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Account Balance
Fund |
% of Balance | Fund Balance | |
|---|---|---|---|
DemoFundCo Stable Value Fund |
30.8 % | $3,080.00 | |
DemoFundCo Total Return Bond Fund |
21.1 % | $2,110.00 | |
DemoFundCo S&P 500 Index Fund |
16.3 % | $1,630.00 | |
DemoFundCo Balanced Fund |
17.6 % | $1,760.00 | |
DemoFundCo Large Cap Growth Fund |
9.2 % | $920.00 | |
DemoFundCo Extended Market Index Fund |
2.6 % | $260.00 | |
DemoFundCo International Growth Fund |
2.0 % | $200.00 | |
Source & % Vested |
Source Balance | Vested Balance | |
|---|---|---|---|
2021 EE Deferral 60% |
$6,000.00 | $6,000.00 | |
2020 EE Deferral 20% |
$2,000.00 | $2,000.00 | |
2020 ER Match 20% |
$2,000.00 | $2,000.00 |
| Asset Class Name & % Vested | Total Balance | ||
|---|---|---|---|
Stability of Principal 30.8% |
$3,080.00 | ||
Bonds 21.1% |
$2,110.00 | ||
Balanced 16.3% |
$1,630.00 | ||
Large Cap Value/Blend 17.6% |
$1,760.00 | ||
Large Cap Growth 9.2% |
$920.00 | ||
Small/Mid/Specialty 2.6% |
$260.00 | ||
Global/International 2.0% |
$200.00 | ||
My Deferrals
20YY Bonus Enrollment
3%
DCSP Spillover Election
10%
20YY Annual Salary
10%
Annual Cash Incentive Plan
(ACIP/AIP earned in 20YY)
20YY Annual Enrollment
10%
DCSP Spillover Election
6%
Annual Incentive Compensation
(ICP/AIP earned in 20YY)
Outflow Distributions Forecast
The account balance and cash outflow projections presented on this page are an estimate of your future account balance and cash outflows based on the selected Termination and a selected rate of return of 0%. The projection uses these selections and your termination distribution elections to project future account balances and cash outflows.
You can use the form below to generate a Projected Cashflow Scenario. Select the distribution event from the Type drop-down and an estimated Rate of Return and click the Calculate Outflow button.
Filter By
Balance/Outflow Projection
Click the outflow piece on bar chart to view details.
Estimated Cash Outflow
Estimated Remaining Balance
The Cash Flow Forecasting tools are for educational purposes only and are not intended to serve as the primary or sole basis for your investment or tax-planning decisions. Any financial projections given are illustrative only. It is not intended, and should not be taken as an official estimate, nor should it be relied upon as a calculation of the exact amount of your retirement benefits. You should use this as a tool to understand your benefits as a portion of your income, but there is no guarantee that you will receive these amounts. The actual benefit that you receive will be calculated based upon all provisions and requirements stipulated in the Plan Document(s) and compliance of 409A Regulations.
Distribution Elections
| Source | Date | Type | Method | Amount | |
|---|---|---|---|---|---|
| Source 2021 EE Deferral | Date | Type Retirement | Method 5 Annual Installments Commencing at Retirement | Amount 100% | Details |
| Source 2020 Employer Match | Date | Type Termination | Method 5 Annual Installments Commencing at Termination | Amount 100% | Details |
| Source 2020 EE Deferral | Date | Type Retirement | Method 5 Annual Installments Commencing at Retirement | Amount 100% | Details |
Beneficiaries
| SSN | Name | Type | Relation | PPA |
|---|---|---|---|---|
| SSN xxx-xx-4321 | Name Matt Williams | Type Primary | Relation Spouse | PPA 100.00% |
| SSN xxx-xx-9999 | Name Jane Johnson | Type Contingent | Relation Daughter | PPA 50.00% |
| SSN xxx-xx-6789 | Name John Matthews | Type Contingent | Relation Son | PPA 50.00% |