Current Snapshot
Latest Year
2006
2006 Participants
88
2006 Assets
$2,491,612
2006 Contributions
$302,446
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 88 | $2,491,612 | $302,446 | $3,437iApproximate average salary by contribution assumption: employee only about $85,922 at 4% or $57,281 at 6%; with 50% employer match about $57,281 at 4% or $38,188 at 6%; with 100% employer match about $42,961 at 4% or $28,641 at 6%. |
| Schwab Sales Inc. 401K Plan | - | 88 | $2,491,612 | $302,446 | $3,437iApproximate average salary by contribution assumption: employee only about $85,922 at 4% or $57,281 at 6%; with 50% employer match about $57,281 at 4% or $38,188 at 6%; with 100% employer match about $42,961 at 4% or $28,641 at 6%. |
| 2005 | 1 | 85 | $2,031,838 | $241,581 | $2,842iApproximate average salary by contribution assumption: employee only about $71,053 at 4% or $47,369 at 6%; with 50% employer match about $47,369 at 4% or $31,579 at 6%; with 100% employer match about $35,527 at 4% or $23,684 at 6%. |
| Schwab Sales Inc. 401K Plan | - | 85 | $2,031,838 | $241,581 | $2,842iApproximate average salary by contribution assumption: employee only about $71,053 at 4% or $47,369 at 6%; with 50% employer match about $47,369 at 4% or $31,579 at 6%; with 100% employer match about $35,527 at 4% or $23,684 at 6%. |
| 2004 | 1 | 75 | $2,054,962 | $275,487 | $3,673iApproximate average salary by contribution assumption: employee only about $91,829 at 4% or $61,219 at 6%; with 50% employer match about $61,219 at 4% or $40,813 at 6%; with 100% employer match about $45,915 at 4% or $30,610 at 6%. |
| Schwab Sales Inc. 401K Plan | - | 75 | $2,054,962 | $275,487 | $3,673iApproximate average salary by contribution assumption: employee only about $91,829 at 4% or $61,219 at 6%; with 50% employer match about $61,219 at 4% or $40,813 at 6%; with 100% employer match about $45,915 at 4% or $30,610 at 6%. |
| 2003 | 1 | 82 | $0 | $0 | - |
| Schwab Sales Inc. 401K Plan | - | 82 | - | - | - |
| 2002 | 1 | 79 | $1,245,474 | $262,753 | $3,326iApproximate average salary by contribution assumption: employee only about $83,150 at 4% or $55,433 at 6%; with 50% employer match about $55,433 at 4% or $36,955 at 6%; with 100% employer match about $41,575 at 4% or $27,717 at 6%. |
| Schwab Sales Inc. 401K Plan | - | 79 | $1,245,474 | $262,753 | $3,326iApproximate average salary by contribution assumption: employee only about $83,150 at 4% or $55,433 at 6%; with 50% employer match about $55,433 at 4% or $36,955 at 6%; with 100% employer match about $41,575 at 4% or $27,717 at 6%. |
| 2001 | 1 | 66 | $0 | $0 | - |
| Schwab Sales Inc. 401K Plan | - | 66 | - | - | - |
| 1999 | 1 | 54 | $1,535,061 | $254,764 | $4,718iApproximate average salary by contribution assumption: employee only about $117,946 at 4% or $78,631 at 6%; with 50% employer match about $78,631 at 4% or $52,421 at 6%; with 100% employer match about $58,973 at 4% or $39,315 at 6%. |
| Schwab Sales Inc. 401K Plan | - | 54 | $1,535,061 | $254,764 | $4,718iApproximate average salary by contribution assumption: employee only about $117,946 at 4% or $78,631 at 6%; with 50% employer match about $78,631 at 4% or $52,421 at 6%; with 100% employer match about $58,973 at 4% or $39,315 at 6%. |