Gary R. Jones

2015Annual

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Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Gi. Clarke. Trustee
  • N. Central Flonda Chapter Federal Bar Associution
  • The Federal Courts Law Review
  • NAVIENT - Department of Education Loan Services
  • Rights Inst, Columbia Las School
  • HCA-North Florida Regional Medical Center - Wages

As filed

Bank of America Common Stock — Int/Div

Fidelity Equity Dividend Income Fund — Distribution

Fidelity New Millenium Fund — istnibution

Fidelity Municipal Money Market Fund — Interest

Fidelity Mid Cap Fund — Distribution

Fidelity Int'l. Discovery Fund — Distribution

Fidelity Diversified Int'l. Fund — istrnibution

Fidelity Disciplined Equity Fund — Distribution

Fidelity Stock Selector Fund — Distribution

Fidelity Magellan Fund — Distribution

Fidelity Puritan Fund — Distribution

Virtus Growth & Inc. Fund-A — Int/Div

Fidelity Independence Fund — Distribution

Vanguard Explorer Fund Admiral Shares — Distribution

Vanguard Dividend Growth Fund — Distribution

HCA Rewards 401(k) Plan (x)

25-To-Go-Fund (x) — None

Large Co. Value Index Fund (x) — None

Large Co. Growth Index Fund(x) — None

Diversified Inv. Advisors TFLIC Guaranteed Pool Fund — Interest

Regions Bank Accounts — Interest

Real Estate-Unimproved Land, Alachua County, Florida (x) ($160,000) — None — Buy — Gi. Clarke. Trustee

Board Member, N. Central Flonda Chapter Federal Bar Associution

Edior-Eleventh Circuit Representative, The Federal Courts Law Review

Liability — NAVIENT - Department of Education Loan Services — Student Loan

Reimbursement — Roundtable at Florida Bar Meeting — HARA TIE. VI pee.

Reimbursement — Rights Inst, Columbia Las School — Conferen BEI Ru

Spouse's income — 2015 — HCA-North Florida Regional Medical Center - Wages

Part Vil-Lme 16. The 401(K) Retirement Plan previously was listed on prior reports as Lifetimes-HCA 401(K) Plan. The current and correct name of the plan is

HCA Rewards HCA 401(K) Plan, The plan is not self directed but rather paricipants can select from designated investment funds divided into three tiers.

Part VII-Line 17. This line (25-To-Go-Fund) dsicloses one of the tiered investment funds in the HCA Rewards 401(K) Plan. In prior reports this investment

was not listed but instead was aggregated in the listing for Lifetimes-HCA 401(K) Plan. No income is reported because the plan reports total value and does not

provide income figures for individual participants.

Part VIl-Line IS. This line (Large Value Index Fund) dislcoses one of the tiered funds in the HCA Rewards 401(K) Plan. In prior reports this investment was not

listed but instead was aggregated in the listing for Lifetimes-HCA 401(K) Plan, No income is reported because the plan reports total value and does not provide

income figures for individual participants.

Part VIl-Line 19. This line (Large Company Growth Index Fund) discloses one of the tiered funds in the HCA Rewards 401(K) Plan. In prior reports this

investment was not listed but instead was aggregated in the listing for Lifetimes-HCA 401(K) Plan, No income is reported because the plan reports total value and

does not provide income figures for individual participants,

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 R. Jones | Frix