SUJATA AVASTHI has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO. INC. PLAN
401k plan membership statisitcs for CHARLES SCHWAB & CO. INC. PLAN
Measure | Date | Value |
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2019: CHARLES SCHWAB & CO. INC. PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CHARLES SCHWAB & CO. INC. PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
2017: CHARLES SCHWAB & CO. INC. PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
2016: CHARLES SCHWAB & CO. INC. PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
2015: CHARLES SCHWAB & CO. INC. PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
2014: CHARLES SCHWAB & CO. INC. PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
2013: CHARLES SCHWAB & CO. INC. PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: CHARLES SCHWAB & CO. INC. PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: CHARLES SCHWAB & CO. INC. PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
2009: CHARLES SCHWAB & CO. INC. PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
Measure | Date | Value |
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2019 : CHARLES SCHWAB & CO. INC. PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $54,415 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $404,594 |
Total plan assets at beginning of year | 2019-12-31 | $350,179 |
Other income received | 2019-12-31 | $54,415 |
Net income (gross income less expenses) | 2019-12-31 | $54,415 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $404,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $350,179 |
2018 : CHARLES SCHWAB & CO. INC. PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $41,304 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $350,179 |
Total plan assets at beginning of year | 2018-12-31 | $308,875 |
Other income received | 2018-12-31 | $41,304 |
Net income (gross income less expenses) | 2018-12-31 | $41,304 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $350,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $308,875 |
2017 : CHARLES SCHWAB & CO. INC. PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $17,046 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $308,875 |
Total plan assets at beginning of year | 2017-12-31 | $291,829 |
Other income received | 2017-12-31 | $17,046 |
Net income (gross income less expenses) | 2017-12-31 | $17,046 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $308,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $291,829 |
2016 : CHARLES SCHWAB & CO. INC. PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $-11,563 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $291,829 |
Total plan assets at beginning of year | 2016-12-31 | $303,392 |
Other income received | 2016-12-31 | $-11,563 |
Net income (gross income less expenses) | 2016-12-31 | $-11,563 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $291,829 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $303,392 |
2015 : CHARLES SCHWAB & CO. INC. PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $14,037 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $303,392 |
Total plan assets at beginning of year | 2015-12-31 | $289,355 |
Other income received | 2015-12-31 | $14,037 |
Net income (gross income less expenses) | 2015-12-31 | $14,037 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $303,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $289,355 |
2014 : CHARLES SCHWAB & CO. INC. PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $21,580 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $289,355 |
Total plan assets at beginning of year | 2014-12-31 | $267,775 |
Other income received | 2014-12-31 | $21,580 |
Net income (gross income less expenses) | 2014-12-31 | $21,580 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $289,355 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $267,775 |
2013 : CHARLES SCHWAB & CO. INC. PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $54,097 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $267,775 |
Total plan assets at beginning of year | 2013-12-31 | $213,678 |
Other income received | 2013-12-31 | $54,097 |
Net income (gross income less expenses) | 2013-12-31 | $54,097 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $267,775 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $213,678 |
2012 : CHARLES SCHWAB & CO. INC. PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $32,870 |
Total plan assets at end of year | 2012-12-31 | $213,677 |
Total plan assets at beginning of year | 2012-12-31 | $180,807 |
Other income received | 2012-12-31 | $32,870 |
Net income (gross income less expenses) | 2012-12-31 | $32,870 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $213,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $180,807 |
2011 : CHARLES SCHWAB & CO. INC. PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $3,160 |
Total plan assets at end of year | 2011-12-31 | $180,807 |
Total plan assets at beginning of year | 2011-12-31 | $177,647 |
Other income received | 2011-12-31 | $3,160 |
Net income (gross income less expenses) | 2011-12-31 | $3,160 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $180,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $177,647 |
2010 : CHARLES SCHWAB & CO. INC. PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $11,291 |
Total plan assets at end of year | 2010-12-31 | $177,647 |
Total plan assets at beginning of year | 2010-12-31 | $166,356 |
Other income received | 2010-12-31 | $11,291 |
Net income (gross income less expenses) | 2010-12-31 | $11,291 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $177,647 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $166,356 |
2019: CHARLES SCHWAB & CO. INC. PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CHARLES SCHWAB & CO. INC. PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CHARLES SCHWAB & CO. INC. PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CHARLES SCHWAB & CO. INC. PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CHARLES SCHWAB & CO. INC. PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHARLES SCHWAB & CO. INC. PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHARLES SCHWAB & CO. INC. PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CHARLES SCHWAB & CO. INC. PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CHARLES SCHWAB & CO. INC. PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CHARLES SCHWAB & CO. INC. PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |