Civic Intelligence

Steven J Svalina Dds

Plan context: Charles Schwab & Co Keough Plan and Custodial Account

EIN 36-2752969 • Orland Park, IL • 13 filings • 6 plans

14449 Bromley StOrland Park, IL 60462
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$415,355

2014 Contributions

$2,000

Historical Graphs

Total Assets Over Time

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

$995,893$497,947$0199920062013YearValue
$415,355Latest year 2013

Participants Over Time

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

630199920052013YearValue
4Latest year 2013

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
201410$0$0-
Charles Schwab & Co Keough Plan and Custodial Account-0$0$0-
201314$415,355$2,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-4$415,355$2,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201214$403,560$9,658$2,415iApproximate average salary by contribution assumption: employee only about $60,363 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,181 at 4% or $20,121 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-4$403,560$9,658$2,415iApproximate average salary by contribution assumption: employee only about $60,363 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,181 at 4% or $20,121 at 6%.
201114$395,563$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-4$395,563$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
201015$387,903$15,011$3,002iApproximate average salary by contribution assumption: employee only about $75,055 at 4% or $50,037 at 6%; with 50% employer match about $50,037 at 4% or $33,358 at 6%; with 100% employer match about $37,528 at 4% or $25,018 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-5$387,903$15,011$3,002iApproximate average salary by contribution assumption: employee only about $75,055 at 4% or $50,037 at 6%; with 50% employer match about $50,037 at 4% or $33,358 at 6%; with 100% employer match about $37,528 at 4% or $25,018 at 6%.
200615$378,742$7,392$1,478iApproximate average salary by contribution assumption: employee only about $36,960 at 4% or $24,640 at 6%; with 50% employer match about $24,640 at 4% or $16,427 at 6%; with 100% employer match about $18,480 at 4% or $12,320 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-5$378,742$7,392$1,478iApproximate average salary by contribution assumption: employee only about $36,960 at 4% or $24,640 at 6%; with 50% employer match about $24,640 at 4% or $16,427 at 6%; with 100% employer match about $18,480 at 4% or $12,320 at 6%.
200514$341,997$8,578$2,145iApproximate average salary by contribution assumption: employee only about $53,613 at 4% or $35,742 at 6%; with 50% employer match about $35,742 at 4% or $23,828 at 6%; with 100% employer match about $26,806 at 4% or $17,871 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-4$341,997$8,578$2,145iApproximate average salary by contribution assumption: employee only about $53,613 at 4% or $35,742 at 6%; with 50% employer match about $35,742 at 4% or $23,828 at 6%; with 100% employer match about $26,806 at 4% or $17,871 at 6%.
200413$322,801$8,303$2,768iApproximate average salary by contribution assumption: employee only about $69,192 at 4% or $46,128 at 6%; with 50% employer match about $46,128 at 4% or $30,752 at 6%; with 100% employer match about $34,596 at 4% or $23,064 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-3$322,801$8,303$2,768iApproximate average salary by contribution assumption: employee only about $69,192 at 4% or $46,128 at 6%; with 50% employer match about $46,128 at 4% or $30,752 at 6%; with 100% employer match about $34,596 at 4% or $23,064 at 6%.
200313$322,618$7,316$2,439iApproximate average salary by contribution assumption: employee only about $60,967 at 4% or $40,644 at 6%; with 50% employer match about $40,644 at 4% or $27,096 at 6%; with 100% employer match about $30,483 at 4% or $20,322 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-3$322,618$7,316$2,439iApproximate average salary by contribution assumption: employee only about $60,967 at 4% or $40,644 at 6%; with 50% employer match about $40,644 at 4% or $27,096 at 6%; with 100% employer match about $30,483 at 4% or $20,322 at 6%.
200214$0$0-
Charles Schwab & Co Keough Plan and Custodial Account-4---
200114$0$0-
Charles Schwab & Co Keough Plan and Custodial Account-4---
200014$297,286$7,971$1,993iApproximate average salary by contribution assumption: employee only about $49,819 at 4% or $33,213 at 6%; with 50% employer match about $33,213 at 4% or $22,142 at 6%; with 100% employer match about $24,909 at 4% or $16,606 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-4$297,286$7,971$1,993iApproximate average salary by contribution assumption: employee only about $49,819 at 4% or $33,213 at 6%; with 50% employer match about $33,213 at 4% or $22,142 at 6%; with 100% employer match about $24,909 at 4% or $16,606 at 6%.
199916$995,893$6,079$1,013iApproximate average salary by contribution assumption: employee only about $25,329 at 4% or $16,886 at 6%; with 50% employer match about $16,886 at 4% or $11,257 at 6%; with 100% employer match about $12,665 at 4% or $8,443 at 6%.
Charles Schwab & Co Keough Plan and Custodial Account-6$995,893$6,079$1,013iApproximate average salary by contribution assumption: employee only about $25,329 at 4% or $16,886 at 6%; with 50% employer match about $16,886 at 4% or $11,257 at 6%; with 100% employer match about $12,665 at 4% or $8,443 at 6%.