Civic Intelligence

Mary Ann Palitti, DMD

Plan context: Charles Schwab & Co. Inc. Keogh Plan & Custodial Account

EIN 25-1509145 • Hermitage, PA • 12 filings • 6 plans

701 N. Hermitage RoadHermitage, PA 16148
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$894,363

2010 Contributions

$25,641

Historical Graphs

Total Assets Over Time

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

$1,001,408$500,704$0199920042009YearValue
$894,363Latest year 2009

Participants Over Time

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

530199920042009YearValue
3Latest year 2009

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
201010$0$0-
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-0$0$0-
200913$894,363$25,641$8,547iApproximate average salary by contribution assumption: employee only about $213,675 at 4% or $142,450 at 6%; with 50% employer match about $142,450 at 4% or $94,967 at 6%; with 100% employer match about $106,838 at 4% or $71,225 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-3$894,363$25,641$8,547iApproximate average salary by contribution assumption: employee only about $213,675 at 4% or $142,450 at 6%; with 50% employer match about $142,450 at 4% or $94,967 at 6%; with 100% employer match about $106,838 at 4% or $71,225 at 6%.
200813$0$0-
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-3---
200713$0$0-
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-3---
200613$1,001,408$31,122$10,374iApproximate average salary by contribution assumption: employee only about $259,350 at 4% or $172,900 at 6%; with 50% employer match about $172,900 at 4% or $115,267 at 6%; with 100% employer match about $129,675 at 4% or $86,450 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-3$1,001,408$31,122$10,374iApproximate average salary by contribution assumption: employee only about $259,350 at 4% or $172,900 at 6%; with 50% employer match about $172,900 at 4% or $115,267 at 6%; with 100% employer match about $129,675 at 4% or $86,450 at 6%.
200513$813,381$27,863$9,288iApproximate average salary by contribution assumption: employee only about $232,192 at 4% or $154,794 at 6%; with 50% employer match about $154,794 at 4% or $103,196 at 6%; with 100% employer match about $116,096 at 4% or $77,397 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-3$813,381$27,863$9,288iApproximate average salary by contribution assumption: employee only about $232,192 at 4% or $154,794 at 6%; with 50% employer match about $154,794 at 4% or $103,196 at 6%; with 100% employer match about $116,096 at 4% or $77,397 at 6%.
200414$695,738$25,556$6,389iApproximate average salary by contribution assumption: employee only about $159,725 at 4% or $106,483 at 6%; with 50% employer match about $106,483 at 4% or $70,989 at 6%; with 100% employer match about $79,863 at 4% or $53,242 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-4$695,738$25,556$6,389iApproximate average salary by contribution assumption: employee only about $159,725 at 4% or $106,483 at 6%; with 50% employer match about $106,483 at 4% or $70,989 at 6%; with 100% employer match about $79,863 at 4% or $53,242 at 6%.
200314$565,243$47,614$11,904iApproximate average salary by contribution assumption: employee only about $297,588 at 4% or $198,392 at 6%; with 50% employer match about $198,392 at 4% or $132,261 at 6%; with 100% employer match about $148,794 at 4% or $99,196 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-4$565,243$47,614$11,904iApproximate average salary by contribution assumption: employee only about $297,588 at 4% or $198,392 at 6%; with 50% employer match about $198,392 at 4% or $132,261 at 6%; with 100% employer match about $148,794 at 4% or $99,196 at 6%.
200215$0$0-
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-5---
200115$0$0-
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-5---
200015$369,076$28,648$5,730iApproximate average salary by contribution assumption: employee only about $143,240 at 4% or $95,493 at 6%; with 50% employer match about $95,493 at 4% or $63,662 at 6%; with 100% employer match about $71,620 at 4% or $47,747 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-5$369,076$28,648$5,730iApproximate average salary by contribution assumption: employee only about $143,240 at 4% or $95,493 at 6%; with 50% employer match about $95,493 at 4% or $63,662 at 6%; with 100% employer match about $71,620 at 4% or $47,747 at 6%.
199915$334,316$25,902$5,180iApproximate average salary by contribution assumption: employee only about $129,510 at 4% or $86,340 at 6%; with 50% employer match about $86,340 at 4% or $57,560 at 6%; with 100% employer match about $64,755 at 4% or $43,170 at 6%.
Charles Schwab & Co. Inc. Keogh Plan & Custodial Account-5$334,316$25,902$5,180iApproximate average salary by contribution assumption: employee only about $129,510 at 4% or $86,340 at 6%; with 50% employer match about $86,340 at 4% or $57,560 at 6%; with 100% employer match about $64,755 at 4% or $43,170 at 6%.