Civic Intelligence

Dick M Hom & Pritchard Y Lam

Plan context: CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN

EIN 68-0223234 • Clayton, CA • 80 filings • 9 plans

41 Mountaire PlClayton, CA 94517-1524
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$84,816

2024 Contributions

$35,543

Historical Graphs

Total Assets Over Time

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

$3,382,368$1,691,184$0199920112023YearValue
$84,816Latest year 2023

Participants Over Time

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

1370199920112023YearValue
6Latest year 2023

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
202430$0$0-
Charles Schwab Profit Sharing Retirement Plan-0$0$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-0$0$0-
Fidelity Retirement Plan-0$0$0-
202336$84,816$35,543$5,924iApproximate average salary by contribution assumption: employee only about $148,096 at 4% or $98,731 at 6%; with 50% employer match about $98,731 at 4% or $65,820 at 6%; with 100% employer match about $74,048 at 4% or $49,365 at 6%.
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-6$60,802$35,543$5,924iApproximate average salary by contribution assumption: employee only about $148,096 at 4% or $98,731 at 6%; with 50% employer match about $98,731 at 4% or $65,820 at 6%; with 100% employer match about $74,048 at 4% or $49,365 at 6%.
Fidelity Retirement Plan-2$24,014$0-
Charles Schwab Profit Sharing Retirement Plan-2$0$0-
2022311$2,778,465$30,092$2,736iApproximate average salary by contribution assumption: employee only about $68,391 at 4% or $45,594 at 6%; with 50% employer match about $45,594 at 4% or $30,396 at 6%; with 100% employer match about $34,195 at 4% or $22,797 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$1,403,227$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-11$706,853$30,092$2,736iApproximate average salary by contribution assumption: employee only about $68,391 at 4% or $45,594 at 6%; with 50% employer match about $45,594 at 4% or $30,396 at 6%; with 100% employer match about $34,195 at 4% or $22,797 at 6%.
Fidelity Retirement Plan-4$668,385$0-
2021312$3,382,368$22,962$1,914iApproximate average salary by contribution assumption: employee only about $47,838 at 4% or $31,892 at 6%; with 50% employer match about $31,892 at 4% or $21,261 at 6%; with 100% employer match about $23,919 at 4% or $15,946 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$1,734,053$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-12$883,933$22,962$1,914iApproximate average salary by contribution assumption: employee only about $47,838 at 4% or $31,892 at 6%; with 50% employer match about $31,892 at 4% or $21,261 at 6%; with 100% employer match about $23,919 at 4% or $15,946 at 6%.
Fidelity Retirement Plan-4$764,382$0-
2020311$3,015,467$24,577$2,234iApproximate average salary by contribution assumption: employee only about $55,857 at 4% or $37,238 at 6%; with 50% employer match about $37,238 at 4% or $24,825 at 6%; with 100% employer match about $27,928 at 4% or $18,619 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$1,491,368$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-11$808,651$24,577$2,234iApproximate average salary by contribution assumption: employee only about $55,857 at 4% or $37,238 at 6%; with 50% employer match about $37,238 at 4% or $24,825 at 6%; with 100% employer match about $27,928 at 4% or $18,619 at 6%.
Fidelity Retirement Plan-4$715,448$0-
2019311$2,573,966$27,710$2,519iApproximate average salary by contribution assumption: employee only about $62,977 at 4% or $41,985 at 6%; with 50% employer match about $41,985 at 4% or $27,990 at 6%; with 100% employer match about $31,489 at 4% or $20,992 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$1,123,331$0-
Fidelity Retirement Plan-4$733,183$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-11$717,452$27,710$2,519iApproximate average salary by contribution assumption: employee only about $62,977 at 4% or $41,985 at 6%; with 50% employer match about $41,985 at 4% or $27,990 at 6%; with 100% employer match about $31,489 at 4% or $20,992 at 6%.
