This section contains the basic information about the plan such as the plan type, plan year begin date, plan year end and original effective date. It also contains the permitted contribution sources and compensation options. For the first plan year on the system, make sure all dates are in numeric format as specified in the instructions to the left of the date field. Additionally, if you want to use employee number, rather than social security number as the unique participant identifier, you should indicate this here under “Enter ID for Participant Upload/Download:”.
