Retirement Services

Welcome, Malcolm Reynolds
You are viewing the following plan:
352 Inc 401(k)
Last Login: April 1, 2011

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Account Summary

Total Retirement Savings

info What is your total savings
$229,283.82*

ABC Company 401(k)

$94,375.04*
Account Info
Vested Balance $65,652.49
Loan Balance $28,722.55
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Other Retirement Plans

Defined Benefit Plans infoDefined Benefit Plan balances are not reflected in the Total Retirement Savings.

$1,217.24 /yr

Additional Retirement Savings infoWhat are your Additional Savings

Michelle's IRA

$101,524.77

My Other IRA

$8,075.00

Health Savings Account

$12,126.24

* Totals include any outstanding loan balances

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Account History

Date Description Amount
4/4/2011 Contributions $100.00
4/2/2011 Loan Repayment - Principle $50.00
4/2/2011 Purchases/Sales - Purchase $200.00
4/1/2011 Purchases/Sales - Purchase $10.00
3/27/2011 Loan Repayment - Principle $10.00
3/16/2011 Contributions $50.00
3/4/2011 Contributions $100.00
2/4/2011 Contributions $100.00
2/4/2011 Contributions $200.00
2/4/2011 Contributions $4000.00
Beginning Balance
March 4, 2011 $88,867.04
Contributions $246.39
Loan Repayment (Int) $4.09
Loan Repayment (Prin) $55.85
Purchases/Sales -$500.00
Unrealized Gain/Loss $1,701.67
Ending Balance
April 4, 2011 $90,375.04
Your contribution as of Feb 9, 2011
Investment Name Ticker 1-Year Return Your Investments
N/A 2.78% In My Investments
PIMCO Total Return Fund (Class A)
Bond Fund
PTTAX 5.48% In My Investments
Oppenheimer International Bond A
Bond Fund
OIBAX 14.00% In My Investments
Dreyfus S&P 500 Index
Large Cap Stock Fund
PEOPX 30.09% In My Investments
Oakmark Equity and Income Fund II
Balanced/Lifestyle
OARBX 19.99% In My Investments
Wells Fargo Advantage DJ Target 2010 I
Target Maturity
WFOAX 11.71% In My Investments
Wells Fargo Advantage DJ Target 2020 I
Target Maturity
WFOAX 17.19% In My Investments
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Balance by Investment

Balance by Investment Chart
Investments Ticker Value
Wells Fargo Advantage DJ Target 2010 I WFOAX $18,238.35
Dryfus S&P 500 Index PEOPX $20,000.00
Wells Fargo Advantage DJ Target 2010 I WFOAX $15,000.00
Oakmark Equity and Income Fund WFOAX $10,000.00
OIABA $50,000.00
Total Investment Balance $18,238.35
Loan Balance $4,885.95
Total Account Balance
$23,124.30

Loan 1

Remaining Balance: $5,329.15
Annual Interest Rate
4.25%
Payoff Date
June 17, 2011
  • Loan Type: General
  • Loan Status: Open
Original Principal Loan Balance Next Payment Payment Amt
$5,025.00 $5,329.15 7/17/2009 $50.42

Plan Message Center

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Personal Rate of Return

Your Total Account Return as of Mar 31, 2010
3 Month up 1.49%
Year-to-Date up 1.49%
1 Year N/A N/A
3 Year N/A N/A
5 Year N/A N/A

Contributions

Source Amount
Pre Tax 4%
Catch Up $100
After Tax 2%