The 401K Census Report in BOLD Analyze provides detailed 401K deduction and contribution data for each employee. Use it to compile the employee-level or paycheck-level information your 401K plan administrator needs for census reporting.
Locating the Report
- Click the Analyze tab. The Reports sub-tab is selected by default.
- In the Search Reports field, type 401.
- Click 401K Census from the results list.
Logic
The 401K Census Report returns details of 401K deductions and contributions for each employee. Results can be viewed at the employee level (summarized totals) or at the individual payment check level, depending on the Show Summary filter selection.
Filter Options
Use the filter panel to narrow report results before running.
| Filter Name | Options | Description |
|---|---|---|
| Division | All available employers | Filter by the talent's employer. |
| Region | All available regions | Filter by the talent's region. |
| Office | All available branches | Filter by the talent's home branch. |
| Show Summary | Yes / No |
Yes — displays hours and wages per talent. No — displays hours and wages per individual payment check. |
| 401K Deductions List | All deduction pay codes in the Retirement category | Filter by one or more 401K deduction pay codes. |
| 401K Contributions List | All contribution pay codes in the Retirement category | Filter by one or more 401K contribution pay codes. |
| Date From | Filter payment checks by check date within the selected range. Use Date From and Date To together, or use the Date Range preset instead — the two options cannot be used simultaneously. | |
| Date To | ||
| Date Range | None, Today, Tomorrow, and more | Select a preset date range. When selected, Date From and Date To are automatically disabled. |
Graphs and Widgets
The report includes summary graphs and widgets that visualize 401K deduction and contribution totals across the filtered date range.
Reading the Data
The table below describes each field returned in the 401K Census Report. Dynamic deduction and contribution columns appear based on the pay codes selected in the filter panel.
| Field Name | Description | Notes |
|---|---|---|
| Talent Employer | The talent's employer. | |
| Talent Region | The talent's region. | |
| Talent Office | The talent's home branch. | |
| Talent ID | The talent's ID from AviontéBOLD. | |
| BO Talent ID | The talent's ID from Classic Back Office. | |
| Talent | The talent's full name. | |
| SSN | The talent's Social Security Number. | |
| Talent Status | The talent's current status. | |
| Address 1 | Street line 1 from the talent's address. | |
| Address 2 | Street line 2 from the talent's address. | |
| City | City from the talent's address. | |
| State | State from the talent's address. | |
| Zip | Zip code from the talent's address. | |
| Phone | The talent's phone number. | Pulls Mobile Phone first. If blank, pulls Home Phone. If Home Phone is also blank, pulls Work Phone. |
| The talent's email address. | Pulls Email 1 first. If blank, pulls Email 2. | |
| Gender | The talent's gender. | |
| Date of Birth | The talent's date of birth. | |
| Date of Hire | The talent's first placement start date. | |
| Rehire Date | The talent's most recent rehire date. | |
| Date of Termination | The talent's last placement end date. | Displays blank if the termination date is 2100-01-01 or later. |
| Check Number | The payment check number. | Only visible when Show Summary = No. |
| Check Date | The payment check date. | Only visible when Show Summary = No. |
| Accounting Period Date | The accounting period date of the payment check batch. | Only visible when Show Summary = No. |
| Hours | Total hours worked within the selected date range. Salary hours are included using the hourly equivalent multiplier for the pay period. |
Show Summary = Yes — total per talent. Show Summary = No — total per payment check. |
| Wages | Total wages earned within the selected date range. |
Show Summary = Yes — total per talent. Show Summary = No — total per payment check. |
| Dynamic Columns | Deduction and contribution columns generated per pay code, showing Amount, YTD, and LTD values. | Columns appear based on the deduction and contribution pay codes selected in the filter panel. |
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