Leon Ber, Dpm
Plan context: Charles Schwab & Co Inc Plan and Custodial Account
EIN 16-1176076 • Williamsville, NY • 20 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$41,633
2019 Contributions
$10,430
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 | 0 | $0 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 0 | $0 | - | - |
| 2018 | 1 | 1 | $41,633 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 1 | $41,633 | - | - |
| 2017 | 1 | 1 | $65,222 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 1 | $65,222 | - | - |
| 2016 | 1 | 1 | $73,167 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 1 | $73,167 | - | - |
| 2015 | 1 | 2 | $209,333 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $209,333 | - | - |
| 2014 | 1 | 2 | $246,443 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $246,443 | - | - |
| 2013 | 1 | 2 | $287,205 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $287,205 | - | - |
| 2012 | 1 | 2 | $397,528 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $397,528 | - | - |
| 2011 | 1 | 2 | $470,321 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $470,321 | - | - |
| 2010 | 1 | 2 | $693,715 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $693,715 | - | - |
| 2009 | 1 | 2 | $547,234 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $547,234 | - | - |
| 2008 | 1 | 2 | $450,206 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $450,206 | - | - |
| 2007 | 1 | 2 | $1,214,019 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $1,214,019 | - | - |
| 2006 | 1 | 2 | $1,285,811 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $1,285,811 | - | - |
| 2005 | 1 | 2 | $1,379,660 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 2 | $1,379,660 | - | - |
| 2004 | 1 | 3 | $1,516,101 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 3 | $1,516,101 | - | - |
| 2003 | 1 | 3 | $1,398,314 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 3 | $1,398,314 | - | - |
| 2002 | 1 | 3 | $540,564 | $10,430 | $3,477iApproximate average salary by contribution assumption: employee only about $86,917 at 4% or $57,944 at 6%; with 50% employer match about $57,944 at 4% or $38,630 at 6%; with 100% employer match about $43,458 at 4% or $28,972 at 6%. |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 3 | $540,564 | $10,430 | $3,477iApproximate average salary by contribution assumption: employee only about $86,917 at 4% or $57,944 at 6%; with 50% employer match about $57,944 at 4% or $38,630 at 6%; with 100% employer match about $43,458 at 4% or $28,972 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 3 | - | - | - |
| 2000 | 1 | 3 | $1,056,452 | $3,128 | $1,043iApproximate average salary by contribution assumption: employee only about $26,067 at 4% or $17,378 at 6%; with 50% employer match about $17,378 at 4% or $11,585 at 6%; with 100% employer match about $13,033 at 4% or $8,689 at 6%. |
| Charles Schwab & Co Inc Plan and Custodial Account | - | 3 | $1,056,452 | $3,128 | $1,043iApproximate average salary by contribution assumption: employee only about $26,067 at 4% or $17,378 at 6%; with 50% employer match about $17,378 at 4% or $11,585 at 6%; with 100% employer match about $13,033 at 4% or $8,689 at 6%. |