Civic Intelligence

Nirupma Rohatgi

Plan context: Charles Schwab Money Purchase and Profit Sharing Pension Plan

EIN 52-1233981 • Gaithersburg, MD • 25 filings • 10 plans

9015 Shady Grove CTGaithersburg, MD 20877-1301
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$33

2025 Contributions

$33,628

Historical Graphs

Total Assets Over Time

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

$181,402$90,701$0200320142024YearValue
$33Latest year 2024

Participants Over Time

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

320199920122025YearValue
1Latest year 2025

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
202511$0$33,628$33,628iApproximate average salary by contribution assumption: employee only about $840,700 at 4% or $560,467 at 6%; with 50% employer match about $560,467 at 4% or $373,644 at 6%; with 100% employer match about $420,350 at 4% or $280,233 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$0$33,628$33,628iApproximate average salary by contribution assumption: employee only about $840,700 at 4% or $560,467 at 6%; with 50% employer match about $560,467 at 4% or $373,644 at 6%; with 100% employer match about $420,350 at 4% or $280,233 at 6%.
202411$33$32,901$32,901iApproximate average salary by contribution assumption: employee only about $822,525 at 4% or $548,350 at 6%; with 50% employer match about $548,350 at 4% or $365,567 at 6%; with 100% employer match about $411,263 at 4% or $274,175 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$33$32,901$32,901iApproximate average salary by contribution assumption: employee only about $822,525 at 4% or $548,350 at 6%; with 50% employer match about $548,350 at 4% or $365,567 at 6%; with 100% employer match about $411,263 at 4% or $274,175 at 6%.
202311$176$28,243$28,243iApproximate average salary by contribution assumption: employee only about $706,075 at 4% or $470,717 at 6%; with 50% employer match about $470,717 at 4% or $313,811 at 6%; with 100% employer match about $353,038 at 4% or $235,358 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$176$28,243$28,243iApproximate average salary by contribution assumption: employee only about $706,075 at 4% or $470,717 at 6%; with 50% employer match about $470,717 at 4% or $313,811 at 6%; with 100% employer match about $353,038 at 4% or $235,358 at 6%.
202211$266$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$266$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202112$4,235$34,235$17,118iApproximate average salary by contribution assumption: employee only about $427,938 at 4% or $285,292 at 6%; with 50% employer match about $285,292 at 4% or $190,194 at 6%; with 100% employer match about $213,969 at 4% or $142,646 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$4,235$34,235$17,118iApproximate average salary by contribution assumption: employee only about $427,938 at 4% or $285,292 at 6%; with 50% employer match about $285,292 at 4% or $190,194 at 6%; with 100% employer match about $213,969 at 4% or $142,646 at 6%.
202012$0$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$0$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201912$0$40,348$20,174iApproximate average salary by contribution assumption: employee only about $504,350 at 4% or $336,233 at 6%; with 50% employer match about $336,233 at 4% or $224,156 at 6%; with 100% employer match about $252,175 at 4% or $168,117 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$0$40,348$20,174iApproximate average salary by contribution assumption: employee only about $504,350 at 4% or $336,233 at 6%; with 50% employer match about $336,233 at 4% or $224,156 at 6%; with 100% employer match about $252,175 at 4% or $168,117 at 6%.
201812$24$39,841$19,921iApproximate average salary by contribution assumption: employee only about $498,013 at 4% or $332,008 at 6%; with 50% employer match about $332,008 at 4% or $221,339 at 6%; with 100% employer match about $249,006 at 4% or $166,004 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$24$39,841$19,921iApproximate average salary by contribution assumption: employee only about $498,013 at 4% or $332,008 at 6%; with 50% employer match about $332,008 at 4% or $221,339 at 6%; with 100% employer match about $249,006 at 4% or $166,004 at 6%.
201713$153$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
NIRUPM ROHATGI PROFIT SHARING KEOGH-3$153$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201613$144$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
CHARLES SCHWAB QRP KEOGH-3$144$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201512$194$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
CHARLES SCHWAB QRP KEOGH-2$194$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201411$49,905$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
CHARLES SCHWAB QRP KEOGH-1$49,905$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201212$53,249$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$53,249$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201012$50,716$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$50,716$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200912$1$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$1$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200812$50,986$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$50,986$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200712$0$0-
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2---
200612$78,244$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$78,244$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200512$32,504$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2$32,504$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
200411$181,402$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$181,402$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$141,882$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Charles Schwab Money Purchase and Profit Sharing Pension Plan-1$141,882$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$0$0-
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2---
200112$0$0-
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2---
200012$0$0-
Charles Schwab Money Purchase and Profit Sharing Pension Plan-2---
199913$0$0-
Charles Schwab Money Purchase and Profit Sharing Pension Plan-3---