2018311$2,279,061$25,029$2,275iApproximate average salary by contribution assumption: employee only about $56,884 at 4% or $37,923 at 6%; with 50% employer match about $37,923 at 4% or $25,282 at 6%; with 100% employer match about $28,442 at 4% or $18,961 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$892,836$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-11$702,345$25,029$2,275iApproximate average salary by contribution assumption: employee only about $56,884 at 4% or $37,923 at 6%; with 50% employer match about $37,923 at 4% or $25,282 at 6%; with 100% employer match about $28,442 at 4% or $18,961 at 6%.
Fidelity Retirement Plan-4$683,880$0-
2017312$2,366,066$29,120$2,427iApproximate average salary by contribution assumption: employee only about $60,667 at 4% or $40,444 at 6%; with 50% employer match about $40,444 at 4% or $26,963 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$933,464$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-12$729,983$29,120$2,427iApproximate average salary by contribution assumption: employee only about $60,667 at 4% or $40,444 at 6%; with 50% employer match about $40,444 at 4% or $26,963 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%.
Fidelity Retirement Plan-6$702,619$0-
2016311$2,151,574$27,493$2,499iApproximate average salary by contribution assumption: employee only about $62,484 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,771 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$826,223$0-
Fidelity Retirement Plan-6$673,494$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-11$651,857$27,493$2,499iApproximate average salary by contribution assumption: employee only about $62,484 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,771 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%.
201539$2,038,005$26,273$2,919iApproximate average salary by contribution assumption: employee only about $72,981 at 4% or $48,654 at 6%; with 50% employer match about $48,654 at 4% or $32,436 at 6%; with 100% employer match about $36,490 at 4% or $24,327 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$775,863$0-
Fidelity Retirement Plan-6$658,607$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-9$603,535$26,273$2,919iApproximate average salary by contribution assumption: employee only about $72,981 at 4% or $48,654 at 6%; with 50% employer match about $48,654 at 4% or $32,436 at 6%; with 100% employer match about $36,490 at 4% or $24,327 at 6%.
201439$2,185,633$399,488$44,388iApproximate average salary by contribution assumption: employee only about $1,109,689 at 4% or $739,793 at 6%; with 50% employer match about $739,793 at 4% or $493,195 at 6%; with 100% employer match about $554,844 at 4% or $369,896 at 6%.
Charles Schwab Profit Sharing Retirement Plan-2$934,125$371,492$185,746iApproximate average salary by contribution assumption: employee only about $4,643,650 at 4% or $3,095,767 at 6%; with 50% employer match about $3,095,767 at 4% or $2,063,844 at 6%; with 100% employer match about $2,321,825 at 4% or $1,547,883 at 6%.
Fidelity Retirement Plan-6$663,486$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-9$588,022$27,996$3,111iApproximate average salary by contribution assumption: employee only about $77,767 at 4% or $51,844 at 6%; with 50% employer match about $51,844 at 4% or $34,563 at 6%; with 100% employer match about $38,883 at 4% or $25,922 at 6%.
201339$2,320,695$32,484$3,609iApproximate average salary by contribution assumption: employee only about $90,233 at 4% or $60,156 at 6%; with 50% employer match about $60,156 at 4% or $40,104 at 6%; with 100% employer match about $45,117 at 4% or $30,078 at 6%.
Fidelity Retirement Plan-8$1,033,502$0-
Charles Schwab Profit Sharing Retirement Plan-2$728,915$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-9$558,278$32,484$3,609iApproximate average salary by contribution assumption: employee only about $90,233 at 4% or $60,156 at 6%; with 50% employer match about $60,156 at 4% or $40,104 at 6%; with 100% employer match about $45,117 at 4% or $30,078 at 6%.
