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Sharon247
Level 1

401k report

I'm looking for an annual 401k report that includes the following, as requested from our TPA:

 

First and last name

DOB

Date of hire

Date of termination, if applicable

Rehire date, if applicable

Annual hours worked

Annual gross compensation

Annual 401k deferrals

Annual Roth contributions

Annual employer matching contributions

 

Neither of the 401k reports available have everything I need. I don't want to have to manually enter data from multiple reports, to provide to our TPA.

 

Thank you.

1 Comment 1
katherinejoyceO
QuickBooks Team

401k report

Hi there, @Sharon247,

 

Thanks for visiting the Community. I can see the urgency to get all the information you need in just one report. 

 

At the moment, you can only pull up multiple reports to get all the information that you need and manually enter them in an Excel. 

 

You can go to the Employee Center, then double-click the name of the employee to get your employee's personal information. There you'll see their first and last name, DOB, date of hire, termination or rehire date if applicable. 

 

You also want to pull up the Payroll Summary report to get the annual hours worked, annual gross compensation. 

 

While the annual 401K deferrals, annual Roth contributions, and annual employer matching contributions can be obtained in the Deferred Compensation Report (for 401(k) & more).

 

I'd also recommend visiting the QuickBooks firm of the future to learn more about what's new in QuickBooks. 

 

Visit us anytime if ever you have other payroll concerns. We're here to assist you. 

 

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