Cheryl A. Eifert
2016Annual
Ask Donna
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)
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 — Sold (part)
Vova Solution Income Portfolio Ady — None — Sold (part)
Vova Solution 2055 Portfolio Adv — None — Sold (part)
American Funds Income Fund R2 — None — Sold (part)
Vanguard VIF Diversified Value Portfolio — None — Sold (part)
Voya Russell Lrg Cap Index Port — None — Sold (part)
American Funds Growth Fond R3 — None — Sold (part)
VY TRowePrice Diver MdCp Gr Pt — None — Sold (part)
Amencan Funds Europacific R3 — None — Sold (part)
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/Amenican Century) B — None — Sold
Mid-Cap Value (MSA/Amenican Century) B — Buy
Mid-Cap Value (MSA/Amenican Century) B — Sold
Mid-Cap Value (MSA/Amenican 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 Trmpl) B — None — Sold
Intemational Equity (MSA/ Franklin Trmpl) B — Buy
Intemational Equity (MSA/ Franklin Trmpl) B — Sold
Intemational Equity (MSA/ Franklin Trmpl) 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
Russell Core Bond - B — None — Sold
Russell Core Bond - B — Buy
Russell Core Bond - B — Sold
Russell Core Bond - B — Buy
High Yield Bond (MSA/Federated Inv.) B — None — Sold
High Yield Bond (MSA/Federated Inv.) B — Buy
High Yield Bond (MSA/Federated Inv.) B — Sold
High Yield Bond (MSA/Federated Inv.) B — 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 S00 Stock (MSA) A — None — Sold
Index S00 Stock (MSA) A — Buy
Index S00 Stock (MSA) A — Sold
Index S00 Stock (MSA) A — Buy
Mid-Cap Value (MSA/American Century) A — None — Sold
Mid-Cap Value (MSA/American Century) A — Buy
Mid-Cap Value (MSA/American Century) A — Sold
Mid-Cap Value (MSA/American 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 Tmpl) A — None — Sold
International Equity (MSA/ Franklin Tmpl) A — Buy
International Equity (MSA/ Franklin Tmpl) A — Sold
International Equity (MSA/ Franklin Tmpl) A — Buy
Select Bond (MSA/Wells Capital Management) A — None — 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
Russell Core Bond - A — None — Sold
Russell Core Bond - A — Buy
Russell Core Bond - A — Sold
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/Div — Sold (part)
Dodge & Cox International Fund — Int
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 — Buy (add'l)
Fidelity Advisor Intermediate Muni Income Fund Class — Int/Div — Sold (part)
Franklin Federal Intermediate-Term Tax Free Income Fund — Int/Div — Sold (part)
John Hancock Disciplined Value Mid Cap Fund Class — Int/Div
MFS Value Fund Class — Int/Div
New World Fund Class F — Int/Div
T-Rowe Price Tax Free High Yield — Int/Div — Sold (part)
T-Rowe Price Real Estate — Int/Div
Vanguard Limited-Term Tax Exempt Fund — Int/Div — Sold
Northwestern Mutual Fixed Retirement Annuity #2 - Rollover — None
Northwestern Mutual Fixed Retirement Annuity #3 - Rollover — None — Buy
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 — 2016 — Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)
Part VII, Line 4 - Premiums paid for 2016 equal $28,433.
Part VII, Lines 11-20 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.
Part VII, Line 10 - 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.