Details
- Category
- Vendor
- Optum Financial
- Amount
- $1,816.59
- Date
- Sep 30, 2024
- Processed
- Feb 16, 2026 4:13 AM EST
- Original File
- Report_02162026_041245_000280.pdf
Summary
Quarterly Health Savings Account statement for Johan Jongsma showing beginning balance of $1,826.28, ending balance of $1,816.59, and 2024 contribution limit of $9,300 with $0.00 YTD contributions for period 07/01/2024-09/30/2024.
Notes
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OCR Text
---
## Page 1
Optum Financial®
P.O.BOX 271629
SALT LAKE CITY, UT 84127-1629
Account number: 412231515
Statement dates: 07/01/2024-09/30/2024
---
03854 75 SP 2102 -C01-P85780-
**JOHAN JONGSMA**
851 BRIGHTWATERS BLVD NE
SAINT PETERSBURG, FL 33704-3719
Thank you for being a health savings account (HSA) customer since 06/2018.
---
### Contribute the max
Maximize your health savings account (HSA) and take advantage of the increased 2024 contribution limits. For 2024, the contribution limits are $4,150 for individuals and $8,300 for families. If you are age 55+, you may contribute an extra $1,000.
---
### Your quarterly HSA statement at a glance
| | |
|:---|---:|
| Beginning HSA cash balance as of 07/01/2024: | $1,826.28 |
| Ending HSA cash balance as of 09/30/2024: | $1,816.59 |
**Your 2024 YTD contributions:**
$0.00
---
### 2024 Contribution Summary
| | |
|:---|---:|
| **$9,300**
Your 2024
contribution limit* | $9,300.00
Amount you can
still contribute | | | $0.00
Your YTD
contribution | \*Your contribution amount can vary based on your Plan elections, eligibility and other factors. Please consult your legal, accounting or tax advisor to determine the amount applicable to your situation. --- ### Helpful tips **Contribute** Leading financial advisors consider HSAs one of the most powerful savings accounts due to it's pre-tax savings and unlike a 401k, you can access and use your HSA for eligible expenses at any time before retirement age. **Invest** Take your HSA beyond medical cost savings. You may be able to use it as a smart investment option that can help you build a financial plan for today and tomorrow. --- 2102-01-b1-0385475-0001-0593659 --- ## Page 2 **Optum Financial**® **Account number:** 412231515 **Statement dates:** 07/01/2024-09/30/2024 ### HSA cash transactions | Date | Description | Withdrawals/Debits | Deposits/Credits | |:---|:---|---:|---:| | 07/31/2024 | Interest Payment | | $0.02 | | 07/31/2024 | Printed Statement - Q2 2024 | -$1.50 | | | 07/31/2024 | Monthly Maintenance Fee | -$2.75 | | | 08/31/2024 | Interest Payment | | $0.02 | | 08/31/2024 | Monthly Maintenance Fee | -$2.75 | | | 09/30/2024 | Interest Payment | | $0.02 | | 09/30/2024 | Monthly Maintenance Fee | -$2.75 | | | **Total** | | **-$9.75** | **$0.06** | 2102-01-b1-0385475-0001-05838559
Your 2024
contribution limit* | $9,300.00
Amount you can
still contribute | | | $0.00
Your YTD
contribution | \*Your contribution amount can vary based on your Plan elections, eligibility and other factors. Please consult your legal, accounting or tax advisor to determine the amount applicable to your situation. --- ### Helpful tips **Contribute** Leading financial advisors consider HSAs one of the most powerful savings accounts due to it's pre-tax savings and unlike a 401k, you can access and use your HSA for eligible expenses at any time before retirement age. **Invest** Take your HSA beyond medical cost savings. You may be able to use it as a smart investment option that can help you build a financial plan for today and tomorrow. --- 2102-01-b1-0385475-0001-0593659 --- ## Page 2 **Optum Financial**® **Account number:** 412231515 **Statement dates:** 07/01/2024-09/30/2024 ### HSA cash transactions | Date | Description | Withdrawals/Debits | Deposits/Credits | |:---|:---|---:|---:| | 07/31/2024 | Interest Payment | | $0.02 | | 07/31/2024 | Printed Statement - Q2 2024 | -$1.50 | | | 07/31/2024 | Monthly Maintenance Fee | -$2.75 | | | 08/31/2024 | Interest Payment | | $0.02 | | 08/31/2024 | Monthly Maintenance Fee | -$2.75 | | | 09/30/2024 | Interest Payment | | $0.02 | | 09/30/2024 | Monthly Maintenance Fee | -$2.75 | | | **Total** | | **-$9.75** | **$0.06** | 2102-01-b1-0385475-0001-05838559
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