Civic Intelligence

James a Stenger DMD

Plan context: Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan

EIN 93-0626392 • Wilsonville, OR • 12 filings • 6 plans

7250 SW Montgomery WayWilsonville, OR 97070
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$357,079

2009 Contributions

$33,900

Historical Graphs

Total Assets Over Time

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

$581,134$290,567$0199920042008YearValue
$357,079Latest year 2008

Participants Over Time

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

840199920042008YearValue
1Latest year 2008

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
200910$0$33,900-
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-0-$33,900-
200811$357,079$20,353$20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,217 at 6%; with 50% employer match about $339,217 at 4% or $226,144 at 6%; with 100% employer match about $254,413 at 4% or $169,608 at 6%.
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-1$357,079$20,353$20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,217 at 6%; with 50% employer match about $339,217 at 4% or $226,144 at 6%; with 100% employer match about $254,413 at 4% or $169,608 at 6%.
200714$581,134$19,955$4,989iApproximate average salary by contribution assumption: employee only about $124,719 at 4% or $83,146 at 6%; with 50% employer match about $83,146 at 4% or $55,431 at 6%; with 100% employer match about $62,359 at 4% or $41,573 at 6%.
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-4$581,134$19,955$4,989iApproximate average salary by contribution assumption: employee only about $124,719 at 4% or $83,146 at 6%; with 50% employer match about $83,146 at 4% or $55,431 at 6%; with 100% employer match about $62,359 at 4% or $41,573 at 6%.
200615$516,874$21,102$4,220iApproximate average salary by contribution assumption: employee only about $105,510 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,893 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%.
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-5$516,874$21,102$4,220iApproximate average salary by contribution assumption: employee only about $105,510 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,893 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%.
200515$462,029$0-
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-5$462,029--
200416$450,821$57,741$9,624iApproximate average salary by contribution assumption: employee only about $240,588 at 4% or $160,392 at 6%; with 50% employer match about $160,392 at 4% or $106,928 at 6%; with 100% employer match about $120,294 at 4% or $80,196 at 6%.
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-6$450,821$57,741$9,624iApproximate average salary by contribution assumption: employee only about $240,588 at 4% or $160,392 at 6%; with 50% employer match about $160,392 at 4% or $106,928 at 6%; with 100% employer match about $120,294 at 4% or $80,196 at 6%.
200327$409,927$57,348$8,193iApproximate average salary by contribution assumption: employee only about $204,814 at 4% or $136,543 at 6%; with 50% employer match about $136,543 at 4% or $91,029 at 6%; with 100% employer match about $102,407 at 4% or $68,271 at 6%.
Charles Schwab & Co Inc Cust James a Stenger DMD Basic Ps Qrp Group Plan-7$409,927$46,788$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.
Dwr Cust for James a Stenger DMD Vip Basic Psp Dtd 01-16-86-0-$10,560-
200216$399,122$78,926$13,154iApproximate average salary by contribution assumption: employee only about $328,858 at 4% or $219,239 at 6%; with 50% employer match about $219,239 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,619 at 6%.
Dwr Cust for James a Stenger DMD Vip Basic Psp Dtd 01-16-86-6$399,122$78,926$13,154iApproximate average salary by contribution assumption: employee only about $328,858 at 4% or $219,239 at 6%; with 50% employer match about $219,239 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,619 at 6%.
200116$0$0-
Dwr Cust for James a Stenger DMD Vip Basic Psp Dtd 01-16-86-6---
200018$235,408$48,481$6,060iApproximate average salary by contribution assumption: employee only about $151,503 at 4% or $101,002 at 6%; with 50% employer match about $101,002 at 4% or $67,335 at 6%; with 100% employer match about $75,752 at 4% or $50,501 at 6%.
Dwr Cust for James a Stenger DMD Vip Basic Psp Dtd 01-16-86-8$235,408$48,481$6,060iApproximate average salary by contribution assumption: employee only about $151,503 at 4% or $101,002 at 6%; with 50% employer match about $101,002 at 4% or $67,335 at 6%; with 100% employer match about $75,752 at 4% or $50,501 at 6%.
199918$213,095$64,930$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
Dwr Cust for James a Stenger DMD Vip Basic Psp Dtd 01-16-86-8$213,095$64,930$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
James a Stenger DMD | EIN 93-0626392 | 2009 Form 5500 Company Profile