Retirement Workbook - Basic 004-013
Basic is an Excel workbook dedicated to calculating employee matches and producing monthly contribution reports.
|File Size:||9,387 KB
|License:||Free to try ($29.95)
Basic is an Excel workbook dedicated to calculating employee matches and producing monthly contribution reports. The workbook is a collection of three types of worksheets:
- The "Setup" worksheet provides:
- A help file to provide detailed instructions
- Areas to enter informative information to be presented on each of the reporting worksheets
- An area to define how to determine the employer match
- A feature to display from 10 to 50 employees on the reporting worksheets
- A table to enter employee data to be displayed on each of the reporting pages
- The "Monthly" worksheets display:
- Each employee's name, social security number and account number. This is automatically copied from the Setup sheet
- The employee salary and contribution which is entered each month into the worksheet
- The employer match which is calculated from the employee salary and contribution and the rules established in the Setup worksheet
- The total contribution
- The "Summary" worksheet accumulates the data from each of the Monthly worksheets.
- Is written as a Microsoft Excel Workbook
- Will compute the Employer match to Employee contributions relative to salary on a month-by-month basis.
- Will summarize the data on an annual basis.
- Up to two levels of Employer match computation with both the percentage of match and the percentage of salary adjustable.
This Excel workbook computes and displays retirement plan contributions. It uses three types of worksheets: Setup-Enter monthly data and plan requirements; Monthly: Enter employee salary and contributions and display employee information and employer matches; Summary: Accumulation of salaries, contributions and matches.
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