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Accounts Receivable
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REPORT-00031
Sage Intacct 401K and Roth Pay Period Recap
$
Included in Premium
Summarizes 401(k) and Roth contributions, employer matches, and gross wages by employee for a given pay period, supporting payroll processing and compliance.
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Description

This report provides a detailed breakdown of 401(k) and Roth retirement contributions, including employee contributions, employer match amounts, and total payroll amounts for each employee within a specific pay period. It is an essential tool for payroll administrators and finance teams managing retirement plan deductions and ensuring compliance with company and regulatory requirements.

Key Features:

  • Employee-Level Breakdown: Displays gross wages, hours worked, 401(k) contributions, Roth contributions, and employer match amounts by employee.
  • Pay Period Recap: Summarizes total contributions and employer matches for accurate reporting and reconciliation.
  • Retirement Plan Compliance: Helps track 401(k) and Roth contribution limits and ensure deductions are properly applied.
  • Payroll & Benefits Auditing: Supports audits and reporting requirements for payroll and benefits administration.
  • Total Pay Period Summary: Includes grand totals for wages, contributions, and employer matches across all employees.

This report enhances payroll accuracy, benefits tracking, and compliance monitoring within Sage Intacct.

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