Schwab Fund for Charitable Giving
Plan context: SCHWAB CHARITABLE FUND 401(K) PLAN
EIN 31-1640316 • San Francisco, CA • 13 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
8
2013 Assets
$1,154,407
2013 Contributions
$64,465
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $64,465 | - |
| SCHWAB CHARITABLE FUND 401(K) PLAN | - | 0 | $0 | $64,465 | - |
| 2012 | 1 | 8 | $1,154,407 | $77,967 | $9,746iApproximate average salary by contribution assumption: employee only about $243,647 at 4% or $162,431 at 6%; with 50% employer match about $162,431 at 4% or $108,288 at 6%; with 100% employer match about $121,823 at 4% or $81,216 at 6%. |
| SCHWAB CHARITABLE FUND 401(K) PLAN | - | 8 | $1,154,407 | $77,967 | $9,746iApproximate average salary by contribution assumption: employee only about $243,647 at 4% or $162,431 at 6%; with 50% employer match about $162,431 at 4% or $108,288 at 6%; with 100% employer match about $121,823 at 4% or $81,216 at 6%. |
| 2011 | 1 | 10 | $1,244,047 | $80,231 | $8,023iApproximate average salary by contribution assumption: employee only about $200,578 at 4% or $133,718 at 6%; with 50% employer match about $133,718 at 4% or $89,146 at 6%; with 100% employer match about $100,289 at 4% or $66,859 at 6%. |
| SCHWAB CHARITABLE FUND 401(K) PLAN | - | 10 | $1,244,047 | $80,231 | $8,023iApproximate average salary by contribution assumption: employee only about $200,578 at 4% or $133,718 at 6%; with 50% employer match about $133,718 at 4% or $89,146 at 6%; with 100% employer match about $100,289 at 4% or $66,859 at 6%. |
| 2010 | 1 | 24 | $1,850,805 | $297,731 | $12,405iApproximate average salary by contribution assumption: employee only about $310,136 at 4% or $206,758 at 6%; with 50% employer match about $206,758 at 4% or $137,838 at 6%; with 100% employer match about $155,068 at 4% or $103,379 at 6%. |
| SCHWAB CHARITABLE FUND 401(K) PLAN | - | 24 | $1,850,805 | $297,731 | $12,405iApproximate average salary by contribution assumption: employee only about $310,136 at 4% or $206,758 at 6%; with 50% employer match about $206,758 at 4% or $137,838 at 6%; with 100% employer match about $155,068 at 4% or $103,379 at 6%. |
| 2009 | 1 | 24 | $1,334,079 | $271,209 | $11,300iApproximate average salary by contribution assumption: employee only about $282,509 at 4% or $188,340 at 6%; with 50% employer match about $188,340 at 4% or $125,560 at 6%; with 100% employer match about $141,255 at 4% or $94,170 at 6%. |
| SCHWAB CHARITABLE FUND 401(K) PLAN | - | 24 | $1,334,079 | $271,209 | $11,300iApproximate average salary by contribution assumption: employee only about $282,509 at 4% or $188,340 at 6%; with 50% employer match about $188,340 at 4% or $125,560 at 6%; with 100% employer match about $141,255 at 4% or $94,170 at 6%. |
| 2008 | 1 | 27 | $861,015 | $326,571 | $12,095iApproximate average salary by contribution assumption: employee only about $302,381 at 4% or $201,587 at 6%; with 50% employer match about $201,587 at 4% or $134,391 at 6%; with 100% employer match about $151,190 at 4% or $100,794 at 6%. |
| SCHWAB CHARITABLE FUND 401K PLAN | - | 27 | $861,015 | $326,571 | $12,095iApproximate average salary by contribution assumption: employee only about $302,381 at 4% or $201,587 at 6%; with 50% employer match about $201,587 at 4% or $134,391 at 6%; with 100% employer match about $151,190 at 4% or $100,794 at 6%. |
| 2007 | 1 | 33 | $1,112,727 | $217,321 | $6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,319 at 4% or $54,879 at 6%. |
| Schwab Fund for Charitable Giving 401K Plan | - | 33 | $1,112,727 | $217,321 | $6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,319 at 4% or $54,879 at 6%. |
| 2006 | 1 | 23 | $875,604 | $188,463 | $8,194iApproximate average salary by contribution assumption: employee only about $204,851 at 4% or $136,567 at 6%; with 50% employer match about $136,567 at 4% or $91,045 at 6%; with 100% employer match about $102,426 at 4% or $68,284 at 6%. |
| Schwab Fund for Charitable Giving 401K Plan | - | 23 | $875,604 | $188,463 | $8,194iApproximate average salary by contribution assumption: employee only about $204,851 at 4% or $136,567 at 6%; with 50% employer match about $136,567 at 4% or $91,045 at 6%; with 100% employer match about $102,426 at 4% or $68,284 at 6%. |
| 2005 | 1 | 22 | $689,919 | $248,018 | $11,274iApproximate average salary by contribution assumption: employee only about $281,839 at 4% or $187,892 at 6%; with 50% employer match about $187,892 at 4% or $125,262 at 6%; with 100% employer match about $140,919 at 4% or $93,946 at 6%. |
| Schwab Fund for Charitable Giving 401K Plan | - | 22 | $689,919 | $248,018 | $11,274iApproximate average salary by contribution assumption: employee only about $281,839 at 4% or $187,892 at 6%; with 50% employer match about $187,892 at 4% or $125,262 at 6%; with 100% employer match about $140,919 at 4% or $93,946 at 6%. |
| 2004 | 1 | 17 | $0 | $0 | - |
| Schwab Fund for Charitable Giving 401K Plan | - | 17 | - | - | - |
| 2003 | 1 | 15 | $287,671 | $101,197 | $6,746iApproximate average salary by contribution assumption: employee only about $168,662 at 4% or $112,441 at 6%; with 50% employer match about $112,441 at 4% or $74,961 at 6%; with 100% employer match about $84,331 at 4% or $56,221 at 6%. |
| Schwab Fund for Charitable Giving 401K Plan | - | 15 | $287,671 | $101,197 | $6,746iApproximate average salary by contribution assumption: employee only about $168,662 at 4% or $112,441 at 6%; with 50% employer match about $112,441 at 4% or $74,961 at 6%; with 100% employer match about $84,331 at 4% or $56,221 at 6%. |
| 2002 | 1 | 12 | $164,220 | $104,696 | $8,725iApproximate average salary by contribution assumption: employee only about $218,117 at 4% or $145,411 at 6%; with 50% employer match about $145,411 at 4% or $96,941 at 6%; with 100% employer match about $109,058 at 4% or $72,706 at 6%. |
| Schwab Fund for Charitable Giving 401K Plan | - | 12 | $164,220 | $104,696 | $8,725iApproximate average salary by contribution assumption: employee only about $218,117 at 4% or $145,411 at 6%; with 50% employer match about $145,411 at 4% or $96,941 at 6%; with 100% employer match about $109,058 at 4% or $72,706 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Schwab Fund for Charitable Giving 401K Plan | - | 15 | - | - | - |