DC - Defined Contribution Investment Distributions
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History report Detail topic.
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Accesses data from the Employee Benefit Investment Distribution and the Benefit file.
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Provides data about an investment distribution for an employee's contribution by benefit plan code, investment distribution description, and investment distribution start date. YTD amounts are from the YTD of the deduction code on the contribution plan.
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Valid only with the Benefits system.
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Data loaded by Speed Benefit Entry (BN31.1), Employee Benefit Changes (BN32.1), Employee Change Benefit Update (BN100), Mass Benefit Add (BN101), and Payroll Close (PR197).
An asterisk (*) indicates a database field used for date range searches.
| Item name | Description |
|---|---|
| Benefit Start Date* | Benefit start date |
| Benefit Stop Date | Benefit stop date |
| Invest Dist Desc | Investment distribution description |
| Invest Dist Percent | Percent distributed to this investment |
| Invest Dist Start Dt | Investment distribution start date |
| Invest Dist Stop Dt | Investment distribution stop date |
| Plan Code | Defined contribution benefit plan code |
| Plan Description | Plan code description |
| YTD After-tax Cont | Current year-to-date employee after-tax contribution |
| YTD Comp Aft Match | Current year-to-date company after-tax match contribution |
| YTD Comp Pre Match | Current year-to-date company pre-tax match contribution |
| YTD Pretax Contrib | Current year-to-date employee pretax contribution |
| YTD Total Contrib | Current year-to-date total contribution |