Civic Intelligence

Susan a Glenfield

Plan context: Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan

EIN 77-0087399 • 12 filings • 9 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$219,557

2004 Contributions

$11,529

Historical Graphs

Total Assets Over Time

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

$226,070$113,035$0199920022004YearValue
$219,557Latest year 2004

Participants Over Time

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

420199920022004YearValue
2Latest year 2004

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
200422$219,557$11,529$5,765iApproximate average salary by contribution assumption: employee only about $144,113 at 4% or $96,075 at 6%; with 50% employer match about $96,075 at 4% or $64,050 at 6%; with 100% employer match about $72,056 at 4% or $48,038 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-2$199,237$11,529$5,765iApproximate average salary by contribution assumption: employee only about $144,113 at 4% or $96,075 at 6%; with 50% employer match about $96,075 at 4% or $64,050 at 6%; with 100% employer match about $72,056 at 4% or $48,038 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-2$20,320--
200323$226,070$14,563$4,854iApproximate average salary by contribution assumption: employee only about $121,358 at 4% or $80,906 at 6%; with 50% employer match about $80,906 at 4% or $53,937 at 6%; with 100% employer match about $60,679 at 4% or $40,453 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-3$205,888$14,563$4,854iApproximate average salary by contribution assumption: employee only about $121,358 at 4% or $80,906 at 6%; with 50% employer match about $80,906 at 4% or $53,937 at 6%; with 100% employer match about $60,679 at 4% or $40,453 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-3$20,182--
200223$210,354$21,121$7,040iApproximate average salary by contribution assumption: employee only about $176,008 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,004 at 4% or $58,669 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-3$190,228$21,121$7,040iApproximate average salary by contribution assumption: employee only about $176,008 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,004 at 4% or $58,669 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-3$20,126--
200124$0$0-
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4---
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4---
200024$166,883$20,195$5,049iApproximate average salary by contribution assumption: employee only about $126,219 at 4% or $84,146 at 6%; with 50% employer match about $84,146 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,073 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4$147,747$20,195$5,049iApproximate average salary by contribution assumption: employee only about $126,219 at 4% or $84,146 at 6%; with 50% employer match about $84,146 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,073 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4$19,136--
199924$192,800$20,818$5,205iApproximate average salary by contribution assumption: employee only about $130,113 at 4% or $86,742 at 6%; with 50% employer match about $86,742 at 4% or $57,828 at 6%; with 100% employer match about $65,056 at 4% or $43,371 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4$174,752$20,818$5,205iApproximate average salary by contribution assumption: employee only about $130,113 at 4% or $86,742 at 6%; with 50% employer match about $86,742 at 4% or $57,828 at 6%; with 100% employer match about $65,056 at 4% or $43,371 at 6%.
Charles Schwab & Co Inc Keogh Plan Susan Glenfield Keogh Plan-4$18,048--