Civic Intelligence

Schwab Financial Group Inc.

Plan context: Schwab Financial Group Inc. Money Purchase Pension Plan

EIN 95-4538517 • Pasadena, CA • 19 filings • 5 plans

16 S. Oakland Avenue, Suite 200Pasadena, CA 91101
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$5,454,183

2019 Contributions

$2,536,768

Historical Graphs

Total Assets Over Time

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

$5,454,183$2,727,092$0199920112019YearValue
$5,454,183Latest year 2019

Participants Over Time

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

420199920082019YearValue
2Latest year 2019

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
201912$5,454,183$0-
Schwab Financial Group Inc. Money Purchase Pension Plan-2$5,454,183--
201813$5,337,442$2,536,768$845,589iApproximate average salary by contribution assumption: employee only about $21,139,733 at 4% or $14,093,156 at 6%; with 50% employer match about $14,093,156 at 4% or $9,395,437 at 6%; with 100% employer match about $10,569,867 at 4% or $7,046,578 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-3$5,337,442$2,536,768$845,589iApproximate average salary by contribution assumption: employee only about $21,139,733 at 4% or $14,093,156 at 6%; with 50% employer match about $14,093,156 at 4% or $9,395,437 at 6%; with 100% employer match about $10,569,867 at 4% or $7,046,578 at 6%.
201713$2,778,080$63,785$21,262iApproximate average salary by contribution assumption: employee only about $531,542 at 4% or $354,361 at 6%; with 50% employer match about $354,361 at 4% or $236,241 at 6%; with 100% employer match about $265,771 at 4% or $177,181 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-3$2,778,080$63,785$21,262iApproximate average salary by contribution assumption: employee only about $531,542 at 4% or $354,361 at 6%; with 50% employer match about $354,361 at 4% or $236,241 at 6%; with 100% employer match about $265,771 at 4% or $177,181 at 6%.
201613$2,471,839$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-3$2,471,839$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201513$2,219,913$52,515$17,505iApproximate average salary by contribution assumption: employee only about $437,625 at 4% or $291,750 at 6%; with 50% employer match about $291,750 at 4% or $194,500 at 6%; with 100% employer match about $218,813 at 4% or $145,875 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-3$2,219,913$52,515$17,505iApproximate average salary by contribution assumption: employee only about $437,625 at 4% or $291,750 at 6%; with 50% employer match about $291,750 at 4% or $194,500 at 6%; with 100% employer match about $218,813 at 4% or $145,875 at 6%.
201412$2,015,310$52,015$26,008iApproximate average salary by contribution assumption: employee only about $650,188 at 4% or $433,458 at 6%; with 50% employer match about $433,458 at 4% or $288,972 at 6%; with 100% employer match about $325,094 at 4% or $216,729 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$2,015,310$52,015$26,008iApproximate average salary by contribution assumption: employee only about $650,188 at 4% or $433,458 at 6%; with 50% employer match about $433,458 at 4% or $288,972 at 6%; with 100% employer match about $325,094 at 4% or $216,729 at 6%.
201122$2,161,455$400,700$200,350iApproximate average salary by contribution assumption: employee only about $5,008,750 at 4% or $3,339,167 at 6%; with 50% employer match about $3,339,167 at 4% or $2,226,111 at 6%; with 100% employer match about $2,504,375 at 4% or $1,669,583 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$1,663,549$55,700$27,850iApproximate average salary by contribution assumption: employee only about $696,250 at 4% or $464,167 at 6%; with 50% employer match about $464,167 at 4% or $309,444 at 6%; with 100% employer match about $348,125 at 4% or $232,083 at 6%.
SCHWAB FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-2$497,906$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
