Civic Intelligence

S J Grillo

Plan context: Schwab Keogh Plan

EIN 11-2345372 • Glen Head, NY • 25 filings • 4 plans

3 Versailles CTGlen Head, NY 11545-3020
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$5,683,957

2023 Contributions

$66,966

Historical Graphs

Total Assets Over Time

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

$7,202,684$3,601,342$0199920142022YearValue
$5,683,957Latest year 2022

Participants Over Time

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

530199920112022YearValue
4Latest year 2022

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
202310$0$0-
Schwab Keogh Plan-0---
202214$5,683,957$66,966$16,742iApproximate average salary by contribution assumption: employee only about $418,538 at 4% or $279,025 at 6%; with 50% employer match about $279,025 at 4% or $186,017 at 6%; with 100% employer match about $209,269 at 4% or $139,513 at 6%.
Schwab Keogh Plan-4$5,683,957$66,966$16,742iApproximate average salary by contribution assumption: employee only about $418,538 at 4% or $279,025 at 6%; with 50% employer match about $279,025 at 4% or $186,017 at 6%; with 100% employer match about $209,269 at 4% or $139,513 at 6%.
202115$7,202,684$217,933$43,587iApproximate average salary by contribution assumption: employee only about $1,089,665 at 4% or $726,443 at 6%; with 50% employer match about $726,443 at 4% or $484,296 at 6%; with 100% employer match about $544,833 at 4% or $363,222 at 6%.
Schwab Keogh Plan-5$7,202,684$217,933$43,587iApproximate average salary by contribution assumption: employee only about $1,089,665 at 4% or $726,443 at 6%; with 50% employer match about $726,443 at 4% or $484,296 at 6%; with 100% employer match about $544,833 at 4% or $363,222 at 6%.
202014$5,987,030$137,198$34,300iApproximate average salary by contribution assumption: employee only about $857,488 at 4% or $571,658 at 6%; with 50% employer match about $571,658 at 4% or $381,106 at 6%; with 100% employer match about $428,744 at 4% or $285,829 at 6%.
Schwab Keogh Plan-4$5,987,030$137,198$34,300iApproximate average salary by contribution assumption: employee only about $857,488 at 4% or $571,658 at 6%; with 50% employer match about $571,658 at 4% or $381,106 at 6%; with 100% employer match about $428,744 at 4% or $285,829 at 6%.
201913$5,099,862$115,065$38,355iApproximate average salary by contribution assumption: employee only about $958,875 at 4% or $639,250 at 6%; with 50% employer match about $639,250 at 4% or $426,167 at 6%; with 100% employer match about $479,438 at 4% or $319,625 at 6%.
Schwab Keogh Plan-3$5,099,862$115,065$38,355iApproximate average salary by contribution assumption: employee only about $958,875 at 4% or $639,250 at 6%; with 50% employer match about $639,250 at 4% or $426,167 at 6%; with 100% employer match about $479,438 at 4% or $319,625 at 6%.
201814$4,715,094$729,872$182,468iApproximate average salary by contribution assumption: employee only about $4,561,700 at 4% or $3,041,133 at 6%; with 50% employer match about $3,041,133 at 4% or $2,027,422 at 6%; with 100% employer match about $2,280,850 at 4% or $1,520,567 at 6%.
Schwab Keogh Plan-4$4,715,094$729,872$182,468iApproximate average salary by contribution assumption: employee only about $4,561,700 at 4% or $3,041,133 at 6%; with 50% employer match about $3,041,133 at 4% or $2,027,422 at 6%; with 100% employer match about $2,280,850 at 4% or $1,520,567 at 6%.
201714$4,311,326$219,755$54,939iApproximate average salary by contribution assumption: employee only about $1,373,469 at 4% or $915,646 at 6%; with 50% employer match about $915,646 at 4% or $610,431 at 6%; with 100% employer match about $686,734 at 4% or $457,823 at 6%.
