JohnH

Group, thanks so much for the inputs. I am pressing my PA to get the records. I'll keep you updated.

Thanks for the reply. Unfortunately, she stated that she didn't have any records whatsoever and referred me to John Hancock. And last time I called John Hancock, they did not have any statement records older than 2 years. I will try again contacting them. On other subject, I don't trust my ex's QDRO preparer and worried if she planned something sneaky to get all my money. Does anyone here know someone who could review the QDRO she prepared? I apprciate it. Thanks.

Thanks GMK. I finally got a hold of the HR director and she told me that they do not keep any records of any employee's account statements . I'll present this to my ex's accountant as a counter offer. Thank you.

On one of the statements (3/31/2013) that I still have, I found this information. Can I use this to calculate my ex's portion using the 5 years return shown? The calculation should be from Nov 2009 to Jun 2014, but the statement is dated 3/31/2013. Also, I attached my excel calculation, do I correctly calculate it? Thanks all for all feedbacks.

ESOP Guy, I dig my paperwork and found some information that I didn't make any funds change since 2009 - 2014. Those funds are: John Hancock Capital Appreciation Fund Value Fund EuroPacific Growth Fund Small Cap Growth Fund I am searching John Hancock website if they have any performance records for those funds.

Thanks all for the inputs. I am contacting my former employer and see if she has the annual earning records since 2009 - 2014. the plan was invested in funds only, no stocks/bonds. I believe I made some changes to the funds since 2009. Calavera, thanks for bring it up the VFCP Calculator. Is this calculator being used often for calculating QDRO earning?

Thank you all for the advice. I'll do my homework now :-)

To answers those questions: - No there's no QDRO submitted nor approved by the court back in 2009 until now. it's just recently my ex tries to file QDRO. - There was recent court decree in October 2016, to stop alimony since she remarried and stop child support for my 21 years old son, and a decree to give gains/losses to her portion of 401k. So, calculation needs to be done and I can't just give her the original $35K. - Per your suggestions, I am contacting my previous employer to inquire if they have the annual records since 2009. - Now, the worst case scenario, if my previoius employer didn't have the records. I must accept their gains/losses calculation based on S&P500. My question is, are they using the right tool to calculate it? Is there any other tool to calculate beside using DQYDJ? if there's any other tools, I am wondering if her accountant chose DQYDJ just to get higher gains. Thank you all for helping me out.

Hi, Well, here is the long story. I am the Participant of the profit sharing plan, and when we divorced (Nov 2009), the divorce judgment stated that my ex-wife entitles $35,000 portion of my 401k (it was with Jhancocks), without any further information about gain/loss. Then, in June 2014, the plan is moved to OneAmerica. Unfortunately, I lost most of my statements when I moved. So, I called JHancocks, requesting a copy of the statements, and the said they do not have copies older than 2 years. So, I am missing most of the statements from Nov 2009 to Jun 2014. My ex-wife prepared a QDRO with her CPA and since we do not have complete statements they are basing the gain/loss calculation from the historical S&P500.using DQYDJ website to calculate from Nov 2009 to Jun 2014. I am wondering if they are using the right tools to calculate the gain/loss. According to their calculation her $35K portion has grown to $68K during those 5 year period. Any inputs is very helpful. Thanks.

Hi, Can someone tell me how to calculate the gain/loss of profit sharing 401k plan,when we do not have the statements to calculate it from? Is there any historical annual interest we can use? Thanks.