Details
- Category
- Vendor
- Optum Financial
- Amount
- $1,758.78
- Date
- Mar 31, 2026
- Processed
- May 03, 2026 1:58 PM EDT
- Original File
- Scan_05032026_125812_000108.pdf
Summary
This is a quarterly HSA statement from Optum Financial for the period ending March 31, 2026. It shows a beginning balance of $1,768.40, an ending balance of $1,758.78, and a 2026 contribution limit of $9,750.00. The account holder is Johan Jongsma.
Notes
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OCR Text
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## Page 1
Optum Financial®
P.O. BOX 271629
SALT LAKE CITY, UT 84127-1629
0150867 SP 2103 -C01-P50917-
JOHAN JONGSMA
851 BRIGHTWATERS BLVD NE
SAINT PETERSBURG, FL 33704-3719
Account number: 412231515
Statement dates: 01/01/2026-03/31/2026
Thank you for being an
HSA (health savings account)
customer since 06/2018.
Tax documents
available
Your 2025 tax forms will be
available by the end of January
and delivered to you based on
your communication preference.
You may also sign in to your
account to download them.
Your quarterly HSA statement at a glance
Beginning HSA cash balance as of 01/01/2026: $1,768.40
Ending HSA cash balance as of 03/31/2026: $1,758.78
Your 2026 YTD contributions:
$0.00
$9,750
Your 2026
contribution limit*
$9,750.00
Amount you can
still contribute
$0.00
Your YTD
contribution
Helpful tips
Contribute
Leading financial advisors consider
HSAs one of the most powerful
savings accounts due to its
pretax savings and unlike a 401(k),
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.
* 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.
---
## Page 2
Optum Financial®
Account number: 412231515
Statement dates: 01/01/2026-03/31/2026
### HSA cash transactions
| Date | Description | Withdrawals/Debits | Deposits/Credits |
| :--- | :--- | :--- | :--- |
| 01/28/2026 | Statement Fee | -$1.50 | |
| 01/31/2026 | Interest Payment | | $0.05 |
| 01/31/2026 | Monthly Maintenance Fee | -$2.75 | |
| 02/28/2026 | Interest Payment | | $0.04 |
| 02/28/2026 | Monthly Maintenance Fee | -$2.75 | |
| 03/31/2026 | Interest Payment | | $0.04 |
| 03/31/2026 | Monthly Maintenance Fee | -$2.75 | |
| **Total** | | **-$9.75** | **$0.13** |
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