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Assets > Mgmt Co Asset Summary > Accounts > Account Details
Beneficiary & Contribution Details
GLOBAL PRIME REAL ESTATE  
Statements
Statements
Details
Acct Overview
Transaction History
Maintenance History
Beneficiary & Contribution Details
2010 Tax Summary
2011 Tax Summary
Dividend Reinvestment
Pending Trades
Secondary Mailing Addresses
Breakpoint Center:
 - Letter of Intent
 - Rights of Accumulation
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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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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