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.

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Cheryl A. Eifert | Frix