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Index
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Index
A
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
Barclays Capital Aggregate Bond Index, 18
Barclays 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)
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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