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SMITH, JOHN R

Plan #: G12345
Plan: Demo Plan

Last time logged in:
10:30 AM  ET


  Account Balance

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Account Balance by Contribution Source Print

Based on the information we have on file, you are currently 100.0% vested in your 401(K) DEFERRAL account, 100.0% vested in your EMPLOYER MATCH account, and 100.0% vested in your PREVIOUS SERVICE/QNEC account.

 

The investment option names below link to investment option summaries available as Adobe Acrobat® PDFs.

 
Account Balance as of:
Investment Option EMPLOYER ROLLOVER (UNRELATED) 401(K) DEFERRAL EMPLOYER MATCH
  AUL Fixed Interest Account $0.00 $0.00 $2,815.70 $108.57
  Janus Aspen Flexible Bond Portfolio $0.00 $0.00 $7,119.42 $293.36
  American Century Equity Income $0.00 $0.00 $2,186.54 $92.02
  American Century Income & Growth $0.00 $0.00 $7,860.74 $587.21
  SSgA S&P 500 Flagship Fund $0.00 $0.00 $370.91 $17.70
  Alger American Growth $0.00 $0.00 $3,654.89 $148.81
  Fidelity VIP Growth $0.00 $0.00 $2,839.84 $111.52
  AIM Dynamics $0.00 $0.00 $15,950.23 $1,053.36
  Janus Aspen Series Worldwide Growth $0.00 $0.00 $3,501.24 $259.24

Total By Contribution Source

$0.00 $0.00 $46,299.51 $2,671.79
Contribution Source Percentage Value 0.00% 0.00% 94.28% 5.44%
Investment Option ROLLOVER (RELATED) PREVIOUS SERVICE/QNEC    
  AUL Fixed Interest Account $0.00 $1.30    
  Janus Aspen Flexible Bond Portfolio $0.00 $3.33    
  American Century Equity Income $0.00 $1.32    
  American Century Income & Growth $0.00 $68.89    
  SSgA S&P 500 Flagship Fund $0.00 $0.32    
  Alger American Growth $0.00 $1.85    
  Fidelity VIP Growth $0.00 $1.06    
  AIM Dynamics $0.00 $60.28    
  Janus Aspen Series Worldwide Growth $0.00 $0.00    

Total By Contribution Source

$0.00 $138.35    
Contribution Source Percentage Value 0.00% 0.28%    

Your total account value is: $49,109.65

 

The values of the Investment Options displayed have been rounded and therefore may not total 100 percent.

 

†Pie Chart Investment options with an account value that translates to a percentage value of 0, 1, 2 or 3 percent will not show this percentage value in the pie chart. The pie chart will display a color-coordinated slice representing these investment options.

 

Investment option account values are translated to a rounded percentage value. If an investment option has an account value less than .5 percent, the percentage value will be rounded to zero.

 

Investment options are valued as of the close of financial markets on the last previous active trading day.

 



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