FAQ 312: Reports--Valuation report not showing deferral and match information

Problem:

I printed Reports-Valuation-401(k) Summary of Major Plan Provisions and it does not show the deferral and matching provisions. What do I need to print out for these formulas to show on the spec page of the report.


Solution:

Go to Benefit Limits (BENLIMIT) screen in the general plan specs. Under the 404 Limits section make sure that the Plan Type field is set to "3-Thrift or 401(k)" rather than "1-Profit Sharing".