| Beneficiary & Contribution Details |
|
 |
 |
| GLOBAL PRIME REAL ESTATE |
|
|
|
|
| Account #: |
7705486225 |
| Registration: |
MARY SMITH |
|
2105 MAIN ST |
|
KANSAS CITY MO 64108 |
| Phone #: |
|
| - Day: |
(816) 936-2986 |
| - Evening: |
(816) 435-4112 |
|
|
|
|
| Mgmt Co: |
GLOBALPRIME REAL ESTATE |
| Fund Name: |
REAL ESTATE FUND II |
| Fund Code: |
96 |
| Total
Shares: |
1,845.4090 |
| Account
Value: |
$18,454.09 |
|
|
|
| Retirement Account Details |
|
| Shareholder Birth Date: |
11/21/1963 |
| Shareholder Marital Status: |
Married |
| Retirement Account Type: |
IRA |
| Classification: |
Employee Account |
|
| Beneficiaries |
 Name
or Entity/Address |
Relationship |
Birth Date |
% of
Account |
| Designated Date |
| Primary |
| JOHN SMITH |
HUSBAND |
03/10/1964 |
100% |
| 4520 ROANOKE #1 |
|
11/01/1999 |
|
| KANSAS CITY, MO 64111 |
|
|
|
|
|
| Secondary |
| THERESA JANE SMITH |
CHILD |
11/21/1994 |
100% |
| 4520 ROANOKE #1 |
|
11/01/1999 |
|
| KANSAS CITY, MO 64111 |
|
|
|
|
|
|
| Financial Summary |
| |
Year-To-Date |
Inception-To-Date |
Previous Year |
| Contributions: |
| - Employer: |
$0.00 |
$0.00 |
$0.00 |
| - Employee: |
$2,000.00 |
$12,000.00 |
$0.00 |
|
|
| Capital Gains: |
$0.00 |
$0.00 |
|
|
| Dividends: |
$642.00 |
$8,432.00 |
|
|
|
| Withdrawals: |
| - Nontaxable: |
$0.00 |
$0.00 |
|
| - Taxable: |
$1,000.00 |
$5,000.00 |
|
|
| Withholdings: |
$357.00 |
$1,402.05 |
|
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| Top of page |
| NOTE: Real estate investment trust (REIT) and direct participation program (DPP) account values displayed are those provided by the issuer of the securities. Contact the Issuer for further information and a description of valuation. |
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