Alan Eugene Norris
2020
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
1
positions
0
gifts
2
agreements
2
debts
0
reimbursements
1
income
1
spouse income
Named parties
- David Reich & Mike Fultz
- Clements Foundation, Westerville, Ohio
- Kay Bank
- Capital One Bank
- Ohio Public Employees Retirement System
As filed
1/4 Int. rental property, Westerville, OH appraised 1/19/04 — Rent — Sold — David Reich & Mike Fultz
IBM common stock — Dividend
checking account Bank One/Chase Bank — Interest
ABA Keogh (H)
Equitable Life Insurance Large Cap Equity Fund — Distribution
Equitable Life Insurance Mid-Cap Equity Fund — Distribution
Equitable Life Insurance Stable Asset Return Fund — Distribution
Savings Account, WestBankco Columbus, OH — Interest
Guardian Life Insurance Policy (whole) — Dividend
1 Shares Barclays TIPS Bond Fun — Dividend
Pimco FDS Bond Fund — Dividend
Capital One Bank Savings Account — Interest — Open
Trustee, Clements Foundation, Westerville, Ohio
Agreement — 01/01/67 — to 6/30/86 - Ohio Public Employees Retirement System, contributed during former state employment
Agreement — 1981 — ABA - Administered "Keogh" Plan, contributed during law practice. Consists of Large-Cap Equity Fund, Small-Mid Cap Equity Fund, & Stable Asset Return Fund.
Liability — Kay Bank — credit card
Liability — Capital One Bank — credit card
Income — 2020 — Ohio Public Employees Retirement System — $64,207.25
Spouse's income — 2020 — Ohio Public Employees Retirement System
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.