Cheryl A. Eifert
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
33
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Offutt, Nord & Burchett, 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 # 1-9 to 13 Age Based Strategy — Int/Div — with line 6)
WV Smart 529 Plan #1 - 14 to 15 Age Based Strategy (X) — Int/Div — Buy
WV Smart 529 Plan #2 - 0 to 8 Age Based Strategy — Int/Div — with line 8)
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy (X) — Int/Div — Buy
Land, Calhoun Cty., WV - 202 acres, 50% interest — None
Mineral Rights, Calhoun Cty., WV — Rovalty
New York Life Mainstay Fixed Deferred Annuity Contract — None
Offutt & Nord. PLLC Retirement Plan #1
ING Fixed Acct.(X) — None — Buy
ING Pimco Total Return Portfolio — None — Sold (part)
ING Solution Portfolio Adv — None — Sold (part)
American Funds Income Fund R23 — None — Sold (part)
Vanguard VIF Diversified Value Portfolio — None — Sold (part)
Pioneer Fund Class R — None — Sold (part)
American Funds Growth Fund R3 — None — Sold (part)
Wanger Select — None — Sold (part)
Amencan Funds Europacific R3 — None — Sold (part)
Northwestern Mutual Variable Annuity
Equity Income (MSA/ T Rowe Price) B — None
Index S00 Stock (MSA) B — None
Mid-Cap Value (MSA/ American Century) B — None
Small Cap Value (MSA/ T Rowe Price) B
International Eq (MSA Franklin Tmp) B — None
Select Bond (MSA) B — None
Russell Core Bond - B — None
High Yield Bond (MSA) B — None
Northwestern Mutual Annuity - Rollover IRA — None
Citizens National Bank - Inherited IRA — Interest — Sold (part)
NML Fixed Retirement Annuity - Rollover (xX) — None — from line 12)
Spouse's income — 2012 — Offutt, Nord & Burchett, PLLC (Member, Self-Employed Attomey)
Part VII, Lines 5 -8
Additional 529 contibutions were made to each plan at different times during the year
Part VII, Lines 13 - 21
Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities
cach month.
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.