Robert B. Morgenstern, MD
Plan context: Charles Schwab & Co. Inc. Keogh Plan & Custodial Account
EIN 25-1523397 • Hermitage, PA • 12 filings • 6 plans
Current Snapshot
Latest Year
2010
2010 Participants
4
2010 Assets
$1,075,950
2010 Contributions
$31,509
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | -$4,815 | - |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 0 | $0 | -$4,815 | - |
| 2009 | 1 | 4 | $1,075,950 | $31,509 | $7,877iApproximate average salary by contribution assumption: employee only about $196,931 at 4% or $131,288 at 6%; with 50% employer match about $131,288 at 4% or $87,525 at 6%; with 100% employer match about $98,466 at 4% or $65,644 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | $1,075,950 | $31,509 | $7,877iApproximate average salary by contribution assumption: employee only about $196,931 at 4% or $131,288 at 6%; with 50% employer match about $131,288 at 4% or $87,525 at 6%; with 100% employer match about $98,466 at 4% or $65,644 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,217,337 | $28,018 | $7,005iApproximate average salary by contribution assumption: employee only about $175,113 at 4% or $116,742 at 6%; with 50% employer match about $116,742 at 4% or $77,828 at 6%; with 100% employer match about $87,556 at 4% or $58,371 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | $1,217,337 | $28,018 | $7,005iApproximate average salary by contribution assumption: employee only about $175,113 at 4% or $116,742 at 6%; with 50% employer match about $116,742 at 4% or $77,828 at 6%; with 100% employer match about $87,556 at 4% or $58,371 at 6%. |
| 2005 | 1 | 4 | $985,833 | $27,023 | $6,756iApproximate average salary by contribution assumption: employee only about $168,894 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | $985,833 | $27,023 | $6,756iApproximate average salary by contribution assumption: employee only about $168,894 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%. |
| 2004 | 1 | 3 | $846,471 | $22,052 | $7,351iApproximate average salary by contribution assumption: employee only about $183,767 at 4% or $122,511 at 6%; with 50% employer match about $122,511 at 4% or $81,674 at 6%; with 100% employer match about $91,883 at 4% or $61,256 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 3 | $846,471 | $22,052 | $7,351iApproximate average salary by contribution assumption: employee only about $183,767 at 4% or $122,511 at 6%; with 50% employer match about $122,511 at 4% or $81,674 at 6%; with 100% employer match about $91,883 at 4% or $61,256 at 6%. |
| 2003 | 1 | 3 | $689,940 | $23,338 | $7,779iApproximate average salary by contribution assumption: employee only about $194,483 at 4% or $129,656 at 6%; with 50% employer match about $129,656 at 4% or $86,437 at 6%; with 100% employer match about $97,242 at 4% or $64,828 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 3 | $689,940 | $23,338 | $7,779iApproximate average salary by contribution assumption: employee only about $194,483 at 4% or $129,656 at 6%; with 50% employer match about $129,656 at 4% or $86,437 at 6%; with 100% employer match about $97,242 at 4% or $64,828 at 6%. |
| 2002 | 1 | 4 | $507,701 | $26,074 | $6,519iApproximate average salary by contribution assumption: employee only about $162,963 at 4% or $108,642 at 6%; with 50% employer match about $108,642 at 4% or $72,428 at 6%; with 100% employer match about $81,481 at 4% or $54,321 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 4 | $507,701 | $26,074 | $6,519iApproximate average salary by contribution assumption: employee only about $162,963 at 4% or $108,642 at 6%; with 50% employer match about $108,642 at 4% or $72,428 at 6%; with 100% employer match about $81,481 at 4% or $54,321 at 6%. |
| 2001 | 1 | 3 | $520,209 | $24,861 | $8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 3 | $520,209 | $24,861 | $8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%. |
| 2000 | 1 | 3 | $508,565 | $24,698 | $8,233iApproximate average salary by contribution assumption: employee only about $205,817 at 4% or $137,211 at 6%; with 50% employer match about $137,211 at 4% or $91,474 at 6%; with 100% employer match about $102,908 at 4% or $68,606 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 3 | $508,565 | $24,698 | $8,233iApproximate average salary by contribution assumption: employee only about $205,817 at 4% or $137,211 at 6%; with 50% employer match about $137,211 at 4% or $91,474 at 6%; with 100% employer match about $102,908 at 4% or $68,606 at 6%. |
| 1999 | 1 | 3 | $486,840 | $22,192 | $7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%. |
| Charles Schwab & Co. Inc. Keogh Plan & Custodial Account | - | 3 | $486,840 | $22,192 | $7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%. |