Account Name | Financial Institution | Type | As of Date | Notes | Owner | Current Balance | Account Number |
|---|---|---|---|---|---|---|---|
American Funds | 529 College Savings | March 31, 2023 | Jason & Joy Walker Revocable Trust for benefit of Mia Walker | Mia Walker (Beneficiary) | $216,537.00 | *3171 | |
E-Trade | SEP IRA | April 30, 2023 | Jason | $111,706.00 | *4402 | ||
E-Trade | Contributory IRA | April 30, 2022 | Joy | $112,372.00 | *0688 | ||
Guideline | 401(k) | December 31, 2021 | Jason | $115,950.00 | *VYMX | ||
Guideline | 401(k) | December 31, 2021 | Joy | $158,410.00 | *N9XY | ||
LPL Financial | SEP IRA | April 30, 2023 | Jason | $136,805.00 | *7810 |