BN310 - Top Heavy Report Run BN310 (Top Heavy Report) to determine whether defined contribution plans are top heavy. The test lists CODA account balances from BN55.1 (CODA Account Balance) for each employee for the plan year you specify. The test totals CODA account balances for key employees and for non-key employees separately. For an employee to list as a key employee, he or she must have be previously identified as such in the Benefits subform in HR11.1 (Employee). CODA account balances includes employee pre-tax, employee after-tax, and company contributions, and investment interest and forfeitures. Updated Files CKPOINT - Referenced Files BNCOMPANY - The Benefit Company Parameters file is used to verify company information. CODA - The Cash/Deferred Account History file contains an employee's account balance for defined contribution plans. EMPLOYEE - The Employee file contains employee data. HRSECLEV - The Employee Security Level file is accessed by this report. PAEMPLOYEE - The Employee PA Information file contains employee data. PLAN - The Benefit Plan file is used to verify defined contribution plan codes. PRSYSTEM - The HR Company and Process Levels file is used to verify company information. INVOKED Programs HRFN |