Select the Report Type (Census or Payroll) you want and click Create Report.

It will open an Excel file with the data you want to display.

 

If the 401(k) Report option is not available, I'd recommend updating your QuickBooks release and the payroll tax table versions.

 

Anything you want to add or ask would be appreciated. Have a great day!

NadiaS
Level 1

401(k) report

How can report for 2019 if we are are currently in 2020? When i pull the report it only shows current employees and not any for 2019. 

ReymondO
QuickBooks Team

401(k) report

Let me help you in viewing your 2019 reports in QuickBooks, @NadiaS.

 

If you're trying to access your 2019 401K report, you can follow the detailed steps provided above.

 

When you access the Census report, this will show all of the active employees in the excel file, regardless of their hire date. 

paycheck date.1PNG.PNG

However, if you access the Payroll report, you can select the 2019 paycheck date in the drop-down. This will show all of the employees report for the last year.

paycheck date.PNG

Also, you'll want to run other payroll-related reports that can help you easily review payroll transactions. Check out these articles for more details:

 

 

If you need further help in running your reports in QuickBooks, tag my name in the comment section below. I'll immediately get back to you.

Jarrella
Level 1

401(k) report

This report, nor the deferred compensation report, are displaying the company match.

The deferred compensation report used to, but after a recent software update, it doesn't.

Any insights?

MarsStephanieL
QuickBooks Team

401(k) report

Hello there, Jarrella.
 
You have to make sure that you have selected the correct date of the payroll date. If you are still not able to see the deferred compensation report, double-check the employee’s paycheck if it has 401K.
 
You can check this article for more information in setting up 401K: Set up Roth 401(k) and Roth 403(b), and Roth 457(b) plans.
 
Loop me in if you need extra help. I’ll get back to you right away. Have a good one.

CrazyKZ
Level 2

401(k) report

How can I run the Deferred Compensation 401k report for the Quickbooks online version?

 

 

ZackE
Moderator

401(k) report

Hello, CrazyKZ.
 

With QuickBooks Online, you can generate many different kinds of reports to give you an overview for different areas of your business. The specific one you're inquiring about, a Deferred Compensation Report for 401(k), isn't available with any subscription types, so it can't be run. However, this report can be generated in QBDT as an Excel file.
 

I've included a couple articles below which detail all of the available reports you can access in your books and how to run them:


I'll be here to help if you have any other questions. Enjoy the rest of your day!

CrazyKZ
Level 2

401(k) report

I responded to this yesterday, but I guess it didn't post.

 

I can't find a report for the ONLINE QB version that would give me the following data per payroll either as one report or two if necessary.  This is needed to give to the 401k admin company for compliance and 401k investments.  Can you help?  All my contacts have the Desktop version of QB. 

 

• First name and middle initial
• Last name
• Full SSN
• Date of Birth
• Date of Hire
• Work email address
• Complete mailing address (address, city, state, zip)
• Date of termination, if any
• Gross wages for the payroll period
• Hours worked during the payroll period
• 401k contribution for the payroll period
• Roth contribution for the payroll period
• Loan payments 
• Match contribution for the payroll period

quill1986
Level 1

401(k) report

I have tried everything in this post and the Roth 401K contributions are still not included in the report. Please advise. 

Thanks.

MaryLandT
Moderator

401(k) report

I appreciate you following the recommended steps provided by my colleague in this thread, quill1986.

 

Since the Roth 401(k) contributions report is still not showing, you can contact our QuickBooks Support. They can check your account and file an investigation on this issue if needed.

 

You can follow this link and choose your product to get in touch with one of our customer service representatives: Contact QuickBooks Support.

 

Don't hesitate to post again if you need anything else with QuickBooks. The Community is always open to help you.

TMW4
Level 1

401(k) report

I have the same issue, there  alot of small businesses that have 401k plans and you would expect Intuit would have someone that can create a census report. If it can be done in QB desktop, why can't it be done in QBO?

Charies_M
Moderator

401(k) report

Hello there, TMW4.

 

QuickBooks Online (QBO) doesn't have a report which creates a census for 401k plans. However, you might want to consider running the Retirement Plans report. This shows both the employee and company contributions to all your retirement plans.

 

Here's how to run it: 

  1. Go to Reports from the left menu. 
  2. On the Search (magnifying glass) box, enter Retirement Plans
  3. You can customize the Date Range, then click Run Report

If you'll need to export it, you can choose Export To Excel on the Share drop-down at the upper right of the report. 

 

Feel free to read through this article about Retirement plan deductions/contributions in QBO.

 

For more information about running reports in QBO, here are the helpful articles: 

While the specific report is not yet available, I want you to be updated with the latest product enhancements made in QBO. Check out this link to get there: QuickBooks Blog.

