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| Plan Name | UTA CHARLES SCHWAB & CO INC USHA SHARMA KOEGH PLAN |
| Plan identification number | 005 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | USHA SHARMA |
| Employer identification number (EIN): | 251421578 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 005 | 2009-01-01 | USHA SHARMA | |||
| 005 | 2009-01-01 | USHA SHARMA | 2010-07-09 |
| Measure | Date | Value |
|---|---|---|
| 2010 : UTA CHARLES SCHWAB & CO INC USHA SHARMA KOEGH PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $208,682 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $194,590 |
| Total income from all sources | 2010-12-31 | $14,092 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $194,590 |
| Other income received | 2010-12-31 | $14,092 |
| Net income (gross income less expenses) | 2010-12-31 | $14,092 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| 2009: UTA CHARLES SCHWAB & CO INC USHA SHARMA KOEGH PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
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