BN310 - Top Heavy Report
**Form Purpose
Run Top Heavy Report (BN310) to print a report that helps you determine
whether defined contribution plans are top heavy.
This report only includes employees with a work country of US.
**Processing Effect
The test lists defined contribution (DC) account balances from BN55.1 (DC/DB
Account Balance) for each employee for the plan year you specify. The test
totals DC account balances for key employees and for non-key employees
separately. For an employee to list as a key employee, he or she must be
previously identified as such in the Plan Test subform in HR11.1 (Employee).
DC account balances includes employee pre-tax, employee after-tax, and
company contributions, and investment interest and forfeitures.
Updated Files
CKPOINT -
Referenced Files
BNCOMPANY - The Benefit Company Parameters file is used to verify company
information.
CODA - The Cash/Deferred Account History file contains an employee's
account balance for defined contribution plans.
EMPLOYEE - The Employee file contains employee data.
HRSECLEV - The Employee Security Level file is accessed by this report.
PAEMPLOYEE - The Employee PA Information file contains employee data.
PLAN - The Benefit Plan file is used to verify defined contribution
plan codes.
PRSYSTEM - The HR Company and Process Levels file is used to verify
company information.
|