2012312$2,087,782$35,994$3,000iApproximate average salary by contribution assumption: employee only about $74,988 at 4% or $49,992 at 6%; with 50% employer match about $49,992 at 4% or $33,328 at 6%; with 100% employer match about $37,494 at 4% or $24,996 at 6%.
Fidelity Retirement Plan-12$959,516$0-
Charles Schwab Profit Sharing Retirement Plan-2$625,192$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-10$503,074$35,994$3,599iApproximate average salary by contribution assumption: employee only about $89,985 at 4% or $59,990 at 6%; with 50% employer match about $59,990 at 4% or $39,993 at 6%; with 100% employer match about $44,993 at 4% or $29,995 at 6%.
2011413$1,895,805$34,828$2,679iApproximate average salary by contribution assumption: employee only about $66,977 at 4% or $44,651 at 6%; with 50% employer match about $44,651 at 4% or $29,768 at 6%; with 100% employer match about $33,488 at 4% or $22,326 at 6%.
Fidelity Retirement Plan-13$893,728$0-
Charles Schwab Profit Sharing Retirement Plan-2$526,443$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMENT PLAN-12$475,634$34,828$2,902iApproximate average salary by contribution assumption: employee only about $72,558 at 4% or $48,372 at 6%; with 50% employer match about $48,372 at 4% or $32,248 at 6%; with 100% employer match about $36,279 at 4% or $24,186 at 6%.
Wells Fargo Bank Qualified Retirement Plan-0$0$0-
2010513$1,907,558$84,805$6,523iApproximate average salary by contribution assumption: employee only about $163,087 at 4% or $108,724 at 6%; with 50% employer match about $108,724 at 4% or $72,483 at 6%; with 100% employer match about $81,543 at 4% or $54,362 at 6%.
Fidelity Retirement Plan-13$925,331$49,420$3,802iApproximate average salary by contribution assumption: employee only about $95,038 at 4% or $63,359 at 6%; with 50% employer match about $63,359 at 4% or $42,239 at 6%; with 100% employer match about $47,519 at 4% or $31,679 at 6%.
Charles Schwab Profit Sharing Retirement Plan-3$533,953$0-
CHARLES SCHWAB MONEY PURCHASE RETIREMEMNT PLAN-12$448,137$0-
Wells Fargo Bank Qualified Retirement Plan-1$137$35,385$35,385iApproximate average salary by contribution assumption: employee only about $884,625 at 4% or $589,750 at 6%; with 50% employer match about $589,750 at 4% or $393,167 at 6%; with 100% employer match about $442,313 at 4% or $294,875 at 6%.
Wells Fargo Bank Qualified Retirement Pian-0$0$0-
2009312$1,603,481$61,250$5,104iApproximate average salary by contribution assumption: employee only about $127,604 at 4% or $85,069 at 6%; with 50% employer match about $85,069 at 4% or $56,713 at 6%; with 100% employer match about $63,802 at 4% or $42,535 at 6%.
Fidelity Retirement Plan-12$779,889$28,471$2,373iApproximate average salary by contribution assumption: employee only about $59,315 at 4% or $39,543 at 6%; with 50% employer match about $39,543 at 4% or $26,362 at 6%; with 100% employer match about $29,657 at 4% or $19,772 at 6%.
Wells Fargo Bank Qualified Retirement Pian-3$469,087$0-
Wells Fargo Bank Qualified Retirement Plan-11$354,505$32,779$2,980iApproximate average salary by contribution assumption: employee only about $74,498 at 4% or $49,665 at 6%; with 50% employer match about $49,665 at 4% or $33,110 at 6%; with 100% employer match about $37,249 at 4% or $24,833 at 6%.
200838$627,551$109,492$13,687iApproximate average salary by contribution assumption: employee only about $342,163 at 4% or $228,108 at 6%; with 50% employer match about $228,108 at 4% or $152,072 at 6%; with 100% employer match about $171,081 at 4% or $114,054 at 6%.
Fidelity Retirement Plan-7$593,122$79,892$11,413iApproximate average salary by contribution assumption: employee only about $285,329 at 4% or $190,219 at 6%; with 50% employer match about $190,219 at 4% or $126,813 at 6%; with 100% employer match about $142,664 at 4% or $95,110 at 6%.
Wells Fargo Bank Qualified Retirement Pian-3$34,429--
