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Retirement Workbook - Basic 004-013
Basic is an Excel workbook dedicated to calculating employee matches and producing monthly contribution reports.
Version: | 004-013 |
Publisher: | formucopia.com/ |
File Size: | 9,387 KB |
System: | Windows 95/98/ME/2000/XP |
License: | Free to try ($29.95) |
Limitations: | 15 days |
Date Added: | 02-22-2006 |
Requirements: | |
Software Description:
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.
Key Features:
- 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.
Editor's Review:
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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