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| Plan Name | CHARLES SCHWAB & CO CUST DR. JOHN CARLO PART QRP |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOHN CARLO |
| Employer identification number (EIN): | 132895225 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2014-01-01 | JOHN CARLO | 2015-07-23 | ||
| 004 | 2013-01-01 | JOHN CARLO | 2014-06-23 | ||
| 004 | 2011-01-01 | JOHN CARLO | 2012-06-08 | ||
| 004 | 2010-01-01 | JOHN CARLO | 2011-07-15 | ||
| 004 | 2009-01-01 | JOHN CARLO |
| Measure | Date | Value |
|---|---|---|
| 2009: CHARLES SCHWAB & CO CUST DR. JOHN CARLO PART QRP 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| 2009: CHARLES SCHWAB & CO CUST DR. JOHN CARLO PART QRP 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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