Plan Summary

ABC Company Savings Plan 1: 565011

As of January 1, 20YY

Plan Balance

Balance

Loan Balance

Self-Directed Brokerage Balance

$23,345.23

Total Balance

$43,345,267.459

Participant Search

First Name

Last Name

SSN (last 4 digits)

XXX - XX -

Recent Activity

Contributions$100,000.00Pay Period End: 01/01/20YY

Loan Payments$20,000.00Pay Period End: 01/01/20YY

JANUARY 20YYTotal Amount

Plan Information

Primary Contact

John Smith
Jane Doe

Address

Attn. John Smith
123 Orange Way
Hartford, CT 01234

Contract Issued

12/31/1992

Plan Year End

12/31

Plan Type

401(k)

Total Participants

199

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