Wells Fargo Bank Qualified Retirement Plan-8-$29,600$3,700iApproximate average salary by contribution assumption: employee only about $92,500 at 4% or $61,667 at 6%; with 50% employer match about $61,667 at 4% or $41,111 at 6%; with 100% employer match about $46,250 at 4% or $30,833 at 6%.
200737$1,715,897$134,094$19,156iApproximate average salary by contribution assumption: employee only about $478,907 at 4% or $319,271 at 6%; with 50% employer match about $319,271 at 4% or $212,848 at 6%; with 100% employer match about $239,454 at 4% or $159,636 at 6%.
Fidelity Retirement Plan-5$808,741$84,690$16,938iApproximate average salary by contribution assumption: employee only about $423,450 at 4% or $282,300 at 6%; with 50% employer match about $282,300 at 4% or $188,200 at 6%; with 100% employer match about $211,725 at 4% or $141,150 at 6%.
Wells Fargo Bank Qualified Retirement Pian-3$543,128--
Wells Fargo Bank Qualified Retirement Plan-7$364,028$49,404$7,058iApproximate average salary by contribution assumption: employee only about $176,443 at 4% or $117,629 at 6%; with 50% employer match about $117,629 at 4% or $78,419 at 6%; with 100% employer match about $88,221 at 4% or $58,814 at 6%.
200635$1,446,788$90,424$18,085iApproximate average salary by contribution assumption: employee only about $452,120 at 4% or $301,413 at 6%; with 50% employer match about $301,413 at 4% or $200,942 at 6%; with 100% employer match about $226,060 at 4% or $150,707 at 6%.
Fidelity Retirement Plan-5$681,455$55,687$11,137iApproximate average salary by contribution assumption: employee only about $278,435 at 4% or $185,623 at 6%; with 50% employer match about $185,623 at 4% or $123,749 at 6%; with 100% employer match about $139,218 at 4% or $92,812 at 6%.
Wells Fargo Bank Qualified Retirement Pian-3$456,502--
Wells Fargo Bank Qualified Retirement Plan-5$308,831$34,737$6,947iApproximate average salary by contribution assumption: employee only about $173,685 at 4% or $115,790 at 6%; with 50% employer match about $115,790 at 4% or $77,193 at 6%; with 100% employer match about $86,843 at 4% or $57,895 at 6%.
200535$1,258,791$41,357$8,271iApproximate average salary by contribution assumption: employee only about $206,785 at 4% or $137,857 at 6%; with 50% employer match about $137,857 at 4% or $91,904 at 6%; with 100% employer match about $103,393 at 4% or $68,928 at 6%.
Fidelity Retirement Plan-5$576,217$15,073$3,015iApproximate average salary by contribution assumption: employee only about $75,365 at 4% or $50,243 at 6%; with 50% employer match about $50,243 at 4% or $33,496 at 6%; with 100% employer match about $37,683 at 4% or $25,122 at 6%.
Wells Fargo Bank Qualified Retirement Pian-3$426,994--
Wells Fargo Bank Qualified Retirement Plan-5$255,580$26,284$5,257iApproximate average salary by contribution assumption: employee only about $131,420 at 4% or $87,613 at 6%; with 50% employer match about $87,613 at 4% or $58,409 at 6%; with 100% employer match about $65,710 at 4% or $43,807 at 6%.
200435$1,290,089$108,047$21,609iApproximate average salary by contribution assumption: employee only about $540,235 at 4% or $360,157 at 6%; with 50% employer match about $360,157 at 4% or $240,104 at 6%; with 100% employer match about $270,118 at 4% or $180,078 at 6%.
Fidelity Retirement Plan-4$589,419$66,060$16,515iApproximate average salary by contribution assumption: employee only about $412,875 at 4% or $275,250 at 6%; with 50% employer match about $275,250 at 4% or $183,500 at 6%; with 100% employer match about $206,438 at 4% or $137,625 at 6%.
Wells Fargo Bank Qualified Retirement Pian-5$408,119--
Wells Fargo Bank Qualified Retirement Plan-5$292,551$41,987$8,397iApproximate average salary by contribution assumption: employee only about $209,935 at 4% or $139,957 at 6%; with 50% employer match about $139,957 at 4% or $93,304 at 6%; with 100% employer match about $104,968 at 4% or $69,978 at 6%.
200329$710,073$111,349$12,372iApproximate average salary by contribution assumption: employee only about $309,303 at 4% or $206,202 at 6%; with 50% employer match about $206,202 at 4% or $137,468 at 6%; with 100% employer match about $154,651 at 4% or $103,101 at 6%.
