Custom Reports

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Has anyone ever had any luck with writing a report that would inception to date contributions, gains/losses, etc? Is it even possible to write such a report?

[Tom Poje]

should be possible.

I have a report somewhere that will pull prior year deferrals (for hardship purposes)

also have a certificate that will pull deferrals from inception, so I guess you could subtract from the end balance and assume those are the gains (unless you had some distributions, etc.

If plan was a takeover and you didnt enter prior years contribution then your report will only give you a total from date plan was run on the system.

if you have lots of investment choices and people have closed out some of their choices, you would have to make sure to include accounts with 0 activity.

ACCTBAL.prioryrscontramt

I have never tried using the acctbal.prioryrsgainsamt, and there is also a field for forfs and distrib, so good luck!