Thomas E Carlson
2011Annual
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What was filed
12
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 Deposit 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 Sharmg — Distribution — Buy — Deloitte
Attachment to 2011 Financial Disclosure Report
Thomas E. Carlson
Attachment | of |
Part of report: VIL INVESTMENTS and TRUSTS
11.42) Date
12. (2) Date
Transactions of I re Deloitte 401(k) Plan and Deloitte Profit Sharing Plan ¢3 employer)
J Contributions - 2011
Date 0107/11 - 401(x) - $1,135.00
Date 01/21/11 - 401(k) - $1,135.00
Date 02/04/11 - 401(k) - $1,135.00
Date 02/18/11 - 401(k) - $1,135.00
Date 03/04/11 - 401(k) - $1,135.00
Date 03/18/11 - 401(k) - $1,135.00
Date 04/01/11 - 401(k) - $1,135.00
Date 04/15/11 -401(k) - $1135.00
Date 04/29/11 - 401(k) - $1,135.00
Date 05/13/11 - 401(k) - $1,135.00
Date 05/27/11 - 401(k) - $1,135.00 - Profit Sharing - $5,000.00
Date 06/1011 - 401(k) -$ 995.00 - Profit Sharing - $1,393.00
Date 06/24/11 -401(k) -$ 995.00 - Profit Sharing - $1,393.00
Date 07/08/11 - 401(k) - $995.00 - Profit Sharing - $1,393.00
Date 07/22/11 -401(k) -S 995.00 - Profit Sharing - $1,139.00
Date 08/05/11 -401(k)-S 38.00 - Profit Sharing - $1,139.00
Date 08/19/11 - 401(k) - $
0 - Profit Sharing - $1,139.00
Date 09/02/11 -401(k) - $
0 - Profit Sharing - $1,658.00 + $8,227.00
Date 09/16/11 - 401(k) - S
0 - Profit Sharing - $1,431.00
Date 09/30¢11 - 401(k) - $
0 - Profit Sharing - $1,431.00
Date 1014/11 - 401(k) - $
0 - Profit Sharing - $1,431.00
Date 10/28/11 -401(k) - $
0 - Profit Sharing - $1,431.00
Date 11/11/11 -401(k) - $
0 - Profit Sharing - § 29.00
Date 11/25/11 - 401(k) - $
0 - Profit Sharing - §
0
Date 12/09/11 -401(k) - $
0 - Profit Sharing - §
0
Date 12/23/11 - 401(k) - §
0 - Profit Sharing - §
0
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