Marketable securities are stated at fair value. On termination of service, a participant may receive a lump-sum amount equal to the vested value of his or her account, or upon death, disability or retirement, elect to receive annual installments over a year period. Four years. Pursuant to the requirements of the Securities Exchange Act ofthe persons who administer the employee benefit plan have duly caused this annual report to be signed on its behalf by the undersigned hereunto duly authorized. Purchases and sales of securities are recorded on a trade-date basis. Statement of Changes in Assets Available for Benefits. Investment Valuation and Income Recognition. Benefits paid directly to participants per the financial statements. December 31. Use of Estimates.
Capital accumulation is a product of capital investment. Capital accumulation also increases with return from an investment. An individual or company can.
Insurance License Number: Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA / representatives of. The Sunoco, Inc. Capital Accumulation Plan (Plan) is a combined The Plan provides eligibility for membership for certain employees of Sunoco, Inc. and its of the Code and limitations on allocations as set forth in the Plan, any securities which Equity Index Fund—a fund to be invested by investment managers in a.
American Growth Fund of America.
Capital accumulation plans member investment al locations.
Plan Termination. Five years or more. Rate of Interest, Collateral. Payment of Benefits.
inefficient and/or ineffective allocations related to. The gross income replacement level of a typical capital accumulation plan grew plan members may have made adjustments to their investment allocations to.
Investments at fair value as determined by quoted market price:.
Payment of Benefits. Prior to September 1,employees had to complete one year of service to participate in the Plan. Resources and Administration.
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Assets available for benefits per the Form All investment funds, except self-directed brokerage accounts, were converted to an interest-bearing cash account at December 31, in anticipation of the transfer to Fidelity Management Trust Company.