Top Heavy Report (BN310)
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.