Contribution Activity ABC Company Savings Plan 1 Export to Excel
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Contribution Information

Total Amount: $100,000.00
EMPLOYER MATCHING: $20,000.00
ROTH ROLLOVER: $20,000.00
EMPLOYEE PRE TAX: $20,000.00
ROTH: $20,000.00
EMPLOYEE AFTER TAX: $20,000.00
Number of Participants: 4
Total Amount:
$200,000.00
EMPLOYER MATCHING:
$20,000.00
ROTH ROLLOVER:
$20,000.00
EMPLOYEE PRE TAX:
$20,000.00
ROTH:
$20,000.00
EMPLOYEE AFTER TAX:
$20,000.00
Number of Participants: 4
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Name
SSN
Employee ID
Location
Total
EMPLOYER MATCHING
ROTH ROLLOVER
EMPLOYEE PRE TAX
ROTH
EMPLOYEE AFTER TAX
Trade Date
Process Date
SMITH, JOHN XXX-XX-1234 1234 $30,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 01/01/20YY 01/05/20YY
PARTICIPANT 1 XXX-XX-2345 2345 $30,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 01/01/20YY 01/05/20YY
PARTICIPANT 2 XXX-XX-3456 3456 $20,000.00 $4,000.00 $4,000.00 $4,000.00 $4,000.00 $4,000.00 01/01/20YY 01/05/20YY
PARTICIPANT 3 XXX-XX-3456 3456 $20,000.00 $4,000.00 $4,000.00 $4,000.00 $4,000.00 $4,000.00 01/01/20YY 01/05/20YY
*This transaction is either a correction, a reversal of a prior transaction, or a backdated transaction
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