Lloyd Norris
Plan context: Lloyd Norris Money Purchase Plan Uta Charles Schwab & Co. Inc.
EIN 23-2216167 • 2 filings • 2 plans
Current Snapshot
Latest Year
2000
2000 Participants
2
2000 Assets
$227,885
2000 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 2 | $227,885 | $0 | - |
| Lloyd Norris Money Purchase Plan Uta Charles Schwab & Co. Inc. | - | 2 | $227,885 | - | - |
| 1999 | 1 | 3 | $220,602 | $0 | - |
| Lloyd Norris Money Purchase Plan Uta Charles Schwab & Co. Inc. | - | 3 | $220,602 | - | - |