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Participant Name Complete SSN Last 4 SSN

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Active Participants Only Participants with a balance and eligible participants are considered active.

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Name	Last 4 SSN	Age	Status	Total Balance	Location	Plan#	Plan Name
SMITH, JOHN View Participant Website. View Participant Statement.	1234	52.0	Active - Eligible for Contributions	$125,673.89	ABC1	565011	ABC Retirement Savings Plan 1
SMITH, FRANK View Participant Website. View Participant Statement.	1234	39.2	Active - Eligible for Contributions	$12,903.78	ABC4	565011	ABC Retirement Savings Plan 1
ROGER, SMITH View Participant Website. View Participant Statement.	1234	41.3	Active - Eligible for Contributions	$562,890.01	ABC1	565011	ABC Retirement Savings Plan 1
SMITH, MICHAEL View Participant Website. View Participant Statement.	1234	32.1	Active - Eligible for Contributions	$11,902.04	ABC2	234567	ABC Retirement Savings Plan 2
SMITH, MICHELE View Participant Website. View Participant Statement.	1234	26.2	Active - Eligible for Contributions	$1,422.21	ABC2	565051	ABC Retirement Savings Plan 1

Results per page 204060View All

SMITH, JOHN xxx-xx-1234     View Participant Website ABC Company Savings Plan 1: 565011

Participant Information

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First Name

Middle Name

Last Name

Address Line 1

Address Line 2

City

State

Connecticut

Zip Code

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SSN (last 4 digits)

XXX - XX -

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John Smith
P.O. Box 1234
Hartford, CT 012345

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Date of Birth

01/15/1960

Age

62

SSN

xxx-xx-1234

Contribution Information

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Last Contribution Date

01/01/YYYY

Last Contribution

$275.00

Current Deferral

      Pretax Deferral

6%

      Roth Deferral

$100.00

      After Tax

1%

      Pretax Catch Up

1%

Employment & Plan Information

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Employment Information

Date of Hire

Employee ID

Date of Termination

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SSN (last 4 digits)

XXX - XX -

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Participant Status

Active - Eligible for Contributions

Location

0001 - ABC 1

Managed Account

Enrolled

Hire Date

12/01/2009

Participant Balance

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Balance

$149,569.12 View by Investments

Loan

$4,000.00

Self-Directed Brokerage Balance

$5,345.23

 

Total Balance

$158,914.35

Manage Participant

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REQUEST MANAGEMENT

Requests Requiring Your Attention 1

Past Due Requests 0

Open Requests 3

DISTRIBUTION MANAGEMENT

Loan Requests 1

Withdrawal Requests 0

Termination Requests

Participant Links

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Activity History

Activity Summary

Loan Details

Participant Details

Participant Statements

View Participant Website

Investment Elections

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Managed Account

Enrolled

Fixed Accounts

50%

Solution 2035 Portfolio

25%

Stock Index Fund

25%

Beneficiary Information

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Primary

Relationship

Percentage

Jill Smith

Spouse

100%

CONTINGENT

Relationship

Percentage

Jack Smith	Child	25%
Jane Smith	Child	25%
Josh Smith	Child	25%
Jake Smith	Child	25%

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Beneficiary Information

Primary	SSN	Date of Birth	Relationship	Percentage
Jill Smith	Not Provided	Not Provided	Spouse	100%

CONTINGENT	SSN	Date of Birth	Relationship	Percentage
Jack Smith	Not Provided	Not Provided	Child	25%
Jane Smith	Not Provided	Not Provided	Child	25%
Josh Smith	Not Provided	Not Provided	Child	25%
Jake Smith	Not Provided	Not Provided	Child	25%

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