# John T. Gregg

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4581

## Record

- **Judge:** John T. Gregg
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

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Agreement — 2012 — Partnership Agreement with Barmes & Thornburg LLP (withdrawn); final equity distributions in Apnl 2015
Agreement — 2013 — Cash Balance Pension Plan with Barnes & Thomburg LLP (withdrawn) and administered by Fifth Third Bank
Agreement — 2004 — Profit Sharing Plan and Trust with Bames & Thormburg LLP (withdrawn) and administered by PNC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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4581. Public record. Not legal advice.