Annual financial disclosure for 2014, filed May 16, 2016. Includes 53 assets and 2 liabilities.
| Asset | Value |
|---|---|
A & B of Richland, LLC - Note Receivable | $15,001 - $50,000 |
Abraham Farms, Inc. Rayville, LA, US | $500,001 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Cross Keys Bank | mortgage | $100,001 - $250,000 |
| Cross Keys Bank | other | $50,001 - $100,000 |
Air 2 There, LLC, 100% Interest Rayville, LA, US |
| N/A |
Air 2 There, LLC - Note Receivable | $50,001 - $100,000 |
Allied Rehab Staffing, LLC Rayville, LA, US | $15,001 - $50,000 |
Franklin Growth Allocation Fund Class A (AXA Advisors Brokerage Account) | $100,001 - $250,000 |
AXA Advisors Brokerage Account ⇒ Franklin Income Fund Class A | $100,001 - $250,000 |
AXA Athena Universal Life Insurance | $100,001 - $250,000 |
AXA Equitable Retirement Cornerstone ⇒ AXA Moderate Growth Strategy Fund #03075 | $250,001 - $500,000 |
AXA Equitable Retirement Cornerstone ⇒ AXA Moderate Growth Strategy Fund #03075 | $1,000,001 - $5,000,000 |
AXA Equitable Rollover IRA ⇒ AXA / Large Cap Value Managed Volatility | $1,001 - $15,000 |
AXA Equitable Rollover IRA ⇒ AXA / Mid Cap Value Managed Volatility | $1,001 - $15,000 |
AXA Equitable Rollover IRA ⇒ EQ / Alliance Bernstein Small Cap Growth | $1,001 - $15,000 |
AXA Equitable Rollover IRA ⇒ Eq / Common Stock Index | $1,001 - $15,000 |
AXA Equitable SEP ⇒ AXA / Franklin Balanced Managed Volatility | $15,001 - $50,000 |
AXA Equitable SEP ⇒ AXA / Global Equity Managed Volatility | $1,001 - $15,000 |
AXA Equitable SEP ⇒ AXA / Large Cap Value Managed Volatility | $1,001 - $15,000 |
AXA Equitable SEP ⇒ AXA / Mutual Large Cap Managed Volatility | $1,001 - $15,000 |
AXA Equitable SEP ⇒ AXA / Templeton Global Equity Managed | $1,001 - $15,000 |
AXA Equitable SEP – Eq/ Common Stock Index | $1,001 - $15,000 |
AXA Equitable SEP – Eq/ Equity 500 Index | $1,001 - $15,000 |
AXA Equitable SEP – EQ/ Mid Cap Index | $1,001 - $15,000 |
AXA Equitable Simple IRA – AXA/ Franklin Balanced Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Franklin Balanced Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Global Equity Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Global Equity Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Large Cap Value Managed Volatility | $50,001 - $100,000 |
AXA Equitable Simple IRA – AXA/ Large Cap Value Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Mid Cap Value Managed Volatility | $1,001 - $15,000 |
AXA Equitable Simple IRA – AXA/ Mid Cap Value Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Mutual Large Cap Managed Volatility | $15,001 - $50,000 |
AXA Equitable Simple IRA – AXA/ Mutual Large Cap Managed Volatility | $15,001 - $50,000 |
AXA / Templeton Global Equity Managed Volatility | $15,001 - $50,000 |
AXA / Templeton Global Equity Managed Volatility | $15,001 - $50,000 |
EQ / Alliance Bernstein Small Cap Growth | $50,001 - $100,000 |
EQ / Alliance Bernstein Small Cap Growth | $15,001 - $50,000 |
EQ / Black Rock Basic Value Equity | $15,001 - $50,000 |
EQ / Common Stock Index | $15,001 - $50,000 |
EQ / Common Stock Index | $1,001 - $15,000 |
EQ / Equity 500 Index | $15,001 - $50,000 |
EQ / Equity 500 Index | $50,001 - $100,000 |
EQ / Large Cap Growth Index | $15,001 - $50,000 |
EQ / Large Cap Growth Index | $15,001 - $50,000 |
BSJ Bancshares | $50,001 - $100,000 |
| $15,001 - $50,000 |
Clinic Pharmacy of Mangham, LLC - Note Receivable | $500,001 - $1,000,000 |
Cross Keys Bank CD | $100,001 - $250,000 |
Drake's Landing, INC, 100% Interest Rayville, LA, US | N/A |
Drake's Landing, INC - Note Receivable | $500,001 - $1,000,000 |
Ralph L Abraham MD APMC Mangham, LA, US | $250,001 - $500,000 |
Rent House Fort Walton, FL, US | $100,001 - $250,000 |
Vantage Health Plan 401k - Fidelity Investments Large Cap Permanent Portfolio | $50,001 - $100,000 |
Vantage Holdings | $100,001 - $250,000 |