CO - Employee CODA Account Balances
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History report Detail topic.
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Accesses data from the Cash/Deferred Account History file.
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Provides data about contributions to an employee's CODA account for a given year and contribution plan. All YTD amounts are annual amounts.
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Valid only with the Benefits system.
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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 |