Civic Intelligence

Schwaab Inc

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

EIN 39-0607529 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

89

1999 Assets

$7,849,647

1999 Contributions

$322,058

Historical Graphs

Total Assets Over Time

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

$7,849,647$3,924,824$01999YearValue
$7,849,647Latest year 1999

Participants Over Time

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

894501999YearValue
89Latest year 1999

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
1999189$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 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%.