John T. Gregg

2015Annual

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What was filed

  • 27

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • N/A
  • American Bankruptcy Institute - Central States Advisory Board
  • Federal Bankruptcy Association
  • Nanonal Conference of Bankruptcy Judges
  • SSNS (C. Institute
  • Institute
  • Final equity distributions trom Bames & Thornburg LLP

As filed

JPMorgan Chase, NA. - Accounts — Interest

Macatawa Bank - Account — Interest

Citibank, N.A. - IRA Account — Interest

Lake Michigan Credit Union - Account — Interest

Bames & Thornburg Cash Balance Pension Plan (Fifth Third) — None — Sold — N/A

Charles Schwab Money Market (KLG) — Interest

Charles Schwab 401(k) - Simple IRA (Cash) UTG) — Interest

Columbia Acorn Fund Z — Int/Div — Sold — N/A

Templeton Inst. Foreign Equity Fund — Int/Div — Sold — N/A

Vanguard Institute Index Fund — Int/Div — Sold — N/A

Vanguard Target Date 2010 — Int/Div — Sold — N/A

PIMCO Total Return Institutional Class — Int/Div — Sold — N/A

KeyBank EB Magic 20 Fund — Int/Div — Sold — N/A

Fed Gov Ultrashort Dur AS 14 — Distribution

AmerFunds EuroPac Growth SASS — Int/Div

LVIP Clarion Global Real Estate SASS — Int/Div

LVIP Del Growth & Income SALI — Int/Div

LVIP Mon Int'l Value SA 22 — Int/Div

LVIP Vanguard Int] Equity SAS9 — Int/Div

AmerFunds SMALLCAP World SA46 — Int/Div

Janus Aspen Enterprise SA64 — Int/Div

LVIP SSgA Small-Cap Index SA36 — Int/Div

Oppenheimer Developing Markets SA94 — Int/Div

Salt Lake City Utah Sales & Excise Tax Rev-B Bond (X) — Int/Div

Carson City & Crystal Mich ARE A Sch Bldg & Site Gen. Oblig, Bonds (X) — Int/Div

Caro Mich Crnnt Sch Dist Sch Bldg Sev-B Bonds (X) — Int/Div

United States Treasury Bonds (X) — Int/Div

Board Member, American Bankruptcy Institute - Central States Advisory Board

Agreement — 2012 — Partnership Agreement with Barmes & Thornburg LLP (withdrawn); final equity distributions in Apnl 2015

Agreement — 2013 — Cash Balance Pension Plan with Barnes & Thomburg LLP (withdrawn) and administered by Fifth Third Bank

Agreement — 2004 — Profit Sharing Plan and Trust with Bames & Thormburg LLP (withdrawn) and administered by PNC

Reimbursement — Federal Bankruptcy Association — 7/30/2015-8/1/2015 — Crystal Mountain, MI — Speaker at seminar — Travel, Lodging

Reimbursement — Nanonal Conference of Bankruptcy Judges — 9/28/2015-9/30/20158 — Mam, FL — Attended Conference — Lodging

Reimbursement — SSNS (C. Institute — at din — Mid-Level Professional Development Program

Reimbursement — Institute — Consumer Bankruptcy Conference

Income — 2015 — Final equity distributions trom Bames & Thornburg LLP — $62,623.00

In Section 11, | have included several agreements with my former law firm, Barnes & Thomburg LLP. In early 2015, | completely divested myself from any

financial connection to pension and other retirement accounts established through Barnes & Thomburg LLP. The pension and retirement accounts were rolled

over into the Thrift Savings Plan, as indicated in Section VII. In addition, | received my final equity distribution in April 2015

In Section 111, 1 disclosed equity distributions from Barnes & Thornburg LLP. In my itil report dated May 16, 2016, 1 thought that my 2015 tax returns would

need to be amended to capture the final equity distribution. However, upon further review and discussion with my accountant, the 2015 tax returns do not need to

be amended.

In Section VII, 1 disclosed a savings account at Macatawa Bank. This account was also disclosed as part of my 2014 disclosures. However, when disclosed in

2014, 1 used the Value Code J. This was incorrect. The correct Value Code is N, as the account balance has always been approximately $220,000.

In Section VII, 1 disclosed a Cash Balance Pension Plan through Barnes & Thomburg LLP which was maintained at Fifth Third Bank. This account was also

disclosed as part of my 2014 disclosures. However, when disclosed in 2014, | used the Value Code J. This was incorrect. The correct Value Code is K, as

the account balance was $33,920.04. At the time that | filed my 2014 disclosures, I was unaware of the correct balance, as Barnes & Thomburg LLP had

implemented the mandatory pension plan during my last year as an equity partner at the firm.

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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