Schwab Keogh Plan-4$4,311,326$219,755$54,939iApproximate average salary by contribution assumption: employee only about $1,373,469 at 4% or $915,646 at 6%; with 50% employer match about $915,646 at 4% or $610,431 at 6%; with 100% employer match about $686,734 at 4% or $457,823 at 6%.
201614$3,431,711$1,364,087$341,022iApproximate average salary by contribution assumption: employee only about $8,525,544 at 4% or $5,683,696 at 6%; with 50% employer match about $5,683,696 at 4% or $3,789,131 at 6%; with 100% employer match about $4,262,772 at 4% or $2,841,848 at 6%.
Schwab Keogh Plan-4$3,431,711$1,364,087$341,022iApproximate average salary by contribution assumption: employee only about $8,525,544 at 4% or $5,683,696 at 6%; with 50% employer match about $5,683,696 at 4% or $3,789,131 at 6%; with 100% employer match about $4,262,772 at 4% or $2,841,848 at 6%.
201515$1,881,980$132,477$26,495iApproximate average salary by contribution assumption: employee only about $662,385 at 4% or $441,590 at 6%; with 50% employer match about $441,590 at 4% or $294,393 at 6%; with 100% employer match about $331,193 at 4% or $220,795 at 6%.
Schwab Keogh Plan-5$1,881,980$132,477$26,495iApproximate average salary by contribution assumption: employee only about $662,385 at 4% or $441,590 at 6%; with 50% employer match about $441,590 at 4% or $294,393 at 6%; with 100% employer match about $331,193 at 4% or $220,795 at 6%.
201415$2,058,585$140,521$28,104iApproximate average salary by contribution assumption: employee only about $702,605 at 4% or $468,403 at 6%; with 50% employer match about $468,403 at 4% or $312,269 at 6%; with 100% employer match about $351,303 at 4% or $234,202 at 6%.
Schwab Keogh Plan-5$2,058,585$140,521$28,104iApproximate average salary by contribution assumption: employee only about $702,605 at 4% or $468,403 at 6%; with 50% employer match about $468,403 at 4% or $312,269 at 6%; with 100% employer match about $351,303 at 4% or $234,202 at 6%.
201314$1,396,154$121,377$30,344iApproximate average salary by contribution assumption: employee only about $758,606 at 4% or $505,738 at 6%; with 50% employer match about $505,738 at 4% or $337,158 at 6%; with 100% employer match about $379,303 at 4% or $252,869 at 6%.
Schwab Keogh Plan-4$1,396,154$121,377$30,344iApproximate average salary by contribution assumption: employee only about $758,606 at 4% or $505,738 at 6%; with 50% employer match about $505,738 at 4% or $337,158 at 6%; with 100% employer match about $379,303 at 4% or $252,869 at 6%.
201214$954,385$117,556$29,389iApproximate average salary by contribution assumption: employee only about $734,725 at 4% or $489,817 at 6%; with 50% employer match about $489,817 at 4% or $326,544 at 6%; with 100% employer match about $367,363 at 4% or $244,908 at 6%.
Schwab Keogh Plan-4$954,385$117,556$29,389iApproximate average salary by contribution assumption: employee only about $734,725 at 4% or $489,817 at 6%; with 50% employer match about $489,817 at 4% or $326,544 at 6%; with 100% employer match about $367,363 at 4% or $244,908 at 6%.
201114$919,331$162,839$40,710iApproximate average salary by contribution assumption: employee only about $1,017,744 at 4% or $678,496 at 6%; with 50% employer match about $678,496 at 4% or $452,331 at 6%; with 100% employer match about $508,872 at 4% or $339,248 at 6%.
