Civic Intelligence

Schwaab Inc

Plan context: Schwaab Inc 401K Retirement Plan & Trust Agreement

EIN 39-0602450 • Brookfield, WI • 68 filings • 27 plans

12855 West Lisbon Road Ste 100Brookfield, WI 53005
Current Snapshot

Latest Year

2024

2024 Participants

115

2024 Assets

$13,573,747

2024 Contributions

$633,039

Historical Graphs

Total Assets Over Time

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

$13,573,747$6,786,874$0199920142024YearValue
$13,573,747Latest year 2024

Participants Over Time

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

139700199920122024YearValue
115Latest 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
20242115$13,573,747$633,039$5,505iApproximate average salary by contribution assumption: employee only about $137,617 at 4% or $91,745 at 6%; with 50% employer match about $91,745 at 4% or $61,163 at 6%; with 100% employer match about $68,809 at 4% or $45,872 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-111$13,573,747$633,039$5,703iApproximate average salary by contribution assumption: employee only about $142,576 at 4% or $95,051 at 6%; with 50% employer match about $95,051 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%.
Schwaab Inc. Health and Welfare Benefits Plan-115---
20232120$11,436,679$501,185$4,177iApproximate average salary by contribution assumption: employee only about $104,414 at 4% or $69,609 at 6%; with 50% employer match about $69,609 at 4% or $46,406 at 6%; with 100% employer match about $52,207 at 4% or $34,805 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-120$11,436,679$501,185$4,177iApproximate average salary by contribution assumption: employee only about $104,414 at 4% or $69,609 at 6%; with 50% employer match about $69,609 at 4% or $46,406 at 6%; with 100% employer match about $52,207 at 4% or $34,805 at 6%.
Schwaab Inc. Health and Welfare Benefits Plan-111---
20223123$9,380,083$476,274$3,872iApproximate average salary by contribution assumption: employee only about $96,804 at 4% or $64,536 at 6%; with 50% employer match about $64,536 at 4% or $43,024 at 6%; with 100% employer match about $48,402 at 4% or $32,268 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-123$9,380,083$476,274$3,872iApproximate average salary by contribution assumption: employee only about $96,804 at 4% or $64,536 at 6%; with 50% employer match about $64,536 at 4% or $43,024 at 6%; with 100% employer match about $48,402 at 4% or $32,268 at 6%.
Schwaab Inc Ltd, Std & Life Insurance Plan-0---
Schwaab Inc. Health and Welfare Benefits Plan-116---
20213127$11,473,435$396,420$3,121iApproximate average salary by contribution assumption: employee only about $78,035 at 4% or $52,024 at 6%; with 50% employer match about $52,024 at 4% or $34,682 at 6%; with 100% employer match about $39,018 at 4% or $26,012 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-119$11,473,435$390,515$3,282iApproximate average salary by contribution assumption: employee only about $82,041 at 4% or $54,694 at 6%; with 50% employer match about $54,694 at 4% or $36,463 at 6%; with 100% employer match about $41,020 at 4% or $27,347 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-0$0$5,905-
Schwaab Inc. Health and Welfare Benefits Plan-127---
20203121$10,060,251$365,295$3,019iApproximate average salary by contribution assumption: employee only about $75,474 at 4% or $50,316 at 6%; with 50% employer match about $50,316 at 4% or $33,544 at 6%; with 100% employer match about $37,737 at 4% or $25,158 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-111$8,619,313$355,182$3,200iApproximate average salary by contribution assumption: employee only about $79,996 at 4% or $53,331 at 6%; with 50% employer match about $53,331 at 4% or $35,554 at 6%; with 100% employer match about $39,998 at 4% or $26,665 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-8$1,440,938$10,113$1,264iApproximate average salary by contribution assumption: employee only about $31,603 at 4% or $21,069 at 6%; with 50% employer match about $21,069 at 4% or $14,046 at 6%; with 100% employer match about $15,802 at 4% or $10,534 at 6%.
Schwaab Inc. Health and Welfare Benefits Plan-121---
20193137$8,657,391$337,645$2,465iApproximate average salary by contribution assumption: employee only about $61,614 at 4% or $41,076 at 6%; with 50% employer match about $41,076 at 4% or $27,384 at 6%; with 100% employer match about $30,807 at 4% or $20,538 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-115$7,521,956$319,216$2,776iApproximate average salary by contribution assumption: employee only about $69,395 at 4% or $46,263 at 6%; with 50% employer match about $46,263 at 4% or $30,842 at 6%; with 100% employer match about $34,697 at 4% or $23,132 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-13$1,135,435$18,429$1,418iApproximate average salary by contribution assumption: employee only about $35,440 at 4% or $23,627 at 6%; with 50% employer match about $23,627 at 4% or $15,751 at 6%; with 100% employer match about $17,720 at 4% or $11,813 at 6%.
