Civic Intelligence

C. G. Management Partners LP

Plan context: Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan

EIN 94-3088769 • Menlo Park, CA • 46 filings • 19 plans

525 Middlefield Rd Ste 160Menlo Park, CA 94025-3441
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$7,484,696

2021 Contributions

$116,000

Historical Graphs

Total Assets Over Time

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

$7,484,696$3,742,348$0199920102020YearValue
$7,484,696Latest year 2020

Participants Over Time

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

320199920102020YearValue
2Latest year 2020

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
202120$0$116,000-
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-0-$58,000-
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-0-$58,000-
202022$7,484,696$113,000$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$4,179,929$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$3,304,767$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
201922$6,700,969$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$3,615,643$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$3,085,326$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201822$5,643,579$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$3,088,973$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,554,606$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201722$6,082,468$107,312$53,656iApproximate average salary by contribution assumption: employee only about $1,341,400 at 4% or $894,267 at 6%; with 50% employer match about $894,267 at 4% or $596,178 at 6%; with 100% employer match about $670,700 at 4% or $447,133 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$3,344,022$53,656$26,828iApproximate average salary by contribution assumption: employee only about $670,700 at 4% or $447,133 at 6%; with 50% employer match about $447,133 at 4% or $298,089 at 6%; with 100% employer match about $335,350 at 4% or $223,567 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,738,446$53,656$26,828iApproximate average salary by contribution assumption: employee only about $670,700 at 4% or $447,133 at 6%; with 50% employer match about $447,133 at 4% or $298,089 at 6%; with 100% employer match about $335,350 at 4% or $223,567 at 6%.
201622$5,356,631$94,990$47,495iApproximate average salary by contribution assumption: employee only about $1,187,375 at 4% or $791,583 at 6%; with 50% employer match about $791,583 at 4% or $527,722 at 6%; with 100% employer match about $593,688 at 4% or $395,792 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,920,904$47,495$23,748iApproximate average salary by contribution assumption: employee only about $593,688 at 4% or $395,792 at 6%; with 50% employer match about $395,792 at 4% or $263,861 at 6%; with 100% employer match about $296,844 at 4% or $197,896 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,435,727$47,495$23,748iApproximate average salary by contribution assumption: employee only about $593,688 at 4% or $395,792 at 6%; with 50% employer match about $395,792 at 4% or $263,861 at 6%; with 100% employer match about $296,844 at 4% or $197,896 at 6%.
201522$4,466,613$92,988$46,494iApproximate average salary by contribution assumption: employee only about $1,162,350 at 4% or $774,900 at 6%; with 50% employer match about $774,900 at 4% or $516,600 at 6%; with 100% employer match about $581,175 at 4% or $387,450 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,405,837$46,494$23,247iApproximate average salary by contribution assumption: employee only about $581,175 at 4% or $387,450 at 6%; with 50% employer match about $387,450 at 4% or $258,300 at 6%; with 100% employer match about $290,588 at 4% or $193,725 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,060,776$46,494$23,247iApproximate average salary by contribution assumption: employee only about $581,175 at 4% or $387,450 at 6%; with 50% employer match about $387,450 at 4% or $258,300 at 6%; with 100% employer match about $290,588 at 4% or $193,725 at 6%.
201422$5,025,897$96,292$48,146iApproximate average salary by contribution assumption: employee only about $1,203,650 at 4% or $802,433 at 6%; with 50% employer match about $802,433 at 4% or $534,956 at 6%; with 100% employer match about $601,825 at 4% or $401,217 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,528,821$48,146$24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,497,076$48,146$24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%.
201322$5,313,140$89,874$44,937iApproximate average salary by contribution assumption: employee only about $1,123,425 at 4% or $748,950 at 6%; with 50% employer match about $748,950 at 4% or $499,300 at 6%; with 100% employer match about $561,713 at 4% or $374,475 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,845,403$44,937$22,469iApproximate average salary by contribution assumption: employee only about $561,713 at 4% or $374,475 at 6%; with 50% employer match about $374,475 at 4% or $249,650 at 6%; with 100% employer match about $280,856 at 4% or $187,238 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,467,737$44,937$22,469iApproximate average salary by contribution assumption: employee only about $561,713 at 4% or $374,475 at 6%; with 50% employer match about $374,475 at 4% or $249,650 at 6%; with 100% employer match about $280,856 at 4% or $187,238 at 6%.
