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CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 401k Plan overview

Plan NameCHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP
Plan identification number 001

CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

MICHAEL GOTTHELF has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL GOTTHELF
Employer identification number (EIN):042592080
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01MICHAEL GOTTHELF
0012013-01-01MICHAEL GOTTHELF
0012012-01-01MICHAEL GOTTHELF
0012011-01-01MICHAEL GOTTHELF
0012010-01-01MICHAEL GOTTHELF
0012009-01-01MICHAEL GOTTHELF

Plan Statistics for CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP

401k plan membership statisitcs for CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP

Measure Date Value
2014: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2010: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP

Measure Date Value
2014 : CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2014 401k financial data
Total income from all sources2014-12-31$168,694
Expenses. Total of all expenses incurred2014-12-31$2,034,356
Benefits paid (including direct rollovers)2014-12-31$2,034,356
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$1,865,662
Other income received2014-12-31$168,694
Net income (gross income less expenses)2014-12-31$-1,865,662
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,865,662
2013 : CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2013 401k financial data
Total income from all sources2013-12-31$131,509
Total plan assets at end of year2013-12-31$1,865,662
Total plan assets at beginning of year2013-12-31$1,734,153
Other income received2013-12-31$131,509
Net income (gross income less expenses)2013-12-31$131,509
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,865,662
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,734,153
2012 : CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2012 401k financial data
Total income from all sources2012-12-31$491,125
Total plan assets at end of year2012-12-31$2,018,469
Total plan assets at beginning of year2012-12-31$1,527,344
Other income received2012-12-31$491,125
Net income (gross income less expenses)2012-12-31$491,125
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,018,469
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,527,344
2011 : CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2011 401k financial data
Total income from all sources2011-12-31$26,972
Total plan assets at end of year2011-12-31$1,527,344
Total plan assets at beginning of year2011-12-31$1,500,372
Other income received2011-12-31$26,972
Net income (gross income less expenses)2011-12-31$26,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,527,344
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,500,372
2010 : CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2010 401k financial data
Total income from all sources2010-12-31$120,432
Total plan assets at end of year2010-12-31$1,500,372
Total plan assets at beginning of year2010-12-31$1,379,940
Other income received2010-12-31$120,432
Net income (gross income less expenses)2010-12-31$120,432
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,500,372
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,379,940

Form 5500 Responses for CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP

2014: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES SCHWAB & CO INC CUST MICHAEL E GOTTHELF PS PART QRP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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