Civic Intelligence

Benjamin & Johansen

Plan context: Charles Schwab & Co. Inc. Keogh Plan

EIN 91-1647443 • 12 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$239,714

2004 Contributions

$16,632

Historical Graphs

Total Assets Over Time

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

$239,714$119,857$0199920022004YearValue
$239,714Latest year 2004

Participants Over Time

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

320199920022004YearValue
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$239,714$16,632$8,316iApproximate average salary by contribution assumption: employee only about $207,900 at 4% or $138,600 at 6%; with 50% employer match about $138,600 at 4% or $92,400 at 6%; with 100% employer match about $103,950 at 4% or $69,300 at 6%.
Charles Schwab & Co. Inc. Keogh Plan-2$129,239$16,632$8,316iApproximate average salary by contribution assumption: employee only about $207,900 at 4% or $138,600 at 6%; with 50% employer match about $138,600 at 4% or $92,400 at 6%; with 100% employer match about $103,950 at 4% or $69,300 at 6%.
Charles Schwab & Co. Inc Keogh Plan-2$110,475--
200322$213,389$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Charles Schwab & Co. Inc Keogh Plan-2$106,711$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Charles Schwab & Co. Inc. Keogh Plan-2$106,678$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200222$160,651$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Charles Schwab & Co. Inc Keogh Plan-2$80,338$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Charles Schwab & Co. Inc. Keogh Plan-0$80,313$12,000-
200120$0$0-
Charles Schwab & Co. Inc Keogh Plan-0---
Charles Schwab & Co. Inc. Keogh Plan-0---
200023$182,415$32,816$10,939iApproximate average salary by contribution assumption: employee only about $273,467 at 4% or $182,311 at 6%; with 50% employer match about $182,311 at 4% or $121,541 at 6%; with 100% employer match about $136,733 at 4% or $91,156 at 6%.
Charles Schwab & Co. Inc Keogh Plan-3$109,449$19,690$6,563iApproximate average salary by contribution assumption: employee only about $164,083 at 4% or $109,389 at 6%; with 50% employer match about $109,389 at 4% or $72,926 at 6%; with 100% employer match about $82,042 at 4% or $54,694 at 6%.
Charles Schwab & Co. Inc. Keogh Plan-3$72,966$13,126$4,375iApproximate average salary by contribution assumption: employee only about $109,383 at 4% or $72,922 at 6%; with 50% employer match about $72,922 at 4% or $48,615 at 6%; with 100% employer match about $54,692 at 4% or $36,461 at 6%.
199923$147,271$44,545$14,848iApproximate average salary by contribution assumption: employee only about $371,208 at 4% or $247,472 at 6%; with 50% employer match about $247,472 at 4% or $164,981 at 6%; with 100% employer match about $185,604 at 4% or $123,736 at 6%.
Charles Schwab & Co. Inc Keogh Plan-3$88,361$26,727$8,909iApproximate average salary by contribution assumption: employee only about $222,725 at 4% or $148,483 at 6%; with 50% employer match about $148,483 at 4% or $98,989 at 6%; with 100% employer match about $111,363 at 4% or $74,242 at 6%.
Charles Schwab & Co. Inc. Keogh Plan-3$58,910$17,818$5,939iApproximate average salary by contribution assumption: employee only about $148,483 at 4% or $98,989 at 6%; with 50% employer match about $98,989 at 4% or $65,993 at 6%; with 100% employer match about $74,242 at 4% or $49,494 at 6%.