Below is the list of column headers that appear on the census grid or census template, accompanied by a brief definition & correct data format.

**SSN**  
- Social Security Number of the employee.  
- All employees must have a valid SSN. If any of your employees do not have a valid SSN or if an employee is showing an incorrect SSN, please contact [clientsuccess@vestwell.com](mailto:clientsuccess@vestwell.com).  
- Required for all employees.  
- **Format = XXX-XX-XXXX**

**Last Name**  
- Last name of the employee.  
- Required for all employees.  
- If the Last Name of an employee is showing incorrectly, please contact [clientsuccess@vestwell.com](mailto:clientsuccess@vestwell.com).  
- **Format = Text**

**First Name**  
- First name of the employee.  
- Required for all employees.  
- If the First Name of an employee is showing incorrectly, please contact [clientsuccess@vestwell.com](mailto:clientsuccess@vestwell.com).  
- **Format = Text**

**Date of Birth**  
- Birthdate of the employee.  
- Required for all employees.  
- If the Date of Birth of an employee is showing incorrectly, please contact [clientsuccess@vestwell.com](mailto:clientsuccess@vestwell.com).  
- **Format = XX/XX/XXXX**

**Date of Hire**  
- Date the employee was **originally** hired.  
- Required for all employees.  
- **Format = XX/XX/XXXX**

**Date of Termination 1**  
- The date that the employee was terminated.  
- If an employee has been rehired and subsequently terminated again, provide the oldest Date of Termination.  
- Not required for all employees.  
- **Format = XX/XX/XXXX**

**Date of Rehire**  
- Date the employee was rehired.  
- If an employee has been rehired multiple times, provide the most recent Date of Rehire.  
- Not required for all employees.  
- **Format = XX/XX/XXXX**

**Date of Termination 2**  
- If an employee has been rehired and subsequently terminated again, provide the most recent Date of Termination.  
- Not required for all employees.  
- **Format = XX/XX/XXXX**

**Hours**  
- Total number of hours worked by the employee during the plan year.  
- Required for all employees (if your payroll system does not track hours, estimate the equivalent hours worked.)  
- **Format = Numeric**

**Gross Compensation**  
- Generally, gross compensation for the entire 12 months of the plan year.  
- For self-employed owner-employees, please provide net income-eligible for pension (net of employer contributions); please contact us if additional assistance is required.  
- If the plan existed for the entire year but was only with Vestwell for part of the year, please include compensation for the entire plan year.  
- Required for all employees.  
- **Format = Numeric**

**Prior Year Gross Compensation**  
- Gross Compensation for the 12 months prior to the beginning of the plan year.  
- The amount should be for the entire 12-month period prior to the beginning of the plan year, regardless of whether the plan was with Vestwell or existed at all for any or all of that period.  
- This amount is used to determine whether the employee should be classified as a Highly Compensated Employee (HCE) for certain testing purposes.

_*If you started with Vestwell during the current year & did not provide us with the prior year's compensation, your compliance package & testing results may not be accurate and a $250 per hour revision fee will apply._  
- If an employee was not at the company in the year prior to the plan year, this amount can be $0.  
- Not required for all employees.  
- **Format = Numeric**

**Pre-Tax Contribution**  
- The total pre-tax 401(k) contribution the employee made to the plan during the plan year.  
- Include pre-tax catch-up contributions if applicable.  
- Not required for all employees.  
- **Format = Numeric**

**Roth Contribution**  
- The total Roth 401(k) contribution the employee made to the plan during the plan year.  
- Include Roth catch-up contributions if applicable.  
- Not required for all employees.  
- **Format = Numeric**

**Employer Discretionary Match**  
- The amount the employer contributed to the employee's account during the plan year.  
- This does not include Safe Harbor Contributions, Profit Sharing, or any other contributions that have not yet been funded.  
- Not required for all employees.  
- **Format = Numeric**

**Employer Safe Harbor Contribution**  
- The amount the employer contributed to the employee's account as a Safe Harbor match or nonelective contribution.  
- This does not include any contributions that have not yet been funded.  
- Not required for all employees.  
- **Format = Numeric**

**Profit-Sharing Contribution**  
- The amount the employer contributed to the employee’s account as a Profit-Sharing Contribution.  
- This does not include any contributions that have not yet been funded.  
- Not required for all employees.  
- **Format = Numeric**