allocation report

[Tom Poje]

ok, here is another use at your risk

this report should list anyone with deferrals, match or profit sharing.

it will indicate 415 comp and allocation comp, and show % of pay based on allocation comp. it will inicate ees who have different comp with **. e.g. ees enter midyear.

will also inicate hours if < 1000 and status if terminated. thus some ees may show with deferrals but 0 profit sharing due to last day or hours requirement.

DOH is also indicated if 1 year before plan year begin.

for example plan may have immediate eligibility for deferrals but 1 year wait for profit sharing. these ees will show with 0 profit sharing if they deferred.

sort by division, so if you run cross tested at least people are in groups.

well I'm sure it can't catch everything, but worked well on the last plan I ran.