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Participant Details

JOHN SMITH: 123-45-6789

Details
Termination Date 01/01/2012
Location Code 565011 - Location Name ABC
Phone Number (860) 123-4567
Email [email protected]
Eligibility Date 01/01/YYYY
Hardship Suspension Date N/A
Years of Service 10
Marital Status Married
HCE N
16B Flag N
QDRO N
Payment Frequency Semi-Monthly


Contribution Rate

Source Current Prior
Employee Pre-Tax 6% 3%
Employee After-Tax N/A
Employee Roth N/A
Catch-up $300.00 $200.00
Catch-up Roth N/A


Investment Elections

Investment Name Percent
Fixed Account 25%
Solution 2035 Portfolio 25%
Solution 2045 Portfolio 15%
American Funds Washington Mutual Investors 15%
PIMCO Total Port - Initial Class 20%


Beneficiary Information

Type Name SSN Date of Birth Relationship Percentage
Primary Jill Smith xxx-xx-1234 01/01/1962 Spouse 100%
Contingent Frank Smith xxx-xx-1234 01/01/1992 Child 100%

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