This report displays all employees who contributed to the Texa$aver 401(k) or Roth 401(k) or who have made a loan repayment during the calendar year.
Report Criteria
| Category |
Benefits Administration |
| Distribution |
Agency |
| Frequency |
Monthly |
| Form |
111 |
| Sort Sequence |
| Options |
H0XCR Sort |
| Employee Number |
1 |
|
| Page Break |
|
| Parameters |
HNKBA – START DATE, END DATE |
| Databases Used |
H0C, HID, H0B, H0Z, HNK, HMS |
| Selection Criteria |
All employees with a 401(k), Roth 401(k) or 401(k) loan deduction, where the month-to-date or year-to-date is greater than zero. |
| Produce Output? |
Yes |
| Request Screen |
HPRPT – Set up to run automatically with Month-End Reports. |
| Posting Report? |
No |
| Additional Notes |
Call your USPS representative when ready to run Month-End Reports. |
Report Headings
- FROM/TO HNK.BASTDT/HNK.BAEDT
- Displays the beginning and ending dates of the reporting period.
- EMPLOYEE NO H0Z.EMPLOYEENO
- Displays the employee’s SSN.
- TERM DATE H0B.TERMDATE
- Displays the employee’s termination date, if applicable.
- 401K MTD H0Z.DEDMTD(53)
- Displays the employee’s month-to-date 401(k) contribution.
- ROTH 401K MTD H0Z.DEDMTD(51)
- Displays the employee’s month-to-date Roth 401(k) contribution.
- 401K LOAN MTD H0Z.DEDMTD(52)
- Displays the employee’s month-to-date 401(k) loan repayment.
- TOTAL MTD H0Z.DEDMTD(52) + H0Z.DEDMTD(53) + H0Z.DEDMTD(51)
- Displays the employee’s month-to-date 401(k) contribution, Roth 401(k) and loan repayment added together.
- EMPLOYEE NAME HID.RPTNAME
- Displays the employee’s name.
- 401K YTD H0Z.DEDYTD(53)
- Displays the employee’s calendar year-to-date 401(k) contribution.
- ROTH 401K YTDH0Z.DEDYTD(51)
- Displays the employee’s year-to-date Roth 401(k) contribution.
- 401K LOAN YTD H0Z.DEDYTD(52)
- Displays the employee’s calendar year-to-date 401(k) loan repayment.
- TOTAL YTD H0Z.DEDYTD(52) + H0Z.DEDYTD(53) + H0Z.DEDYTD(51)
- Displays the employee’s calendar year-to-date 401(k) contribution, Roth 401(k) and loan repayment added together.
- AGENCY TOTALS DERIVED
- Displays the month-to-date and calendar year-to-date totals for the agency.
- # OF EMPLOYEES DERIVED
- Displays the number of employees with 401(k) contributions, Roth 401(k) and/or 401(k) loan repayments.
Sample Report
REPORT: 177 UNIFORM STATEWIDE PAYROLL/PERSONNEL SYSTEM PAGE: 1
AGENCY: XXX XXXXXXXXXXXXXXXXXXXXXXXX RUN DATE: 03/09/2012
EMPLOYEES WITH 401K, ROTH 401K AND 401K LOAN CONTRIBUTIONS RUN TIME: 16:13:27
FROM 02/01/2012 TO 02/29/2012
EMP NO TERM DATE 401K MTD ROTH 401K MTD 401K LOAN MTD TOTAL MTD
EMPLOYEE NAME 401K YTD ROTH 401K YTD 401K LOAN YTD TOTAL YTD
------------------------------ ---------- --------------- --------------- --------------- ---------------
XXXXXXXX1 35.86 0.00 0.00 35.86
EMPLOYEE, ONE 107.58 0.00 0.00 107.58
XXXXXXXX2 22.00 0.00 43.20 65.20
EMPLOYEE, TWO 66.00 0.00 129.60 195.60
XXXXXXXX3 40.51 26.70 0.00 67.21
EMPLOYEE, THREE 121.53 26.70 0.00 148.23
XXXXXXXX4 20.40 0.00 0.00 20.40
EMPLOYEE, FOUR 61.20 0.00 0.00 61.20
XXXXXXXX5 39.92 0.00 0.00 39.92
EMPLOYEE, FIVE 119.76 0.00 0.00 119.76
XXXXXXXX6 109.59 31.25 206.34 347.18
EMPLOYEE, SIX 328.77 31.25 619.02 979.04
--------------- --------------- --------------- ---------------
AGENCY TOTALS # OF EMPLOYEES -> 6 268.28 57.95 249.54 575.77
804.84 57.95 748.62 1,611.41
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