Thomas E Carlson
2014Annual
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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 2014 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 - 2014
Date 01/10/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 01/24/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
0.00
Date 02/07/14 - 401(k) - $1500.00 - Profit Sharing - §
Date 02/21/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 03/07/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 03/21/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
0.00
Date 04/04/14 - 401(k) - $1,500.00 - Profit Sharing - §
Date 04/18/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 05/02/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 05/16/14 - 401(k) - $1,500.00 - Profit Sharing - §
0.00
Date 05/30/14 - 401(k) - $1,500.00 - Profit Sharing - $5,000.00
Date 06/13/14 - 401(k) - $1,000.00 - Profit Sharing - $1,842.11
Date 06/27/14 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 07/11/14 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 07/25/14 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 08/08/14 - 401(k) -$
0.00 - Profit Sharing - $1,842.11
Date 08/22/14 - 401(k) - $
0.00 - Profit Sharing - $1,842.11
Date 09/05/14 - 401(k) - $
0.00 - Profit Sharing - $2,602.52 + $7,368.42
Date 09/19/14 - 401(k) - $
0.00 - Profit Sharing - $1,950.74
Date 10/03/14 - 401(k) - S
0.00 - Profit Sharing - $1,950.74
Date 10/17/14 - 401(k) - $
0.00 - Profit Sharing - $1,950.74
Date 10/31/14 - 401(k) - $
0.00 - Profit Sharing - $1,950.74
Date 11/14/14 -401(k) - $
0.00 - Profit Sharing - § 673.44
Date 11/28/14 - 401(k) - S$
0.00 - Profit Sharing - $
0.00
Date 12/12/14 - 401(k) - S$
0.00 - Profit Sharing - $
0.00
0.00
Date 12/26/14 - 401(k) - §
0.00 - Profit Sharing - §
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