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    2035-Wanjau Kabuchi Kabuchi

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    Kabuchi Wanjau
    This document is a member benefit statement for Wanjau Kabuchi as of December 31, 2018 from the Zamara Vuna Pension Plan. It shows that as of this date, Wanjau's total fund credit is 73,369.36 Kenyan Shillings, consisting entirely of employer contributions and interest accrued in his tax allowable account. No contributions were credited to his account from his employer during 2018. The statement also defines various pension plan terms like tax allowable account, non-tax allowable account, and normal and additional voluntary contributions.

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    2035-Wanjau Kabuchi Kabuchi

    Uploaded by

    Kabuchi Wanjau
    67 views1 page
    This document is a member benefit statement for Wanjau Kabuchi as of December 31, 2018 from the Zamara Vuna Pension Plan. It shows that as of this date, Wanjau's total fund credit is 73,369.36 Kenyan Shillings, consisting entirely of employer contributions and interest accrued in his tax allowable account. No contributions were credited to his account from his employer during 2018. The statement also defines various pension plan terms like tax allowable account, non-tax allowable account, and normal and additional voluntary contributions.

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    This document is a member benefit statement for Wanjau Kabuchi as of December 31, 2018 from the Zamara Vuna Pension Plan. It shows that as of this date, Wanjau's total fund credit is 73,369.36 Kenyan Shillings, consisting entirely of employer contributions and interest accrued in his tax allowable account. No contributions were credited to his account from his employer during 2018. The statement also defines various pension plan terms like tax allowable account, non-tax allowable account, and normal and additional voluntary contributions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    67 views1 page

    2035-Wanjau Kabuchi Kabuchi

    Uploaded by

    Kabuchi Wanjau
    This document is a member benefit statement for Wanjau Kabuchi as of December 31, 2018 from the Zamara Vuna Pension Plan. It shows that as of this date, Wanjau's total fund credit is 73,369.36 Kenyan Shillings, consisting entirely of employer contributions and interest accrued in his tax allowable account. No contributions were credited to his account from his employer during 2018. The statement also defines various pension plan terms like tax allowable account, non-tax allowable account, and normal and additional voluntary contributions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    ZAMARA VUNA PENSION PLAN

    MEMBER BENEFIT STATEMENT AS AT 31 DECEMBER 2018

    Name Wanjau Kabuchi Kabuchi Date of Birth 12 May 1984

    Member No 2035 Date of Pensionable Service 1 Feb 2015

    Current Age 34 Portfolio CONSERVATIVE Normal Retirement Date 12 May 2044

    Your Fund Credit:

    This is to certify that you are a member of the ZAMARA VUNA PENSION PLAN. The sum standing to the credit of your account from inception up to and including 31 December 2018 is as follows;

    TAX ALLOWABLE ACCOUNT (In K Shs) NON-TAX ALLOWABLE ACCOUNT (In K Shs)

    EMPLOYEE EMPLOYER EMPLOYEE EMPLOYER

    Normal AVC Normal AVC Normal AVC Normal AVC

    Opening Balance 0.00 0.00 71,782.25 0.00 0.00 0.00 0.00 0.00

    Contributions 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Transfer 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Interest 0.00 0.00 1,587.11 0.00 0.00 0.00 0.00 0.00

    Closing Balance 0.00 0.00 73,369.36 0.00 0.00 0.00 0.00 0.00

    Total Fund Credit: K Shs 73,369.36

    Monthly Contributions Credited to Your Account during the Financial Year ending 31 December 2018 are set out below (expressed in K Shs)

    Month Oct-18 Nov-18 Dec-18

    Normal Employee 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    AVC 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Normal Employer 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Total 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Definition of Terms

    Tax Allowable Account: benefits derived from tax allowable contributions (contributions within the tax allowable threshold, currenlty at KShs. 20,000 per month) plus the interest accrued to these
    contributions
    Non-Tax Allowable Account: benefits derived from non-tax allowable contributions (contributions above the tax allowable threshold, currenlty at KShs. 20,000 per month) plus the interest accrued to
    these contributions
    Normal Contribution (Employee and Employer): the statutory contributions from both employee and employer based on the rates defined in the Scheme Rules, i.e. - and - of salary for member and
    employer respectively.
    Additional Voluntary Contribution (AVC): an individual member's extra / voluntary contributions to the Scheme/Fund (these are separate from the statutory monthly own contribution based on -
    salary)

    Generated on 17 April, 2019

    Zamara Actuaries, Administrators & Consultants Ltd | 10th Floor | Landmark Plaza | Argwings Kodhek Road | Opposite Nairobi Hospital | P.O. Box 52439-00200 Nairobi, Kenya | Tel: 254 (20) 4969000 | Email:
    benefits@zamara.co.ke

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