Civic Intelligence

Robert R Reves

Plan context: Charles Schwab & Co Inc Keough Master Plan

EIN 31-0707501 • Columbus, OH • 27 filings • 11 plans

3207 N High StColumbus, OH 43202-1111
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$406,827

2019 Contributions

$35,638

Historical Graphs

Total Assets Over Time

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

$630,143$315,072$0199920102019YearValue
$406,827Latest year 2019

Participants Over Time

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

210199920092019YearValue
1Latest year 2019

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
201911$406,827$35,638$35,638iApproximate average salary by contribution assumption: employee only about $890,950 at 4% or $593,967 at 6%; with 50% employer match about $593,967 at 4% or $395,978 at 6%; with 100% employer match about $445,475 at 4% or $296,983 at 6%.
Charles Schwab & Co Inc Keough Master Plan-1$406,827$35,638$35,638iApproximate average salary by contribution assumption: employee only about $890,950 at 4% or $593,967 at 6%; with 50% employer match about $593,967 at 4% or $395,978 at 6%; with 100% employer match about $445,475 at 4% or $296,983 at 6%.
201812$616,137$47,236$23,618iApproximate average salary by contribution assumption: employee only about $590,450 at 4% or $393,633 at 6%; with 50% employer match about $393,633 at 4% or $262,422 at 6%; with 100% employer match about $295,225 at 4% or $196,817 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$616,137$47,236$23,618iApproximate average salary by contribution assumption: employee only about $590,450 at 4% or $393,633 at 6%; with 50% employer match about $393,633 at 4% or $262,422 at 6%; with 100% employer match about $295,225 at 4% or $196,817 at 6%.
201712$598,398$43,515$21,758iApproximate average salary by contribution assumption: employee only about $543,938 at 4% or $362,625 at 6%; with 50% employer match about $362,625 at 4% or $241,750 at 6%; with 100% employer match about $271,969 at 4% or $181,313 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$598,398$43,515$21,758iApproximate average salary by contribution assumption: employee only about $543,938 at 4% or $362,625 at 6%; with 50% employer match about $362,625 at 4% or $241,750 at 6%; with 100% employer match about $271,969 at 4% or $181,313 at 6%.
201612$568,960$33,438$16,719iApproximate average salary by contribution assumption: employee only about $417,975 at 4% or $278,650 at 6%; with 50% employer match about $278,650 at 4% or $185,767 at 6%; with 100% employer match about $208,988 at 4% or $139,325 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$568,960$33,438$16,719iApproximate average salary by contribution assumption: employee only about $417,975 at 4% or $278,650 at 6%; with 50% employer match about $278,650 at 4% or $185,767 at 6%; with 100% employer match about $208,988 at 4% or $139,325 at 6%.
201512$543,929$43,349$21,675iApproximate average salary by contribution assumption: employee only about $541,863 at 4% or $361,242 at 6%; with 50% employer match about $361,242 at 4% or $240,828 at 6%; with 100% employer match about $270,931 at 4% or $180,621 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$543,929$43,349$21,675iApproximate average salary by contribution assumption: employee only about $541,863 at 4% or $361,242 at 6%; with 50% employer match about $361,242 at 4% or $240,828 at 6%; with 100% employer match about $270,931 at 4% or $180,621 at 6%.
201412$524,614$31,917$15,959iApproximate average salary by contribution assumption: employee only about $398,963 at 4% or $265,975 at 6%; with 50% employer match about $265,975 at 4% or $177,317 at 6%; with 100% employer match about $199,481 at 4% or $132,988 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$524,614$31,917$15,959iApproximate average salary by contribution assumption: employee only about $398,963 at 4% or $265,975 at 6%; with 50% employer match about $265,975 at 4% or $177,317 at 6%; with 100% employer match about $199,481 at 4% or $132,988 at 6%.
201312$502,314$33,194$16,597iApproximate average salary by contribution assumption: employee only about $414,925 at 4% or $276,617 at 6%; with 50% employer match about $276,617 at 4% or $184,411 at 6%; with 100% employer match about $207,463 at 4% or $138,308 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$502,314$33,194$16,597iApproximate average salary by contribution assumption: employee only about $414,925 at 4% or $276,617 at 6%; with 50% employer match about $276,617 at 4% or $184,411 at 6%; with 100% employer match about $207,463 at 4% or $138,308 at 6%.
201212$469,357$34,573$17,287iApproximate average salary by contribution assumption: employee only about $432,163 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$469,357$34,573$17,287iApproximate average salary by contribution assumption: employee only about $432,163 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
201112$44,424$30,147$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$44,424$30,147$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
201012$428,064$28,994$14,497iApproximate average salary by contribution assumption: employee only about $362,425 at 4% or $241,617 at 6%; with 50% employer match about $241,617 at 4% or $161,078 at 6%; with 100% employer match about $181,213 at 4% or $120,808 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$428,064$28,994$14,497iApproximate average salary by contribution assumption: employee only about $362,425 at 4% or $241,617 at 6%; with 50% employer match about $241,617 at 4% or $161,078 at 6%; with 100% employer match about $181,213 at 4% or $120,808 at 6%.
