Cheryl A. Eifert

2017Annual

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Pull out the substance of this filing.

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.

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