Schwaab Inc Ltd, Std & Life Insurance Plan-137---
20183116$7,654,147$198,357$1,710iApproximate average salary by contribution assumption: employee only about $42,749 at 4% or $28,500 at 6%; with 50% employer match about $28,500 at 4% or $19,000 at 6%; with 100% employer match about $21,375 at 4% or $14,250 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-112$6,481,141$179,241$1,600iApproximate average salary by contribution assumption: employee only about $40,009 at 4% or $26,673 at 6%; with 50% employer match about $26,673 at 4% or $17,782 at 6%; with 100% employer match about $20,005 at 4% or $13,336 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-16$1,173,006$19,116$1,195iApproximate average salary by contribution assumption: employee only about $29,869 at 4% or $19,913 at 6%; with 50% employer match about $19,913 at 4% or $13,275 at 6%; with 100% employer match about $14,934 at 4% or $9,956 at 6%.
Schwaab Inc Ltd, Std & Life Insurance Plan-116---
20173114$9,345,099$134,071$1,176iApproximate average salary by contribution assumption: employee only about $29,402 at 4% or $19,601 at 6%; with 50% employer match about $19,601 at 4% or $13,067 at 6%; with 100% employer match about $14,701 at 4% or $9,801 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-56$8,103,902$112,848$2,015iApproximate average salary by contribution assumption: employee only about $50,379 at 4% or $33,586 at 6%; with 50% employer match about $33,586 at 4% or $22,390 at 6%; with 100% employer match about $25,189 at 4% or $16,793 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-16$1,241,197$21,223$1,326iApproximate average salary by contribution assumption: employee only about $33,161 at 4% or $22,107 at 6%; with 50% employer match about $22,107 at 4% or $14,738 at 6%; with 100% employer match about $16,580 at 4% or $11,054 at 6%.
Schwaab Inc Ltd, Std & Life Insurance Plan-114---
20163117$8,109,078$139,236$1,190iApproximate average salary by contribution assumption: employee only about $29,751 at 4% or $19,834 at 6%; with 50% employer match about $19,834 at 4% or $13,223 at 6%; with 100% employer match about $14,876 at 4% or $9,917 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-55$7,113,659$115,516$2,100iApproximate average salary by contribution assumption: employee only about $52,507 at 4% or $35,005 at 6%; with 50% employer match about $35,005 at 4% or $23,337 at 6%; with 100% employer match about $26,254 at 4% or $17,502 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-16$995,419$23,720$1,483iApproximate average salary by contribution assumption: employee only about $37,063 at 4% or $24,708 at 6%; with 50% employer match about $24,708 at 4% or $16,472 at 6%; with 100% employer match about $18,531 at 4% or $12,354 at 6%.
Schwaab Inc Ltd, Std & Life Insurance Plan-117---
2015266$8,383,456$150,186$2,276iApproximate average salary by contribution assumption: employee only about $56,889 at 4% or $37,926 at 6%; with 50% employer match about $37,926 at 4% or $25,284 at 6%; with 100% employer match about $28,444 at 4% or $18,963 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-66$7,370,815$120,804$1,830iApproximate average salary by contribution assumption: employee only about $45,759 at 4% or $30,506 at 6%; with 50% employer match about $30,506 at 4% or $20,337 at 6%; with 100% employer match about $22,880 at 4% or $15,253 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-21$1,012,641$29,382$1,399iApproximate average salary by contribution assumption: employee only about $34,979 at 4% or $23,319 at 6%; with 50% employer match about $23,319 at 4% or $15,546 at 6%; with 100% employer match about $17,489 at 4% or $11,660 at 6%.
2014264$9,044,871$139,755$2,184iApproximate average salary by contribution assumption: employee only about $54,592 at 4% or $36,395 at 6%; with 50% employer match about $36,395 at 4% or $24,263 at 6%; with 100% employer match about $27,296 at 4% or $18,197 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-64$7,956,312$112,086$1,751iApproximate average salary by contribution assumption: employee only about $43,784 at 4% or $29,189 at 6%; with 50% employer match about $29,189 at 4% or $19,459 at 6%; with 100% employer match about $21,892 at 4% or $14,595 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-25$1,088,559$27,669$1,107iApproximate average salary by contribution assumption: employee only about $27,669 at 4% or $18,446 at 6%; with 50% employer match about $18,446 at 4% or $12,297 at 6%; with 100% employer match about $13,835 at 4% or $9,223 at 6%.
