You do not need to amend your W-2. You also do not need to add the excess to the wages since you made the contribution to a Roth 401(k).
To clarify, what kind of account was the financial planner account? The excess contribution part was ineligible for rollover and therefore the part allocated to the excess and earnings would be a distribution and then a new contribution to the financial planner account.
Please see Pub 525 for additional information.
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