Kimberly A. Jolson
2020
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Pull out the substance of this filing.
What was filed
25
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
2
spouse income
Named parties
- American Education Services
- Nationwide Mutual Insurance Company (salary)
- Village of Marble Cliff (salary)
As filed
Individual Assets (H)
Fifth Third Bank (cash) — None
Arch City Investors, LLC — Distribution
Promissory Note (Arch City Investors, LLC) — Interest
Guardian Whole Life Insurance Policy — Dividend
USAA Whole Life Insurance — None
USAA Universal Life Insurance (policy #1) — Interest
USAA Universal Life Insurance (policy #2) — Interest
ACCOUNT #1 (H)
Vanguard Total Stock Mkt inx Adm. (VTSAX) — Dividend
ACCOUNT #2 (H)
Nationwide Retirement Plan, Fidelity Cash Balance (cash) — Interest
Fidelity 2045 Model Portfolio — None
ACCOUNT #3 (H)
OPERS Stable Value Fund — None
OPERS Bond Index Fund — None
OPERS Stock Index Fund — None
OPERS Large Cap Index Fund — None
OPERS Small Cap Index Fund — None
OPERS Non-US Stock Index Fund — None
OPERS RMA Savings Account (pretax cash) (X) — None
ACCOUNT #4 (H)
OH 529 Vanguard Aggressive Age-Based Port., Blended Aggressive Growth — None
ACCOUNT #5 (H)
OH 529 Vanguard Aggressive Age-Based Port., Blended Aggressive Growth — None
Liability — American Education Services — Student Loan
Spouse's income — 2020 — Nationwide Mutual Insurance Company (salary)
Spouse's income — 2020 — Village of Marble Cliff (salary)
Part VII, line 3: Real estate company.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.