 

Please stay tuned for updates. Let me know if you have questions. I'll be around to help. Have a good one!

nlneill
Level 1

401(k) report

The 401k Report for QuickBooks Enterprise does not include the 401k Loan deduction.  Also, is this report customize to add the loan number?  This is needed to create the upload file to out vendor.

JasroV
QuickBooks Team

401(k) report

Good day to you, @nlneill.

 

You can customize the 401k report by adding a loan deduction and loan number column in the Excel file. Then, run your Payroll Detail Review for reference.

 

This report shows you the values used to calculate individual items on your employee's paycheck. Let me show you how:

 

  1. Go to the Reports menu.
  2. Select Employees & Payroll.
  3. Click Payroll Detail Review.

You can also customize the report to focus on the data you need the most.


In addition to this, you might want to check this article to learn more about running reports in QuickBooks Desktop (QBDT) software:

 

 

Let me know if there’s anything else you need assistance in running your reports. You can always tag me in your reply. It’s always my pleasure to help you. Keep safe.

KCLCINC75
Level 2

401(k) report

QB Destop doesn't do it either.  Does not produce the information needed.  It takes days to generate the infomraiton I need 

 

KCLCINC75
Level 2

401(k) report

NOTHING In QB enterprise generates the information needed to report for Form 5500 I spend days generating and pulling from different reports just to get this infomration.  IT IS RIDICULOUS this is not an option in reports.

 

 

KCLCINC75
Level 2

401(k) report

Deferred compensation report is a joke. It is not adequate for annual census reporting.

KCLCINC75
Level 2

401(k) report

I suggest not wasting your time trying to find one, it doesn't exist, you have to pull the information from various other reports and compile it.

 

TMW4
Level 1

401(k) report

This is a piece of junk, there should be a project of QB staff to create a census report that all companies need to upload payroll information every pay period to their recordkeeper. The amount of deferral and the related employer contribution isn't all that is needed.The deferred Compensation report in QBDT came the closes to at least giving some information you need, but why can't you click on more than one type of deferral and have it is same report? Why have to run a report for 401k pre-tax and then another one for the Roth 401(k)?

 

Does QB just not care about their paying customers??? This is an age old problem that customer service has their head in the sand on:(.

SarahannC
Moderator

401(k) report

I wouldn't like you to feel that way, @TMW1,

 

I got your point on how important to implement a report that includes all the information you need. Still, you'd need to run a few reports to gather all the data needed and compile them as one.

 

Please send this product suggestion to our Development Team. You can follow the steps below.

 

  1. Within your company file, go to Help.
  2. Select Send Feedback Online and click Product suggestion.
  3. Enter your suggestion. Make sure to fill in the necessary details.
  4. Hit Send Feedback.

 

You'll want to check this article about running employees' total wages and payroll summary: Create a payroll summary report.

 

always want to hear your suggestions as we continue developing the product as best for your business, TMW1. If you need anything else, let me know. 

JP1711
Level 2

401(k) report

How do I get the Reports-->Employees & Payroll-->More payroll Reports in Excel -->Deferred Compensation Report (for 401(k) & more) to add columns to what data it pulls. 

I need a column for rehire date, but in looking at what it pulls for hire date it pulls hire date instead of original hire date. 

I need a report that pulls this data set of columns. 

 

Last NameFirst NameSSNStreet 1Street 2CityStateZIPBirth DateOriginal Hire DateRelease DateRehire dateGross PayHours WorkedRoth ContributionPretax ContributionEmployer MatchYTD Gross PayYTD ContributionYTD Employer Match
Mark_R
QuickBooks Team

401(k) report

Hi there, @JP1711.

 

Let's get the data you need so you can get back to working order.

 

The reports from the More payroll Reports in Excel can't be customized and has the default columns. That said, adding a column to the report isn't available. You'll want to run another report to add the rehire date column. Here's how:

 

  1. Go to the Reports menu, then select Employees & Payroll.
  2. Choose New Hire List.
  3. On the report, click the Customize button.
  4. In the Display tab, search for the Rehire column.

 

Once done, export the report the Excel and add the information on the Deferred Compensation Report (for 401(k) & more) Excel file.

 

If you want to learn more about customizing payroll reports in QuickBooks Desktop, feel free to check out this article: Customize payroll and employee reports.

 

Please know that I'm just a reply away if you need any further assistance running reports in QuickBooks Desktop. Wishing you all the best, @JP1711.

VGray22
Level 1

401(k) report

With so many affected by this, perhaps if they would give US (the paying customers) the script for the Excel 401K report we could use it to figure out why it's not pulling the 401K match (aka safe harbor) and get back to THEM with the answer so they can fix it. 

cfm0860
Level 2

401(k) report

How do I activate the 401k report?

 

I've had to reinstall QB and now the 401k report is no longer available. I've done all the updates but still can't find the 401k report that I have used for the last 9 years...

 

Nevermind Payroll update fixed it.

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