esop diversification report

[Tom Poje]

well, ok, here is an attempt to pull/sort whatever

age 55 and 10 years participation for purposes of diversification

this report adds 10 years to date of entry

adds 55 to date of birth

then takes the later of the 2.

I suppose if someone doesn't complete a year of participation, then of course 10 years of participation will be wrong, so in fairness years of participation are printed. If ee terminated with less than 10 years of participation it will indicate ee not eligible to diversify.

and there is a note to indicate which year of diversification ee supposedly is in

(it will be negative if ee has not reached year of diversification.)

what the heck. its a free report, use at own risk