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Participant Details
JOHN SMITH: 123-45-6789Details
| Termination Date | 01/01/2012 |
| Location Code | 565011 - Location Name ABC |
| Phone Number | (860) 123-4567 |
| [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% |