201222$4,303,207$84,836$42,418iApproximate average salary by contribution assumption: employee only about $1,060,450 at 4% or $706,967 at 6%; with 50% employer match about $706,967 at 4% or $471,311 at 6%; with 100% employer match about $530,225 at 4% or $353,483 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,288,655$42,418$21,209iApproximate average salary by contribution assumption: employee only about $530,225 at 4% or $353,483 at 6%; with 50% employer match about $353,483 at 4% or $235,656 at 6%; with 100% employer match about $265,113 at 4% or $176,742 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$2,014,552$42,418$21,209iApproximate average salary by contribution assumption: employee only about $530,225 at 4% or $353,483 at 6%; with 50% employer match about $353,483 at 4% or $235,656 at 6%; with 100% employer match about $265,113 at 4% or $176,742 at 6%.
201122$3,782,509$84,840$42,420iApproximate average salary by contribution assumption: employee only about $1,060,500 at 4% or $707,000 at 6%; with 50% employer match about $707,000 at 4% or $471,333 at 6%; with 100% employer match about $530,250 at 4% or $353,500 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,054,465$42,420$21,210iApproximate average salary by contribution assumption: employee only about $530,250 at 4% or $353,500 at 6%; with 50% employer match about $353,500 at 4% or $235,667 at 6%; with 100% employer match about $265,125 at 4% or $176,750 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$1,728,044$42,420$21,210iApproximate average salary by contribution assumption: employee only about $530,250 at 4% or $353,500 at 6%; with 50% employer match about $353,500 at 4% or $235,667 at 6%; with 100% employer match about $265,125 at 4% or $176,750 at 6%.
201022$4,215,109$62,392$31,196iApproximate average salary by contribution assumption: employee only about $779,900 at 4% or $519,933 at 6%; with 50% employer match about $519,933 at 4% or $346,622 at 6%; with 100% employer match about $389,950 at 4% or $259,967 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$2,547,633$31,196$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$1,667,476$31,196$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
200922$3,380,264$46,386$23,193iApproximate average salary by contribution assumption: employee only about $579,825 at 4% or $386,550 at 6%; with 50% employer match about $386,550 at 4% or $257,700 at 6%; with 100% employer match about $289,913 at 4% or $193,275 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$1,998,043$23,335$11,668iApproximate average salary by contribution assumption: employee only about $291,688 at 4% or $194,458 at 6%; with 50% employer match about $194,458 at 4% or $129,639 at 6%; with 100% employer match about $145,844 at 4% or $97,229 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$1,382,221$23,051$11,526iApproximate average salary by contribution assumption: employee only about $288,138 at 4% or $192,092 at 6%; with 50% employer match about $192,092 at 4% or $128,061 at 6%; with 100% employer match about $144,069 at 4% or $96,046 at 6%.
200823$1,249,734$107,824$35,941iApproximate average salary by contribution assumption: employee only about $898,533 at 4% or $599,022 at 6%; with 50% employer match about $599,022 at 4% or $399,348 at 6%; with 100% employer match about $449,267 at 4% or $299,511 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,249,734$47,808$15,936iApproximate average salary by contribution assumption: employee only about $398,400 at 4% or $265,600 at 6%; with 50% employer match about $265,600 at 4% or $177,067 at 6%; with 100% employer match about $199,200 at 4% or $132,800 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3-$60,016$20,005iApproximate average salary by contribution assumption: employee only about $500,133 at 4% or $333,422 at 6%; with 50% employer match about $333,422 at 4% or $222,281 at 6%; with 100% employer match about $250,067 at 4% or $166,711 at 6%.
200723$0$0-
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3---
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3---
200623$3,601,370$105,500$35,167iApproximate average salary by contribution assumption: employee only about $879,167 at 4% or $586,111 at 6%; with 50% employer match about $586,111 at 4% or $390,741 at 6%; with 100% employer match about $439,583 at 4% or $293,056 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$2,047,998$54,500$18,167iApproximate average salary by contribution assumption: employee only about $454,167 at 4% or $302,778 at 6%; with 50% employer match about $302,778 at 4% or $201,852 at 6%; with 100% employer match about $227,083 at 4% or $151,389 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$1,553,372$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200523$2,852,455$87,333$29,111iApproximate average salary by contribution assumption: employee only about $727,775 at 4% or $485,183 at 6%; with 50% employer match about $485,183 at 4% or $323,456 at 6%; with 100% employer match about $363,888 at 4% or $242,592 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,618,584$52,400$17,467iApproximate average salary by contribution assumption: employee only about $436,667 at 4% or $291,111 at 6%; with 50% employer match about $291,111 at 4% or $194,074 at 6%; with 100% employer match about $218,333 at 4% or $145,556 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$1,233,871$34,933$11,644iApproximate average salary by contribution assumption: employee only about $291,108 at 4% or $194,072 at 6%; with 50% employer match about $194,072 at 4% or $129,381 at 6%; with 100% employer match about $145,554 at 4% or $97,036 at 6%.
