Civic Intelligence

Michael Jaffe Co Lpa

Plan context: Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp

EIN 34-1855552 • Cleveland, OH • 39 filings • 12 plans

1621 Euclid Ave FL 19Cleveland, OH 44115-2114
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,217,141

2025 Contributions

$161,567

Historical Graphs

Total Assets Over Time

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

$5,217,141$2,608,571$0199920122024YearValue
$5,217,141Latest year 2024

Participants Over Time

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

840199920122024YearValue
6Latest year 2024

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
202510$0$0-
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-0$0$0-
202416$5,217,141$161,567$26,928iApproximate average salary by contribution assumption: employee only about $673,196 at 4% or $448,797 at 6%; with 50% employer match about $448,797 at 4% or $299,198 at 6%; with 100% employer match about $336,598 at 4% or $224,399 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$5,217,141$161,567$26,928iApproximate average salary by contribution assumption: employee only about $673,196 at 4% or $448,797 at 6%; with 50% employer match about $448,797 at 4% or $299,198 at 6%; with 100% employer match about $336,598 at 4% or $224,399 at 6%.
202316$4,084,924$165,344$27,557iApproximate average salary by contribution assumption: employee only about $688,933 at 4% or $459,289 at 6%; with 50% employer match about $459,289 at 4% or $306,193 at 6%; with 100% employer match about $344,467 at 4% or $229,644 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$4,084,924$165,344$27,557iApproximate average salary by contribution assumption: employee only about $688,933 at 4% or $459,289 at 6%; with 50% employer match about $459,289 at 4% or $306,193 at 6%; with 100% employer match about $344,467 at 4% or $229,644 at 6%.
202216$3,186,391$164,496$27,416iApproximate average salary by contribution assumption: employee only about $685,400 at 4% or $456,933 at 6%; with 50% employer match about $456,933 at 4% or $304,622 at 6%; with 100% employer match about $342,700 at 4% or $228,467 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$3,186,391$164,496$27,416iApproximate average salary by contribution assumption: employee only about $685,400 at 4% or $456,933 at 6%; with 50% employer match about $456,933 at 4% or $304,622 at 6%; with 100% employer match about $342,700 at 4% or $228,467 at 6%.
202116$3,677,305$154,869$25,812iApproximate average salary by contribution assumption: employee only about $645,288 at 4% or $430,192 at 6%; with 50% employer match about $430,192 at 4% or $286,794 at 6%; with 100% employer match about $322,644 at 4% or $215,096 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$3,677,305$154,869$25,812iApproximate average salary by contribution assumption: employee only about $645,288 at 4% or $430,192 at 6%; with 50% employer match about $430,192 at 4% or $286,794 at 6%; with 100% employer match about $322,644 at 4% or $215,096 at 6%.
202016$3,132,605$175,984$29,331iApproximate average salary by contribution assumption: employee only about $733,267 at 4% or $488,844 at 6%; with 50% employer match about $488,844 at 4% or $325,896 at 6%; with 100% employer match about $366,633 at 4% or $244,422 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$3,132,605$175,984$29,331iApproximate average salary by contribution assumption: employee only about $733,267 at 4% or $488,844 at 6%; with 50% employer match about $488,844 at 4% or $325,896 at 6%; with 100% employer match about $366,633 at 4% or $244,422 at 6%.
201916$2,709,871$140,796$23,466iApproximate average salary by contribution assumption: employee only about $586,650 at 4% or $391,100 at 6%; with 50% employer match about $391,100 at 4% or $260,733 at 6%; with 100% employer match about $293,325 at 4% or $195,550 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$2,709,871$140,796$23,466iApproximate average salary by contribution assumption: employee only about $586,650 at 4% or $391,100 at 6%; with 50% employer match about $391,100 at 4% or $260,733 at 6%; with 100% employer match about $293,325 at 4% or $195,550 at 6%.
