401k

  1. G

    401k Employer Match limit

    I need a formula that calculates the companies matching of 401K contributions. The company will auto enroll everyone at 2% unless they opt out and match $0.25 of every $1.00 up to $500 max per year. Lets say I have a participant who made $100,000 and contributed $15,000 to the plan, I'm not...
    • GTMoo
    • Thread
    • 401k 401k match employer employer match match
    • Replies: 3
    • Forum: Excel Questions
  2. C

    If person has both a Roth and 401K display earnings amount once in gross earnings row.

    If the person has a Roth and 401K contribution I need earnings to display in only one of the rows, not both. <colgroup><col><col><col span="2"><col span="5"></colgroup><tbody> Name Earnings Gross Earnings Type 401K 401L Roth Total Name 1 6/18/2012 574.75 401 28.74 28.74 Name 1...
  3. M

    Need help creating a 401k stock database in Excel.

    I am creating an Excel database of my 401k stock portfolio. I have the following tables (all formatted as Excel tables): /* All the different stocks that are available to invest. */ Funds (stock_symbol, fund_name, fund_description) /* Prices for each fund for every date since start of...
  4. M

    Formula need for rounding to the next fiscal quarter after 1 year

    Here's my problem. I have a spreadsheet with hire dates and when employees are eligible for benefits. They are eligible for the 401k match the next quarter following 1 year after their anniversary date. Example: Hire date is 1/15/13 so they would be eligible on 1/15/14 but the next quarter...

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