Civic Intelligence

Robert C Golden

Plan context: Charles Schwab & Co Inc Keogh Plant Custodial Account

EIN 94-2687909 • Oakland, CA • 20 filings • 12 plans

1624 Franklin St Suite 1205Oakland, CA 94612
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$2,011,329

2018 Contributions

$32,814

Historical Graphs

Total Assets Over Time

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

$2,096,697$1,048,349$0199920102018YearValue
$2,011,329Latest year 2018

Participants Over Time

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

320199920092018YearValue
1Latest year 2018

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
201811$2,011,329$32,814$32,814iApproximate average salary by contribution assumption: employee only about $820,350 at 4% or $546,900 at 6%; with 50% employer match about $546,900 at 4% or $364,600 at 6%; with 100% employer match about $410,175 at 4% or $273,450 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-1$2,011,329$32,814$32,814iApproximate average salary by contribution assumption: employee only about $820,350 at 4% or $546,900 at 6%; with 50% employer match about $546,900 at 4% or $364,600 at 6%; with 100% employer match about $410,175 at 4% or $273,450 at 6%.
201712$2,096,697$64,800$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$2,096,697$64,800$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
201612$1,809,535$63,600$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,809,535$63,600$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
201512$1,632,296$63,600$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,632,296$63,600$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
201412$1,576,273$62,100$31,050iApproximate average salary by contribution assumption: employee only about $776,250 at 4% or $517,500 at 6%; with 50% employer match about $517,500 at 4% or $345,000 at 6%; with 100% employer match about $388,125 at 4% or $258,750 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,576,273$62,100$31,050iApproximate average salary by contribution assumption: employee only about $776,250 at 4% or $517,500 at 6%; with 50% employer match about $517,500 at 4% or $345,000 at 6%; with 100% employer match about $388,125 at 4% or $258,750 at 6%.
201312$1,409,669$57,551$28,776iApproximate average salary by contribution assumption: employee only about $719,388 at 4% or $479,592 at 6%; with 50% employer match about $479,592 at 4% or $319,728 at 6%; with 100% employer match about $359,694 at 4% or $239,796 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,409,669$57,551$28,776iApproximate average salary by contribution assumption: employee only about $719,388 at 4% or $479,592 at 6%; with 50% employer match about $479,592 at 4% or $319,728 at 6%; with 100% employer match about $359,694 at 4% or $239,796 at 6%.
201212$1,240,848$59,900$29,950iApproximate average salary by contribution assumption: employee only about $748,750 at 4% or $499,167 at 6%; with 50% employer match about $499,167 at 4% or $332,778 at 6%; with 100% employer match about $374,375 at 4% or $249,583 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,240,848$59,900$29,950iApproximate average salary by contribution assumption: employee only about $748,750 at 4% or $499,167 at 6%; with 50% employer match about $499,167 at 4% or $332,778 at 6%; with 100% employer match about $374,375 at 4% or $249,583 at 6%.
201112$1,054,458$58,900$29,450iApproximate average salary by contribution assumption: employee only about $736,250 at 4% or $490,833 at 6%; with 50% employer match about $490,833 at 4% or $327,222 at 6%; with 100% employer match about $368,125 at 4% or $245,417 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$1,054,458$58,900$29,450iApproximate average salary by contribution assumption: employee only about $736,250 at 4% or $490,833 at 6%; with 50% employer match about $490,833 at 4% or $327,222 at 6%; with 100% employer match about $368,125 at 4% or $245,417 at 6%.
201012$975,779$60,348$30,174iApproximate average salary by contribution assumption: employee only about $754,350 at 4% or $502,900 at 6%; with 50% employer match about $502,900 at 4% or $335,267 at 6%; with 100% employer match about $377,175 at 4% or $251,450 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$975,779$60,348$30,174iApproximate average salary by contribution assumption: employee only about $754,350 at 4% or $502,900 at 6%; with 50% employer match about $502,900 at 4% or $335,267 at 6%; with 100% employer match about $377,175 at 4% or $251,450 at 6%.
