Employee contributions are split based on the participant's elected percentages
EB
Employee Pretax Basic
Regular occurring employee pretax contributions
EC
Employee Post-Tax Basic
Regular occurring employee post-tax contributions
ED
Employer Discretionary (Profit Sharing)
EI
Employee Pretax Individual Retirement Account
Employee pretax contributions to the employee's IRA
EM
Employer Discretionary
Optional employer contributions usually based upon the employee account balance or a flat or fixed amount to all employees
EP
Employee Pretax
ER
Employee Post-Tax Individual Retirement Account
Employee post-tax contributions to the employee's IRA
ES
Employee Pretax Supplemental
Special occurring employee pretax contributions
ET
Employee Post-Tax
EU
Employee Post-Tax Supplemental
Special occurring employee post-tax contributions
MB
Employer Pretax Match Basic
Regular occurring employer matching contributions based upon employee pretax contributions. Regular occurring means that they happen based upon some predetermined frequency (i.e., with every deposit, quarterly, etc.)
MS
Employer Pretax Match Supplemental
Special occurring employer matching contributions based upon employee pretax contributions. Special occurring means that they happen based upon some event such as quarterly profits, annual bonus, etc
MT
Employer Post-Tax Match Basic
Regular occurring employer matching contributions based upon employee post-tax contributions
MU
Employer Post-Tax Match Supplemental
Special occurring employer matching contributions based upon employee post-tax contributions
PB
Prior Plan Employee Pretax Basic
The amount contributed by an employee under the original plan. These contributions may have been subject to company match. The original plan has been superseded by a new plan. The current plan requires different handling of pretax basic contributions
PS
Prior Plan Employee Post-Tax Supplemental
The amount contributed by an employee under the original plan. These contributions would not have been subject to company match. The original plan has been superseded by a new plan. The current plan requires different handling of post-tax supplemental contributions
PT
Prior Plan Employee Post-Tax Basic
The amount contributed by an employee under the original plan. These contributions may have been subject to company match. The original plan has been superseded by a new plan. The current plan requires different handling of post-tax basic contributions
QP
Qualified Employee Stock Option Plan
A plan where the company purchases stock for the employees
RA
Rollover 401(A)
The employee's post-tax account balance which is transferred from one qualified 401A plan to another. A rollover avoids the tax liability for plan distributions
RK
Rollover 401(K)
The employee's pretax account balance which is transferred from one qualified 401K plan to another. A rollover avoids the tax liability for plan distributions
RO
Rollover
RP
Employer Pretax
RS
Prior Plan Employee Pretax Supplemental
The amount contributed by an employee under the original plan. These contributions would not have been subject to company match. The original plan has been superseded by a new plan. The current plan requires different handling of pretax supplemental contributions
RT
Employer Post-Tax
SD
Salary Deferral
An amount deferred from an employee's salary towards a vehicle specified by the employee
SP
Spousal Individual Retirement Account
Employee contributions direct to the IRA of a spouse
ZZ
Mutually Defined
Category of contributions defined by the trading partners