2013265$8,426,939$151,792$2,335iApproximate average salary by contribution assumption: employee only about $58,382 at 4% or $38,921 at 6%; with 50% employer match about $38,921 at 4% or $25,947 at 6%; with 100% employer match about $29,191 at 4% or $19,461 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-65$7,246,348$117,992$1,815iApproximate average salary by contribution assumption: employee only about $45,382 at 4% or $30,254 at 6%; with 50% employer match about $30,254 at 4% or $20,170 at 6%; with 100% employer match about $22,691 at 4% or $15,127 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-28$1,180,591$33,800$1,207iApproximate average salary by contribution assumption: employee only about $30,179 at 4% or $20,119 at 6%; with 50% employer match about $20,119 at 4% or $13,413 at 6%; with 100% employer match about $15,089 at 4% or $10,060 at 6%.
2012259$7,041,422$132,292$2,242iApproximate average salary by contribution assumption: employee only about $56,056 at 4% or $37,371 at 6%; with 50% employer match about $37,371 at 4% or $24,914 at 6%; with 100% employer match about $28,028 at 4% or $18,685 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-59$5,799,320$98,042$1,662iApproximate average salary by contribution assumption: employee only about $41,543 at 4% or $27,695 at 6%; with 50% employer match about $27,695 at 4% or $18,464 at 6%; with 100% employer match about $20,772 at 4% or $13,848 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-34$1,242,102$34,250$1,007iApproximate average salary by contribution assumption: employee only about $25,184 at 4% or $16,789 at 6%; with 50% employer match about $16,789 at 4% or $11,193 at 6%; with 100% employer match about $12,592 at 4% or $8,395 at 6%.
2011261$6,323,864$120,261$1,971iApproximate average salary by contribution assumption: employee only about $49,287 at 4% or $32,858 at 6%; with 50% employer match about $32,858 at 4% or $21,905 at 6%; with 100% employer match about $24,644 at 4% or $16,429 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-61$5,122,973$85,945$1,409iApproximate average salary by contribution assumption: employee only about $35,223 at 4% or $23,482 at 6%; with 50% employer match about $23,482 at 4% or $15,655 at 6%; with 100% employer match about $17,612 at 4% or $11,741 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-60$1,200,891$34,316$572iApproximate average salary by contribution assumption: employee only about $14,298 at 4% or $9,532 at 6%; with 50% employer match about $9,532 at 4% or $6,355 at 6%; with 100% employer match about $7,149 at 4% or $4,766 at 6%.
2010265$6,735,351$127,593$1,963iApproximate average salary by contribution assumption: employee only about $49,074 at 4% or $32,716 at 6%; with 50% employer match about $32,716 at 4% or $21,811 at 6%; with 100% employer match about $24,537 at 4% or $16,358 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-65$5,440,727$83,714$1,288iApproximate average salary by contribution assumption: employee only about $32,198 at 4% or $21,465 at 6%; with 50% employer match about $21,465 at 4% or $14,310 at 6%; with 100% employer match about $16,099 at 4% or $10,733 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-45$1,294,624$43,879$975iApproximate average salary by contribution assumption: employee only about $24,377 at 4% or $16,251 at 6%; with 50% employer match about $16,251 at 4% or $10,834 at 6%; with 100% employer match about $12,189 at 4% or $8,126 at 6%.
2009266$6,209,534$181,307$2,747iApproximate average salary by contribution assumption: employee only about $68,677 at 4% or $45,785 at 6%; with 50% employer match about $45,785 at 4% or $30,523 at 6%; with 100% employer match about $34,338 at 4% or $22,892 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-66$4,950,085$122,787$1,860iApproximate average salary by contribution assumption: employee only about $46,510 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-52$1,259,449$58,520$1,125iApproximate average salary by contribution assumption: employee only about $28,135 at 4% or $18,756 at 6%; with 50% employer match about $18,756 at 4% or $12,504 at 6%; with 100% employer match about $14,067 at 4% or $9,378 at 6%.
2008268$5,621,395$347,066$5,104iApproximate average salary by contribution assumption: employee only about $127,598 at 4% or $85,065 at 6%; with 50% employer match about $85,065 at 4% or $56,710 at 6%; with 100% employer match about $63,799 at 4% or $42,533 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-68$4,597,384$247,565$3,641iApproximate average salary by contribution assumption: employee only about $91,017 at 4% or $60,678 at 6%; with 50% employer match about $60,678 at 4% or $40,452 at 6%; with 100% employer match about $45,508 at 4% or $30,339 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-54$1,024,011$99,501$1,843iApproximate average salary by contribution assumption: employee only about $46,065 at 4% or $30,710 at 6%; with 50% employer match about $30,710 at 4% or $20,473 at 6%; with 100% employer match about $23,033 at 4% or $15,355 at 6%.
