Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$504,355
2004 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $504,355 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Duncan & Branson Schwab Keogh Plan | - | 1 | $504,355 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2003 | 1 | 2 | $457,748 | $50,018 | $25,009iApproximate average salary by contribution assumption: employee only about $625,225 at 4% or $416,817 at 6%; with 50% employer match about $416,817 at 4% or $277,878 at 6%; with 100% employer match about $312,613 at 4% or $208,408 at 6%. |
| Duncan & Branson Schwab Keogh Plan | - | 2 | $457,748 | $50,018 | $25,009iApproximate average salary by contribution assumption: employee only about $625,225 at 4% or $416,817 at 6%; with 50% employer match about $416,817 at 4% or $277,878 at 6%; with 100% employer match about $312,613 at 4% or $208,408 at 6%. |
| 2002 | 1 | 2 | $292,940 | $48,852 | $24,426iApproximate average salary by contribution assumption: employee only about $610,650 at 4% or $407,100 at 6%; with 50% employer match about $407,100 at 4% or $271,400 at 6%; with 100% employer match about $305,325 at 4% or $203,550 at 6%. |
| Duncan & Branson Schwab Keogh Plan | - | 2 | $292,940 | $48,852 | $24,426iApproximate average salary by contribution assumption: employee only about $610,650 at 4% or $407,100 at 6%; with 50% employer match about $407,100 at 4% or $271,400 at 6%; with 100% employer match about $305,325 at 4% or $203,550 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Duncan & Branson Schwab Keogh Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $424,785 | $38,196 | $19,098iApproximate average salary by contribution assumption: employee only about $477,450 at 4% or $318,300 at 6%; with 50% employer match about $318,300 at 4% or $212,200 at 6%; with 100% employer match about $238,725 at 4% or $159,150 at 6%. |
| Duncan & Branson Schwab Keogh Plan | - | 2 | $424,785 | $38,196 | $19,098iApproximate average salary by contribution assumption: employee only about $477,450 at 4% or $318,300 at 6%; with 50% employer match about $318,300 at 4% or $212,200 at 6%; with 100% employer match about $238,725 at 4% or $159,150 at 6%. |
| 1999 | 1 | 1 | $508,524 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Duncan & Branson Schwab Keogh Plan | - | 1 | $508,524 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |