The Mckinnon Institute
Plan context: Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Judith Mckinnon
EIN 94-2913400 • 4 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$353,210
2001 Contributions
$18,046
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 2 | $353,210 | $18,046 | $9,023iApproximate average salary by contribution assumption: employee only about $225,575 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,256 at 6%; with 100% employer match about $112,788 at 4% or $75,192 at 6%. |
| Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Judith Mckinnon | - | 2 | $353,210 | $18,046 | $9,023iApproximate average salary by contribution assumption: employee only about $225,575 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,256 at 6%; with 100% employer match about $112,788 at 4% or $75,192 at 6%. |
| CHARLES SCHWAB MONEY PURCHASE PENSION PLAN ADOPTER JUDITH MCKINNON | - | 2 | - | - | - |
| 2000 | 1 | 3 | $322,864 | $11,512 | $3,837iApproximate average salary by contribution assumption: employee only about $95,933 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%. |
| Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Judith Mckinnon | - | 3 | $322,864 | $11,512 | $3,837iApproximate average salary by contribution assumption: employee only about $95,933 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%. |
| 1999 | 1 | 2 | $302,704 | $8,007 | $4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,725 at 6%; with 50% employer match about $66,725 at 4% or $44,483 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%. |
| Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Judith Mckinnon | - | 2 | $302,704 | $8,007 | $4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,725 at 6%; with 50% employer match about $66,725 at 4% or $44,483 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%. |