Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 03/17/2021 - 06/17/2022
Financial Disclosure Details - OGE Form 278 Termination (06/15/2022)
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 |
|---|---|---|---|---|
1 | Traditional IRA | |||
1.1 | Vanguard Target Retirement 2040 Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Vanguard Target Retirement 2045 Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
3 | Center for American Progress 401k |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continued to participate in this defined contribution plan during the reporting period but did not make any additional contributions. The plan sponsor also did not make further contributions after my separation. During the reporting period I rolled over the assets in this 401k to my TSP as described in Part 2. | 9/2015 |
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 | Service Employees International Union | salary | ||
2 | Service Employees International Union | Contract work | ||
3 | Traditional IRA | |||
3.1 | Vanguard Target Retirement 2045 Fund | None (or less than $1,001) | None (or less than $201) | |
3.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | $50,001 - $100,000 | None (or less than $201) | |
3.4 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $100,001 - $250,000 | None (or less than $201) | |
3.5 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | Vanguard Target Retirement 2045 Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account: | |||
1.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $250,001 - $500,000 | $2,501 - $5,000 | |
2 | Residential Real Estate, Tel Aviv, Israel | $250,001 - $500,000 | Rent or Royalties | $1,001 - $2,500 |
3 | US bank 1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | US bank 2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | US bank 3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | District of Columbia College Savings Plan | $15,001 - $50,000 | None (or less than $201) | |
6.1 | U.S. Total Stock Market Index | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | Sale | 05/09/2022 | $1,001 - $15,000 |
2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | Sale | 06/09/2022 | $1,001 - $15,000 |
3 | Rollover of SEIU 401(k) managed by Empower to traditional IRA, | Exchange | 06/01/2022 | $250,001 - $500,000 |
4 | Exchange VANGUARD TARGET RETIREMENT 2045 INVESTOR CL for VANGUARD TOTAL INTL BOND INDEX ADMIRAL CL | Exchange | 06/09/2022 | $15,001 - $50,000 |
5 | Exchange VANGUARD TARGET RETIREMENT 2045 INVESTOR CL for VANGUARD TOTAL INTL STOCK INDEX ADMIRAL CL | Exchange | 06/09/2022 | $15,001 - $50,000 |
6 | Exchange VANGUARD TARGET RETIREMENT 2045 INVESTOR CL for VANGUARD TOTAL BOND MARKET INDEX ADMIRAL CL | Exchange | 06/09/2022 | $50,001 - $100,000 |
7 | Following SEIU rollover into Traditional IRA, buy VTSAX | Purchase | 06/10/2022 | $100,001 - $250,000 |
8 | Following SEIU rollover into Traditional IRA, buy VTIAX | Purchase | 06/10/2022 | $50,001 - $100,000 |
9 | Following SEIU rollover into Traditional IRA, buy VTABX | Purchase | 06/10/2022 | $15,001 - $50,000 |
10 | Following SEIU rollover into Traditional IRA, buy VBTLX | Purchase | 06/10/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Access Group | $15,001 - $50,000 | 2003 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | 401k rolled-over into my TSP |
5 | 1 | My spouse separated from SEIU during the reporting period and began to take on freelance writing and consulting work. |
5 | 3.1 | During the reporting period, my spouse rebalanced the assets in her Traditional IRA away from the Target Retirement 2045 fund, as reported below. |
5 | 10 | During the reporting period my spouse rolled over her SEIU 401k into her Vanguard Traditional IRA accounts listed below. |
Do you have information about Tom Tsvi Morley Jawetz that is missing from this database?
Drop us a line at info@insidebidensbasement.org.