Civic Intelligence

Sara E Cooley, CPA

Plan context: Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp

EIN 33-0445505 • 15 filings • 4 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$512,353

2014 Contributions

$17,446

Historical Graphs

Total Assets Over Time

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

$524,421$262,211$0200020082014YearValue
$512,353Latest year 2014

Participants Over Time

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

210200020072014YearValue
1Latest year 2014

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
201411$512,353$17,446$17,446iApproximate average salary by contribution assumption: employee only about $436,150 at 4% or $290,767 at 6%; with 50% employer match about $290,767 at 4% or $193,844 at 6%; with 100% employer match about $218,075 at 4% or $145,383 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$512,353$17,446$17,446iApproximate average salary by contribution assumption: employee only about $436,150 at 4% or $290,767 at 6%; with 50% employer match about $290,767 at 4% or $193,844 at 6%; with 100% employer match about $218,075 at 4% or $145,383 at 6%.
201311$524,421$24,388$24,388iApproximate average salary by contribution assumption: employee only about $609,700 at 4% or $406,467 at 6%; with 50% employer match about $406,467 at 4% or $270,978 at 6%; with 100% employer match about $304,850 at 4% or $203,233 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$524,421$24,388$24,388iApproximate average salary by contribution assumption: employee only about $609,700 at 4% or $406,467 at 6%; with 50% employer match about $406,467 at 4% or $270,978 at 6%; with 100% employer match about $304,850 at 4% or $203,233 at 6%.
201211$427,148$19,388$19,388iApproximate average salary by contribution assumption: employee only about $484,700 at 4% or $323,133 at 6%; with 50% employer match about $323,133 at 4% or $215,422 at 6%; with 100% employer match about $242,350 at 4% or $161,567 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$427,148$19,388$19,388iApproximate average salary by contribution assumption: employee only about $484,700 at 4% or $323,133 at 6%; with 50% employer match about $323,133 at 4% or $215,422 at 6%; with 100% employer match about $242,350 at 4% or $161,567 at 6%.
201111$372,646$26,273$26,273iApproximate average salary by contribution assumption: employee only about $656,825 at 4% or $437,883 at 6%; with 50% employer match about $437,883 at 4% or $291,922 at 6%; with 100% employer match about $328,413 at 4% or $218,942 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$372,646$26,273$26,273iApproximate average salary by contribution assumption: employee only about $656,825 at 4% or $437,883 at 6%; with 50% employer match about $437,883 at 4% or $291,922 at 6%; with 100% employer match about $328,413 at 4% or $218,942 at 6%.
201011$464,188$31,785$31,785iApproximate average salary by contribution assumption: employee only about $794,625 at 4% or $529,750 at 6%; with 50% employer match about $529,750 at 4% or $353,167 at 6%; with 100% employer match about $397,313 at 4% or $264,875 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$464,188$31,785$31,785iApproximate average salary by contribution assumption: employee only about $794,625 at 4% or $529,750 at 6%; with 50% employer match about $529,750 at 4% or $353,167 at 6%; with 100% employer match about $397,313 at 4% or $264,875 at 6%.
200911$361,861$26,957$26,957iApproximate average salary by contribution assumption: employee only about $673,925 at 4% or $449,283 at 6%; with 50% employer match about $449,283 at 4% or $299,522 at 6%; with 100% employer match about $336,963 at 4% or $224,642 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$361,861$26,957$26,957iApproximate average salary by contribution assumption: employee only about $673,925 at 4% or $449,283 at 6%; with 50% employer match about $449,283 at 4% or $299,522 at 6%; with 100% employer match about $336,963 at 4% or $224,642 at 6%.
200811$278,032$19,046$19,046iApproximate average salary by contribution assumption: employee only about $476,150 at 4% or $317,433 at 6%; with 50% employer match about $317,433 at 4% or $211,622 at 6%; with 100% employer match about $238,075 at 4% or $158,717 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-1$278,032$19,046$19,046iApproximate average salary by contribution assumption: employee only about $476,150 at 4% or $317,433 at 6%; with 50% employer match about $317,433 at 4% or $211,622 at 6%; with 100% employer match about $238,075 at 4% or $158,717 at 6%.
200712$0$0-
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2---
200612$324,759$22,100$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$324,759$22,100$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
200512$265,841$24,205$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$265,841$24,205$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
200412$241,064$13,332$6,666iApproximate average salary by contribution assumption: employee only about $166,650 at 4% or $111,100 at 6%; with 50% employer match about $111,100 at 4% or $74,067 at 6%; with 100% employer match about $83,325 at 4% or $55,550 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$241,064$13,332$6,666iApproximate average salary by contribution assumption: employee only about $166,650 at 4% or $111,100 at 6%; with 50% employer match about $111,100 at 4% or $74,067 at 6%; with 100% employer match about $83,325 at 4% or $55,550 at 6%.
200312$200,217$17,980$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$200,217$17,980$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
200212$155,057$11,533$5,767iApproximate average salary by contribution assumption: employee only about $144,163 at 4% or $96,108 at 6%; with 50% employer match about $96,108 at 4% or $64,072 at 6%; with 100% employer match about $72,081 at 4% or $48,054 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$155,057$11,533$5,767iApproximate average salary by contribution assumption: employee only about $144,163 at 4% or $96,108 at 6%; with 50% employer match about $96,108 at 4% or $64,072 at 6%; with 100% employer match about $72,081 at 4% or $48,054 at 6%.
200112$0$0-
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2---
200012$170,798$18,146$9,073iApproximate average salary by contribution assumption: employee only about $226,825 at 4% or $151,217 at 6%; with 50% employer match about $151,217 at 4% or $100,811 at 6%; with 100% employer match about $113,413 at 4% or $75,608 at 6%.
Sara E Cooley Charles Schwab & Co Inc Cust Sara E Cooley CPA Part Qrp-2$170,798$18,146$9,073iApproximate average salary by contribution assumption: employee only about $226,825 at 4% or $151,217 at 6%; with 50% employer match about $151,217 at 4% or $100,811 at 6%; with 100% employer match about $113,413 at 4% or $75,608 at 6%.