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Pull out the substance of this filing.

What was filed

  • 12

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • (see part VIII)
  • Retirement income from the County of Fresno (the amount in the next column is gross annual income)
  • Retirement income from the State of California (the amount in the next column is gross annual income)

As filed

Bank of the West (account) — Interest

Noble Federal CU (FKA Fresno County Federal Credit Union) (accounts) — Int./Div.

Educational Employees CU (accounts) — Int./Div. — Sold (part)

Educational Employees CU (accounts) — Int./Div. — Closed

State of California 401K plan-Nationwide (asset allocation only) — Dividend — (see part VIII)

Golden 1 CU (accounts) — Int./Div.

Unify Financial CU (FKA Western Federal CU) (accounts) — Int./Div.

Pacific Western Bank (account) — Interest

Union Bank (account) — Interest

State of California 457 plan--Nationwide (asset allocation only) — Dividend — (see part VIII)

BBVA Compass Bank (account) — Interest

Wells Fargo Bank (account) — Interest

Agreement — 1977 — County of Fresno Retirement Plan. No control

Agreement — 1986 — State of California Judges Retirement Plan. No control

Income — 2019 — Retirement income from the County of Fresno (the amount in the next column is gross annual income) — $50,390.94

Income — 2019 — Retirement income from the State of California (the amount in the next column is gross annual income) — $118,067.89

The State of California 401K and 457 plans belong to a family member. Neither plan is self-directed. Each plan is under the exclusive control of an administrator

designated by the State of California. The Administrator for both plans is Nationwide.

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.

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Gary S. Austin | Frix