Civic Intelligence

Charles B. Schwed Co. Inc.

Plan context: Charles B. Schwed Retirement Trust

EIN 13-1976071 • 19 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,536,584

2018 Contributions

$380,079

Historical Graphs

Total Assets Over Time

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

$1,536,584$768,292$0200420122017YearValue
$1,536,584Latest year 2017

Participants Over Time

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

210200020082016YearValue
2Latest year 2016

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
201810$0$0-
Charles B. Schwed Retirement Trust-0---
201710$1,536,584$0-
Charles B. Schwed Retirement Trust-0$1,536,584--
201612$1,437,393$380,079$190,040iApproximate average salary by contribution assumption: employee only about $4,750,988 at 4% or $3,167,325 at 6%; with 50% employer match about $3,167,325 at 4% or $2,111,550 at 6%; with 100% employer match about $2,375,494 at 4% or $1,583,663 at 6%.
Charles B. Schwed Retirement Trust-2$1,437,393$380,079$190,040iApproximate average salary by contribution assumption: employee only about $4,750,988 at 4% or $3,167,325 at 6%; with 50% employer match about $3,167,325 at 4% or $2,111,550 at 6%; with 100% employer match about $2,375,494 at 4% or $1,583,663 at 6%.
201512$931,605$24,831$12,416iApproximate average salary by contribution assumption: employee only about $310,388 at 4% or $206,925 at 6%; with 50% employer match about $206,925 at 4% or $137,950 at 6%; with 100% employer match about $155,194 at 4% or $103,463 at 6%.
Charles B. Schwed Retirement Trust-2$931,605$24,831$12,416iApproximate average salary by contribution assumption: employee only about $310,388 at 4% or $206,925 at 6%; with 50% employer match about $206,925 at 4% or $137,950 at 6%; with 100% employer match about $155,194 at 4% or $103,463 at 6%.
201412$877,053$24,956$12,478iApproximate average salary by contribution assumption: employee only about $311,950 at 4% or $207,967 at 6%; with 50% employer match about $207,967 at 4% or $138,644 at 6%; with 100% employer match about $155,975 at 4% or $103,983 at 6%.
Charles B. Schwed Retirement Trust-2$877,053$24,956$12,478iApproximate average salary by contribution assumption: employee only about $311,950 at 4% or $207,967 at 6%; with 50% employer match about $207,967 at 4% or $138,644 at 6%; with 100% employer match about $155,975 at 4% or $103,983 at 6%.
201312$886,721$25,538$12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%.
Charles B. Schwed Retirement Trust-2$886,721$25,538$12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%.
201211$782,521$49,869$49,869iApproximate average salary by contribution assumption: employee only about $1,246,725 at 4% or $831,150 at 6%; with 50% employer match about $831,150 at 4% or $554,100 at 6%; with 100% employer match about $623,363 at 4% or $415,575 at 6%.
Charles B. Schwed Retirement Trust-1$782,521$49,869$49,869iApproximate average salary by contribution assumption: employee only about $1,246,725 at 4% or $831,150 at 6%; with 50% employer match about $831,150 at 4% or $554,100 at 6%; with 100% employer match about $623,363 at 4% or $415,575 at 6%.
201112$830,517$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
Charles B. Schwed Retirement Trust-2$830,517$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
201012$762,917$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
Charles B. Schwed Retirement Trust-2$762,917$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
200912$700,404$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
Charles B. Schwed Retirement Trust-2$700,404$34,125$17,063iApproximate average salary by contribution assumption: employee only about $426,563 at 4% or $284,375 at 6%; with 50% employer match about $284,375 at 4% or $189,583 at 6%; with 100% employer match about $213,281 at 4% or $142,188 at 6%.
200812$0$0-
Charles B. Schwed Retirement Trust-2---
200712$0$0-
Charles B. Schwed Retirement Trust-2---
200612$636,301$51,276$25,638iApproximate average salary by contribution assumption: employee only about $640,950 at 4% or $427,300 at 6%; with 50% employer match about $427,300 at 4% or $284,867 at 6%; with 100% employer match about $320,475 at 4% or $213,650 at 6%.
Charles B. Schwed Retirement Trust-2$636,301$51,276$25,638iApproximate average salary by contribution assumption: employee only about $640,950 at 4% or $427,300 at 6%; with 50% employer match about $427,300 at 4% or $284,867 at 6%; with 100% employer match about $320,475 at 4% or $213,650 at 6%.
200512$561,505$50,710$25,355iApproximate average salary by contribution assumption: employee only about $633,875 at 4% or $422,583 at 6%; with 50% employer match about $422,583 at 4% or $281,722 at 6%; with 100% employer match about $316,938 at 4% or $211,292 at 6%.
Charles B. Schwed Retirement Trust-2$561,505$50,710$25,355iApproximate average salary by contribution assumption: employee only about $633,875 at 4% or $422,583 at 6%; with 50% employer match about $422,583 at 4% or $281,722 at 6%; with 100% employer match about $316,938 at 4% or $211,292 at 6%.
200412$494,940$48,445$24,223iApproximate average salary by contribution assumption: employee only about $605,563 at 4% or $403,708 at 6%; with 50% employer match about $403,708 at 4% or $269,139 at 6%; with 100% employer match about $302,781 at 4% or $201,854 at 6%.
Charles B. Schwed Retirement Trust-2$494,940$48,445$24,223iApproximate average salary by contribution assumption: employee only about $605,563 at 4% or $403,708 at 6%; with 50% employer match about $403,708 at 4% or $269,139 at 6%; with 100% employer match about $302,781 at 4% or $201,854 at 6%.
200312$0$0-
Charles B. Schwed Retirement Trust-2---
200212$0$0-
Charles B. Schwed Retirement Trust-2---
200112$0$0-
CHARLES B. SCHWED PENSION TRUST-2---
200012$0$0-
Charles B. Schwed Retirement Trust-2---