Civic Intelligence

Dr. James P. Reich

Plan context: Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.

EIN 04-2507551 • 10 filings • 7 plans

Current Snapshot

Latest Year

2007

2007 Participants

5

2007 Assets

$511,585

2007 Contributions

$229,301

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$511,585$255,793$0199920032006YearValue
$511,585Latest year 2006

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920032006YearValue
5Latest year 2006

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200710$0$0-
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-0---
200615$511,585$229,301$45,860iApproximate average salary by contribution assumption: employee only about $1,146,505 at 4% or $764,337 at 6%; with 50% employer match about $764,337 at 4% or $509,558 at 6%; with 100% employer match about $573,253 at 4% or $382,168 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$511,585$229,301$45,860iApproximate average salary by contribution assumption: employee only about $1,146,505 at 4% or $764,337 at 6%; with 50% employer match about $764,337 at 4% or $509,558 at 6%; with 100% employer match about $573,253 at 4% or $382,168 at 6%.
200515$283,584$17,917$3,583iApproximate average salary by contribution assumption: employee only about $89,585 at 4% or $59,723 at 6%; with 50% employer match about $59,723 at 4% or $39,816 at 6%; with 100% employer match about $44,793 at 4% or $29,862 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$283,584$17,917$3,583iApproximate average salary by contribution assumption: employee only about $89,585 at 4% or $59,723 at 6%; with 50% employer match about $59,723 at 4% or $39,816 at 6%; with 100% employer match about $44,793 at 4% or $29,862 at 6%.
200415$247,006$16,068$3,214iApproximate average salary by contribution assumption: employee only about $80,340 at 4% or $53,560 at 6%; with 50% employer match about $53,560 at 4% or $35,707 at 6%; with 100% employer match about $40,170 at 4% or $26,780 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$247,006$16,068$3,214iApproximate average salary by contribution assumption: employee only about $80,340 at 4% or $53,560 at 6%; with 50% employer match about $53,560 at 4% or $35,707 at 6%; with 100% employer match about $40,170 at 4% or $26,780 at 6%.
200315$218,370$11,873$2,375iApproximate average salary by contribution assumption: employee only about $59,365 at 4% or $39,577 at 6%; with 50% employer match about $39,577 at 4% or $26,384 at 6%; with 100% employer match about $29,683 at 4% or $19,788 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$218,370$11,873$2,375iApproximate average salary by contribution assumption: employee only about $59,365 at 4% or $39,577 at 6%; with 50% employer match about $39,577 at 4% or $26,384 at 6%; with 100% employer match about $29,683 at 4% or $19,788 at 6%.
200215$178,583$20,260$4,052iApproximate average salary by contribution assumption: employee only about $101,300 at 4% or $67,533 at 6%; with 50% employer match about $67,533 at 4% or $45,022 at 6%; with 100% employer match about $50,650 at 4% or $33,767 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$178,583$20,260$4,052iApproximate average salary by contribution assumption: employee only about $101,300 at 4% or $67,533 at 6%; with 50% employer match about $67,533 at 4% or $45,022 at 6%; with 100% employer match about $50,650 at 4% or $33,767 at 6%.
200115$0$0-
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5---
200025$391,082$36,582$7,316iApproximate average salary by contribution assumption: employee only about $182,910 at 4% or $121,940 at 6%; with 50% employer match about $121,940 at 4% or $81,293 at 6%; with 100% employer match about $91,455 at 4% or $60,970 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$195,541$18,291$3,658iApproximate average salary by contribution assumption: employee only about $91,455 at 4% or $60,970 at 6%; with 50% employer match about $60,970 at 4% or $40,647 at 6%; with 100% employer match about $45,728 at 4% or $30,485 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$195,541$18,291$3,658iApproximate average salary by contribution assumption: employee only about $91,455 at 4% or $60,970 at 6%; with 50% employer match about $60,970 at 4% or $40,647 at 6%; with 100% employer match about $45,728 at 4% or $30,485 at 6%.
199915$304,689$19,856$3,971iApproximate average salary by contribution assumption: employee only about $99,280 at 4% or $66,187 at 6%; with 50% employer match about $66,187 at 4% or $44,124 at 6%; with 100% employer match about $49,640 at 4% or $33,093 at 6%.
Dr. James D. Reich Keogh Plan Uta Charles Schwab & Co Inc.-5$304,689$19,856$3,971iApproximate average salary by contribution assumption: employee only about $99,280 at 4% or $66,187 at 6%; with 50% employer match about $66,187 at 4% or $44,124 at 6%; with 100% employer match about $49,640 at 4% or $33,093 at 6%.