CO - Employee CODA Account Balances

• History report Detail topic.

• Accesses data from the Cash/Deferred Account History file.

• Provides data about contributions to an employee's CODA account for a given year and contribution plan. All YTD amounts are annual amounts.

• Valid only with the Benefits system.

• Data loaded by CODA Account Balance (BN55.1) and Payroll Close (PR197).

An asterisk (*) indicates a database field used for date range searches.

Item name	Description
LTD Account Balance	Plan life-to-date account balance. The account balance is the sum of the following six fields.
LTD Aft-Tax Contrib	Plan life-to-date employee after tax contributions
LTD Company Contrib	Plan life-to-date company contributions
LTD Contrib Interest	Plan life-to-date interest on contributions
LTD Forfeit/Addition	Plan life-to-date forfeitures and other additions
LTD Other Interest	Plan life-to-date interest
LTD Pre-tax Contrib	Plan life-to-date employee pretax contributions
Last Update Date	Last date the account balance is updated
Plan Code	Benefit plan code
Plan Description	Benefit plan description
Plan Start Date	Plan start date
Plan Type	Indicates if defined benefit or defined contribution
Plan Year*	Benefit plan year
YTD Account Balance	Plan year-to-date account balance for the plan year. The account balance is the sum of the following six fields.
YTD Aft-Tax Contrib	Plan year-to-date employee after-tax contributions
YTD Company Contrib	Plan year-to-date company contributions
YTD Contrib Interest	Plan year-to-date interest on contributions
YTD Forfeit/Addition	Plan year-to-date forfeitures and other additions
YTD Other Interest	Plan year-to-date other interest
YTD Pre-Tax Contrib	Plan year-to-date employee pre-tax contributions