Kimberly A. Jolson
2017Annual
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Pull out the substance of this filing.
What was filed
32
investments
0
positions
0
gifts
1
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- City Investors, LLC
- Amencan Education Services
- American Education Services
- Nabonwide Mutual Insurance Company (salary)
As filed
Fifth Third Bank {various accounts) — Interest
Ohio Public Employees Retirement System {Hy
OPERS Stable Value Fund — None
OPERS Bond Index Fund — None
OPERS Stock Index Fund — None
OPERS Large Cap Index Fund — None
OPERS Small Cap Index Fund — None
OPERS Non-US Stock Index Fund — None
529 Plan #1 (H)
Vanguard Aggressive Age-Based Portfolio, Aggressive Growth Index Port. — None
529 Plan £2 (H)
Vanguard Aggressive Age-Based Portfolio, Aggressive Growth Index Port. — None
401K £1 (H)
Nationwide Retirement Plan, Fidelity Cash Balance (cash) (X) — Interest
Fidelity 2045 Model Portfolio — None
401K £2 (H)
Jones Day 2015 Fund (Y)
Jones Day 2045 Fund (Y)
Brokerage Account #1 (H)
BP PLC-ADR (BP) — Int/Div — Sold
PSCH Powershares ETF (PSCH) — None — Sold
VDE Vanguard Energy ETF (VDE) — Int/Div
IRA #1 (H)
Vanguard Total Stock Market Index Inv — Int/Div
Insurance Policies (H)
Guardian Whole Life Insurance Policy — Interest
USAA Whole Life Insurance — Interest
USAA Universal Life Insurance (policy #1) — Interest
USAA Universal Life Insurance (policy #2) — Interest
Misc Holdings (H)
Arch City Investors, LLC (X) — Rent
Promissory Note — Interest — Open — City Investors, LLC
Agreement — 2010 — Retirement plan with Jones Day (former law firm)
Liability — Amencan Education Services — Student Loan
Liability — American Education Services — Student Loan
Spouse's income — 2017 — Nabonwide Mutual Insurance Company (salary)
Part VII, line 31: Real estate company.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.