201818$2,149,972$193,024$24,128iApproximate average salary by contribution assumption: employee only about $603,200 at 4% or $402,133 at 6%; with 50% employer match about $402,133 at 4% or $268,089 at 6%; with 100% employer match about $301,600 at 4% or $201,067 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-8$2,149,972$193,024$24,128iApproximate average salary by contribution assumption: employee only about $603,200 at 4% or $402,133 at 6%; with 50% employer match about $402,133 at 4% or $268,089 at 6%; with 100% employer match about $301,600 at 4% or $201,067 at 6%.
201718$2,478,324$190,437$23,805iApproximate average salary by contribution assumption: employee only about $595,116 at 4% or $396,744 at 6%; with 50% employer match about $396,744 at 4% or $264,496 at 6%; with 100% employer match about $297,558 at 4% or $198,372 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-8$2,478,324$190,437$23,805iApproximate average salary by contribution assumption: employee only about $595,116 at 4% or $396,744 at 6%; with 50% employer match about $396,744 at 4% or $264,496 at 6%; with 100% employer match about $297,558 at 4% or $198,372 at 6%.
201617$1,989,221$165,491$23,642iApproximate average salary by contribution assumption: employee only about $591,039 at 4% or $394,026 at 6%; with 50% employer match about $394,026 at 4% or $262,684 at 6%; with 100% employer match about $295,520 at 4% or $197,013 at 6%.
CHARLES SCHWAB & CO INC MICHAEL JAFFE CO LPA PART QRP-7$1,989,221$165,491$23,642iApproximate average salary by contribution assumption: employee only about $591,039 at 4% or $394,026 at 6%; with 50% employer match about $394,026 at 4% or $262,684 at 6%; with 100% employer match about $295,520 at 4% or $197,013 at 6%.
201517$1,784,398$167,210$23,887iApproximate average salary by contribution assumption: employee only about $597,179 at 4% or $398,119 at 6%; with 50% employer match about $398,119 at 4% or $265,413 at 6%; with 100% employer match about $298,589 at 4% or $199,060 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-7$1,784,398$167,210$23,887iApproximate average salary by contribution assumption: employee only about $597,179 at 4% or $398,119 at 6%; with 50% employer match about $398,119 at 4% or $265,413 at 6%; with 100% employer match about $298,589 at 4% or $199,060 at 6%.
201417$1,677,599$157,126$22,447iApproximate average salary by contribution assumption: employee only about $561,164 at 4% or $374,110 at 6%; with 50% employer match about $374,110 at 4% or $249,406 at 6%; with 100% employer match about $280,582 at 4% or $187,055 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-7$1,677,599$157,126$22,447iApproximate average salary by contribution assumption: employee only about $561,164 at 4% or $374,110 at 6%; with 50% employer match about $374,110 at 4% or $249,406 at 6%; with 100% employer match about $280,582 at 4% or $187,055 at 6%.
201316$1,386,394$166,111$27,685iApproximate average salary by contribution assumption: employee only about $692,129 at 4% or $461,419 at 6%; with 50% employer match about $461,419 at 4% or $307,613 at 6%; with 100% employer match about $346,065 at 4% or $230,710 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$1,386,394$166,111$27,685iApproximate average salary by contribution assumption: employee only about $692,129 at 4% or $461,419 at 6%; with 50% employer match about $461,419 at 4% or $307,613 at 6%; with 100% employer match about $346,065 at 4% or $230,710 at 6%.
201216$1,014,413$158,072$26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$1,014,413$158,072$26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%.
201116$766,702$151,481$25,247iApproximate average salary by contribution assumption: employee only about $631,171 at 4% or $420,781 at 6%; with 50% employer match about $420,781 at 4% or $280,520 at 6%; with 100% employer match about $315,585 at 4% or $210,390 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$766,702$151,481$25,247iApproximate average salary by contribution assumption: employee only about $631,171 at 4% or $420,781 at 6%; with 50% employer match about $420,781 at 4% or $280,520 at 6%; with 100% employer match about $315,585 at 4% or $210,390 at 6%.
