Annual financial disclosure for 2013, filed June 19, 2013. Includes 55 assets and 10 liabilities.
| Asset | Value |
|---|---|
Lincoln 401-K Plan - Fid Gov Ultrashort Dur SA14 | $1 - $1,000 |
Lincoln 401-K Plan - Franklin High Income SA20 | $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| Hamilton State Bank | mortgage | $250,001 - $500,000 |
| JP Morgan Chase Bank | mortgage | $100,001 - $250,000 |
| PACCAR Financial | other |
Lincoln 401-K Plan - LVIP Delaware Bond SA12 |
| $1 - $1,000 |
Lincoln 401-K Plan - LVIP PIMCO Inflation Protected SA12 | $1 - $1,000 |
Lincoln 401-K Plan - LVIP Dimensional US Equity SA | $1 - $1,000 |
Lincoln 401-K Plan - VGI Lifestrategy Growth SA22 | $1 - $1,000 |
Lincoln 401-K Plan - VGI Lifestrategy Mod Grw SA21 | $1 - $1,000 |
Lincoln 401-K Plan - Amerifunds Growth America SA4 | $1 - $1,000 |
Lincoln 401-K Plan - Amerifunds New Perspective SA4 | $1 - $1,000 |
Lincoln 401-K Plan - Cohen & Steers Clb REIT SA5 | $1 - $1,000 |
Lincoln 401-K Plan - Franklin Growth SA5 | $1 - $1,000 |
Lincoln 401-K Plan - LVIP Del Growth & Income SA1 | $1 - $1,000 |
Lincoln 401-K Plan - LVIP Mon Intl Value SA22 | $1 - $1,000 |
Lincoln 401-K Plan - LVIP S&P 500 Index SA27 | $1,001 - $15,000 |
Lincoln 401-K Plan - LVIP Vanguard Domestic Equity | $1,001 - $15,000 |
Lincoln 401-K Plan - SSGA Real All Cap Index SA23 | $1,001 - $15,000 |
Lincoln 401-K Plan - Columbia Acorn SA17 | $1,001 - $15,000 |
Lincoln 401-K Plan - Fidelity VIP Mid Cap SA84 | $1,001 - $15,000 |
Lincoln 401-K Plan - LVIP SSGA Small-Cap Index SA35 | $1,001 - $15,000 |
Raymond James IRA - Putnam Voyager Fund | $1,001 - $15,000 |
Raymond James IRA - Washington Mutual Investors Fund | $1,001 - $15,000 |
McCrovison Stock | $1,001 - $15,000 |
VQM Technol Stock | $1,001 - $15,000 |
Fed Gov Ultrashort Dur | $1 - $1,000 |
Franklin High Income | $1 - $1,000 |
LVI P Delaware Bond | $1 - $1,000 |
LVI PIMEX Inflation Protected | $1 - $1,000 |
LVI P Dimensional US Equity | $1 - $1,000 |
VG Lifestrategy Growth | $1 - $1,000 |
Amerifunds Invest Co Amer | $1 - $1,000 |
Amerifunds New Perspective | $1 - $1,000 |
Cohen & Steers Clb REIT | $1 - $1,000 |
Franklin Growth | $1 - $1,000 |
Invesco VanKamp Grw & Inc | $1 - $1,000 |
JHVIT Money Market Value | $1 - $1,000 |
Lincoln 401-K Plan - Fidelity VIP Contrafund SA35 | $1,001 - $15,000 |
Lincoln 401-K Plan - American Europe Growth SA35 | $1,001 - $15,000 |
Lincoln 401-K Plan - SSGA S&P 500 Index SA23 | $1,001 - $15,000 |
Lincoln 401-K Plan - Columbia Acorn SA17 | $1,001 - $15,000 |
Lincoln 401-K Plan - Fidelity VIP Midcap SA84 | $1,001 - $15,000 |
Lincoln 401-K Plan - Ivy SSGA Small Cap Index SA3 | $1,001 - $15,000 |
Lincoln 401-K Plan - SSGA Russell Small Cap Index SA2 | $1,001 - $15,000 |
Raymond James IRA - Munder Growth Opp FD | $1,001 - $15,000 |
Raymond James IRA - Putnam FI & Growth & Income | $1,001 - $15,000 |
Raymond James IRA - Putnam Intl Growth Fd | $1,001 - $15,000 |
Raymond James IRA - Putnam Voyager Fd | $1,001 - $15,000 |
Newton Federal Bank CD's | N/A |
| N/A |
Hamilton State Bank CD | N/A |
Newton Federal Bank CD's | N/A |
| N/A |
| N/A |
Hamilton State Bank CD | N/A |
Newton Federal Bank CD's | N/A |
| N/A |
| $250,001 - $500,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| PACCAR Financial | other | $100,001 - $250,000 |
| Bank of Dudley | line of credit | $15,001 - $50,000 |