Civic Intelligence

Linda Harrington

Plan context: Schwab Qrp Plan

EIN 94-6428703 • San Francisco, CA • 11 filings • 4 plans

601 Van Ness Ave Ste E611San Francisco, CA 94102-3200
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$451,634

2016 Contributions

$2,660

Historical Graphs

Total Assets Over Time

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

$572,837$286,419$0200920132015YearValue
$451,634Latest year 2015

Participants Over Time

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

110200920132015YearValue
1Latest year 2015

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
201610$0$2,660-
Schwab Qrp Plan-0$0$2,660-
201521$451,634$10,469$10,469iApproximate average salary by contribution assumption: employee only about $261,725 at 4% or $174,483 at 6%; with 50% employer match about $174,483 at 4% or $116,322 at 6%; with 100% employer match about $130,863 at 4% or $87,242 at 6%.
Schwab Qrp Plan-1$451,634$10,469$10,469iApproximate average salary by contribution assumption: employee only about $261,725 at 4% or $174,483 at 6%; with 50% employer match about $174,483 at 4% or $116,322 at 6%; with 100% employer match about $130,863 at 4% or $87,242 at 6%.
T Rowe Price Simplified Psp-1$0--
201421$506,343$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Schwab Qrp Plan-1$475,748$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
T Rowe Price Simplified Psp-1$30,595--
201321$566,040$0-
Schwab Qrp Plan-1$538,816$0-
T Rowe Price Simplified Psp-1$27,224$0-
201021$572,837$18,081$18,081iApproximate average salary by contribution assumption: employee only about $452,025 at 4% or $301,350 at 6%; with 50% employer match about $301,350 at 4% or $200,900 at 6%; with 100% employer match about $226,013 at 4% or $150,675 at 6%.
Schwab Qrp Plan-1$566,074$18,081$18,081iApproximate average salary by contribution assumption: employee only about $452,025 at 4% or $301,350 at 6%; with 50% employer match about $301,350 at 4% or $200,900 at 6%; with 100% employer match about $226,013 at 4% or $150,675 at 6%.
T Rowe Price Simplified Psp-1$6,763$0-
200921$541,404$31,682$31,682iApproximate average salary by contribution assumption: employee only about $792,050 at 4% or $528,033 at 6%; with 50% employer match about $528,033 at 4% or $352,022 at 6%; with 100% employer match about $396,025 at 4% or $264,017 at 6%.
Schwab Qrp Plan-1$535,293$25,682$25,682iApproximate average salary by contribution assumption: employee only about $642,050 at 4% or $428,033 at 6%; with 50% employer match about $428,033 at 4% or $285,356 at 6%; with 100% employer match about $321,025 at 4% or $214,017 at 6%.
T Rowe Price Simplified Psp-1$6,111$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.