Civic Intelligence

R V Davis & Associates

Plan context: Schwab Roalified Retirement Plan Profit Sharing Plan

EIN 54-1699138 • 12 filings • 6 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$335,719

2004 Contributions

$45,168

Historical Graphs

Total Assets Over Time

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

$335,719$167,860$0200220032004YearValue
$335,719Latest year 2004

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200420$335,719$45,168-
Schwab Roalified Retirement Plan Profit Sharing Plan-0$195,206$27,100-
Schwab Qualified Retirement Plan Money Purchase Plan-0$140,513$18,068-
200322$281,244$66,250$33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%.
Schwab Roalified Retirement Plan Profit Sharing Plan-2$161,308$39,750$19,875iApproximate average salary by contribution assumption: employee only about $496,875 at 4% or $331,250 at 6%; with 50% employer match about $331,250 at 4% or $220,833 at 6%; with 100% employer match about $248,438 at 4% or $165,625 at 6%.
Schwab Qualified Retirement Plan Money Purchase Plan-2$119,936$26,500$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
200222$149,800$63,427$31,714iApproximate average salary by contribution assumption: employee only about $792,838 at 4% or $528,558 at 6%; with 50% employer match about $528,558 at 4% or $352,372 at 6%; with 100% employer match about $396,419 at 4% or $264,279 at 6%.
Schwab Roalified Retirement Plan Profit Sharing Plan-2$86,681$37,125$18,563iApproximate average salary by contribution assumption: employee only about $464,063 at 4% or $309,375 at 6%; with 50% employer match about $309,375 at 4% or $206,250 at 6%; with 100% employer match about $232,031 at 4% or $154,688 at 6%.
Schwab Qualified Retirement Plan Money Purchase Plan-2$63,119$26,302$13,151iApproximate average salary by contribution assumption: employee only about $328,775 at 4% or $219,183 at 6%; with 50% employer match about $219,183 at 4% or $146,122 at 6%; with 100% employer match about $164,388 at 4% or $109,592 at 6%.
200122$0$0-
Schwab Qualified Retirement Plan Money Purchase Plan-2---
Schwab Roalified Retirement Plan Profit Sharing Plan-2---
200022$0$0-
Schwab Roalified Retirement Plan Profit Sharing Plan-2---
Schwab Qualified Retirement Plan Money Purchase Plan-2---
199922$0$19,978$9,989iApproximate average salary by contribution assumption: employee only about $249,725 at 4% or $166,483 at 6%; with 50% employer match about $166,483 at 4% or $110,989 at 6%; with 100% employer match about $124,863 at 4% or $83,242 at 6%.
Schwab Qualified Retirement Plan Money Purchase Plan-2---
Schwab Roalified Retirement Plan Profit Sharing Plan-2-$19,978$9,989iApproximate average salary by contribution assumption: employee only about $249,725 at 4% or $166,483 at 6%; with 50% employer match about $166,483 at 4% or $110,989 at 6%; with 100% employer match about $124,863 at 4% or $83,242 at 6%.