This Registry entry is required in order to run 401(k) reports except for the Cigna report (which has its own registry entries). Reporting for John Hancock and Pinnacle is currently supported by this registry. If the report is to be run by operating company (for example, if each operating company uses a different plan id, or has a different matching percent), you must make a different registry for each operating company you intend to run the report for.
Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.
Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.
For the date range that you specify, the report lists the Branch Id, Employee, Social Security Number, Check Date, Gross Wages, Withheld (amount of 401(k) withheld), Match (company 401(k) matching funds), Loan 1 and Loan 2.
The report input fields include the Start and End Dates, and a Branch Filter.
Note: the Type in the Deduction Records MUST be set to 401(k) for deductions to appear on this report.
For John Hancock Only: The following registry results in the employee's gross wages being reduced by the amount of any Section 125 deductions before applying the 401k deduction percentage. If it is place, this logic is also applied to the calculation of the Match column on the 401(k) Report.
Registry id: sys-compute-payroll
Setting Key: 401KGrossLess125Deductions Setting Value: true
Id:
The Id of the Registry Entry is formatted as follows – note that the base entry must include a hyphen at the end:
sys-401k-
sys-401k-branchid
sys-401k-securityid
Name:
Optional but recommended for describing what this entry is used for.
Setting Key: Format Setting Value: Pinnacle
This entry is required.
Setting Key: PlanId Setting Value: plan
This entry is required. Replace plan with your Pinnacle plan identifier.
Setting Key: filename Setting Value: yourfilename.csv
The filename format is optional, but recommended if you will be running the report for multiple companies (if you are using the branch or security versions of the registry id).
Setting Key: L01Id Setting Value: deduction1,deduction2...
These would be entered only if repayments to a 401(k) loan are implemented in your company. deduction1,deduction2... would be replaced with the Id (or Id's) of the miscellaneous deductions used to identify loan repayments, separated by commas.
Setting Key: Format Setting Value: Hancock
This entry is required.
Setting Key: PlanId Setting Value: plan#
This entry is required. Replace plan# with your 5-digit plan number.
Setting Key: %Match Setting Value: nn
This entry is optional. Replace nn with the percentage of employee contributions (up to the limit) to be matched by your company (if applicable).
Setting Key: %Limit Setting Value: nn
This entry is optional. Replace nn with the percent limit of gross wages for matching contributions if applicable. For example, suppose that your company matches 50% of employee contributions up to 6% of employee contributions (for a total limit of 3% of wages). In this situation, your registry entries would be made as follows:
Setting Key: %Match Setting Value: 50
Setting Key: %Limit Setting Value: 3
In the above example, if an employee contributed 6%, the company would contribute 3%. If an employee contributed 10%, the company would contribute 3% (the limit). If the employee contributed 4%, the company would contribute 2% (50% of the employee contribution).
Setting Key: L01Id Setting Value: deduction1,deduction2...
Setting Key: L02Id Setting Value: deduction1,deduction2...
Setting Key: L03Id Setting Value: deduction1,deduction2...
Setting Key: L04Id Setting Value: deduction1,deduction2...
Setting Key: L05Id Setting Value: deduction1,deduction2...
These entries are optional and would be entered only if repayments to a 401(k) loan are implemented in your company. deduction1,deduction2... would be replaced with the Id (or Id's) of the miscellaneous deduction(s) used to identify loan repayments, separated by commas. Note that although 5 loans may be specified in the registry entry, only 2 loans will appear on the printed version of the report.
Setting Key: filename Setting Value: yourfilename
The filename format is optional, but recommended if you will be running the report for multiple companies (if you are using the branch or security versions of the registry id)..