What do I include in my data file?

Your data file must be in an importable format in xls and should include the following items:

  • Name of Employee

  • Full Social Security Number

  • Date of Birth

  • Date of Hire

  • Date of Termination

  • Date of Rehire, if any

  • Address

  • Email address

  • Gross compensation for the period

  • Hours for the period

Additional for Year End if applicable:

  • "Net Schedule C income" prior to contributions or copy of Schedule K-1 (applicable only for those not receiving a W-2)

  • If applicable: Section 125 amounts, along with respective employee names, Social Security Numbers for this same time period.

  • If applicable: For Leased employee that performed services for the Company at any time during the Year, please provide names, gross compensation and Social Security Numbers for all leased employees who worked 1,000 hours or more.