Fidelity Retirement Plan-9$474,657$70,984$7,887iApproximate average salary by contribution assumption: employee only about $197,178 at 4% or $131,452 at 6%; with 50% employer match about $131,452 at 4% or $87,635 at 6%; with 100% employer match about $98,589 at 4% or $65,726 at 6%.
Wells Fargo Bank Qualified Retirement Plan-7$235,416$40,365$5,766iApproximate average salary by contribution assumption: employee only about $144,161 at 4% or $96,107 at 6%; with 50% employer match about $96,107 at 4% or $64,071 at 6%; with 100% employer match about $72,080 at 4% or $48,054 at 6%.
200238$803,485$87,444$10,931iApproximate average salary by contribution assumption: employee only about $273,263 at 4% or $182,175 at 6%; with 50% employer match about $182,175 at 4% or $121,450 at 6%; with 100% employer match about $136,631 at 4% or $91,088 at 6%.
Wells Fargo Bank Qualified Retirement Pian-5$328,506--
Fidelity Retirement Plan-7$308,257$49,649$7,093iApproximate average salary by contribution assumption: employee only about $177,318 at 4% or $118,212 at 6%; with 50% employer match about $118,212 at 4% or $78,808 at 6%; with 100% employer match about $88,659 at 4% or $59,106 at 6%.
Wells Fargo Bank Qualified Retirement Plan-8$166,722$37,795$4,724iApproximate average salary by contribution assumption: employee only about $118,109 at 4% or $78,740 at 6%; with 50% employer match about $78,740 at 4% or $52,493 at 6%; with 100% employer match about $59,055 at 4% or $39,370 at 6%.
200137$536,606$72,848$10,407iApproximate average salary by contribution assumption: employee only about $260,171 at 4% or $173,448 at 6%; with 50% employer match about $173,448 at 4% or $115,632 at 6%; with 100% employer match about $130,086 at 4% or $86,724 at 6%.
Fidelity Retirement Plan-7$336,836$47,717$6,817iApproximate average salary by contribution assumption: employee only about $170,418 at 4% or $113,612 at 6%; with 50% employer match about $113,612 at 4% or $75,741 at 6%; with 100% employer match about $85,209 at 4% or $56,806 at 6%.
Wells Fargo Bank Qualified Retirement Plan-7$199,770$25,131$3,590iApproximate average salary by contribution assumption: employee only about $89,754 at 4% or $59,836 at 6%; with 50% employer match about $59,836 at 4% or $39,890 at 6%; with 100% employer match about $44,877 at 4% or $29,918 at 6%.
Wells Fargo Bank Qualified Retirement Pian-6---
2000311$958,700$53,871$4,897iApproximate average salary by contribution assumption: employee only about $122,434 at 4% or $81,623 at 6%; with 50% employer match about $81,623 at 4% or $54,415 at 6%; with 100% employer match about $61,217 at 4% or $40,811 at 6%.
Wells Fargo Bank Qualified Retirement Pian-6$589,824--
Fidelity Retirement Plan-11$368,876$53,871$4,897iApproximate average salary by contribution assumption: employee only about $122,434 at 4% or $81,623 at 6%; with 50% employer match about $81,623 at 4% or $54,415 at 6%; with 100% employer match about $61,217 at 4% or $40,811 at 6%.
Wells Fargo Bank Qualified Retirement Plan-8---
1999310$1,458,422$63,316$6,332iApproximate average salary by contribution assumption: employee only about $158,290 at 4% or $105,527 at 6%; with 50% employer match about $105,527 at 4% or $70,351 at 6%; with 100% employer match about $79,145 at 4% or $52,763 at 6%.
Wells Fargo Bank Qualified Retirement Pian-6$840,092$1,838$306iApproximate average salary by contribution assumption: employee only about $7,658 at 4% or $5,106 at 6%; with 50% employer match about $5,106 at 4% or $3,404 at 6%; with 100% employer match about $3,829 at 4% or $2,553 at 6%.
Fidelity Retirement Plan-10$384,422$34,948$3,495iApproximate average salary by contribution assumption: employee only about $87,370 at 4% or $58,247 at 6%; with 50% employer match about $58,247 at 4% or $38,831 at 6%; with 100% employer match about $43,685 at 4% or $29,123 at 6%.
Wells Fargo Bank Qualified Retirement Plan-10$233,908$26,530$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.