201016$615,150$137,004$22,834iApproximate average salary by contribution assumption: employee only about $570,850 at 4% or $380,567 at 6%; with 50% employer match about $380,567 at 4% or $253,711 at 6%; with 100% employer match about $285,425 at 4% or $190,283 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$615,150$137,004$22,834iApproximate average salary by contribution assumption: employee only about $570,850 at 4% or $380,567 at 6%; with 50% employer match about $380,567 at 4% or $253,711 at 6%; with 100% employer match about $285,425 at 4% or $190,283 at 6%.
200936$420,095$150,584$25,097iApproximate average salary by contribution assumption: employee only about $627,433 at 4% or $418,289 at 6%; with 50% employer match about $418,289 at 4% or $278,859 at 6%; with 100% employer match about $313,717 at 4% or $209,144 at 6%.
Charles Schwab & Co Inc Michael Jaffe Co Lpa Part Qrp-6$420,095$103,661$17,277iApproximate average salary by contribution assumption: employee only about $431,921 at 4% or $287,947 at 6%; with 50% employer match about $287,947 at 4% or $191,965 at 6%; with 100% employer match about $215,960 at 4% or $143,974 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-0$0$46,923-
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-0$0$0-
200826$359,917$143,297$23,883iApproximate average salary by contribution assumption: employee only about $597,070 at 4% or $398,047 at 6%; with 50% employer match about $398,047 at 4% or $265,364 at 6%; with 100% employer match about $298,535 at 4% or $199,023 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-6$359,917$71,648$11,941iApproximate average salary by contribution assumption: employee only about $298,535 at 4% or $199,023 at 6%; with 50% employer match about $199,023 at 4% or $132,682 at 6%; with 100% employer match about $149,267 at 4% or $99,512 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-6-$71,648$11,941iApproximate average salary by contribution assumption: employee only about $298,535 at 4% or $199,023 at 6%; with 50% employer match about $199,023 at 4% or $132,682 at 6%; with 100% employer match about $149,267 at 4% or $99,512 at 6%.
200725$1,314,648$121,435$24,287iApproximate average salary by contribution assumption: employee only about $607,175 at 4% or $404,783 at 6%; with 50% employer match about $404,783 at 4% or $269,856 at 6%; with 100% employer match about $303,588 at 4% or $202,392 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-5$957,278$57,748$11,550iApproximate average salary by contribution assumption: employee only about $288,740 at 4% or $192,493 at 6%; with 50% employer match about $192,493 at 4% or $128,329 at 6%; with 100% employer match about $144,370 at 4% or $96,247 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-5$357,370$63,687$12,737iApproximate average salary by contribution assumption: employee only about $318,435 at 4% or $212,290 at 6%; with 50% employer match about $212,290 at 4% or $141,527 at 6%; with 100% employer match about $159,218 at 4% or $106,145 at 6%.
200625$1,138,133$121,488$24,298iApproximate average salary by contribution assumption: employee only about $607,440 at 4% or $404,960 at 6%; with 50% employer match about $404,960 at 4% or $269,973 at 6%; with 100% employer match about $303,720 at 4% or $202,480 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-5$846,366$60,744$12,149iApproximate average salary by contribution assumption: employee only about $303,720 at 4% or $202,480 at 6%; with 50% employer match about $202,480 at 4% or $134,987 at 6%; with 100% employer match about $151,860 at 4% or $101,240 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-5$291,767$60,744$12,149iApproximate average salary by contribution assumption: employee only about $303,720 at 4% or $202,480 at 6%; with 50% employer match about $202,480 at 4% or $134,987 at 6%; with 100% employer match about $151,860 at 4% or $101,240 at 6%.
200526$873,698$59,215$9,869iApproximate average salary by contribution assumption: employee only about $246,729 at 4% or $164,486 at 6%; with 50% employer match about $164,486 at 4% or $109,657 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-6$673,338$59,215$9,869iApproximate average salary by contribution assumption: employee only about $246,729 at 4% or $164,486 at 6%; with 50% employer match about $164,486 at 4% or $109,657 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-6$200,360--
