Civic Intelligence

W Ann Brown

Plan context: W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.

EIN 94-3080933 • 16 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$319,972

2008 Contributions

$23,615

Historical Graphs

Total Assets Over Time

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

$536,929$268,465$0199920052008YearValue
$319,972Latest year 2008

Participants Over Time

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

210199920042008YearValue
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
200811$319,972$0-
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-1$319,972--
200711$536,929$23,615$23,615iApproximate average salary by contribution assumption: employee only about $590,375 at 4% or $393,583 at 6%; with 50% employer match about $393,583 at 4% or $262,389 at 6%; with 100% employer match about $295,188 at 4% or $196,792 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-1$536,929$23,615$23,615iApproximate average salary by contribution assumption: employee only about $590,375 at 4% or $393,583 at 6%; with 50% employer match about $393,583 at 4% or $262,389 at 6%; with 100% employer match about $295,188 at 4% or $196,792 at 6%.
200611$492,244$48,436$48,436iApproximate average salary by contribution assumption: employee only about $1,210,900 at 4% or $807,267 at 6%; with 50% employer match about $807,267 at 4% or $538,178 at 6%; with 100% employer match about $605,450 at 4% or $403,633 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-1$492,244$48,436$48,436iApproximate average salary by contribution assumption: employee only about $1,210,900 at 4% or $807,267 at 6%; with 50% employer match about $807,267 at 4% or $538,178 at 6%; with 100% employer match about $605,450 at 4% or $403,633 at 6%.
200512$389,251$51,395$25,698iApproximate average salary by contribution assumption: employee only about $642,438 at 4% or $428,292 at 6%; with 50% employer match about $428,292 at 4% or $285,528 at 6%; with 100% employer match about $321,219 at 4% or $214,146 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2$389,251$51,395$25,698iApproximate average salary by contribution assumption: employee only about $642,438 at 4% or $428,292 at 6%; with 50% employer match about $428,292 at 4% or $285,528 at 6%; with 100% employer match about $321,219 at 4% or $214,146 at 6%.
200422$0$0-
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2---
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-0---
200322$98,102$13,048$6,524iApproximate average salary by contribution assumption: employee only about $163,100 at 4% or $108,733 at 6%; with 50% employer match about $108,733 at 4% or $72,489 at 6%; with 100% employer match about $81,550 at 4% or $54,367 at 6%.
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-2$98,102$13,048$6,524iApproximate average salary by contribution assumption: employee only about $163,100 at 4% or $108,733 at 6%; with 50% employer match about $108,733 at 4% or $72,489 at 6%; with 100% employer match about $81,550 at 4% or $54,367 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2---
200222$155,403$46,250$23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2$89,590$24,466$12,233iApproximate average salary by contribution assumption: employee only about $305,825 at 4% or $203,883 at 6%; with 50% employer match about $203,883 at 4% or $135,922 at 6%; with 100% employer match about $152,913 at 4% or $101,942 at 6%.
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-2$65,813$21,784$10,892iApproximate average salary by contribution assumption: employee only about $272,300 at 4% or $181,533 at 6%; with 50% employer match about $181,533 at 4% or $121,022 at 6%; with 100% employer match about $136,150 at 4% or $90,767 at 6%.
200122$0$0-
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-2---
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2---
200022$85,874$26,655$13,328iApproximate average salary by contribution assumption: employee only about $333,188 at 4% or $222,125 at 6%; with 50% employer match about $222,125 at 4% or $148,083 at 6%; with 100% employer match about $166,594 at 4% or $111,063 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2$50,757$15,993$7,997iApproximate average salary by contribution assumption: employee only about $199,913 at 4% or $133,275 at 6%; with 50% employer match about $133,275 at 4% or $88,850 at 6%; with 100% employer match about $99,956 at 4% or $66,638 at 6%.
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-2$35,117$10,662$5,331iApproximate average salary by contribution assumption: employee only about $133,275 at 4% or $88,850 at 6%; with 50% employer match about $88,850 at 4% or $59,233 at 6%; with 100% employer match about $66,638 at 4% or $44,425 at 6%.
199922$59,534$53,400$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
W Ann Brown Qualified Retirement Plan Profit Sharing Plan Uta Charles Schwab & Co Inc.-2$37,766$32,040$16,020iApproximate average salary by contribution assumption: employee only about $400,500 at 4% or $267,000 at 6%; with 50% employer match about $267,000 at 4% or $178,000 at 6%; with 100% employer match about $200,250 at 4% or $133,500 at 6%.
W Ann Brown Qualified Retirement Plan Money Purchase Pension Plan Uta Charles Schwab Co Inc.-2$21,768$21,360$10,680iApproximate average salary by contribution assumption: employee only about $267,000 at 4% or $178,000 at 6%; with 50% employer match about $178,000 at 4% or $118,667 at 6%; with 100% employer match about $133,500 at 4% or $89,000 at 6%.