Civic Intelligence

Ameritrade Holding Corporation

Plan context: Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust

EIN 47-0642657 • Omaha, NE • 45 filings • 6 plans

4211 South 102nd StreetOmaha, NE 68127
Current Snapshot

Latest Year

2021

2021 Participants

9,791

2021 Assets

$147,972,433

2021 Contributions

$17,991,976

Historical Graphs

Total Assets Over Time

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

$221,418,964$110,709,482$0199920032006YearValue
$147,972,433Latest year 2006

Participants Over Time

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

9,7914,8960199920102020YearValue
9,791Latest year 2020

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
202110$0$0-
Ameritrade Holding Corporation Group Medical Plan-0---
202019,791$0$0-
Ameritrade Holding Corporation Group Medical Plan-9,791---
201919,386$0$0-
Ameritrade Holding Corporation Group Medical Plan-9,386---
201819,563$0$0-
Ameritrade Holding Corporation Group Medical Plan-9,563---
201717,331$0$0-
Ameritrade Holding Corporation Group Medical Plan-7,331---
201616,117$0$0-
Ameritrade Holding Corporation Group Medical Plan-6,117---
201515,822$0$0-
Ameritrade Holding Corporation Group Medical Plan-5,822---
201415,849$0$0-
Ameritrade Holding Corporation Group Medical Plan-5,849---
201315,463$0$0-
Ameritrade Holding Corporation Group Medical Plan-5,463---
201215,259$0$0-
Ameritrade Holding Corporation Group Medical Plan-5,259---
201125,545$0$0-
Ameritrade Holding Corporation Group Medical Plan-5,545---
Ameritrade Online Holding Corporation Flexible Benefit Plan-0---
201025,281$0$0-
Ameritrade Online Holding Corporation Flexible Benefit Plan-811---
Ameritrade Holding Corporation Group Medical Plan-5,281---
200924,616$0$0-
Ameritrade Holding Corporation Group Medical Plan-4,616---
Ameritrade Online Holding Corporation Flexible Benefit Plan-728---
200824,682$0$0-
Ameritrade Holding Corporation Group Medical Plan-4,682---
Ameritrade Online Holding Corporation Flexible Benefit Plan-673---
200723,952$0$0-
Ameritrade Online Holding Corporation Flexible Benefit Plan-784---
Ameritrade Holding Corporation Group Medical Plan-3,952---
200633,545$147,972,433$17,991,976$5,075iApproximate average salary by contribution assumption: employee only about $126,883 at 4% or $84,589 at 6%; with 50% employer match about $84,589 at 4% or $56,392 at 6%; with 100% employer match about $63,441 at 4% or $42,294 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-3,545$147,972,433$17,991,976$5,075iApproximate average salary by contribution assumption: employee only about $126,883 at 4% or $84,589 at 6%; with 50% employer match about $84,589 at 4% or $56,392 at 6%; with 100% employer match about $63,441 at 4% or $42,294 at 6%.
Ameritrade Online Holding Corporation Flexible Benefit Plan-713---
Ameritrade Holding Corporation Group Medical Plan-2,374---
200522,373$156,527,196$13,829,443$5,828iApproximate average salary by contribution assumption: employee only about $145,696 at 4% or $97,131 at 6%; with 50% employer match about $97,131 at 4% or $64,754 at 6%; with 100% employer match about $72,848 at 4% or $48,565 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,373$156,527,196$13,829,443$5,828iApproximate average salary by contribution assumption: employee only about $145,696 at 4% or $97,131 at 6%; with 50% employer match about $97,131 at 4% or $64,754 at 6%; with 100% employer match about $72,848 at 4% or $48,565 at 6%.
Ameritrade Holding Corporation Group Medical Plan-2,030---
200422,810$115,196,865$12,629,225$4,494iApproximate average salary by contribution assumption: employee only about $112,360 at 4% or $74,906 at 6%; with 50% employer match about $74,906 at 4% or $49,938 at 6%; with 100% employer match about $56,180 at 4% or $37,453 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,810$115,196,865$12,629,225$4,494iApproximate average salary by contribution assumption: employee only about $112,360 at 4% or $74,906 at 6%; with 50% employer match about $74,906 at 4% or $49,938 at 6%; with 100% employer match about $56,180 at 4% or $37,453 at 6%.
Ameritrade Holding Corporation Group Medical Plan-2,100---
200322,364$97,854,823$10,039,715$4,247iApproximate average salary by contribution assumption: employee only about $106,173 at 4% or $70,782 at 6%; with 50% employer match about $70,782 at 4% or $47,188 at 6%; with 100% employer match about $53,086 at 4% or $35,391 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,364$97,854,823$10,039,715$4,247iApproximate average salary by contribution assumption: employee only about $106,173 at 4% or $70,782 at 6%; with 50% employer match about $70,782 at 4% or $47,188 at 6%; with 100% employer match about $53,086 at 4% or $35,391 at 6%.
Ameritrade Holding Corporation Group Medical Plan-1,897---
200242,870$46,291,589$7,102,739$2,475iApproximate average salary by contribution assumption: employee only about $61,871 at 4% or $41,247 at 6%; with 50% employer match about $41,247 at 4% or $27,498 at 6%; with 100% employer match about $30,935 at 4% or $20,624 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,183$46,291,589$7,102,739$3,254iApproximate average salary by contribution assumption: employee only about $81,341 at 4% or $54,228 at 6%; with 50% employer match about $54,228 at 4% or $36,152 at 6%; with 100% employer match about $40,671 at 4% or $27,114 at 6%.
Ameritrade Holding Corporation Group Dental Plan-0---
Ameritrade Holding Corporation Group Life, Ad&D and Long Term Disability Plan-0---
Ameritrade Holding Corporation Group Medical Plan-2,870---
200142,463$51,287,702$5,596,930$2,272iApproximate average salary by contribution assumption: employee only about $56,810 at 4% or $37,873 at 6%; with 50% employer match about $37,873 at 4% or $25,249 at 6%; with 100% employer match about $28,405 at 4% or $18,937 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,463$51,287,702$5,596,930$2,272iApproximate average salary by contribution assumption: employee only about $56,810 at 4% or $37,873 at 6%; with 50% employer match about $37,873 at 4% or $25,249 at 6%; with 100% employer match about $28,405 at 4% or $18,937 at 6%.
Ameritrade Holding Corporation Group Life, Ad&D and Long Term Disability Plan-1,695---
Ameritrade Holding Corporation Group Dental Plan-1,695---
Ameritrade Holding Corporation Group Medical Plan-1,695---
200042,899$95,850,796$6,883,493$2,374iApproximate average salary by contribution assumption: employee only about $59,361 at 4% or $39,574 at 6%; with 50% employer match about $39,574 at 4% or $26,383 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,899$95,850,796$6,883,493$2,374iApproximate average salary by contribution assumption: employee only about $59,361 at 4% or $39,574 at 6%; with 50% employer match about $39,574 at 4% or $26,383 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
Ameritrade Holding Corporation Group Life, Ad&D and Long Term Disability Plan-2,396---
Ameritrade Holding Corporation Group Dental Plan-2,396---
Ameritrade Holding Corporation Group Medical Plan-2,371---
199942,435$221,418,964$3,104,187$1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%.
Ameritrade Holding Corporation Associates 401K Profit Sharing Plan and Trust-2,435$221,418,964$3,104,187$1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%.
Ameritrade Holding Corporation Group Medical Plan-1,981---
Ameritrade Holding Corporation Group Life, Ad&D and Long Term Disability Plan-2,384---
Ameritrade Holding Corporation Group Dental Plan-2,000---