200912$405,490$34,194$17,097iApproximate average salary by contribution assumption: employee only about $427,425 at 4% or $284,950 at 6%; with 50% employer match about $284,950 at 4% or $189,967 at 6%; with 100% employer match about $213,713 at 4% or $142,475 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$405,490$34,194$17,097iApproximate average salary by contribution assumption: employee only about $427,425 at 4% or $284,950 at 6%; with 50% employer match about $284,950 at 4% or $189,967 at 6%; with 100% employer match about $213,713 at 4% or $142,475 at 6%.
200812$372,084$45,438$22,719iApproximate average salary by contribution assumption: employee only about $567,975 at 4% or $378,650 at 6%; with 50% employer match about $378,650 at 4% or $252,433 at 6%; with 100% employer match about $283,988 at 4% or $189,325 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$372,084$45,438$22,719iApproximate average salary by contribution assumption: employee only about $567,975 at 4% or $378,650 at 6%; with 50% employer match about $378,650 at 4% or $252,433 at 6%; with 100% employer match about $283,988 at 4% or $189,325 at 6%.
200712$561,529$32,038$16,019iApproximate average salary by contribution assumption: employee only about $400,475 at 4% or $266,983 at 6%; with 50% employer match about $266,983 at 4% or $177,989 at 6%; with 100% employer match about $200,238 at 4% or $133,492 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$561,529$32,038$16,019iApproximate average salary by contribution assumption: employee only about $400,475 at 4% or $266,983 at 6%; with 50% employer match about $266,983 at 4% or $177,989 at 6%; with 100% employer match about $200,238 at 4% or $133,492 at 6%.
200612$519,263$34,238$17,119iApproximate average salary by contribution assumption: employee only about $427,975 at 4% or $285,317 at 6%; with 50% employer match about $285,317 at 4% or $190,211 at 6%; with 100% employer match about $213,988 at 4% or $142,658 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$519,263$34,238$17,119iApproximate average salary by contribution assumption: employee only about $427,975 at 4% or $285,317 at 6%; with 50% employer match about $285,317 at 4% or $190,211 at 6%; with 100% employer match about $213,988 at 4% or $142,658 at 6%.
200512$556,494$32,828$16,414iApproximate average salary by contribution assumption: employee only about $410,350 at 4% or $273,567 at 6%; with 50% employer match about $273,567 at 4% or $182,378 at 6%; with 100% employer match about $205,175 at 4% or $136,783 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$556,494$32,828$16,414iApproximate average salary by contribution assumption: employee only about $410,350 at 4% or $273,567 at 6%; with 50% employer match about $273,567 at 4% or $182,378 at 6%; with 100% employer match about $205,175 at 4% or $136,783 at 6%.
200412$523,993$39,239$19,620iApproximate average salary by contribution assumption: employee only about $490,488 at 4% or $326,992 at 6%; with 50% employer match about $326,992 at 4% or $217,994 at 6%; with 100% employer match about $245,244 at 4% or $163,496 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$523,993$39,239$19,620iApproximate average salary by contribution assumption: employee only about $490,488 at 4% or $326,992 at 6%; with 50% employer match about $326,992 at 4% or $217,994 at 6%; with 100% employer match about $245,244 at 4% or $163,496 at 6%.
200312$482,427$36,110$18,055iApproximate average salary by contribution assumption: employee only about $451,375 at 4% or $300,917 at 6%; with 50% employer match about $300,917 at 4% or $200,611 at 6%; with 100% employer match about $225,688 at 4% or $150,458 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$482,427$36,110$18,055iApproximate average salary by contribution assumption: employee only about $451,375 at 4% or $300,917 at 6%; with 50% employer match about $300,917 at 4% or $200,611 at 6%; with 100% employer match about $225,688 at 4% or $150,458 at 6%.
200222$429,922$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$429,922$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
Money Purchase Keough Retirement Master Plan-0---
200122$0$0-
Charles Schwab & Co Inc Keough Master Plan-2---
Money Purchase Keough Retirement Master Plan-2---
200032$350,667$36,286$18,143iApproximate average salary by contribution assumption: employee only about $453,575 at 4% or $302,383 at 6%; with 50% employer match about $302,383 at 4% or $201,589 at 6%; with 100% employer match about $226,788 at 4% or $151,192 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$350,667$36,286$18,143iApproximate average salary by contribution assumption: employee only about $453,575 at 4% or $302,383 at 6%; with 50% employer match about $302,383 at 4% or $201,589 at 6%; with 100% employer match about $226,788 at 4% or $151,192 at 6%.
Ohio Savings and Loan League Retirement Master Plan -Keough-0---
Money Purchase Keough Retirement Master Plan-2---
199932$630,143$35,954$17,977iApproximate average salary by contribution assumption: employee only about $449,425 at 4% or $299,617 at 6%; with 50% employer match about $299,617 at 4% or $199,744 at 6%; with 100% employer match about $224,713 at 4% or $149,808 at 6%.
Charles Schwab & Co Inc Keough Master Plan-2$301,469$35,954$17,977iApproximate average salary by contribution assumption: employee only about $449,425 at 4% or $299,617 at 6%; with 50% employer match about $299,617 at 4% or $199,744 at 6%; with 100% employer match about $224,713 at 4% or $149,808 at 6%.
Money Purchase Keough Retirement Master Plan-2$196,223--
Ohio Savings and Loan League Retirement Master Plan -Keough-1$132,451--