Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$255,380
2004 Contributions
$11,586
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 2 | $0 | $0 | - |
| Charles Schwab Keogh | - | 2 | - | - | - |
| 2002 | 1 | 2 | $255,380 | $11,586 | $5,793iApproximate average salary by contribution assumption: employee only about $144,825 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%. |
| Charles Schwab Keogh | - | 2 | $255,380 | $11,586 | $5,793iApproximate average salary by contribution assumption: employee only about $144,825 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Charles Schwab Keogh | - | 2 | - | - | - |
| 2000 | 1 | 2 | $284,239 | $9,787 | $4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%. |
| Charles Schwab Keogh | - | 2 | $284,239 | $9,787 | $4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%. |
| 1999 | 1 | 2 | $289,338 | $9,533 | $4,767iApproximate average salary by contribution assumption: employee only about $119,163 at 4% or $79,442 at 6%; with 50% employer match about $79,442 at 4% or $52,961 at 6%; with 100% employer match about $59,581 at 4% or $39,721 at 6%. |
| Charles Schwab Keogh | - | 2 | $289,338 | $9,533 | $4,767iApproximate average salary by contribution assumption: employee only about $119,163 at 4% or $79,442 at 6%; with 50% employer match about $79,442 at 4% or $52,961 at 6%; with 100% employer match about $59,581 at 4% or $39,721 at 6%. |