Index
About Savings PlanParticipating in the Savings PlanSavings Plan AccountYour Contributions and the Company MatchInvestment OptionsInvestment ConsiderationsImplementing Investment DecisionsChanging How Your Money Is InvestedAccessing Your MoneyLoansWithdrawalsDistributionsInformation for Participants Who Worked for Mobil CorporationInformation for Participants Who Worked for Paxon or AESTax ConsiderationsAdministrative and ERISA InformationSecurities and Exchange Commission (SEC) InformationKey TermsSavings Plan Account Features |
additional contributions, 8, 62 Administrator-Accounting, 53 Administrator-Benefits, 53-56 Administrator-Finance, 53 After-Tax Account, 6, 62 68-69 special contributions, 7, 8, 66 withdrawing gains, 34 after-tax contributions, 6, 9, 62 B Balanced Fund Units, 18, 19 Barclay’s Global Investors (BGI), 15 Before-Tax Account, 6, 62, 68-69 Before-tax contributions, 6, 9, 62 beneficiaries, 4, 50 benefit service, 63 Bond Units, 18 C claims, 56 collateral for loans, 31 combined investment election, 25, 63 Common Assets, 19 company, 63 company match, 11-13, 63, 68-69 changing, 13 vesting of, 12, 67 contributions additional, 8, 62 before- and after-tax, 6, 10, 62 catch-up, 8, 24 changing, 13 limits on, 13 minimum, 8, 65 special, 8, 66 suspension of, 34 vesting of, 12, 67 D deferred distributions, 37-39, 48 distributions of Savings Plan account, 37-39, 41, 45, 48 tax considerations, 47-52 distributions to retirees or survivors, 37-39 partial, 37-39, 48 rollovers, 48, 66 total, 37-39, 48-52 E Electronic Funds Transfer (EFT), 30, 64 eligibility, 4 encumbered balances, 36 enrollment, 4 Equity Units, 17 ERISA (Employee Retirement Income Security Act of 1974), 53, 64 Extended Market Index, 17 Extended Market Units, 17 ExxonMobil stock, 14-15 G gains withdrawing, 37 General Account, 6, 64, 68-69 company match, 63, 68-69 withdrawals, 34-36, 67 H hardship withdrawals, 36, 47 immediate family member, 36 I indexed investing, 16 Individual Account Investment Elections, 25, 64 International EAFE (Free) Index, 18 International Equity Units, 18 investment earnings, 25 investment elections, 24-25 exclusions from, 24 investment options, 14-20 selling/purchasing, 26-28 IRAs (individual retirement accounts), 9, 47, 65 L leave of absence, 63 (See Benefit Service) Lehman Brothers Aggregate Bond Index, 18 loans, 31-33 lump-sum distributions, 49 M minimum contribution, 8, 65 minimum distributions, 37, 41, 65 N net unrealized appreciation (NUA), 50 P partial units/shares, 25 pay, 65 payroll deductions, 8 loan repayment, 33 penalty tax early distribution, 48 plan number, 54 plan year and returns, 54-55 purchase of investments, 24-25, 26-28 Q qualified domestic relations order (QDRO), 57, 65 R retiree, 37 Retiree Online Community, 2, 66 rollover of withdrawals and distributions, 48 S sales of investments, 26-27 Savings EFT, 30, 64 Savings Plan identification numbers, 54 plan year, 54 type of plan, 54 Savings Plan account, 6, 66 deferring, 37-39, 48 distributions, 37-39 features, 68-69 statements, 20 Savings Plan Administrator, 53 Savings Plan Web Site, 1, 3, 67 Securities and Exchange Commission (SEC) information, 60 special contributions (After-Tax Account), 8, 66 Standard & Poor’s (S&P) 500 Index, 16 statements, 20 Stock Match Account, 6-7, 66, 68-69 diversification distributions, 37 dividend payments, 14, 30 STS (Savings Telephone Service), 66 T taxes, 47-52 Trustees, 54, 66 V vesting, 12, 67 voting rights, 14 W withdrawals, 34-36, 67 hardship, 36, 47 rollover, 9, 66 tax considerations, 47-52 The Savings Plan Web site at http://xomsavings.ingplans.com and the Savings Telephone Service (STS) at 877-966-4015 are available for account information and transactions.
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Index