Frederic B. Newman, M.D.
Plan context: Charles Schwab and Company Inc., Keogh Plan and Custodial Account
EIN 68-0355553 • 10 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
6
2008 Assets
$115,037
2008 Contributions
$21,170
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 6 | $115,037 | $21,170 | $3,528iApproximate average salary by contribution assumption: employee only about $88,208 at 4% or $58,806 at 6%; with 50% employer match about $58,806 at 4% or $39,204 at 6%; with 100% employer match about $44,104 at 4% or $29,403 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $115,037 | $21,170 | $3,528iApproximate average salary by contribution assumption: employee only about $88,208 at 4% or $58,806 at 6%; with 50% employer match about $58,806 at 4% or $39,204 at 6%; with 100% employer match about $44,104 at 4% or $29,403 at 6%. |
| 2007 | 1 | 6 | $177,561 | $19,340 | $3,223iApproximate average salary by contribution assumption: employee only about $80,583 at 4% or $53,722 at 6%; with 50% employer match about $53,722 at 4% or $35,815 at 6%; with 100% employer match about $40,292 at 4% or $26,861 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $177,561 | $19,340 | $3,223iApproximate average salary by contribution assumption: employee only about $80,583 at 4% or $53,722 at 6%; with 50% employer match about $53,722 at 4% or $35,815 at 6%; with 100% employer match about $40,292 at 4% or $26,861 at 6%. |
| 2006 | 1 | 6 | $150,235 | $18,907 | $3,151iApproximate average salary by contribution assumption: employee only about $78,779 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,390 at 4% or $26,260 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $150,235 | $18,907 | $3,151iApproximate average salary by contribution assumption: employee only about $78,779 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,390 at 4% or $26,260 at 6%. |
| 2005 | 1 | 6 | $111,362 | $20,854 | $3,476iApproximate average salary by contribution assumption: employee only about $86,892 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $111,362 | $20,854 | $3,476iApproximate average salary by contribution assumption: employee only about $86,892 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%. |
| 2004 | 1 | 7 | $386,525 | $18,460 | $2,637iApproximate average salary by contribution assumption: employee only about $65,929 at 4% or $43,952 at 6%; with 50% employer match about $43,952 at 4% or $29,302 at 6%; with 100% employer match about $32,964 at 4% or $21,976 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 7 | $386,525 | $18,460 | $2,637iApproximate average salary by contribution assumption: employee only about $65,929 at 4% or $43,952 at 6%; with 50% employer match about $43,952 at 4% or $29,302 at 6%; with 100% employer match about $32,964 at 4% or $21,976 at 6%. |
| 2003 | 1 | 6 | $340,800 | $35,670 | $5,945iApproximate average salary by contribution assumption: employee only about $148,625 at 4% or $99,083 at 6%; with 50% employer match about $99,083 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $340,800 | $35,670 | $5,945iApproximate average salary by contribution assumption: employee only about $148,625 at 4% or $99,083 at 6%; with 50% employer match about $99,083 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%. |
| 2002 | 1 | 6 | $224,733 | $0 | - |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 6 | $224,733 | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 7 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 5 | - | - | - |
| 1999 | 1 | 4 | $218,342 | $20,450 | $5,113iApproximate average salary by contribution assumption: employee only about $127,813 at 4% or $85,208 at 6%; with 50% employer match about $85,208 at 4% or $56,806 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%. |
| Charles Schwab and Company Inc., Keogh Plan and Custodial Account | - | 4 | $218,342 | $20,450 | $5,113iApproximate average salary by contribution assumption: employee only about $127,813 at 4% or $85,208 at 6%; with 50% employer match about $85,208 at 4% or $56,806 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%. |