Participant Balance
SMITH, JOHN xxx-xx-1234
As of market close January 01, 20YY
ABC Company: 565011
View by: Source Investments
Valuation Date
Participant Balance by Source
Money Source   | YTD Contributions | Vested | Vested % | Balance | Balance % |
|---|---|---|---|---|---|
| Employee | |||||
Employee Pretax | $2,000.00 | $67,306.10 | 100% | $67,306.10 | 66.00% |
Employee ABCD | $2,000.00 | $29,913.82 | 100% | $29,913.82 | 30.00% |
| Employer | |||||
Employer Pretax | $4,000.00 | $44,870.74 | 100% | $44,870.74 | 20.00% |
Employer Matching | $1,000.00 | $7,478.46 | 100% | $7,478.46 | 5.00% |
| Total | $9,000.00 | $149,569.12 | 100% | $149,569.12 | 100% |
Investments are priced at the previous market close and updated overnight.
The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.
The vested percentage displayed takes into account prior withdrawals.
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