Robin M. Meriweather
2019
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Pull out the substance of this filing.
What was filed
28
investments
1
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Federal Magistrate Judges Association
- Grace Episcopal School
- Booz Allen & Hamilton (salary from employment)
- Sojourn Consulting LLC (salary from employment)
As filed
Wells Fargo Checking — Interest
Fidelity 401K (H)
FIDELITY US BOND INDX — Int./Div.
VANGUARD DEV MKT IDX IS — Int./Div.
VANGUARD TARGET RET 2030 — Int./Div. — Closed
VANGUARD TARGET RET 2035 — Int./Div. — Closed
VANGUARD INST TR 2030 — Int./Div. — Open
VANGUARD INST TR 2035 — Int./Div. — Open
FIDELITY 500 INDEX — Int./Div. — Closed
FIDELITY TOTAL MKT INDEX — Int./Div. — Open
Virginia 529 College Savings Plan Aggressive Growth — None
Health Savings Account — Interest
Zions Bank Checking Accounts — Interest
Zions Bank Checking Accounts — Interest
Vanguard IRA Target Retirement 2040 — Dividend — Distributed (part)
Vanguard Roth IRA Target Retirement 2040 — Dividend — Spinoff (from line 15)
Booz Allen ECAP 401k (H)
State Street Global Stable Value Fund — None
Bond Index Fund (State Street global advisors) — None
State Street S&P 500 Index Fund — None
US Structured Research Strategy Fund (T Rowe Price) — None
Russell 1000 Value Index Fund (State Street Global -lg cap value ) — None
Russell 1000 Growth Index Fund (State Street Global-lg cap growth) — None
Russell Small Cap Index Fund (State Street Global) — None
Euro Pacific Growth Fund (American Funds) — None
EAFE Stock Index Fund (State Street Global) — None
ADP TOTAL SOURCE 401k(H)
Voya Target Solution 2040 — None
Director (member of board of directors), Federal Magistrate Judges Association
Agreement — 1/1/2007 — continued participation in Jenner & Block 401k (administered by fidelity; does not provide me any firm profits or a guaranteed pension)
Liability — Grace Episcopal School — Tuition Contract
Spouse's income — 1/19-8/19 — Booz Allen & Hamilton (salary from employment)
Spouse's income — 8/19-12/19 — Sojourn Consulting LLC (salary from employment)
In Part VII, on lines 5, 6 & 9, the accounts are listed as 'closed' because the 401K plan discontinued those particular funds; on lines 7, 8 & 10, the accounts listed as
"Opened" are the replacement funds selected by the 401k plan administrator. I did not report these transactions during the year becauuse I was unaware of them
until I reviewed the account statements to prepare this annual report.
In Part VII, on lines 15 & 16, the Transactions listed reflect the transfer of money from a traditional IRA into a Roth IRA. I selected "Distributed (part)" and
"spinoff" for the nature of those transactions because those were the closest descriptive terms that I found among the available options.
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.