Sujata Avasthi
Plan context: Charles Schwab & Co. Inc. Plan
EIN 06-1665050 • Mclean, VA • 15 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$404,594
2019 Contributions
$2,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $404,594 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $404,594 | - | - |
| 2018 | 1 | 1 | $350,179 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $350,179 | - | - |
| 2017 | 1 | 1 | $308,875 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $308,875 | - | - |
| 2016 | 1 | 1 | $291,829 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $291,829 | - | - |
| 2015 | 1 | 1 | $303,392 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $303,392 | - | - |
| 2014 | 1 | 1 | $289,355 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $289,355 | - | - |
| 2013 | 1 | 1 | $267,775 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $267,775 | - | - |
| 2012 | 1 | 1 | $213,677 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $213,677 | - | - |
| 2011 | 1 | 1 | $180,807 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $180,807 | - | - |
| 2010 | 1 | 1 | $177,647 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $177,647 | - | - |
| 2009 | 1 | 1 | $166,356 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $166,356 | - | - |
| 2008 | 1 | 1 | $119,628 | $0 | - |
| Charles Schwab & Co. Inc. Plan | - | 1 | $119,628 | - | - |
| 2007 | 1 | 1 | $170,448 | $2,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Charles Schwab & Co. Inc. Plan | - | 1 | $170,448 | $2,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2006 | 1 | 1 | $138,348 | $20,617 | $20,617iApproximate average salary by contribution assumption: employee only about $515,425 at 4% or $343,617 at 6%; with 50% employer match about $343,617 at 4% or $229,078 at 6%; with 100% employer match about $257,713 at 4% or $171,808 at 6%. |
| Charles Schwab & Co. Inc. Plan | - | 1 | $138,348 | $20,617 | $20,617iApproximate average salary by contribution assumption: employee only about $515,425 at 4% or $343,617 at 6%; with 50% employer match about $343,617 at 4% or $229,078 at 6%; with 100% employer match about $257,713 at 4% or $171,808 at 6%. |
| 2005 | 1 | 1 | $104,745 | $19,259 | $19,259iApproximate average salary by contribution assumption: employee only about $481,475 at 4% or $320,983 at 6%; with 50% employer match about $320,983 at 4% or $213,989 at 6%; with 100% employer match about $240,738 at 4% or $160,492 at 6%. |
| Charles Schwab & Co. Inc. Plan | - | 1 | $104,745 | $19,259 | $19,259iApproximate average salary by contribution assumption: employee only about $481,475 at 4% or $320,983 at 6%; with 50% employer match about $320,983 at 4% or $213,989 at 6%; with 100% employer match about $240,738 at 4% or $160,492 at 6%. |