Employer Stock Class Information

This information will be used for all stock accounts.

Description

2025 Market Value per Share

Discretionary Stock Contribution Input Method

% of Compensation

Number of Shares Method

Value of Shares Method

Employer Stock Appreciation

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Share Value Appreciation Input Method

Percentage

Projected Stock Value

Projected Enterprise Value

Number of Shares Outside of the ESOP

Market Value per Share

Use Default

Year

Appreciation in Market Value

Year

Appreciation in Market Value

2025

2030

2026

2031

2027

2032

2028

2033

2029

2034

Employer Stock Diversification

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Diversification is a function of the total

Stock Acquired and Allocated - Less Previously Diversified Shares

Remaining Share Balances in Account

Please select if applicable:

Allow Terminated Employees to Diversify

Minimum Years of Participation

Minimum Age of Participant

Years of Diversification Allowed

Diversification Election Rate

Same Rate for All Years

Different Diversification Election Rate for First Year of Study

Default Diversification

Use Default

Eligibility Year

Diversification

Employer Stock Cash Dividends

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Pay Dividends

Dividend Allocation Method

Allocated shares based on FMV; unallocated shares same as contribution method

All shares allocated pro-data based on beginning share balances

Define Dividends

Single Dividend for All Years:

$per share

Define Yearly Dividends

My PERLS® - Employer StockWatch video

Employer Stock Class Information

Employer Stock Appreciation

Employer Stock Diversification

Employer Stock Cash Dividends

My PERLS^® - Employer StockWatch video