Schwab Keogh Plan-4$919,331$162,839$40,710iApproximate average salary by contribution assumption: employee only about $1,017,744 at 4% or $678,496 at 6%; with 50% employer match about $678,496 at 4% or $452,331 at 6%; with 100% employer match about $508,872 at 4% or $339,248 at 6%.
201014$745,905$64,650$16,163iApproximate average salary by contribution assumption: employee only about $404,063 at 4% or $269,375 at 6%; with 50% employer match about $269,375 at 4% or $179,583 at 6%; with 100% employer match about $202,031 at 4% or $134,688 at 6%.
Schwab Keogh Plan-4$745,905$64,650$16,163iApproximate average salary by contribution assumption: employee only about $404,063 at 4% or $269,375 at 6%; with 50% employer match about $269,375 at 4% or $179,583 at 6%; with 100% employer match about $202,031 at 4% or $134,688 at 6%.
200914$613,109$62,095$15,524iApproximate average salary by contribution assumption: employee only about $388,094 at 4% or $258,729 at 6%; with 50% employer match about $258,729 at 4% or $172,486 at 6%; with 100% employer match about $194,047 at 4% or $129,365 at 6%.
Schwab Keogh Plan-4$613,109$62,095$15,524iApproximate average salary by contribution assumption: employee only about $388,094 at 4% or $258,729 at 6%; with 50% employer match about $258,729 at 4% or $172,486 at 6%; with 100% employer match about $194,047 at 4% or $129,365 at 6%.
200814$0$0-
Schwab Keogh Plan-4---
200714$0$0-
Schwab Keogh Plan-4---
200614$0$0-
Schwab Keogh Plan-4---
200514$0$0-
Schwab Keogh Plan-4---
200414$468,612$144,287$36,072iApproximate average salary by contribution assumption: employee only about $901,794 at 4% or $601,196 at 6%; with 50% employer match about $601,196 at 4% or $400,797 at 6%; with 100% employer match about $450,897 at 4% or $300,598 at 6%.
Schwab Keogh Plan-4$468,612$144,287$36,072iApproximate average salary by contribution assumption: employee only about $901,794 at 4% or $601,196 at 6%; with 50% employer match about $601,196 at 4% or $400,797 at 6%; with 100% employer match about $450,897 at 4% or $300,598 at 6%.
200314$306,482$128,086$32,022iApproximate average salary by contribution assumption: employee only about $800,538 at 4% or $533,692 at 6%; with 50% employer match about $533,692 at 4% or $355,794 at 6%; with 100% employer match about $400,269 at 4% or $266,846 at 6%.
Schwab Keogh Plan-4$306,482$128,086$32,022iApproximate average salary by contribution assumption: employee only about $800,538 at 4% or $533,692 at 6%; with 50% employer match about $533,692 at 4% or $355,794 at 6%; with 100% employer match about $400,269 at 4% or $266,846 at 6%.
200214$185,449$84,490$21,123iApproximate average salary by contribution assumption: employee only about $528,063 at 4% or $352,042 at 6%; with 50% employer match about $352,042 at 4% or $234,694 at 6%; with 100% employer match about $264,031 at 4% or $176,021 at 6%.
Schwab Keogh Plan-4$185,449$84,490$21,123iApproximate average salary by contribution assumption: employee only about $528,063 at 4% or $352,042 at 6%; with 50% employer match about $352,042 at 4% or $234,694 at 6%; with 100% employer match about $264,031 at 4% or $176,021 at 6%.
200114$0$0-
Schwab Keogh Plan-4---
200014$0$0-
Schwab Keogh Plan-4---
199914$205,289$33$8iApproximate average salary by contribution assumption: employee only about $206 at 4% or $138 at 6%; with 50% employer match about $138 at 4% or $92 at 6%; with 100% employer match about $103 at 4% or $69 at 6%.
Schwab Keogh Plan-4$205,289$33$8iApproximate average salary by contribution assumption: employee only about $206 at 4% or $138 at 6%; with 50% employer match about $138 at 4% or $92 at 6%; with 100% employer match about $103 at 4% or $69 at 6%.