Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $4.3 M
Salary
- Unknown
Records
- OGE Form 278t (08/13/2024)
- OGE Form 278t (07/10/2024)
- OGE Form 278e (05/10/2024)
- OGE Form 278t (04/30/2024)
- OGE Form 278t (04/07/2024)
- OGE Form 278t (03/04/2024)
- OGE Form 278t (02/14/2024)
- OGE Form 278t (01/09/2024)
- OGE Form 278t (11/17/2023)
- OGE Form 278t (09/20/2023)
- OGE Form 278t (08/21/2023)
- OGE Form 278t (07/10/2023)
- OGE Form 278t (06/14/2023)
- OGE Form 278e (05/08/2023)
- OGE Form 278t (02/22/2023)
- OGE Form 278t (01/19/2023)
- OGE Form 278t (12/16/2022)
- OGE Form 278t (11/07/2022)
- OGE Form 278t (10/01/2022)
- OGE Form 278t (08/12/2022)
- OGE Form 278t (08/07/2022)
- OGE Form 278t (06/11/2022)
- OGE Form 278e (04/12/2022)
Financial Disclosure Details - OGE Form 278e (05/10/2024)
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 |
|---|---|---|---|---|
1 | Asselta & Company IRA | $15,001 - $50,000 | $1,001 - $2,500 | |
1.1 | ISHARES RUSSELL 1000 GROWTH | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
1.2 | ISHARES RUSSELL 1000 VALUE | $1,001 - $15,000 | Capital Gains Dividends | None (or less than $201) |
1.3 | ISHARES TR CORE MSCI INTL DEVELOPED MKTS | None (or less than $1,001) | Capital Gains Dividends | None (or less than $201) |
1.4 | SCHWAB US SMALL-CAP ETF | None (or less than $1,001) | Dividends Capital Gains | None (or less than $201) |
1.5 | VANGUARD LONG-TERM TREASURY ETF | None (or less than $1,001) | Capital Gains Dividends | None (or less than $201) |
1.6 | BLACKROCK EQTY DIVIDEND FUND INSTL | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
1.7 | DELAWARE SMALL CAP CORE FUND CL INSTL | $1,001 - $15,000 | Capital Gains Dividends | None (or less than $201) |
1.8 | EDGEWOOD GROWTH FUND CL INST | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
1.9 | GS GQG PARTNERS INTL OPPS FD CL INSTL | None (or less than $1,001) | Capital Gains Dividends | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Asselta & Company Profit Sharing Plan | Collingswood, New Jersey | This is a retirement plan. I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2001 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Kaman Corp. (KAMN) | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | Asselta & Company Checking Account [located in U.S.] | $1,001 - $15,000 | None (or less than $201) | |
3 | Asselta & Company | $1,001 - $15,000 | None (or less than $201) | |
4 | Personal Checking Account [located in U.S.] | $50,001 - $100,000 | None (or less than $201) |
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 |
|---|---|---|
3 | 1 | This is a pension plan. I will receive the assets upon retirement. |
6 | 2 | Dormant Account |
6 | 3 | Effective with my appointment to USDA in 2022, I placed Asselta & Company, Inc., into a dormant status. Asselta & Company, Inc. will remain in a dormant status throughout my tenure as a federal employee. |
Do you have information about Jane Asselta that is missing from this database?
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