| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1419 |
| Technical Name |
us_401_403_contribution_worksheet |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US 401(k) / 403(b) Worksheet
401(k) / 403(b) elective deferral and employer match worksheet with IRS 402(g) / 415(c) limit capping, catch-up, safe-harbor, per-pay-period schedule and provider CSV export
401(k) / 403(b) elective deferral and employer match worksheet with IRS 402(g) / 415(c) limit capping, catch-up, safe-harbor, per-pay-period schedule and provider CSV export
Key Features
Plan setup by year with the IRS limits pre-loaded and fully
the 402(g) elective deferral limit, the age-50 catch-up limit, the SECURE 2.0 age 60-63 "super" catch-up limit, the 415(c) overall annual additions limit and the 401(a)(17) compensation cap.
Employer match formula engine with unlimited tiers, e.g
the classic safe-harbor basic match "100% on the first 3% + 50% on the next 2%". Also supports enhanced match (100% to 4%+), a flat non-elective safe-harbor contribution (e.g. 3% of pay to everyone) and arbitrary custom tiers.
Per-employee deferrals as a pre-tax percentage and a
Per-employee deferrals as a pre-tax percentage and a Roth percentage of compensation, with the employee's age driving catch-up eligibility.
IRS limit capping computed pay period by pay period
regular deferrals are capped at the 402(g) limit; once reached, further deferrals roll into the catch-up bucket (age 50+, or the higher age 60-63 amount) up to the catch-up limit; anything beyond that is flagged as over-limit. Compensation
Per-pay-period schedule for weekly, bi-weekly, semi-monthly
Per-pay-period schedule for weekly, bi-weekly, semi-monthly or monthly payrolls, showing each period's pre-tax, Roth, catch-up, employer match, running totals and which limit (if any) was hit.
Match true-up calculation
employees who front-load their deferrals can be short-changed on a per-period match; the worksheet computes the annual match they are owed and shows the year-end true-up amount.
Worksheet + provider CSV
roll many employees into one worksheet for a plan year and export a CSV your recordkeeper / TPA imports.
Screenshots
Compute Contributions
Why Choose This Module
Plan, check and document employee elective deferrals (pre-tax and Roth) and employer matching contributions for a 401(k) or 403(b) plan, with the IRS annual limits applied automatically. The module produces a clean per-employee contribution worksheet and a CSV file your plan provider / recordkeeper loads to make the deposit (Bring-Your-Own-Key: the provider does the deposit, this tool only prepares the numbers).
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: hr
- Support: support@pokutsoft.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1419 |
| Technical Name |
us_401_403_contribution_worksheet |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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