200425$764,264$109,080$21,816iApproximate average salary by contribution assumption: employee only about $545,400 at 4% or $363,600 at 6%; with 50% employer match about $363,600 at 4% or $242,400 at 6%; with 100% employer match about $272,700 at 4% or $181,800 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-5$575,965$54,540$10,908iApproximate average salary by contribution assumption: employee only about $272,700 at 4% or $181,800 at 6%; with 50% employer match about $181,800 at 4% or $121,200 at 6%; with 100% employer match about $136,350 at 4% or $90,900 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-5$188,299$54,540$10,908iApproximate average salary by contribution assumption: employee only about $272,700 at 4% or $181,800 at 6%; with 50% employer match about $181,800 at 4% or $121,200 at 6%; with 100% employer match about $136,350 at 4% or $90,900 at 6%.
200325$584,840$89,954$17,991iApproximate average salary by contribution assumption: employee only about $449,770 at 4% or $299,847 at 6%; with 50% employer match about $299,847 at 4% or $199,898 at 6%; with 100% employer match about $224,885 at 4% or $149,923 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-5$464,407$44,977$8,995iApproximate average salary by contribution assumption: employee only about $224,885 at 4% or $149,923 at 6%; with 50% employer match about $149,923 at 4% or $99,949 at 6%; with 100% employer match about $112,443 at 4% or $74,962 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-5$120,433$44,977$8,995iApproximate average salary by contribution assumption: employee only about $224,885 at 4% or $149,923 at 6%; with 50% employer match about $149,923 at 4% or $99,949 at 6%; with 100% employer match about $112,443 at 4% or $74,962 at 6%.
200224$393,445$66,640$16,660iApproximate average salary by contribution assumption: employee only about $416,500 at 4% or $277,667 at 6%; with 50% employer match about $277,667 at 4% or $185,111 at 6%; with 100% employer match about $208,250 at 4% or $138,833 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-4$334,978$33,320$8,330iApproximate average salary by contribution assumption: employee only about $208,250 at 4% or $138,833 at 6%; with 50% employer match about $138,833 at 4% or $92,556 at 6%; with 100% employer match about $104,125 at 4% or $69,417 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-4$58,467$33,320$8,330iApproximate average salary by contribution assumption: employee only about $208,250 at 4% or $138,833 at 6%; with 50% employer match about $138,833 at 4% or $92,556 at 6%; with 100% employer match about $104,125 at 4% or $69,417 at 6%.
200123$0$0-
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-3---
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-3---
200023$349,310$30,498$10,166iApproximate average salary by contribution assumption: employee only about $254,150 at 4% or $169,433 at 6%; with 50% employer match about $169,433 at 4% or $112,956 at 6%; with 100% employer match about $127,075 at 4% or $84,717 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-3$349,310$30,498$10,166iApproximate average salary by contribution assumption: employee only about $254,150 at 4% or $169,433 at 6%; with 50% employer match about $169,433 at 4% or $112,956 at 6%; with 100% employer match about $127,075 at 4% or $84,717 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-3---
199922$319,510$32,415$16,208iApproximate average salary by contribution assumption: employee only about $405,188 at 4% or $270,125 at 6%; with 50% employer match about $270,125 at 4% or $180,083 at 6%; with 100% employer match about $202,594 at 4% or $135,063 at 6%.
Vanguard Protot Contribution Plan Money Purchase Pension Plan 002-2$319,510$24,935$12,468iApproximate average salary by contribution assumption: employee only about $311,688 at 4% or $207,792 at 6%; with 50% employer match about $207,792 at 4% or $138,528 at 6%; with 100% employer match about $155,844 at 4% or $103,896 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan 004-2-$7,480$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.