Thomas E Carlson
2013Annual
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Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Deloitte
As filed
Wells Fargo Bank Savings Account — Interest
Wells Fargo Bank IRA Stage Coach Equity Index Fund A — Int/Div
Wells Fargo Bank IRA Stage Coach Equity Index Fund A — Int/Div
Wells Fargo Bank - Savings Account — Interest
Wells Fargo Bank - Money Market Account — Interest
Wells Fargo Bank - Checking Account — Interest
Wells Fargo Bank - Asset Allocation Fund B — Int/Div
Fidelity - Equity Growth Fund B — Int/Div
Wells Fargo Bank - Large Company Growth Fund B — Int/Div
Deloitte & Touche - 401(k) Vanguard — Int/Div — Buy — Deloitte
Deloitte & Touche - Profit Sharing — Distribution — Buy — Deloitte
Attachment to 2013 Financial Disclosure Report
Thomas E. Carlson
Attachment | of |
Part of report: VIL INVESTMENTS and TRUSTS
10.2) Date
11. (2) Date
Transactions of [NGG = Deloitte 401(k) Plan and Deloitte Profit Sharing Plan [ij employer)
I Contributions - 2013
Date 01/11/13 - 401(k) - $1,473.08
Date 01/25/13 - 401(k) - $1,473.08
Date 02/08/13 - 401(k) - $1,473.08
Date 02/22/13 - 401(k) - $1,473.08
Date 03/08/13 - 401(k) - $1,473.08
Date 03/22/13 - 401(k) - $1,473.08
Date 04/05/13 - 401(k) - $1,473.08
Date 04/19/13 - 401 (k) - $1.473.08
Date 05/03/13 - 401(k) - $1,473.08
Date 05/17/13 - 401(k) - $1,473.08
Date 05/31/13 - 401(k) - $1,473.08 - Profit Sharing - $5,000.00
Date 06/14/13 - 401(k) - $1,292.17 - Profit Sharing - $1,809.04
Date 06/28/13 - 401 (k) - $
3.95 - Profit Sharing - $1,809.04
Date 07/12/13 - 401(k) - $
0.00 - Profit Sharing - $1,809.04
Date 07/26/13 401(k) - $
0.00 - Profit Sharing - $1,809.04
Date 08/09/13 - 401(k) - $
0.00 - Profit Sharing - $1,809.04
Date 08/23/13 - 401(k) - $
0.00 - Profit Sharing - $1,809.04
Date 09/06/13 - 401(k) - $
0.00 - Profit Sharing - $2,040.53 + $6,201.75
Date 09/20/13 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 10/04/13 - 401(k) - S$
0.00 - Profit Sharing - $1,842.11
Date 10/18/13 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 11/01/13 -401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 11/15/13 -401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 11/29/13 - 401(k) - $
0.00 - Profit Sharing - § 192.93
Date 12/13/13 - 401(k) - S
0.00 - Profit Sharing - $
0.00
0.00
Date 12/27/13 - 401(k) - $
0.00 - Profit Sharing - §
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