2007288$0$0-
Schwaab Inc 401K Retirement Plan & Trust Agreement-83---
Schwaab Inc 401K Plan & Agreement for Sales-88---
2006295$10,266,463$377,190$3,970iApproximate average salary by contribution assumption: employee only about $99,261 at 4% or $66,174 at 6%; with 50% employer match about $66,174 at 4% or $44,116 at 6%; with 100% employer match about $49,630 at 4% or $33,087 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-83$8,786,799$234,522$2,826iApproximate average salary by contribution assumption: employee only about $70,639 at 4% or $47,093 at 6%; with 50% employer match about $47,093 at 4% or $31,395 at 6%; with 100% employer match about $35,320 at 4% or $23,546 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-95$1,479,664$142,668$1,502iApproximate average salary by contribution assumption: employee only about $37,544 at 4% or $25,029 at 6%; with 50% employer match about $25,029 at 4% or $16,686 at 6%; with 100% employer match about $18,772 at 4% or $12,515 at 6%.
2005286$10,239,524$390,635$4,542iApproximate average salary by contribution assumption: employee only about $113,557 at 4% or $75,704 at 6%; with 50% employer match about $75,704 at 4% or $50,470 at 6%; with 100% employer match about $56,778 at 4% or $37,852 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-82$8,857,096$246,865$3,011iApproximate average salary by contribution assumption: employee only about $75,264 at 4% or $50,176 at 6%; with 50% employer match about $50,176 at 4% or $33,451 at 6%; with 100% employer match about $37,632 at 4% or $25,088 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-86$1,382,428$143,770$1,672iApproximate average salary by contribution assumption: employee only about $41,794 at 4% or $27,862 at 6%; with 50% employer match about $27,862 at 4% or $18,575 at 6%; with 100% employer match about $20,897 at 4% or $13,931 at 6%.
20043100$9,693,851$102,653$1,027iApproximate average salary by contribution assumption: employee only about $25,663 at 4% or $17,109 at 6%; with 50% employer match about $17,109 at 4% or $11,406 at 6%; with 100% employer match about $12,832 at 4% or $8,554 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-81$8,453,754$62,599$773iApproximate average salary by contribution assumption: employee only about $19,321 at 4% or $12,880 at 6%; with 50% employer match about $12,880 at 4% or $8,587 at 6%; with 100% employer match about $9,660 at 4% or $6,440 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-100$1,240,097$40,054$401iApproximate average salary by contribution assumption: employee only about $10,014 at 4% or $6,676 at 6%; with 50% employer match about $6,676 at 4% or $4,450 at 6%; with 100% employer match about $5,007 at 4% or $3,338 at 6%.
SCHWAAB, INC. PRE-TAX HEALTH BENEFIT OPTION PLAN-80---
20034139$0$0-
Health Protection for the Employees of Schwaab Inc-90---
Schwaab Inc 401K Plan & Agreement for Sales-139---
PRE -TAX HEALTH BENEFIT OPTION PLAN-90---
Schwaab Inc 401K Retirement Plan & Trust Agreement-84---
20024134$0$0-
Schwaab Inc 401K Plan & Agreement for Sales-127---
Schwaab Inc 401K Retirement Plan & Trust Agreement-134---
Health Protection for the Employees of Schwaab Inc-76---
PRE-TAX HEALTH BENEFIT OPTION PLAN-106---
20014116$0$0-
Health Protection for the Employees of Schwaab Inc-109---
Schwaab Inc 401K Retirement Plan & Trust Agreement-80---
Schwaab Inc 401K Plan & Agreement for Sales-108---
PRE TAX HEALTH BENEFIT OPTION PLAN-116---
20003129$0$0-
Schwaab Inc 401K Retirement Plan & Trust Agreement-0---
Schwaab Inc 401K Plan & Agreement for Sales-129---
Health Protection for the Employees of Schwaab Inc-121---
19993130$8,735,870$551,110$4,239iApproximate average salary by contribution assumption: employee only about $105,983 at 4% or $70,655 at 6%; with 50% employer match about $70,655 at 4% or $47,103 at 6%; with 100% employer match about $52,991 at 4% or $35,328 at 6%.
Schwaab Inc 401K Retirement Plan & Trust Agreement-89$7,849,647$322,058$3,619iApproximate average salary by contribution assumption: employee only about $90,466 at 4% or $60,310 at 6%; with 50% employer match about $60,310 at 4% or $40,207 at 6%; with 100% employer match about $45,233 at 4% or $30,155 at 6%.
Schwaab Inc 401K Plan & Agreement for Sales-111$886,223$229,052$2,064iApproximate average salary by contribution assumption: employee only about $51,588 at 4% or $34,392 at 6%; with 50% employer match about $34,392 at 4% or $22,928 at 6%; with 100% employer match about $25,794 at 4% or $17,196 at 6%.
Health Protection for the Employees of Schwaab Inc-130---