PLANT FOR YOUR FUTURE!
PLAN # 5YRS-4652-1223
Reporting Period: 01/31/2020
ANGELA MARTINEZ ROMERO
660 HIGHLAND AVE.
NEWARK NJ. 07104.
Total Value
Summary
|
Beginning Balance 03/15/2018 |
$ 5,000.00 |
|
Deposit |
$ 2,000.00 |
|
Bonus Credit 3% |
$ 210.00 |
|
Deposit |
$ 1,100.00 |
|
Deposit |
$ 500.00 |
|
Bonus Credit 1.4% |
$ 113.40 |
|
Total Amount |
$ 8,923.40 |
|
Total Interest Gained |
$ 446.44 |
|
Total Gains Bonus |
$ 323.40 |
|
Balance as 01/31/2020 |
$ 9,693.24 |
Interest and Bonus as of 01/31/2020
Balance as of 01/31/2020
Fees and expenses
|
Fee or Expense |
% |
| Waived First Year | 1 to 2.5 % |
| Fee | – 1 to 2.5% |
BENEFICIARIES INFORMATION
| Owner | Beneficiary Name | Benefit % | Relationship |
| Angela Martinez Romero | JOHANGELINE V. ROMERO | 100 | DAUGHTER |
General Information
Owner : ANGELA MARTINEZ ROMERO
BENEFICIARY : JOHANGELINE V. ROMERO
State: NEW JERSEY
Tax Bracket: 28.00% (Estimate)
Initial Premium Payment: $ 5,000.00
Quarterly Deposit: $3,600.00
Tax Qualification: Yes
Product Information: FIXED RATE
Maturity Date: 09/30/2023
Interest Payment: At Maturity
Performance: 5.0% Gross Fixed Return (+0.3 to 0.8% annual bonus)
Increase of Interest on September 2019 : 5.3%
Interest Compounding: Annually
Loan Available: NO
Surrender Charges: Year 1 2 3 4 5
Charge 9% 7% 5% 3% 2%
Remarks: There is a 10% withdrawal window per year free of penalty.
FIXED INTEREST RATE
%
Performance
- BONUS CREDIT $323.40
- TOTAL DEPOSIT $8,600.00
- PERFORMANCE $ 9,693.24
Thank You For Your Trust
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