200422$1,846,716$95,750$47,875iApproximate average salary by contribution assumption: employee only about $1,196,875 at 4% or $797,917 at 6%; with 50% employer match about $797,917 at 4% or $531,944 at 6%; with 100% employer match about $598,438 at 4% or $398,958 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-2$1,265,927$57,450$28,725iApproximate average salary by contribution assumption: employee only about $718,125 at 4% or $478,750 at 6%; with 50% employer match about $478,750 at 4% or $319,167 at 6%; with 100% employer match about $359,063 at 4% or $239,375 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-2$580,789$38,300$19,150iApproximate average salary by contribution assumption: employee only about $478,750 at 4% or $319,167 at 6%; with 50% employer match about $319,167 at 4% or $212,778 at 6%; with 100% employer match about $239,375 at 4% or $159,583 at 6%.
200323$2,875,620$98,577$32,859iApproximate average salary by contribution assumption: employee only about $821,475 at 4% or $547,650 at 6%; with 50% employer match about $547,650 at 4% or $365,100 at 6%; with 100% employer match about $410,738 at 4% or $273,825 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,758,549$59,146$19,715iApproximate average salary by contribution assumption: employee only about $492,883 at 4% or $328,589 at 6%; with 50% employer match about $328,589 at 4% or $219,059 at 6%; with 100% employer match about $246,442 at 4% or $164,294 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$1,117,071$39,431$13,144iApproximate average salary by contribution assumption: employee only about $328,592 at 4% or $219,061 at 6%; with 50% employer match about $219,061 at 4% or $146,041 at 6%; with 100% employer match about $164,296 at 4% or $109,531 at 6%.
200223$2,078,986$100,750$33,583iApproximate average salary by contribution assumption: employee only about $839,583 at 4% or $559,722 at 6%; with 50% employer match about $559,722 at 4% or $373,148 at 6%; with 100% employer match about $419,792 at 4% or $279,861 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,247,392$60,450$20,150iApproximate average salary by contribution assumption: employee only about $503,750 at 4% or $335,833 at 6%; with 50% employer match about $335,833 at 4% or $223,889 at 6%; with 100% employer match about $251,875 at 4% or $167,917 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$831,594$40,300$13,433iApproximate average salary by contribution assumption: employee only about $335,833 at 4% or $223,889 at 6%; with 50% employer match about $223,889 at 4% or $149,259 at 6%; with 100% employer match about $167,917 at 4% or $111,944 at 6%.
200123$889,488$36,700$12,233iApproximate average salary by contribution assumption: employee only about $305,833 at 4% or $203,889 at 6%; with 50% employer match about $203,889 at 4% or $135,926 at 6%; with 100% employer match about $152,917 at 4% or $101,944 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$889,488$36,700$12,233iApproximate average salary by contribution assumption: employee only about $305,833 at 4% or $203,889 at 6%; with 50% employer match about $203,889 at 4% or $135,926 at 6%; with 100% employer match about $152,917 at 4% or $101,944 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3---
200023$2,444,208$80,875$26,958iApproximate average salary by contribution assumption: employee only about $673,958 at 4% or $449,306 at 6%; with 50% employer match about $449,306 at 4% or $299,537 at 6%; with 100% employer match about $336,979 at 4% or $224,653 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,466,525$48,525$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$977,683$32,350$10,783iApproximate average salary by contribution assumption: employee only about $269,583 at 4% or $179,722 at 6%; with 50% employer match about $179,722 at 4% or $119,815 at 6%; with 100% employer match about $134,792 at 4% or $89,861 at 6%.
199923$2,361,218$655,542$218,514iApproximate average salary by contribution assumption: employee only about $5,462,850 at 4% or $3,641,900 at 6%; with 50% employer match about $3,641,900 at 4% or $2,427,933 at 6%; with 100% employer match about $2,731,425 at 4% or $1,820,950 at 6%.
Charles Schwab & Co. Inc. C. G. Management Partners Keogh Plan-3$1,416,731$620,742$206,914iApproximate average salary by contribution assumption: employee only about $5,172,850 at 4% or $3,448,567 at 6%; with 50% employer match about $3,448,567 at 4% or $2,299,044 at 6%; with 100% employer match about $2,586,425 at 4% or $1,724,283 at 6%.
Charles Schwab & Co. Inc. C.G. Management Partners Keogh Plan-3$944,487$34,800$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.