CENSUS DATA SPREADSHEET FOR PENSION AND 401(K) PLANS 2026

1. Click ‘Get Form’ to open the CENSUS DATA SPREADSHEET in our editor.
2. Begin by entering your company name and contact information at the top of the form. This ensures that all data is correctly attributed.
3. In the Employee Name field, list each employee's full name. Follow this with their Job Title, Birth Date, and Hire Date in the respective fields.
4. For projected current year W-2 income, input the estimated earnings for each employee. This is crucial for accurate pension and 401(k) planning.
5. Indicate ownership percentages for Officers, Owners, & Partners in the designated section to reflect their stake in the company.
6. Lastly, note annual hours worked for employees. Remember that those working over 1000 hours are considered full-time employees.

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