FAQ 771: Entering account information for participants

Problem: If I have a plan with employee deferrals, profit sharing and match, How do I enter the different values into ASC?

Solution: Please download and reference the DC/401(k) manual Section A and chapter 2 which covers such input fairly well. There are several ways to put data into the plan. 1) Import via Ascript to the individual fields CURRCNTB subscript 1 for 401k deferral and subscript 4 for PS (source 2) and subscript 5 for Match (source 3). For the Values screen choose, VLCURCTB and then choose the appropriate source and fund. 2) Import as Transactions - use CASHTRAN and then process these numbers via Calculations-Transactions-Process. 3) Manually input the numbers to the CONTRIB and VALUES screens. (Use F7 and F8 to change the fund and source numbers on the Values screen) 4) Create a grid and input the numbers in the grid.