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401(k) report

37 replies
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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).

QuickBooks Desktop Payroll

J

JamesDuanTAnswer

QuickBooks Team

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:

Click Reports at the top menu and select Employees & Payroll.
Click More Payroll Reports in Excel and select 401(k) Reports.
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!

J

JamesDuanT

Answer

QuickBooks Team

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:

Click Reports at the top menu and select Employees & Payroll.
Click More Payroll Reports in Excel and select 401(k) Reports.
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!

C

CrazyKZ

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

N

nlneill

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:

Go to Reports from the left menu.
On the Search (magnifying glass) box, enter Retirement Plans.
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!

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.

K

KCLCINC75

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.

K

KCLCINC75

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

M

marie20

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

Level 8

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:

Click the File menu.
Under Utilities, select Rebuild Data.
Select OK to create a backup copy of your file.
You can choose where you want to save the backup file. Then, click OK.
Enter a new file name.
Click Save.
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.

M

marie20

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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