FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / qdro-draft.docx
qdro-draft.docx · 1034-00002

Parties

Harkness LLP
M. Caldwell
Employee Retirement Inc
Caldwell Meridian Capital LLC
Stein LLP
M. Caldwell Date

Dates

June 21, 2008
May 30, 2023
May 12, 2023
April 3, 2022

Amounts

$600,000.00
$2,300,000.00

Obligations

The Assigned Amount represents a fixed-dollar assignment from the Participant's account and shall be segregated and distributed in accordance with the terms of this Order
Notwithstanding any other provision of this Order, in no event shall the Assigned Amount (as adjusted for gains and losses) exceed the Participant's total vested account balance under the Plan
If the Participant's total vested account balance is less than the Assigned Amount at the time of segregation or distribution, the Alternate Payee shall be entitled to receive only the Participant's total vested account balance, and neither the Plan nor the Participant shall have any further obligation to the Alternate Payee under this Order with respect to any shortfall
The segregated amount shall be placed into a separate sub-account or account established in the name of the Alternate Payee, Dr
Caldwell (née Baranova), under the Plan, and shall be held, administered, and distributed in accordance with the terms of this Order and the applicable provisions of the Plan
Any such action by the Participant shall constitute a violation of this Order and shall be subject to the contempt powers of this Court