Civic Intelligence

John Carlo

Plan context: Charles Schwab & Co Cust Dr John Carlo Part Qrp

EIN 13-2895225 • Staten Island, NY • 24 filings • 6 plans

2627 Hylan Blvd Bldg DStaten Island, NY 10306
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$2,192,863

2014 Contributions

$10,453

Historical Graphs

Total Assets Over Time

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

$2,290,030$1,145,015$0200020062013YearValue
$2,192,863Latest year 2013

Participants Over Time

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

320200020062013YearValue
1Latest year 2013

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
201410$0$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-0---
201311$2,192,863$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-1$2,192,863--
201111$1,977,704$10,453$10,453iApproximate average salary by contribution assumption: employee only about $261,325 at 4% or $174,217 at 6%; with 50% employer match about $174,217 at 4% or $116,144 at 6%; with 100% employer match about $130,663 at 4% or $87,108 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-1$1,977,704$10,453$10,453iApproximate average salary by contribution assumption: employee only about $261,325 at 4% or $174,217 at 6%; with 50% employer match about $174,217 at 4% or $116,144 at 6%; with 100% employer match about $130,663 at 4% or $87,108 at 6%.
201012$2,290,030$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-2$2,290,030--
200912$2,122,647$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-2$2,122,647--
200812$1,829,598$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-2$1,829,598--
200722$2,189,876$0-
Charles Schwab & Co Cust Dr John Carlo Part Qrp-2$2,189,876--
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-0---
200623$1,972,525$19,325$6,442iApproximate average salary by contribution assumption: employee only about $161,042 at 4% or $107,361 at 6%; with 50% employer match about $107,361 at 4% or $71,574 at 6%; with 100% employer match about $80,521 at 4% or $53,681 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-3$1,921,422$19,325$6,442iApproximate average salary by contribution assumption: employee only about $161,042 at 4% or $107,361 at 6%; with 50% employer match about $107,361 at 4% or $71,574 at 6%; with 100% employer match about $80,521 at 4% or $53,681 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-1$51,103--
200523$1,736,375$30,221$10,074iApproximate average salary by contribution assumption: employee only about $251,842 at 4% or $167,894 at 6%; with 50% employer match about $167,894 at 4% or $111,930 at 6%; with 100% employer match about $125,921 at 4% or $83,947 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-3$1,687,814$30,221$10,074iApproximate average salary by contribution assumption: employee only about $251,842 at 4% or $167,894 at 6%; with 50% employer match about $167,894 at 4% or $111,930 at 6%; with 100% employer match about $125,921 at 4% or $83,947 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-1$48,561--
200423$1,539,435$32,126$10,709iApproximate average salary by contribution assumption: employee only about $267,717 at 4% or $178,478 at 6%; with 50% employer match about $178,478 at 4% or $118,985 at 6%; with 100% employer match about $133,858 at 4% or $89,239 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-3$1,493,249$32,126$10,709iApproximate average salary by contribution assumption: employee only about $267,717 at 4% or $178,478 at 6%; with 50% employer match about $178,478 at 4% or $118,985 at 6%; with 100% employer match about $133,858 at 4% or $89,239 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-1$46,186--
200323$1,343,333$29,669$9,890iApproximate average salary by contribution assumption: employee only about $247,242 at 4% or $164,828 at 6%; with 50% employer match about $164,828 at 4% or $109,885 at 6%; with 100% employer match about $123,621 at 4% or $82,414 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-3$1,299,311$29,669$9,890iApproximate average salary by contribution assumption: employee only about $247,242 at 4% or $164,828 at 6%; with 50% employer match about $164,828 at 4% or $109,885 at 6%; with 100% employer match about $123,621 at 4% or $82,414 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-1$44,022--
200243$1,067,743$30,971$10,324iApproximate average salary by contribution assumption: employee only about $258,092 at 4% or $172,061 at 6%; with 50% employer match about $172,061 at 4% or $114,707 at 6%; with 100% employer match about $129,046 at 4% or $86,031 at 6%.
Charles Schwab & Co Cust Dr John Carlo Part Qrp-3$1,026,078$30,971$10,324iApproximate average salary by contribution assumption: employee only about $258,092 at 4% or $172,061 at 6%; with 50% employer match about $172,061 at 4% or $114,707 at 6%; with 100% employer match about $129,046 at 4% or $86,031 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-1$41,665--
DR. JOHN M. CARLO PART MPP QRP-0---
MLPF&S CUST. FBO JOHN CARLO BASIC MONEY PURCHASE PLAN-0---
200122$1,303,313$30,812$15,406iApproximate average salary by contribution assumption: employee only about $385,150 at 4% or $256,767 at 6%; with 50% employer match about $256,767 at 4% or $171,178 at 6%; with 100% employer match about $192,575 at 4% or $128,383 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC PROFIT SHARING PLAN-2$826,071$18,487$9,244iApproximate average salary by contribution assumption: employee only about $231,088 at 4% or $154,058 at 6%; with 50% employer match about $154,058 at 4% or $102,706 at 6%; with 100% employer match about $115,544 at 4% or $77,029 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC MONEY PURCHASE PLAN-2$477,242$12,325$6,163iApproximate average salary by contribution assumption: employee only about $154,063 at 4% or $102,708 at 6%; with 50% employer match about $102,708 at 4% or $68,472 at 6%; with 100% employer match about $77,031 at 4% or $51,354 at 6%.
200023$1,426,806$34,561$11,520iApproximate average salary by contribution assumption: employee only about $288,008 at 4% or $192,006 at 6%; with 50% employer match about $192,006 at 4% or $128,004 at 6%; with 100% employer match about $144,004 at 4% or $96,003 at 6%.
MLPF & S CUST FBO JOHN CARLO BASIC PROFIT SHARING PLAN-3$937,754$20,737$6,912iApproximate average salary by contribution assumption: employee only about $172,808 at 4% or $115,206 at 6%; with 50% employer match about $115,206 at 4% or $76,804 at 6%; with 100% employer match about $86,404 at 4% or $57,603 at 6%.
MLPF&S CUST. FBO JOHN CARLO BASIC MONEY PURCHASE PLAN-3$489,052$13,824$4,608iApproximate average salary by contribution assumption: employee only about $115,200 at 4% or $76,800 at 6%; with 50% employer match about $76,800 at 4% or $51,200 at 6%; with 100% employer match about $57,600 at 4% or $38,400 at 6%.