Cheryl A. Eifert
2017Annual
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What was filed
104
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Offutt, Nord and Burchett, PLLC Retirement Plan
- John Deere
- Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)
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 — Sold (part)
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — Sold (part)
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 — Buy (add'l)
Mineral Rights, Calhoun Cty., WV — Rovalty
Offutt, Nord & Burchett, PLLC Retirement Plan #1 (H)
Vova IntermediateBond Port — None
Vova Solution Income Portfolio Ady — None
Vova Solution 2055 Portfolio Adv — None
American Funds Income Fund R2 — None
Vanguard VIF Diversified Value Portfolio — None
Voya Russell Lrg Cap Index Port 1 — None
Amencan Funds Growth Fnd R3 — None
VY TRowePrice Dive MdCp Gr Pt — None
American Funds Europacific R3 — None
Northwestern Mutual Variable Annuity (H)
Equity Income (MSA/T Rowe Price) B — None — Sold
Equity Income (MSA/T Rowe Price) B — Buy
Equity Income (MSA/T Rowe Price) B — Sold
Equity Income (MSA/T Rowe Price) B — Buy
Index S00 Stock (MSA) B — None — Sold
Index S00 Stock (MSA) B — Buy
Index S00 Stock (MSA) B — Sold
Index S00 Stock (MSA) B — Buy
Mid-Cap Value (MSA/Amencan Century) B — None — Sold
Mid-Cap Value (MSA/Amencan Century) B — Buy
Mid-Cap Value (MSA/Amencan Century) B — Sold
Mid-Cap Value (MSA/Amencan Century) B — Buy
Small Cap Value (MSA/T Rowe Price) B — None — Sold
Small Cap Value (MSA/T Rowe Price) B — Buy
Small Cap Value (MSA/T Rowe Price) B — Sold
Small Cap Value (MSA/T Rowe Price) B — Buy
Intemational Equity (MSA/ Franklin Tmpl) B — None — Sold
Intemational Equity (MSA/ Franklin Tmpl) B — Buy
Intemational Equity (MSA/ Franklin Tmpl) B — Sold
Intemational Equity (MSA/ Franklin Tmpl) B — Buy
Select Bond (MSA/Wells Capital Management) B — None — Sold
Select Bond (MSA/Wells Capital Management) B — Buy
Select Bond (MSA/Wells Capital Management) B — Sold
Select Bond (MSA/Wells Capital Management) B — Buy
Strategic Bod (RIF)-B (formerly Russell Core Bond - B) — None — Sold
Strategic Bod (RIF)-B (formerly Russell Core Bond - B) — Buy
Strategic Bod (RIF)-B (formerly Russell Core Bond - B) — Sold
Strategic Bod (RIF)-B (formerly Russell Core Bond - B) — Buy
High Yield Bond (MSA/Federated Inv.) B — None — Sold
S10. — Buy
S10. — Sold
S10. — Buy
Equity Income (MSA/T Rowe Price) A — None — Sold
Equity Income (MSA/T Rowe Price) A — Buy
Equity Income (MSA/T Rowe Price) A — Sold
Equity Income (MSA/T Rowe Price) A — Buy
Index 500 Stock (MSA) A — None — Sold
Index 500 Stock (MSA) A — Buy
Index 500 Stock (MSA) A — Sold
Index 500 Stock (MSA) A — Buy
Mid-Cap Value (MSA/Amencan Century) A — None — Sold
Mid-Cap Value (MSA/Amencan Century) A — Buy
Mid-Cap Value (MSA/Amencan Century) A — Sold
Mid-Cap Value (MSA/Amencan Century) A — Buy
Small Cap Value (MSA/T Rowe Price) A — None — Sold
Small Cap Value (MSA/T Rowe Price) A — Buy
Small Cap Value (MSA/T Rowe Price) A — Sold
Small Cap Value (MSA/T Rowe Price) A — Buy
International Equity (MSA/ Franklin Trpl) A — None — Sold
International Equity (MSA/ Franklin Trpl) A — Buy
International Equity (MSA/ Franklin Trpl) A — Sold
International Equity (MSA/ Franklin Trpl) A — Buy
Select Bond (MSA/Wells Capital Management) A — None — Buy (add'l)
Select Bond (MSA/Wells Capital Management) A — Sold
Select Bond (MSA/Wells Capital Management) A — Buy
Select Bond (MSA/Wells Capital Management) A — Sold
Select Bond (MSA/Wells Capital Management) A — Buy
Strategic Bod (RIF)-A (formerly Russell Core Bond - A) — None — Buy (add'l)
Strategic Bod (RIF)-A (formerly Russell Core Bond - A) — Sold
Strategic Bod (RIF)-A (formerly Russell Core Bond - A) — Buy
Strategic Bod (RIF)-A (formerly Russell Core Bond - A) — Sold
Strategic Bod (RIF)-A (formerly Russell Core Bond - A) — Buy
High Yield Bond (MSA/Federated Inv.) A — None — Sold
High Yield Bond (MSA/Federated Inv.) A — Buy
High Yield Bond (MSA/Federated Inv.) A — Sold
High Yield Bond (MSA/Federated Inv.) A — Buy
Northwestern Mutual Fixed Annuity Rollover IRA — None
Northwester Mutual Fixed Retirement Annuity #1 « Rollover — None
Northwestern Mutual Investment Account (Hy
General Money Market Fund Class B — Interest
American Century Intermediate-Term Tax Free Bond Fund — Int
Dodge & Cox International Fund — Int/Div
Europacific Growth Fund Class F — Int/Div
Fidelity Advisor New Insights Fund Class 1 — Int/Div
Fidelity Advisor Limited Term Muni Income Fund Class — Int/Div
Fidelity Advisor Intermediate Muni Income Fund Class — Int/Div
Franklin Federal Intermediate Term Tax Free Income Fund — Int/Div
John Hancock Disciplined Value Mid Cap Fund Class 1 — Int/Div
MFS Value Fund Class — Int/Div
New World Fund Class F — Int/Div — Sold
T-Rowe Price Tax Free High Yield — Int/Div
T-Rowe Price Real Estate — Int/Div
Northwestern Mutual Fixed Retirement Annuity #2 - Rollover — None
Northwestern Mutual Fixed Retirement Annuity #3 - Rollover — None
Liability — Offutt, Nord and Burchett, PLLC Retirement Plan — 401k) loan secured by vested interest
Liability — John Deere — Loun secured by John Deere tractor purchased during 2015
Spouse's income — 2017 — Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)
Part VII, Line 4 - Premiums paid for 2017 equal $27 888.
Part VII, Lines 10-19 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.
Part VII, Line 9 - Royalties received from the DD Oil Company and from Offutt #2.
Part VII, Line 45 - Pursuant to a name change, Strategic Bod (RIF)-B was formerly known as Russell Core Bond - B
Part VII, Line 78 - Pursuant to i name change, Strategic Bod (RIF)-A was formerly known as Russell Core Bond - A
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.