2 of 2 results found.
Transaction History
2 of 2 results found.
Export to Excel
| Action |
Status |
Batch Name |
Payroll Date |
Transaction Total |
Scheduled Date |
Division/Location |
Plan # |
Plan Name |
Mode |
Type |
Submitted Date |
Transaction Id |
| View |
Submitted |
Hourly Payroll |
05/15/YYYY (15) |
$300.00 |
-- |
MULTIPLE |
565011 |
ABC Company Savings Plan 1 |
File Upload |
Combined |
05/15/YYYY |
5302963 |
| View |
Submitted |
Salary Payroll |
05/29/YYYY (29) |
$300.00 |
-- |
MULTIPLE |
565011 |
ABC Company Savings Plan 1 |
File Upload |
Combined |
05/29/YYYY |
5302582 |
2 of 2 results found.
Transaction Summary Details - Submitted
Total Contributions
$600.00
Batches submitted successfully on weekends and market holidays, or after 4:00 pm ET (or earlier, should the market close for trading prior to 4:00 pm ET) on a business day, will not be processed until the following business day.
0001 - WEEKLY
Total A Remittance
$100.00
Total B Remittance
$200.00
Total EVOL Remittance
$300.00
Total Contribution Amount
$600.00
Total Demographic Changes
1
Total Remittance Amount
$600.00
Contributions
Contributions Total$600.00
ABC Company Savings Plan 1: 565011
ABC Retirement Savings Plan
Important Tips
- Data must be formatted as text and the file format must be .xls, .xlsx, .csv or .txt.
- Files must be less than 48 MB.
- Import multiple payroll dates separately.
- Confirm that all employees on the file are entered into the system and that enrollment process is complete.
- Verify participant account balance prior to submitting adjustments with negative values.
- Accounts are subject to change with market value fluctuation.