Civic Intelligence

Sandra M. Champlain

Plan context: Charles Schwab Money Purchase Plan

EIN 06-1319601 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

3

2002 Assets

$40,755

2002 Contributions

$3,300

Historical Graphs

Total Assets Over Time

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

$51,912$25,956$019992000YearValue
$40,755Latest year 2000

Participants Over Time

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

420199920012002YearValue
3Latest year 2002

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
200213$0$0-
Charles Schwab Money Purchase Plan-3---
200113$0$0-
Charles Schwab Money Purchase Plan-3---
200014$40,755$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
Charles Schwab Money Purchase Plan-4$40,755$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
199914$51,912$16,318$4,080iApproximate average salary by contribution assumption: employee only about $101,988 at 4% or $67,992 at 6%; with 50% employer match about $67,992 at 4% or $45,328 at 6%; with 100% employer match about $50,994 at 4% or $33,996 at 6%.
Charles Schwab Money Purchase Plan-4$51,912$16,318$4,080iApproximate average salary by contribution assumption: employee only about $101,988 at 4% or $67,992 at 6%; with 50% employer match about $67,992 at 4% or $45,328 at 6%; with 100% employer match about $50,994 at 4% or $33,996 at 6%.