Finopswerk

annual employer match trueup ledger

Original plan-relevant period compensation, employee deferrals and booked employer matches determine correct period matches and expressly annual50%-of-deferrals-up-to6%-of-compensation requirement, timing trueup, formula/posting gap, signed annual difference and shortfall/overage. Own conditional arithmetic inspired by IRS match fix-it guidance, not a universal statutory true-up/safe-harbor rule or actual retirement-plan/legal/tax advice. Caller establishes annualbasis/formula, eligibility,.

POST https://finops.halowerk.com/v1/annual-employer-match-trueup-ledger

Eingaben

Felder des veröffentlichten Eingabeschemas
Feld	Typ	Pflicht	Beschreibung
periods	array	Ja
report	object	Ja

Vollständiges Eingabeschema anzeigen

{
  "type": "object",
  "properties": {
    "periods": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "deferral_domain": {
            "type": "array",
            "items": {
              "type": "integer",
              "minimum": 0,
              "maximum": 10000000
            },
            "minItems": 1,
            "maxItems": 2
          }
        },
        "required": [
          "compensation",
          "deferral_domain",
          "paid_match"
        ],
        "additionalProperties": {
          "type": "integer",
          "minimum": 0,
          "maximum": 10000000
        },
        "propertyNames": {
          "enum": [
            "compensation",
            "deferral_domain",
            "paid_match"
          ]
        }
      },
      "minItems": 1,
      "maxItems": 6
    },
    "report": {
      "type": "object",
      "required": [
        "compensation",
        "deferrals",
        "paid_match",
        "period_required",
        "period_gap",
        "cumulative_compensation",
        "cumulative_deferrals",
        "cumulative_paid",
        "cumulative_period_required",
        "annual_compensation",
        "annual_deferrals",
        "annual_paid",
        "annual_required",
        "period_required_total",
        "timing_trueup",
        "formula_posting_gap",
        "annual_difference",
        "shortfall",
        "overage",
        "reconciliation_gap"
      ],
      "additionalProperties": {
        "type": "object",
        "properties": {
          "n": {
            "type": [
              "string",
              "null"
            ],
            "pattern": "^(0|-?[1-9][0-9]{0,47})$",
            "maxLength": 49
          },
          "d": {
            "type": [
              "string",
              "null"
            ],
            "pattern": "^[1-9][0-9]{0,47}$",
            "maxLength": 48
          }
        },
        "required": [
          "n",
          "d"
        ],
        "additionalProperties": false
      },
      "propertyNames": {
        "enum": [
          "compensation",
          "deferrals",
          "paid_match",
          "period_required",
          "period_gap",
          "cumulative_compensation",
          "cumulative_deferrals",
          "cumulative_paid",
          "cumulative_period_required",
          "annual_compensation",
          "annual_deferrals",
          "annual_paid",
          "annual_required",
          "period_required_total",
          "timing_trueup",
          "formula_posting_gap",
          "annual_difference",
          "shortfall",
          "overage",
          "reconciliation_gap"
        ]
      },
      "patternProperties": {
        "^(compensation|deferrals|paid_match|period_required|period_gap|cumulative_compensation|cumulative_deferrals|cumulative_paid|cumulative_period_required)$": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "n": {
                "type": [
                  "string",
                  "null"
                ],
                "pattern": "^(0|-?[1-9][0-9]{0,47})$",
                "maxLength": 49
              },
              "d": {
                "type": [
                  "string",
                  "null"
                ],
                "pattern": "^[1-9][0-9]{0,47}$",
                "maxLength": 48
              }
            },
            "required": [
              "n",
              "d"
            ],
            "additionalProperties": false
          },
          "minItems": 1,
          "maxItems": 6
        }
      }
    }
  },
  "required": [
    "periods",
    "report"
  ],
  "additionalProperties": false
}

Originalschema öffnen

Veröffentlichtes Eingabebeispiel

{
  "periods": [
    {
      "compensation": 0,
      "deferral_domain": [
        0
      ],
      "paid_match": 0
    }
  ],
  "report": {
    "compensation": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "deferrals": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "paid_match": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "period_required": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "period_gap": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "cumulative_compensation": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "cumulative_deferrals": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "cumulative_paid": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "cumulative_period_required": [
      {
        "n": "0",
        "d": "1"
      }
    ],
    "annual_compensation": {
      "n": "0",
      "d": "1"
    },
    "annual_deferrals": {
      "n": "0",
      "d": "1"
    },
    "annual_paid": {
      "n": "0",
      "d": "1"
    },
    "annual_required": {
      "n": "0",
      "d": "1"
    },
    "period_required_total": {
      "n": "0",
      "d": "1"
    },
    "timing_trueup": {
      "n": "0",
      "d": "1"
    },
    "formula_posting_gap": {
      "n": "0",
      "d": "1"
    },
    "annual_difference": {
      "n": "0",
      "d": "1"
    },
    "shortfall": {
      "n": "0",
      "d": "1"
    },
    "overage": {
      "n": "0",
      "d": "1"
    },
    "reconciliation_gap": {
      "n": "0",
      "d": "1"
    }
  }
}

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Quelle dieser Seite: der veröffentlichte HALOWERK-Katalog. Stand: 2026-11-07, 02:42 UTC.

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annual employer match trueup ledger

Eingaben

Veröffentlichtes Eingabebeispiel

Ergebnis & Dokumentation

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