Civic Intelligence

S. Schwab Company Inc.

Plan context: S. Schwab Co. Inc. Employee Profit Sharing and Trust

EIN 52-0890868 • 28 filings • 8 plans

Current Snapshot

Latest Year

2009

2009 Participants

95

2009 Assets

$1,160,407

2009 Contributions

$21,582

Historical Graphs

Total Assets Over Time

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

$18,409,337$9,204,669$0199920042008YearValue
$1,160,407Latest year 2008

Participants Over Time

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

7703850199920032007YearValue
95Latest year 2007

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
200910$0$0-
S. Schwab Co. Inc. Employee Profit Sharing and Trust-0---
200820$1,160,407$21,582-
S. Schwab Co. Inc. Employee Profit Sharing and Trust-0$1,160,407$1,582-
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-0-$20,000-
2007395$10,037,278$1,131,624$11,912iApproximate average salary by contribution assumption: employee only about $297,796 at 4% or $198,531 at 6%; with 50% employer match about $198,531 at 4% or $132,354 at 6%; with 100% employer match about $148,898 at 4% or $99,265 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-95$10,018,383$372,577$3,922iApproximate average salary by contribution assumption: employee only about $98,047 at 4% or $65,364 at 6%; with 50% employer match about $65,364 at 4% or $43,576 at 6%; with 100% employer match about $49,023 at 4% or $32,682 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-32$18,895$759,047$23,720iApproximate average salary by contribution assumption: employee only about $593,005 at 4% or $395,337 at 6%; with 50% employer match about $395,337 at 4% or $263,558 at 6%; with 100% employer match about $296,503 at 4% or $197,668 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD INSURANCE PLAN-0---
20063186$13,140,312$1,630,984$8,769iApproximate average salary by contribution assumption: employee only about $219,218 at 4% or $146,146 at 6%; with 50% employer match about $146,146 at 4% or $97,430 at 6%; with 100% employer match about $109,609 at 4% or $73,073 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-186$13,129,083$691,260$3,716iApproximate average salary by contribution assumption: employee only about $92,911 at 4% or $61,941 at 6%; with 50% employer match about $61,941 at 4% or $41,294 at 6%; with 100% employer match about $46,456 at 4% or $30,970 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-154$11,229$939,724$6,102iApproximate average salary by contribution assumption: employee only about $152,553 at 4% or $101,702 at 6%; with 50% employer match about $101,702 at 4% or $67,801 at 6%; with 100% employer match about $76,276 at 4% or $50,851 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD INSURANCE PLAN-56---
20053368$13,935,791$1,978,185$5,376iApproximate average salary by contribution assumption: employee only about $134,388 at 4% or $89,592 at 6%; with 50% employer match about $89,592 at 4% or $59,728 at 6%; with 100% employer match about $67,194 at 4% or $44,796 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-368$13,897,443$980,839$2,665iApproximate average salary by contribution assumption: employee only about $66,633 at 4% or $44,422 at 6%; with 50% employer match about $44,422 at 4% or $29,615 at 6%; with 100% employer match about $33,317 at 4% or $22,211 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-183$38,348$997,346$5,450iApproximate average salary by contribution assumption: employee only about $136,249 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,555 at 6%; with 100% employer match about $68,125 at 4% or $45,416 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD&D INSURANCE PLAN-154---
20043457$15,707,341$3,955,734$8,656iApproximate average salary by contribution assumption: employee only about $216,397 at 4% or $144,265 at 6%; with 50% employer match about $144,265 at 4% or $96,176 at 6%; with 100% employer match about $108,198 at 4% or $72,132 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-457$15,657,396$1,883,860$4,122iApproximate average salary by contribution assumption: employee only about $103,056 at 4% or $68,704 at 6%; with 50% employer match about $68,704 at 4% or $45,803 at 6%; with 100% employer match about $51,528 at 4% or $34,352 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-246$49,945$2,071,874$8,422iApproximate average salary by contribution assumption: employee only about $210,556 at 4% or $140,371 at 6%; with 50% employer match about $140,371 at 4% or $93,581 at 6%; with 100% employer match about $105,278 at 4% or $70,185 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD &D INSURANCE PLAN-217---
