Civic Intelligence

Morton Wedner

Plan context: Charles Schwab & Company Inc

EIN 95-2846258 • 21 filings • 10 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$1,466,569

2005 Contributions

$2,711

Historical Graphs

Total Assets Over Time

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

$1,466,569$733,285$0199920032004YearValue
$1,466,569Latest year 2004

Participants Over Time

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

210199920022004YearValue
1Latest year 2004

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
200530$0$2,711-
Charles Schwab & Company Inc-0-$2,711-
Charles Schwab & Co Inc Keogh-0---
Charles Schwab & Co Inc Keogh-0---
200431$1,466,569$29,393$29,393iApproximate average salary by contribution assumption: employee only about $734,825 at 4% or $489,883 at 6%; with 50% employer match about $489,883 at 4% or $326,589 at 6%; with 100% employer match about $367,413 at 4% or $244,942 at 6%.
Charles Schwab & Company Inc-1$1,065,316$19,325$19,325iApproximate average salary by contribution assumption: employee only about $483,125 at 4% or $322,083 at 6%; with 50% employer match about $322,083 at 4% or $214,722 at 6%; with 100% employer match about $241,563 at 4% or $161,042 at 6%.
Charles Schwab & Co Inc Keogh-1$326,138$8,054$8,054iApproximate average salary by contribution assumption: employee only about $201,350 at 4% or $134,233 at 6%; with 50% employer match about $134,233 at 4% or $89,489 at 6%; with 100% employer match about $100,675 at 4% or $67,117 at 6%.
Charles Schwab & Co Inc Keogh-1$75,115$2,014$2,014iApproximate average salary by contribution assumption: employee only about $50,350 at 4% or $33,567 at 6%; with 50% employer match about $33,567 at 4% or $22,378 at 6%; with 100% employer match about $25,175 at 4% or $16,783 at 6%.
200331$1,293,420$29,493$29,493iApproximate average salary by contribution assumption: employee only about $737,325 at 4% or $491,550 at 6%; with 50% employer match about $491,550 at 4% or $327,700 at 6%; with 100% employer match about $368,663 at 4% or $245,775 at 6%.
Charles Schwab & Company Inc-1$936,326$19,794$19,794iApproximate average salary by contribution assumption: employee only about $494,850 at 4% or $329,900 at 6%; with 50% employer match about $329,900 at 4% or $219,933 at 6%; with 100% employer match about $247,425 at 4% or $164,950 at 6%.
Charles Schwab & Co Inc Keogh-1$289,281$7,759$7,759iApproximate average salary by contribution assumption: employee only about $193,975 at 4% or $129,317 at 6%; with 50% employer match about $129,317 at 4% or $86,211 at 6%; with 100% employer match about $96,988 at 4% or $64,658 at 6%.
Charles Schwab & Co Inc Keogh-1$67,813$1,940$1,940iApproximate average salary by contribution assumption: employee only about $48,500 at 4% or $32,333 at 6%; with 50% employer match about $32,333 at 4% or $21,556 at 6%; with 100% employer match about $24,250 at 4% or $16,167 at 6%.
200231$1,097,562$26,936$26,936iApproximate average salary by contribution assumption: employee only about $673,400 at 4% or $448,933 at 6%; with 50% employer match about $448,933 at 4% or $299,289 at 6%; with 100% employer match about $336,700 at 4% or $224,467 at 6%.
Charles Schwab & Company Inc-1$794,977$17,268$17,268iApproximate average salary by contribution assumption: employee only about $431,700 at 4% or $287,800 at 6%; with 50% employer match about $287,800 at 4% or $191,867 at 6%; with 100% employer match about $215,850 at 4% or $143,900 at 6%.
Charles Schwab & Co Inc Keogh-1$244,472$7,734$7,734iApproximate average salary by contribution assumption: employee only about $193,350 at 4% or $128,900 at 6%; with 50% employer match about $128,900 at 4% or $85,933 at 6%; with 100% employer match about $96,675 at 4% or $64,450 at 6%.
Charles Schwab & Co Inc Keogh-1$58,113$1,934$1,934iApproximate average salary by contribution assumption: employee only about $48,350 at 4% or $32,233 at 6%; with 50% employer match about $32,233 at 4% or $21,489 at 6%; with 100% employer match about $24,175 at 4% or $16,117 at 6%.
200132$0$0-
Charles Schwab & Co Inc Keogh-2---
Charles Schwab & Company Inc-0---
Charles Schwab & Co Inc Keogh-0---
200032$0$0-
Charles Schwab & Company Inc-1---
Charles Schwab & Co Inc Keogh-2---
Charles Schwab & Co Inc Keogh-2---
199932$1,080,307$25,528$12,764iApproximate average salary by contribution assumption: employee only about $319,100 at 4% or $212,733 at 6%; with 50% employer match about $212,733 at 4% or $141,822 at 6%; with 100% employer match about $159,550 at 4% or $106,367 at 6%.
Charles Schwab & Company Inc-1$778,978$16,902$16,902iApproximate average salary by contribution assumption: employee only about $422,550 at 4% or $281,700 at 6%; with 50% employer match about $281,700 at 4% or $187,800 at 6%; with 100% employer match about $211,275 at 4% or $140,850 at 6%.
Charles Schwab & Co Inc Keogh-2$245,232$6,925$3,463iApproximate average salary by contribution assumption: employee only about $86,563 at 4% or $57,708 at 6%; with 50% employer match about $57,708 at 4% or $38,472 at 6%; with 100% employer match about $43,281 at 4% or $28,854 at 6%.
Charles Schwab & Co Inc Keogh-2$56,097$1,701$851iApproximate average salary by contribution assumption: employee only about $21,263 at 4% or $14,175 at 6%; with 50% employer match about $14,175 at 4% or $9,450 at 6%; with 100% employer match about $10,631 at 4% or $7,088 at 6%.