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
| Measure | Date | Value |
|---|
| 2019 : CHARLES SCHWAB & CO. INC. PLAN 2019 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
