FAQ 449: Reports--Summary of Major Plan Provisions not showing match formula


I have the formula input in Source 3. Source 3 has a Source Description code. I am printing the report from Reports - Valuation - 401(k), but the report is not showing the match formula.


The report prints the match formula only if it believes there is a match contribution in the plan for the year. It determines this based on the Match contribution value on the Contributions (CONTRIB) screen in the Values section of the plan specs. When the user inputs the match manually rather than letting the system calculate it, no number is stored there. If you input $1, the formula will print on the Summary of Major Plan Provisions. The actual $1 does not appear anywhere, it is just the indicator to print the report.