Cheryl A. Eifert
2014Annual
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What was filed
74
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Lane
- Offutt, Nord and Burchett, PLLC Retirement Plan
- Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)
As filed
Fifth Third Bank Accounts — Interest
Chase Bank Account — Interest
BB&T Bank Account — Interest
Northwestern Mutual Life - 6 Whole Life Policies — Int/Div
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None — Buy (add'l)
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None — Buy (add'l)
WV Smart 529 Plan #2 - 9 10 13 Age Based Strategy — None
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy — None — Buy (add'l)
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy — None — Buy (add'l)
Land, Calhoun Cty., WV - 202 acres (33.3% interest) — None — Sold — Lane
Mmeral Rights, Calhoun Cry., WV — Rovalty
New York Life Mainstay Fixed Deferred Annuity Contract — None — Closed
Offutt, Nord & Burchett, PLLC Retirement Plan #1
Voya Age. Bond Prt (formerly ING Pimco Total Return Portfolio 1) — None
Voya (formerly ING) Solution Income Portfolio Adv, — None
Voya (formerly ING) Solution 2055 Portfolio Adv. — None
American Funds Income Fund R23 — None
Vanguard VIF Diversified Value Portfolio — None
Voya (formerly ING) Russell Lrg Cap Index Port 1 — None
American Funds Growth Fnd R3 — None
Wanger Select — None
American Funds Europacific R3 — None
Northwestern Mutual Variable Annuity
Equity Income (MSA/T Rowe Price) B — None
Equity Income (MSA/T Rowe Price) B — Redeemed
Equity Income (MSA/T Rowe Price) B — Buy
Equity Income (MSA/T Rowe Price) B — Buy (add'l)
Index S00 Stock (MSA B — None
Index S00 Stock (MSA) B — Redeemed
Index S00 Stock (MSA) B — Buy
Index 500 Stock (MSA) B — Buy (add'l)
Mid-Cap Value (MSA/Amencan Century) B — None
Mid-Cap Value (MSA/Amenican Century) B — Redeemed
Mid-Cap Value (MSA/Amenican Century) B — Buy
Mid-Cap Value (MSA/Amencan Century) B — Buy (add'l)
Small Cap Value (MSA/T Rowe Price) B — None
Small Cap Value (MSA/T Rowe Price) B — Redeemed
Small Cap Value (MSA/T Rowe Price) B — Buy
Small Cap Value (MSA/T Rowe Price) B — Buy (add'l)
Intemational Equity (MSA/ Franklin Tmpl) — None
Intemational Equity (MSA/ Franklin Tmpl) — Redeemed
International Equity (MSA/ Franklin Tmpl) — Buy
Intemational Equity (MSA/ Franklin Tmpl) — Buy (add'l)
Select Bond (MSA/Wells Capital Management) B — None
Select Bond (MSA/Wells Capital Management) B — Redeemed
Select Bond (MSA/Wells Capital Management) B — Buy
Select Bond (MSA/Wells Capital Management) B — Buy (add'l)
Russell Core Bond - B — None
Russell Core Bond - B — Redeemed
Russell Core Bond - B — Buy
Russell Core Bond - B — Buy (add'l)
High Yield Bond (MSA/Federated Inv.) B — None
High Yield Bond (MSA/Federated Inv.) B — Redeemed
High Yield Bond (MSA/Federated Inv.) B — Buy
High Yield Bond (MSA/Federated Inv.) B — Buy (add'l)
Northwestern Mutual Annuity Rollover IRA — None
First<Citizens National Bank - Inherited IRA — Interest — Distnbuted
NML Fixed Retirement Annuity - Rollover IRA — None
Northwestern Mutual Investment Account
General Money Market Fund Class B — Interest — Buy
American Century Intermediate-Term Tax Free Bond Fund — Int/Div — Buy
Dodge & Cox International Fund — Int/Div — Buy
Europacific Growth Fund Class F — Int/Div — Buy
Fidelity Advisor New Insights Fund Class 1 — hy — Buy
Fidelity Advisor Limited Term Muni Income Fund Class — Int/Div — Buy
Fidelity Advisor Intermediate Muni Income Fund Class — Int/Div — Buy
Franklin Federal Intermediate-Term Tax Free Income Fund — Int/Div — Buy
John Hancock Disciplined Value Mid Cap Fund Class 1 — Int — Buy
MFS Value Fund Class — Int/Div — Buy
New World Fund Class F — Int/Div — Buy
T-Rowe Price Tax Free High Yield — Int/Div — Buy
T-Rowe Price Real Estate — Int/Div — Buy
Vanguard Limited-Term Tax Exempt Fund — Int/Div — Buy
Liability — Offutt, Nord and Burchett, PLLC Retirement Plan — 401k) loan scured by vested mterest
Spouse's income — 2014 — Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)
Part VII, Line 4 - Premiums paid for 2014 equal $27 888.
Part VII, Lines 14-23 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.
Part VII, Line 12 - Royalties received from the DD Oil Company and from Offutt #2
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.