Contribution Information
| Total Amount: | $100,000.00 |
|---|---|
| EMPLOYER MATCHING: | $20,000.00 |
| ROTH ROLLOVER: | $1,000.00 |
| EMPLOYEE PRE TAX: | $60,000.00 |
| ROTH: | $10,000.00 |
| EMPLOYEE AFTER TAX: | $9,000.00 |
|
Name
|
SSN
|
Employee ID
|
Location
|
Total
|
EMPLOYER MATCHING
|
ROTH ROLLOVER
|
EMPLOYEE PRE TAX
|
ROTH
|
EMPLOYEE AFTER TAX
|
Trade Date
|
Process
Date
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARTICIPANT 1 | XXX-XX-2345 | 2345 | $23,000.00 | $5,000.00 | $1,000.00 | $15,000.00 | $2,000.00 | 01/01/20YY | 01/05/20YY | ||
| PARTICIPANT 2 | XXX-XX-3456 | 3456 | $18,000.00 | $3,000.00 | $10,000.00 | $3,000.00 | $2,000.00 | 01/01/20YY | 01/05/20YY | ||
| PARTICIPANT 3 | XXX-XX-3456 | 3456 | $33,000.00 | $7,000.00 | $20,000.00 | $4,000.00 | $2,000.00 | 01/01/20YY | 01/05/20YY | ||
| PARTICIPANT 4 | XXX-XX-2345 | 2345 | $26,000.00 | $5,000.00 | $15,000.00 | $3,000.00 | $3,000.00 | 01/01/20YY | 01/05/20YY |