Civic Intelligence

Robert L. Benz

Plan context: Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp

EIN 62-1655109 • Penn Valley, PA • 10 filings • 5 plans

301 South Woodbine AvenuePenn Valley, PA 19072
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$542,274

2020 Contributions

$86,379

Historical Graphs

Total Assets Over Time

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

$542,274$271,137$0201120162020YearValue
$542,274Latest year 2020

Participants Over Time

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

110201120162020YearValue
1Latest 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
202011$542,274$86,379$86,379iApproximate average salary by contribution assumption: employee only about $2,159,475 at 4% or $1,439,650 at 6%; with 50% employer match about $1,439,650 at 4% or $959,767 at 6%; with 100% employer match about $1,079,738 at 4% or $719,825 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$542,274$86,379$86,379iApproximate average salary by contribution assumption: employee only about $2,159,475 at 4% or $1,439,650 at 6%; with 50% employer match about $1,439,650 at 4% or $959,767 at 6%; with 100% employer match about $1,079,738 at 4% or $719,825 at 6%.
201911$455,895$13,532$13,532iApproximate average salary by contribution assumption: employee only about $338,300 at 4% or $225,533 at 6%; with 50% employer match about $225,533 at 4% or $150,356 at 6%; with 100% employer match about $169,150 at 4% or $112,767 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$455,895$13,532$13,532iApproximate average salary by contribution assumption: employee only about $338,300 at 4% or $225,533 at 6%; with 50% employer match about $225,533 at 4% or $150,356 at 6%; with 100% employer match about $169,150 at 4% or $112,767 at 6%.
201811$368,377$0-
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$368,377--
201711$384,187$0-
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$384,187--
201611$305,286$14,845$14,845iApproximate average salary by contribution assumption: employee only about $371,125 at 4% or $247,417 at 6%; with 50% employer match about $247,417 at 4% or $164,944 at 6%; with 100% employer match about $185,563 at 4% or $123,708 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$305,286$14,845$14,845iApproximate average salary by contribution assumption: employee only about $371,125 at 4% or $247,417 at 6%; with 50% employer match about $247,417 at 4% or $164,944 at 6%; with 100% employer match about $185,563 at 4% or $123,708 at 6%.
201511$276,880$0-
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$276,880--
201411$299,388$7,805$7,805iApproximate average salary by contribution assumption: employee only about $195,125 at 4% or $130,083 at 6%; with 50% employer match about $130,083 at 4% or $86,722 at 6%; with 100% employer match about $97,563 at 4% or $65,042 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$299,388$7,805$7,805iApproximate average salary by contribution assumption: employee only about $195,125 at 4% or $130,083 at 6%; with 50% employer match about $130,083 at 4% or $86,722 at 6%; with 100% employer match about $97,563 at 4% or $65,042 at 6%.
201311$330,422$3,421$3,421iApproximate average salary by contribution assumption: employee only about $85,525 at 4% or $57,017 at 6%; with 50% employer match about $57,017 at 4% or $38,011 at 6%; with 100% employer match about $42,763 at 4% or $28,508 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$330,422$3,421$3,421iApproximate average salary by contribution assumption: employee only about $85,525 at 4% or $57,017 at 6%; with 50% employer match about $57,017 at 4% or $38,011 at 6%; with 100% employer match about $42,763 at 4% or $28,508 at 6%.
201211$282,518$2,204$2,204iApproximate average salary by contribution assumption: employee only about $55,100 at 4% or $36,733 at 6%; with 50% employer match about $36,733 at 4% or $24,489 at 6%; with 100% employer match about $27,550 at 4% or $18,367 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$282,518$2,204$2,204iApproximate average salary by contribution assumption: employee only about $55,100 at 4% or $36,733 at 6%; with 50% employer match about $36,733 at 4% or $24,489 at 6%; with 100% employer match about $27,550 at 4% or $18,367 at 6%.
201111$244,508$4,784$4,784iApproximate average salary by contribution assumption: employee only about $119,600 at 4% or $79,733 at 6%; with 50% employer match about $79,733 at 4% or $53,156 at 6%; with 100% employer match about $59,800 at 4% or $39,867 at 6%.
Robert L. Benz Charles Schwab & Co Inc Custodian Robert L. Benz Qrp-1$244,508$4,784$4,784iApproximate average salary by contribution assumption: employee only about $119,600 at 4% or $79,733 at 6%; with 50% employer match about $79,733 at 4% or $53,156 at 6%; with 100% employer match about $59,800 at 4% or $39,867 at 6%.