Census Submittal  ›  Annual Census
Plan Year 2026
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CensusCheck · Annual Census

Minutes, not weeks.
Verified, not guessed.

Upload your census and every record is validated in seconds — and cross-checked against last year’s file — catching the errors that used to take weeks of back-and-forth to track down. Then send a clean file straight to ASC, FT William, or PensionPro.

20+ checksrun on every record
Prior-yearcross-referencing
100% localdata never leaves the browser
Your annual submission

Two quick steps to a clean census

Upload this year’s census — and, if you have it, drop last year’s file beside it to unlock cross-referencing. Everything is validated instantly, fixes are guided, and every change is logged.

1Upload
2Map fields
3Review & fix
4Finish & export
1This year’s census
Upload this year’s census file Drop it here, or click to browse — CSV or Excel accepted
.csv, .xlsx, .xls · calendar-year plans · processed entirely in this browser
2Prior year · optional
Unlock prior-year cross-referencing ?
  • Missing employees — on last year’s census, no termination, gone this year
  • Changed hire dates — flags any that moved vs. the prior filing
  • Compensation swings — large year-over-year moves that signal typos
Drop last year’s census here
.csv, .xlsx, .xls · auto-matched by SSN
Invalid or missing SSN
Nine valid digits, no invalid IRS ranges, no duplicates — and Excel-stripped leading zeros repaired with one click.
Data integrity
Missing required fields
Flags any blank SSN, name, birth date, hire date, hours, or compensation before the file goes anywhere.
Data integrity
Duplicate participants
Catches the same SSN — or the same name and birth date — appearing on two rows of the census.
Data integrity
Date logic & sequence
Birth before hire, termination after hire, rehire after termination — plus ages outside 14–100 and future-dated entries.
Dates
Plan-year window
Termination and rehire dates outside the plan year are flagged — clear or correct the date, or remove a participant whose prior-year termination means they no longer belong on this census.
Dates
Hours reasonableness
Negative hours, unreadable values, or totals above 3,000 for the year all get a second look.
Eligibility
Compensation limits
Caps against the §401(a)(17) limit for the plan year, catches negatives, and questions zero pay with hours worked.
IRS limits
Deferral limits & catch-up
Total deferrals tested against the §402(g) limit, catch-up checked against age 50, and deferrals never above compensation.
IRS limits
Missing employees
Someone on last year’s census with no termination date who has vanished from this year’s file — resolved with a guided fix.
Prior-year
Hire date changed
Compares every hire date to last year’s census and flags any that quietly moved — you choose which date is right.
Prior-year
Compensation variance
Surfaces year-over-year pay swings of 50% or more — usually a typo, a mapping slip, or a missed status change.
Prior-year
Spreadsheet artifacts
Trailing “.0” floats, accounting-style zeros, currency symbols, and thousand separators are read correctly, not rejected.
Data integrity
Every fix is logged and re-validated instantly. Nothing is ever changed silently — each correction, cleared value, and confirmation lands in an audit trail, the engine re-runs the full rule set after every change, and anything only the client can answer goes into a ready-to-send question packet.
Need help?[email protected]