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401(k) Enrollment

Generate accurate and consistent data from any document, any layout.

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HR Document Intelligence

The world's best 401(k) enrollment extraction

Simplify retirement plan onboarding and changes. Extract contribution percentages, Roth vs. traditional elections, investment fund allocations, and beneficiary designations. Validate against IRS limits and plan rules automatically.

401k-enrollment.pdf

Viewer

JSON

employee_name

Marcus Johnson

employee_id

EMP-00345

date_of_birth

1985-09-12

hire_date

2024-01-15

enrollment_effective_date

2024-04-01

contribution_elections

pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false

Investment_allocations

3 items

fund_name

percentage

Target Date 2050

60

S&P 500 Index

25

Bond Index Fund

15

Beneficiaries

2 items

name

relationship

percentage

type

Angela Johnson

Spouse

100

Primary

James Johnson

Son

100

Contingent

rollover_pending

false

employee_signature

[Signed]

signature_date

2024-02-20

{ "employee_name": "Marcus Johnson", "employee_id": "EMP-00345", "date_of_birth": "1985-09-12", "hire_date": "2024-01-15", "enrollment_effective_date": "2024-04-01", "contribution_elections": { "pre_tax_percentage": 10, "roth_percentage": 5, "total_contribution": 15, "catch_up_eligible": false }, "investment_allocations": [ { "fund_name": "Target Date 2050", "percentage": 60 }, { "fund_name": "S&P 500 Index", "percentage": 25 }, { "fund_name": "Bond Index Fund", "percentage": 15 } ], "beneficiaries": [ { "name": "Angela Johnson", "relationship": "Spouse", "percentage": 100, "type": "Primary"}, { "name": "James Johnson", "relationship": "Son", "percentage": 100, "type": "Contingent"} ], "rollover_pending": false, "employee_signature": "[Signed]", "signature_date": "2024-02-20"}

401k-enrollment.pdf

Viewer

JSON

employee_name

Marcus Johnson

employee_id

EMP-00345

date_of_birth

1985-09-12

hire_date

2024-01-15

enrollment_effective_date

2024-04-01

contribution_elections

pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false

Investment_allocations

3 items

fund_name

percentage

Target Date 2050

60

S&P 500 Index

25

Bond Index Fund

15

Beneficiaries

2 items

name

relationship

percentage

type

Angela Johnson

Spouse

100

Primary

James Johnson

Son

100

Contingent

rollover_pending

false

employee_signature

[Signed]

signature_date

2024-02-20

{ "employee_name": "Marcus Johnson", "employee_id": "EMP-00345", "date_of_birth": "1985-09-12", "hire_date": "2024-01-15", "enrollment_effective_date": "2024-04-01", "contribution_elections": { "pre_tax_percentage": 10, "roth_percentage": 5, "total_contribution": 15, "catch_up_eligible": false }, "investment_allocations": [ { "fund_name": "Target Date 2050", "percentage": 60 }, { "fund_name": "S&P 500 Index", "percentage": 25 }, { "fund_name": "Bond Index Fund", "percentage": 15 } ], "beneficiaries": [ { "name": "Angela Johnson", "relationship": "Spouse", "percentage": 100, "type": "Primary"}, { "name": "James Johnson", "relationship": "Son", "percentage": 100, "type": "Contingent"} ], "rollover_pending": false, "employee_signature": "[Signed]", "signature_date": "2024-02-20"}

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