Civic Intelligence

Michael Newman PC.

Plan context: Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase

EIN 94-2682135 • San Jose, CA • 14 filings • 10 plans

1196 South DE Anza BlvdSan Jose, CA 95129
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$1,478,850

2010 Contributions

$20,025

Historical Graphs

Total Assets Over Time

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

$1,492,375$746,188$0199920052010YearValue
$1,478,850Latest year 2010

Participants Over Time

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

320199920052010YearValue
2Latest year 2010

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
201012$1,478,850$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$1,478,850--
200912$1,468,703$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$1,468,703--
200812$1,464,877$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$1,464,877--
200712$1,386,415$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$1,386,415--
200613$1,492,375$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-3$1,492,375--
200513$1,347,900$0-
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-3$1,347,900--
200413$1,386,106$20,025$6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%.
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-3$1,386,106$20,025$6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%.
200313$1,274,469$24,690$8,230iApproximate average salary by contribution assumption: employee only about $205,750 at 4% or $137,167 at 6%; with 50% employer match about $137,167 at 4% or $91,444 at 6%; with 100% employer match about $102,875 at 4% or $68,583 at 6%.
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-3$1,274,469$24,690$8,230iApproximate average salary by contribution assumption: employee only about $205,750 at 4% or $137,167 at 6%; with 50% employer match about $137,167 at 4% or $91,444 at 6%; with 100% employer match about $102,875 at 4% or $68,583 at 6%.
200122$976,703$44,598$22,299iApproximate average salary by contribution assumption: employee only about $557,475 at 4% or $371,650 at 6%; with 50% employer match about $371,650 at 4% or $247,767 at 6%; with 100% employer match about $278,738 at 4% or $185,825 at 6%.
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$520,277$20,839$10,420iApproximate average salary by contribution assumption: employee only about $260,488 at 4% or $173,658 at 6%; with 50% employer match about $173,658 at 4% or $115,772 at 6%; with 100% employer match about $130,244 at 4% or $86,829 at 6%.
Uta Charles Schwabb & Company Inc. for Benefit of Michael Newman Profit Sharing-2$456,426$23,759$11,880iApproximate average salary by contribution assumption: employee only about $296,988 at 4% or $197,992 at 6%; with 50% employer match about $197,992 at 4% or $131,994 at 6%; with 100% employer match about $148,494 at 4% or $98,996 at 6%.
200022$888,571$37,555$18,778iApproximate average salary by contribution assumption: employee only about $469,438 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,719 at 4% or $156,479 at 6%.
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$529,544$20,040$10,020iApproximate average salary by contribution assumption: employee only about $250,500 at 4% or $167,000 at 6%; with 50% employer match about $167,000 at 4% or $111,333 at 6%; with 100% employer match about $125,250 at 4% or $83,500 at 6%.
Uta Charles Schwabb & Company Inc. for Benefit of Michael Newman Profit Sharing-2$359,027$17,515$8,758iApproximate average salary by contribution assumption: employee only about $218,938 at 4% or $145,958 at 6%; with 50% employer match about $145,958 at 4% or $97,306 at 6%; with 100% employer match about $109,469 at 4% or $72,979 at 6%.
199922$826,691$36,862$18,431iApproximate average salary by contribution assumption: employee only about $460,775 at 4% or $307,183 at 6%; with 50% employer match about $307,183 at 4% or $204,789 at 6%; with 100% employer match about $230,388 at 4% or $153,592 at 6%.
Uta Charles Schwabb & Company Inc. for Benefit of Michael Newman Profit Sharing-2$488,400$17,207$8,604iApproximate average salary by contribution assumption: employee only about $215,088 at 4% or $143,392 at 6%; with 50% employer match about $143,392 at 4% or $95,594 at 6%; with 100% employer match about $107,544 at 4% or $71,696 at 6%.
Uta Charles Schwabb & Company Inc for Benefit of Michael Newman Money Purchase-2$338,291$19,655$9,828iApproximate average salary by contribution assumption: employee only about $245,688 at 4% or $163,792 at 6%; with 50% employer match about $163,792 at 4% or $109,194 at 6%; with 100% employer match about $122,844 at 4% or $81,896 at 6%.