Page 101 - FebDefComp
P. 101

Payee Type 12/31/20 Account Balance Gross Amount of Distribution  $0.00  $354.67 Roth IRA Rollover               $0.00  $2,622.53 IRA Rollover                    $0.00 $389,686.77 IRA Rollover                    $0.00  $97,273.23 IRA Rollover                    $0.00  $77,511.71 IRA Rollover                    $0.00  $41,418.82 IRA Rollover                    $0.00  $42,689.37 IRA Rollover                    $325,991.99  $50,000.00 Roth IRA Conversion Rollover    $171,387.03 $20,000.00 Roth IRA Conversion Rollover    $223,029.67 $20,000.00 Roth IRA Conversion Rollover    $98,714.73 $10,000.00 Roth IRA Conversion Rollover    $0.00  $4,412.79 IRA Rollover                    $86,035.80  $28.86 Roth IRA Conversion Rollover    $1.11 $72,929.50 IRA Rollover                    $0.00  $37.73 IRA Rollover                    $0.00  $1,249.







                       Post Date  12/09/2020   10/16/2020   10/07/2020   12/15/2020   12/17/2020   11/25/2020   10/16/2020   12/29/2020   12/28/2020   12/03/2020   10/08/2020   11/10/2020   11/03/2020   10/21/2020   12/01/2020   12/01/2020   10/29/2020   10/23/2020   11/17/2020   11/17/2020   12/22/2020   12/30/2020   10/14/2020   10/14/2020   12/14/2020   12/14/2020   11/12/2020   10/30/2020   10/14/2020   12/21/2020   12/21/2020   12/07/2020   10/06/2020   12/22/2020   11/12/2020   11/30/2020   11/30/2020






















                       Payee Name  Fidelity Investments            FIIOC                           FMTC                            FMTC                            FMTC                            FMTC                            JP Morgan Securities LLC        MassMutual                      MassMutual                      MassMutual                      MassMutual                      MassMutual                      MassMutual                      Merrill Edge                    Merrill Edge                    Merrill Edge.                   MTC Voluntary IRA              New York Life Insurance Co.     NFS                             NFS.                            Prudential                      San Mateo Credit Union          San Mateo Credit Union          San Mateo Credit Union.        SEI Private Trust Company      SEI Private Trust Company.











                       Subscriber Name  1  1  1  1  1  1  1  1  1  1  1  1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1   Subtotal Rollover Out to Other













                       Plan Number  1  1  1  1  1  1  1  1   1   1   1   1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1   1    1   1   1   1            Total Rollover Out
   96   97   98   99   100   101   102   103   104   105   106