20033685$17,678,618$4,105,685$5,994iApproximate average salary by contribution assumption: employee only about $149,843 at 4% or $99,895 at 6%; with 50% employer match about $99,895 at 4% or $66,597 at 6%; with 100% employer match about $74,921 at 4% or $49,948 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-685$17,635,927$2,607,063$3,806iApproximate average salary by contribution assumption: employee only about $95,148 at 4% or $63,432 at 6%; with 50% employer match about $63,432 at 4% or $42,288 at 6%; with 100% employer match about $47,574 at 4% or $31,716 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-444$42,691$1,498,622$3,375iApproximate average salary by contribution assumption: employee only about $84,382 at 4% or $56,255 at 6%; with 50% employer match about $56,255 at 4% or $37,503 at 6%; with 100% employer match about $42,191 at 4% or $28,127 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD&D INSURANCE COMPANY-274---
20023497$17,091,636$3,563,986$7,171iApproximate average salary by contribution assumption: employee only about $179,275 at 4% or $119,517 at 6%; with 50% employer match about $119,517 at 4% or $79,678 at 6%; with 100% employer match about $89,637 at 4% or $59,758 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-497$16,671,087$1,993,754$4,012iApproximate average salary by contribution assumption: employee only about $100,289 at 4% or $66,860 at 6%; with 50% employer match about $66,860 at 4% or $44,573 at 6%; with 100% employer match about $50,145 at 4% or $33,430 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-410$420,549$1,570,232$3,830iApproximate average salary by contribution assumption: employee only about $95,746 at 4% or $63,831 at 6%; with 50% employer match about $63,831 at 4% or $42,554 at 6%; with 100% employer match about $47,873 at 4% or $31,915 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD&D INSURANCE PLAN-494---
20013516$17,034,425$3,922,641$7,602iApproximate average salary by contribution assumption: employee only about $190,050 at 4% or $126,700 at 6%; with 50% employer match about $126,700 at 4% or $84,467 at 6%; with 100% employer match about $95,025 at 4% or $63,350 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-442$16,581,684$1,993,128$4,509iApproximate average salary by contribution assumption: employee only about $112,733 at 4% or $75,156 at 6%; with 50% employer match about $75,156 at 4% or $50,104 at 6%; with 100% employer match about $56,367 at 4% or $37,578 at 6%.
LM SERVICES COMPANY, LLC EMPLOYEE BENEFIT PLAN-431$452,741$1,929,513$4,477iApproximate average salary by contribution assumption: employee only about $111,921 at 4% or $74,614 at 6%; with 50% employer match about $74,614 at 4% or $49,743 at 6%; with 100% employer match about $55,960 at 4% or $37,307 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD&D INSURANCE PLAN-516---
20003476$57,792$1,517,848$3,189iApproximate average salary by contribution assumption: employee only about $79,719 at 4% or $53,146 at 6%; with 50% employer match about $53,146 at 4% or $35,431 at 6%; with 100% employer match about $39,859 at 4% or $26,573 at 6%.
S. SCHWAB COMPANY, INC. EMPLOYEE BENEFIT PLAN-433$57,792$1,517,848$3,505iApproximate average salary by contribution assumption: employee only about $87,636 at 4% or $58,424 at 6%; with 50% employer match about $58,424 at 4% or $38,949 at 6%; with 100% employer match about $43,818 at 4% or $29,212 at 6%.
S. SCHWAB COMPANY, INC. LIFE AND AD/D INSURANCE PLAN-476---
S. Schwab Co. Inc. Employee Profit Sharing and Trust-442---
19991770$18,409,337$886,169$1,151iApproximate average salary by contribution assumption: employee only about $28,772 at 4% or $19,181 at 6%; with 50% employer match about $19,181 at 4% or $12,787 at 6%; with 100% employer match about $14,386 at 4% or $9,591 at 6%.
S. Schwab Co. Inc. Employee Profit Sharing and Trust-770$18,409,337$886,169$1,151iApproximate average salary by contribution assumption: employee only about $28,772 at 4% or $19,181 at 6%; with 50% employer match about $19,181 at 4% or $12,787 at 6%; with 100% employer match about $14,386 at 4% or $9,591 at 6%.