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Steffiny
Nov 13, 2019 7:25 PM UTC
Solved

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).

    JamesDuanTAnswer
    QuickBooks Team
    Nov 13, 2019 8:50 PM UTC

    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 in thread

    37 replies

    JamesDuanTQuickBooks TeamAnswer
    QuickBooks Team
    Nov 13, 2019 8:50 PM UTC

    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!

      CrazyKZ
      Jun 10, 2020 4:29 PM UTC

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

       

       

      ZackE_Moderator
      Moderator
      Jun 10, 2020 5:18 PM UTC

      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!

      KCLCINC75
      Mar 23, 2022 8:08 PM UTC

      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
      Mar 23, 2022 8:09 PM UTC

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

        marie20
        Jul 17, 2023 2:08 PM UTC

        Why when I run my Deferred Compensation Report 401(k) does it only report with the employees up to last name starting with D.  I need to submit this report asap and the report does not calculate properly.  Why does it only show about 25% of my employees??

        Adrian_A
        Adrian_A
        Level 8
        Jul 17, 2023 3:01 PM UTC

        Hi marie20,

         

        Let's fix the employee list on the 401K report by running the verify and rebuild steps.

         

        To start with, click the File menu. Select Utilities, and then Verify Data. If you see an error message, search for it on our QuickBooks Desktop support site for how to fix it. If the system prompts you with Your data has lost integrity message, it indicates that data damage was found in the file. Thus, you'll have to rebuild it. Here's how:

         

        1. Click the File menu.
        2. Under Utilities, select Rebuild Data.
        3. Select OK to create a backup copy of your file.
        4. You can choose where you want to save the backup file. Then, click OK.
        5. Enter a new file name.
        6. Click Save.
        7. Select OK when the rebuild is complete.

         

        I've also added these articles as your guide in customizing payroll reports and exporting them to an Excel spreadsheet:

         

         

        I'm always around whenever you have concerns in running reports.

        marie20
        Jul 18, 2023 6:07 PM UTC

        unfortunately that did not work.  I need to submit this report asap as part of an audit and I am unable to run a report that should honestly only take a few minutes to run.  It is the deferred compensation 401(k) report and it only exports employees last name A-D, so only a percentage of my total employees.  How do I get this report so I can submit it???

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