CENSUS DATA SPREADSHEET FOR PENSION AND 401(K) PLANS 2025

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The document is a census data spreadsheet designed for collecting information related to pension and 401(k) plans. It includes fields for company details, employee information such as name, job title, birth date, hire date, projected income, ownership percentage for officers and partners, and annual hours worked. Contact information for assistance is also provided.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to fill out 401k beneficiary form?

How to name a beneficiary on your 401(k) account. If you name a person as your beneficiary, you should provide their full legal name, mailing address, date of birth, and Social Security number. You may also be asked to explain their relationship to you.

Do you have to fill out a census report?

Everyone must respond to the Census. Regardless of immigration or citizenship status, all Californians have certain basic rights, and the U.S. Constitution mandates a complete count of all persons residing in the United States.

How to fill out a 401k census?

As mentioned above, this includes the employees name, SSN, employee identification number, age, gender, home and mailing addresses, phone numbers, email address, and union status. Some plans may ask you to include their race, ethnicity, and preferred language.

What is a key difference between pension plans and 401 K plans?

EMPLOYEE INFORMATION NEEDED FOR A 401(k) PLAN CENSUS Name. Date of birth. Date of hire. Compensation and amounts contributed to the 401(k) plan during the year. Hours worked. Termination date (if applicable)

What is census data for a 401k plan?

It consists mainly of participants personal and contact information, as well as employment and contribution records. Whether you work directly with a 401(k) recordkeeper or with a TPA, sharing full census data with your recordkeeper can help ensure the best possible experience for you and your participants.

employee census template excel

annual survey of public pensions pension fund database list of pension plans 401k database employee census form for health insurance census of governments historical public pension recipients

Who needs to receive the SAR for a 401k plan?

To Whom Must SARs Be Distributed? SARs must be distributed to plan participants, but not beneficiaries. In DOL-speak this means employees but not spouses or children covered under the plan. In addition, SARs must be distributed to COBRA beneficiaries and QMCSO alternate recipients.