Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/16/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard PRIMECAP Mutual Fund (VPMAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Spouse IRA: Vanguard IRA Brokerage Acct | $250,001 - $500,000 | $5,001 - $15,000 | |
2.1 | Vanguard Inflation-Protected Securities Admiral Shares (VAIPX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2.2 | Vanguard Total Int'l Stock Index Fund (VTIAX) | $50,001 - $100,000 | $201 - $1,000 | |
2.3 | Vanguard Total Stock Market Index Admiral Shares (VTSAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.4 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Spouse Employment (Income: Project and Production Resolution, Bluffton, SC) | $15,001 - $50,000 | Business income |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | BOA Checking/Money Mkt | $1,001 - $15,000 | None (or less than $201) | |
2 | BOA Savings-Joint | $1,001 - $15,000 | None (or less than $201) | |
3 | Allianz Benefit Control Annuity | $100,001 - $250,000 | None (or less than $201) | |
3.1 | 2yr PtPt w/participation rate - Bloomberg US Dynamic Balance II ER index | $100,001 - $250,000 | None (or less than $201) | |
4 | Accordia Life - Life Insurance with Equity Index Feature | $100,001 - $250,000 | $5,001 - $15,000 | |
4.1 | 1 Year Point to Point Strategy | $15,001 - $50,000 | $1,001 - $2,500 | |
4.2 | 2 Year Point to Point | $50,001 - $100,000 | $2,501 - $5,000 | |
5 | Vanguard 529 Plan (NV) | None (or less than $1,001) | $201 - $1,000 | |
5.1 | Vanguard Aggressive Age-Based Option: Moderate Growth Portfolio | None (or less than $1,001) | $201 - $1,000 | |
6 | Vanguard 529 Plan (NV) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 8 | I was beneficiary of this account, from my father, who passed away. |
6 | 9 | Policy funded with proceeds of cash-out refinance of our home in 2021 |
6 | 10 | Policy funded with proceeds of cash-out refinance of our home in 2021 |
Do you have information about Achille Alonzi that is missing from this database?
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