| Beneficiary & Retirement Details |
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| GLOBAL PRIME REAL ESTATE |
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| Account #: |
7705486225 |
| Registration: |
MARY SMITH |
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2105 MAIN ST |
|
KANSAS CITY MO 64108 |
| Phone #: |
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| - Day: |
(816) 936-2986 |
| - Evening: |
(816) 435-4112 |
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| Mgmt Co: |
GLOBALPRIME REAL ESTATE |
| Fund Name: |
REAL ESTATE FUND II |
| Fund Code: |
96 |
| Total
Shares: |
1,845.4090 |
| Account
Value: |
$18,454.09 |
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| Birth Date: |
Age |
| 10/XX/1964 |
47 years 6 month(s) |
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| Financial Summary |
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Current Year |
Previous Year |
| Contributions: |
| - Employer: |
$0.00 |
|
$150.00 |
| - Employee: |
$2,000.00 |
|
$0.00 |
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| Distributions: |
$0.00 |
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| Beneficiaries |
 Name
or Entity/Address |
Relationship |
Birth Date |
% of
Account |
| Designated Date |
| Primary |
| Spouse, children, grandchildren or estate, as applicable |
Family |
Not Available |
100% |
| |
|
11/01/1999 |
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| Secondary |
| Secondary beneficiary information is not on file. |
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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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