200912$808,216$53,947$26,974iApproximate average salary by contribution assumption: employee only about $674,338 at 4% or $449,558 at 6%; with 50% employer match about $449,558 at 4% or $299,706 at 6%; with 100% employer match about $337,169 at 4% or $224,779 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$808,216$53,947$26,974iApproximate average salary by contribution assumption: employee only about $674,338 at 4% or $449,558 at 6%; with 50% employer match about $449,558 at 4% or $299,706 at 6%; with 100% employer match about $337,169 at 4% or $224,779 at 6%.
200811$705,270$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-1$705,270$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200711$0$0-
Charles Schwab & Co Inc Keogh Plant Custodial Account-1---
200611$827,899$47,060$47,060iApproximate average salary by contribution assumption: employee only about $1,176,500 at 4% or $784,333 at 6%; with 50% employer match about $784,333 at 4% or $522,889 at 6%; with 100% employer match about $588,250 at 4% or $392,167 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-1$827,899$47,060$47,060iApproximate average salary by contribution assumption: employee only about $1,176,500 at 4% or $784,333 at 6%; with 50% employer match about $784,333 at 4% or $522,889 at 6%; with 100% employer match about $588,250 at 4% or $392,167 at 6%.
200512$851,585$54,017$27,009iApproximate average salary by contribution assumption: employee only about $675,213 at 4% or $450,142 at 6%; with 50% employer match about $450,142 at 4% or $300,094 at 6%; with 100% employer match about $337,606 at 4% or $225,071 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$851,585$54,017$27,009iApproximate average salary by contribution assumption: employee only about $675,213 at 4% or $450,142 at 6%; with 50% employer match about $450,142 at 4% or $300,094 at 6%; with 100% employer match about $337,606 at 4% or $225,071 at 6%.
200412$737,990$43,607$21,804iApproximate average salary by contribution assumption: employee only about $545,088 at 4% or $363,392 at 6%; with 50% employer match about $363,392 at 4% or $242,261 at 6%; with 100% employer match about $272,544 at 4% or $181,696 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$737,990$43,607$21,804iApproximate average salary by contribution assumption: employee only about $545,088 at 4% or $363,392 at 6%; with 50% employer match about $363,392 at 4% or $242,261 at 6%; with 100% employer match about $272,544 at 4% or $181,696 at 6%.
200312$671,901$48,141$24,071iApproximate average salary by contribution assumption: employee only about $601,763 at 4% or $401,175 at 6%; with 50% employer match about $401,175 at 4% or $267,450 at 6%; with 100% employer match about $300,881 at 4% or $200,588 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$671,901$48,141$24,071iApproximate average salary by contribution assumption: employee only about $601,763 at 4% or $401,175 at 6%; with 50% employer match about $401,175 at 4% or $267,450 at 6%; with 100% employer match about $300,881 at 4% or $200,588 at 6%.
200213$545,574$34,679$11,560iApproximate average salary by contribution assumption: employee only about $288,992 at 4% or $192,661 at 6%; with 50% employer match about $192,661 at 4% or $128,441 at 6%; with 100% employer match about $144,496 at 4% or $96,331 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-3$545,574$34,679$11,560iApproximate average salary by contribution assumption: employee only about $288,992 at 4% or $192,661 at 6%; with 50% employer match about $192,661 at 4% or $128,441 at 6%; with 100% employer match about $144,496 at 4% or $96,331 at 6%.
200112$0$0-
Charles Schwab & Co Inc Keogh Plant Custodial Account-2---
200012$564,629$23,691$11,846iApproximate average salary by contribution assumption: employee only about $296,138 at 4% or $197,425 at 6%; with 50% employer match about $197,425 at 4% or $131,617 at 6%; with 100% employer match about $148,069 at 4% or $98,713 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-2$564,629$23,691$11,846iApproximate average salary by contribution assumption: employee only about $296,138 at 4% or $197,425 at 6%; with 50% employer match about $197,425 at 4% or $131,617 at 6%; with 100% employer match about $148,069 at 4% or $98,713 at 6%.
199913$634,057$23,271$7,757iApproximate average salary by contribution assumption: employee only about $193,925 at 4% or $129,283 at 6%; with 50% employer match about $129,283 at 4% or $86,189 at 6%; with 100% employer match about $96,963 at 4% or $64,642 at 6%.
Charles Schwab & Co Inc Keogh Plant Custodial Account-3$634,057$23,271$7,757iApproximate average salary by contribution assumption: employee only about $193,925 at 4% or $129,283 at 6%; with 50% employer match about $129,283 at 4% or $86,189 at 6%; with 100% employer match about $96,963 at 4% or $64,642 at 6%.