Annual financial disclosure for 2013, filed May 15, 2013. Includes 15 assets and 3 liabilities.
| Asset | Value |
|---|---|
401(k) – Utah State Retirement Systems (Long Horizon Fund) | $1,001 - $15,000 |
529 Plan - The Investment Company of America, Fund Number 4 | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Security Service Federal Credit Union | other | $15,001 - $50,000 |
| Central Bank, Provo, UT | mortgage | $250,001 - $500,000 |
| South Pacific Financial Corporation | mortgage |
529 Plan - The Investment Company of America, Fund Number 4 |
| $1,001 - $15,000 |
Bank of America Fork | $1,001 - $15,000 |
Investment Property | $250,001 - $500,000 |
IRA - Wells Fargo Advantage CDS - Asset Allocation FDS | $15,001 - $50,000 |
IRA - Wells Fargo Bank Cash | $1 - $1,000 |
IRA - Educated Equity FDS Cap Appreciation FD CL A, Fedex | $1,001 - $15,000 |
Marriott Vacation Club | $15,001 - $50,000 |
Mountain America Credit Union | $1 - $1,000 |
Personal Residence | $500,001 - $1,000,000 |
Wells Fargo Account | $1,001 - $15,000 |
Zions Bank Money Market | $15,001 - $50,000 |
Zions Bank Money Market | $1,001 - $15,000 |
Zions Bank Money Market | $1 - $1,000 |
| $50,001 - $100,000 |