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| W | 4 | WORKSHEET | | Balance Sheet - Calculating Your Net Worth |
| | | | | Assets | | | Value |
| | | | | | Cash | | | $3,000 |
| | | | | | Checking | | + | $0 |
| | | | | | Savings/CDs | | + | $7,600 |
| | | | | | Money Market Funds | | + | $0 |
| | | | | | Other Monetary Assets | | + | $0 |
| | | | | A. | Monetary Assets | A. | = | $10,600 |
| | | | | | Mutual Funds | | | $0 |
| | | | | | Stocks | | + | $5,000 |
| | | | | | Bonds | | + | $0 |
| | | | | | Life Insurance (cash-value) | | + | $800 |
| | | | | | Cash Value of Annuities | | + | $0 |
| | | | | | Investment Real Estate (REITs, partnerships) | | + | $0 |
| | | | | | Other investments | | + | $0 |
| | | | | B. | Investments | B. | = | $5,800 |
| | | | | | 401(k) and 403(b) | | | $0 |
| | | | | | Company Pension | | + | $0 |
| | | | | | Keogh | | + | $0 |
| | | | | | IRA | | + | $0 |
| | | | | | Other Retirement Plans | | + | $0 |
| | | | | C. | Retirement Plans | C. | = | $0 |
| | | | | | Primary Residence | | | $37,500 |
| | | | | | 2nd Home | | + | $0 |
| | | | | | Time-Shares/Condominiums | | + | $0 |
| | | | | | Other Housing | | + | $0 |
| | | | | D. | Housing (market value) | D. | = | $37,500 |
| | | | | | Automobile 1 | | | $45,259 |
| | | | | | Automobile 2 | | + | $0 |
| | | | | | Other Automobiles | | + | $0 |
| | | | | E. | Automobiles | E. | = | $45,259 |
| | | | | | Collectibles | | | $8,200 |
| | | | | | Boats | | + | $0 |
| | | | | | Furniture | | + | $4,700 |
| | | | | | Other Personal Property | | + | $2,059 |
| | | | | F. | Personal Property | F. | = | $14,959 |
| | | | | | Money Owed You | | | $2,580 |
| | | | | | Market Value of Your Business | | + | $0 |
| | | | | | Other | | + | $0 |
| | | | | G. | Other Assets | G. | = | $2,580 |
| | | | | H. | Total Assets (add lines A through G) | H. | = | $116,698 |
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Worksheet_04AbdulrahmanAlBaalharith2.xls
