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401k Q2 2026

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                                                                                       PO Box 14402
                                                                                  Nashville, TN 37214

Kettlewick Retirement Services                                                        (888) 555-0194
                                                                             kettlewickretire.example




Quarterly Statement, April 1 to June 30, 2026
Plan: Tannehill Mechanical, Inc. 401(k) Plan

Participant: Walter E. Pruitt Jr.   Date of birth: 05/17/1970   Vested: 100%

Account activity
 Item                                                                                   Amount

 Balance on April 1, 2026                                                          $304,918.40

 Your contributions (6% of pay)                                                        $1,382.40

 Employer match (3% of pay)                                                              $691.20

 Investment gain                                                                     $11,414.12

 Balance on June 30, 2026                                                          $318,406.12


Investments on June 30, 2026
 Fund                                                  Share                            Amount

 Target retirement 2035 fund                           70%                         $222,884.28

 Large company index fund                              20%                           $63,681.22

 Stable value fund                                     10%                           $31,840.62


Beneficiary
Primary: Camille R. Pruitt, daughter, 100%. Designation on file dated December 12, 2016.

You may contribute up to the yearly limit set by law. To change your contribution rate, see
your plan administrator, Shelly Ogle.

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401k Q2 2026 Document · saved Jul 21, 2026

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me.date_of_birth 1970-05-17

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Planted

only_in_file The extra-furosemide rule, one sentence on page 5 of the ten-page January 2025 discharge packet (one extra 20 mg tablet for a gain of 3 lb in a day or 5 lb in a week, call cardiology the same day, not more than two days running); the POA clause that lets Walt sell her house only after a physician's written statement and 30 days' notice to Russ; the principal balance on the September 2026 mortgage statement ($171,717.32); the memory test score (19 of 30); next year's drug plan premium ($46.20); the long-term-care daily benefit ($150); the 401(k) balance ($318,406.12 on June 30, 2026); every number on the September labs, which exist only as a portal screenshot (eGFR 33, A1c 7.9); the wind and hail deductible on Walt's house ($3,180); the owner and the title number on the Buick's title, which is a scan with no text (WALTER E PRUITT, 14 177 406219, no lien); the FMLA entitlement (480 hours for 2026); the lease clause that makes renter's insurance a condition, with $15 a month charged until proof is given; what Gentle Ridge has billed this year ($17,284.00 through September); mortgage interest paid in 2025 ($6,912.51); Camille's immunization dates.

attachments.yaml 
record: doc-401k-statement
template: document
style: statement
org:
  name: Kettlewick Retirement Services
  lines:
  - PO Box 14402
  - Nashville, TN 37214
  phone: '8885550194'
  web: kettlewickretire.example
  color: '#1f4d4a'
title: Quarterly Statement, April 1 to June 30, 2026
body: '**Plan:** Tannehill Mechanical, Inc. 401(k) Plan


  **Participant:** Walter E. Pruitt Jr.    **Date of birth:** {{me.date_of_birth|mdy}}   
  **Vested:** 100%


  ## Account activity


  | Item | Amount |

  |---|---|

  | Balance on April 1, 2026 | $304,918.40 |

  | Your contributions (6% of pay) | $1,382.40 |

  | Employer match (3% of pay) | $691.20 |

  | Investment gain | $11,414.12 |

  | **Balance on June 30, 2026** | **$318,406.12** |


  ## Investments on June 30, 2026


  | Fund | Share | Amount |

  |---|---|---|

  | Target retirement 2035 fund | 70% | $222,884.28 |

  | Large company index fund | 20% | $63,681.22 |

  | Stable value fund | 10% | $31,840.62 |


  ## Beneficiary


  Primary: Camille R. Pruitt, daughter, 100%. Designation on file dated December 12, 2016.


  You may contribute up to the yearly limit set by law. To change your contribution rate, see your plan
  administrator, Shelly Ogle.

  '