200912$1,301,201$84,959$42,480iApproximate average salary by contribution assumption: employee only about $1,061,988 at 4% or $707,992 at 6%; with 50% employer match about $707,992 at 4% or $471,994 at 6%; with 100% employer match about $530,994 at 4% or $353,996 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$1,301,201$84,959$42,480iApproximate average salary by contribution assumption: employee only about $1,061,988 at 4% or $707,992 at 6%; with 50% employer match about $707,992 at 4% or $471,994 at 6%; with 100% employer match about $530,994 at 4% or $353,996 at 6%.
200813$0$0-
Schwab Financial Group Inc. Money Purchase Pension Plan-3---
200713$0$0-
Schwab Financial Group Inc. Money Purchase Pension Plan-3---
200613$0$0-
Schwab Financial Group Inc. Money Purchase Pension Plan-3---
200513$0$0-
Schwab Financial Group Inc. Money Purchase Pension Plan-3---
200414$811,366$65,230$16,308iApproximate average salary by contribution assumption: employee only about $407,688 at 4% or $271,792 at 6%; with 50% employer match about $271,792 at 4% or $181,194 at 6%; with 100% employer match about $203,844 at 4% or $135,896 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-4$811,366$65,230$16,308iApproximate average salary by contribution assumption: employee only about $407,688 at 4% or $271,792 at 6%; with 50% employer match about $271,792 at 4% or $181,194 at 6%; with 100% employer match about $203,844 at 4% or $135,896 at 6%.
200313$702,766$91,476$30,492iApproximate average salary by contribution assumption: employee only about $762,300 at 4% or $508,200 at 6%; with 50% employer match about $508,200 at 4% or $338,800 at 6%; with 100% employer match about $381,150 at 4% or $254,100 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-3$702,766$91,476$30,492iApproximate average salary by contribution assumption: employee only about $762,300 at 4% or $508,200 at 6%; with 50% employer match about $508,200 at 4% or $338,800 at 6%; with 100% employer match about $381,150 at 4% or $254,100 at 6%.
200212$575,108$95,887$47,944iApproximate average salary by contribution assumption: employee only about $1,198,588 at 4% or $799,058 at 6%; with 50% employer match about $799,058 at 4% or $532,706 at 6%; with 100% employer match about $599,294 at 4% or $399,529 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$575,108$95,887$47,944iApproximate average salary by contribution assumption: employee only about $1,198,588 at 4% or $799,058 at 6%; with 50% employer match about $799,058 at 4% or $532,706 at 6%; with 100% employer match about $599,294 at 4% or $399,529 at 6%.
200112$298,798$68,603$34,302iApproximate average salary by contribution assumption: employee only about $857,538 at 4% or $571,692 at 6%; with 50% employer match about $571,692 at 4% or $381,128 at 6%; with 100% employer match about $428,769 at 4% or $285,846 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$298,798$68,603$34,302iApproximate average salary by contribution assumption: employee only about $857,538 at 4% or $571,692 at 6%; with 50% employer match about $571,692 at 4% or $381,128 at 6%; with 100% employer match about $428,769 at 4% or $285,846 at 6%.
200011$284,361$31,256$31,256iApproximate average salary by contribution assumption: employee only about $781,400 at 4% or $520,933 at 6%; with 50% employer match about $520,933 at 4% or $347,289 at 6%; with 100% employer match about $390,700 at 4% or $260,467 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-1$284,361$31,256$31,256iApproximate average salary by contribution assumption: employee only about $781,400 at 4% or $520,933 at 6%; with 50% employer match about $520,933 at 4% or $347,289 at 6%; with 100% employer match about $390,700 at 4% or $260,467 at 6%.
199912$370,695$32,458$16,229iApproximate average salary by contribution assumption: employee only about $405,725 at 4% or $270,483 at 6%; with 50% employer match about $270,483 at 4% or $180,322 at 6%; with 100% employer match about $202,863 at 4% or $135,242 at 6%.
Schwab Financial Group Inc. Money Purchase Pension Plan-2$370,695$32,458$16,229iApproximate average salary by contribution assumption: employee only about $405,725 at 4% or $270,483 at 6%; with 50% employer match about $270,483 at 4% or $180,322 at 6%; with 100% employer match about $202,863 at 4% or $135,242 at 6%.