Gary S. Austin

2011Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Retirement income from the County of Fresno (the amount in the next column 1s gross annual income)
  • Retirement income from the State of California (Judge's Retirement) (the amount in the next column is gross annual income)
  • State of California, Admuustrative Office of the Courts

As filed

Custodial Account £1 (Y)

Franklin High Income A (Y)

American Europacific GRW A (Y)

American Inv Co. of AmA (Y)

American GR FD of America A (Y)

MS AAA Calif tax FR Trust (Y)

MorganStanleySmithBamey fund-529A (Y)

Wells Fargo Bank (accounts) — Interest

Bank of the West {account) — Interest

Fresno County Federal CU (accounts) — Int/Div

Educational Employees CU (accounts) — Int

State of Calif 401K & 457 plans-Nationwide (secl) — Int/Div

Golden CU (accounts) — Int/Div

Western Federal CU (accounts) — Int./y

Capital Source Bank (accounts) — Interest

Bank of America (Y)

Agreement — 11977 — County of Fresno Retirement Plan. No control

Agreement — 1986 — State of California Judges Retirement Plan. No control

Income — 2011 — Retirement income from the County of Fresno (the amount in the next column 1s gross annual income) — S43.514.79

Income — 2011 — Retirement income from the State of California (Judge's Retirement) (the amount in the next column is gross annual income) — $95,249.88

Spouse's income — 2011 — State of California, Admuustrative Office of the Courts

In regard to item #12 in Section VII, as reported in last year's Financial Disclosure Report, | liquidated my State of California 401K plan back in 2010, This year,

2012, I discovered that some time ago

, through

employment with the State of California, has both a 401K and 457 retirement plan. Both of these

plans are produced for participants in the State's Savings Plus Program and are administered by a third party sdministrator known as "Nationwide Retirement

Solutions”. Various investment options are offered but only one of them, which

DOES NOT have, is self-directed. All of the other options are NOT

self-directed which means that the participant has no control over the individual stocks, bonds, etc., which are regularly traded mn them. Finally, in one of the

options selected by

, a participant is allowed to choose a level of risk.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.