Cheryl A. Eifert
2013Annual
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What was filed
34
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Offutt, Nord and Burchett, PLLC Retirement Plan
- Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)
As filed
Fifth Third Bank Accounts — Interest
Chase Bank Account — Interest
BB&T Bank Account — Interest
Northwestern Mutual Life - 6 Whole Life Policies — Int/Div
WV Smart 529 Plan #1- 14 to 15 Age Based Strategy — None — Sold
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None — Buy
WV Smart 529 Plan #2 - 9 to 13 Age BAsedStrategy — None — Buy (add'l)
Land, Calhoun Cty., WV - 202 acres (33.3% interest) — None
Mineral Rights, Calhoun Cty., WV — Rovalty
New York Life Mainstay Fixed Deferred Annuity Contract — None
Offutt, Nord & Burchett, PLLC Retirement Plan #1
ING Fixed Acct. — None — Redeemed
ING Pimco Total Retum Portfolio 1 — None
ING Solution Income Portfolio Adv.(X) — None
ING Solution 2055 Portfolio Adv — None
Pioneer Fund Class R — None — Redeemed
Amencan Funds Income Fund R23 — None
Vanguard VIF Diversified Value Portfolio — None
ING Russell Lrg Cap Index Port — None — Buy
Anencan Funds Frowth Fnd R3 — None
Wanger Select — None
Amencan Funds Europacific R3 — None
Northwestern Mutual Variable Annuity
Equity Income (MSA/T Rowe Price) B — Rovalty
Index S00 Stock (MSA) B — None
Mid-Cap Value (MSA/Amenican Century) B — None
Small Cap Value (MSA/Franklin Tmp) B — None
Intemational Equity (MSA/ Franklin Tmpl) — None
Seclect Bond (MSA B — None
Russell Core Bond - B — None
High Yield Bond (MSA) B — None
Northwestern Mutual Annuity Rollover IRA — None
First<Citizens National Bank « Inherited IRA — Interest — Distnbuted
NML Fixed Retirement Annuity - Rollover IRA — None
Liability — Offutt, Nord and Burchett, PLLC Retirement Plan — 401k) loan scured by vested mterest
Spouse's income — 2013 — Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)
Part VII, Line 4 - Premiums paid for 2013 equal $27,479; policy CSV reported net of policy loan of $91.476
Part VII, Line 8 - The ownership interest was previously listed as 50% in error. It should have been 33.3%. The estimated value has always been properly
reported,
Part VII, Lines 11-22 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.
Part VII, Lines 11-22 - A portion of each fund was redeemed on 04/25/13 to fund a loan to the participant secured by the vested interest in the plan.
Part VII, Lines 5-7 - Additional 529 Plan contributions were made to cach plan at different times during the year.
Part VIL, Line 9 - Royalties received from the DD Oil Company and from Offust #2
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.