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12/31/20 Account Balance $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $325,991.99 $171,387.03 $223,029.67 $98,714.73 $0.00 $86,035.80 $1.11 $0.00 $0.00 $452.50 $0.00 $0.00 $0.00 $0.00 $26,603.33 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $252,265.87 $0.00 $0.00 $2.05 $2.05
$354.67 $2,622.53 $389,686.77 $97,273.23 $77,511.71 $41,418.82 $42,689.37 $50,000.00 $20,000.00 $20,000.00 $10,000.00 $4,412.79 $28.86 $72,929.50 $37.73 $1,249.98 $6,523.66 $341,504.44 $425,997.24 $27,454.29 $34,230.14 $35,000.00 $30.63 $30.63 $222,776.81 $32,885.60 $129,905.48 $14,095.71 $7,281.59 $4,625.88 $4,617.20 $357,330.76 $195,227.55 $1,572.35 $3,257.35 $31,634.95 $30,900.55 $3,388,988.98 $3,773,756.27
Gross Amount of Distribution
Roth IRA Rollover IRA Rollover IRA Rollover IRA Rollover IRA Rollover IRA Rollover IRA Rollover Roth IRA Conversion Rollover Roth IRA Conversion Rollover Roth IRA Conversion Rollover Roth IRA Conversion Rollover IRA Rollover Roth IRA Conversion Rollover IRA Rollover IRA Rollover Roth IRA Rollover IRA Rollover IRA Rollover IRA Rollover Roth IRA Rollover IRA Rollover IRA Rollover IRA Rollover Roth IRA Rollover IRA Rollover Roth IRA Rollover IRA Rollov
Payee Type
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
