Sample Client - Manager's Deferred Compensation Plan
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1 Contact Information Participant Profile Test Drive Baton Rouge, LA Date of Birth Date of Hire Plan Entry Date Status 01/01/ /01/2000 Active s By Overview $ 100.0% Total: $ 100.0% Beginning Ending Vested History Current Total 12/31/ /01/ , ,00 26,00 284,00 89, , , , , , , Beneficiary Information Contribution Summary Type Primary Contingent Name Mary Jones Jack Jones William Jones Relationship Spouse Son Brother Percent 10% 5% 5% Amount of Last Contribution Date of Last Contribution 6,50 Since Plan Entry Date Amount Percent 284,00 10% 284,00 10% (Page 1 of 2)
2 Activity Beginning Deferrals / Ending Vested 347, Contributions 26,00 17, Transfers Vesting 2 97, , ,00 17, , Rate Distribution Election Summary First Distribution Type Payment Separation from Service (on/after age 65) 01/01/2031 Separation from Service (prior to age 65) Change in Control Disability Death * Includes installment on Next Payment date shown. Next Payment Distribution Method Installments Remaining * Installments Frequency Installments 5 Annually 5 For current account information, please visit The Pangburn Group participant website at IMPORTANT: The values on this report represent a measure of your benefit under the Plan Sponsor's nonqualified plan. The values are determined by the investments described in the plan agreement and are considered estimates, not guarantees. The Plan Sponsor may or may not actually hold or set aside these investments. At any point in time, actual values can and will vary. All questions concerning your plan(s) should be directed to your Plan Administrator (see plan document(s) for exact details). The Pangburn Group cannot and does not engage in the practice of law or accounting. Consequently, the information provided here is not intended to present an opinion on legal, tax, accounting or investment matters. Please consult professional advisors for legal, tax, accounting or investment advice, as applicable, before taking any action based on this information. (Page 2 of 2)
3 Contact Information Participant Profile PO Box Major Parkway New Roads, LA Date of Birth Date of Hire Plan Entry Date Status 01/01/ /01/2000 Active s By Overview $150, % $488, % $110, % Total: $749, % Beginning Employee Deferrals Ending Vested History Current Total 12/31/ /01/ ,00 664, ,00 264,00 319,00 26,00 345,00 146, , , (12,583.48) 664, (26,790.20) 749, (39,373.68) 749, , , , Beneficiary Information Contribution Summary Type Primary Contingent Name Jane Smith Jack Smith Relationship Spouse Brother Percent 10% 10% Amount of Last Contribution Date of Last Contribution 13,00 Since Plan Entry Date Amount Percent Employee Deferrals 264, % 345, % 609,00 10% (Page 1 of 3)
4 Activity Beginning Deferrals / Ending Vested Contributions Transfers Vesting 117, ,00 6, , % 150, , ,00 22, , , , ,00 4, , , % 110, , ,00 33, , , , Rate Distribution Election Summary First Distribution Type Payment Withdrawal Separation from Service (on/after age 65) Separation from Service (prior to age 65) Contingent Separation from Service Change in Control Disability Death * Includes installment on Next Payment date shown. Next Payment Distribution Method Remaining * Installments Frequency Installments 01/01/ /01/2016 Installments 5 Annually 3 01/01/2020 Installments 10 Annually 10 01/01/2020 Installments 10 Annually 10 (Page 2 of 3)
5 Upcoming Distribution Summary Projected Projected Current Remaining Total Vested Distribution (1) (2) (3) (4) Distribution Valuation Valuation Frequency Installments Installments Amount 01/01/ /01/2016 Annually , , * 01/01/ /01/2017 Annually 5 1 Total on 01/01/2016: 73, , * 01/01/ /01/2018 Annually 5 0 Total on 01/01/2017: 36, , * 01/01/ /01/2020 Annually 10 9 Total on 01/01/2018: 150, , , * 01/01/ /01/2020 Annually , , , * Total on 01/01/2020: 27, * Indicates that the Projected Distribution Amount is a current estimate only and will be recalculated based on the Vested at a later date. (1) Represents installments remaining after Projected Distribution date shown. (2) Represents balance on the Current Valuation date minus any subsequent distributions (confirmed or projected) prior to the Projected Distribution date. (3) Represents vested balance on the Current Valuation date minus any subsequent distributions (confirmed or projected) prior to the Projected Distribution date. (4) Represents the Projected Distribution Amount on the Projected Distribution date. For current account information, please visit The Pangburn Group participant website at IMPORTANT: The values on this report represent a measure of your benefit under the Plan Sponsor's nonqualified plan. The values are determined by the investments described in the plan agreement and are considered estimates, not guarantees. The Plan Sponsor may or may not actually hold or set aside these investments. At any point in time, actual values can and will vary. All questions concerning your plan(s) should be directed to your Plan Administrator (see plan document(s) for exact details). The Pangburn Group cannot and does not engage in the practice of law or accounting. Consequently, the information provided here is not intended to present an opinion on legal, tax, accounting or investment matters. Please consult professional advisors for legal, tax, accounting or investment advice, as applicable, before taking any action based on this information. (Page 3 of 3)
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