ROBERT R REVES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO INC KEOGH MASTER PLAN
| Measure | Date | Value |
|---|
| 2019: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| 2013: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2010: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $54,519 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $263,829 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $263,829 |
| Total plan assets at end of year | 2019-12-31 | $406,827 |
| Total plan assets at beginning of year | 2019-12-31 | $616,137 |
| Other income received | 2019-12-31 | $18,881 |
| Net income (gross income less expenses) | 2019-12-31 | $-209,310 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $406,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $616,137 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $35,638 |
| 2018 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $36,300 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,561 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $18,561 |
| Total plan assets at end of year | 2018-12-31 | $616,137 |
| Total plan assets at beginning of year | 2018-12-31 | $598,398 |
| Other income received | 2018-12-31 | $-10,936 |
| Net income (gross income less expenses) | 2018-12-31 | $17,739 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $616,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $598,398 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $47,236 |
| 2017 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $46,569 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $17,131 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,131 |
| Total plan assets at end of year | 2017-12-31 | $598,398 |
| Total plan assets at beginning of year | 2017-12-31 | $568,960 |
| Noncash contributions received | 2017-12-31 | $3,054 |
| Net income (gross income less expenses) | 2017-12-31 | $29,438 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $598,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $568,960 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $43,515 |
| 2016 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $40,851 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $15,820 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $15,820 |
| Total plan assets at end of year | 2016-12-31 | $568,960 |
| Total plan assets at beginning of year | 2016-12-31 | $543,929 |
| Noncash contributions received | 2016-12-31 | $7,413 |
| Net income (gross income less expenses) | 2016-12-31 | $25,031 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $568,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $543,929 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $33,438 |
| 2015 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $34,149 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $14,834 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $14,834 |
| Total plan assets at end of year | 2015-12-31 | $543,929 |
| Total plan assets at beginning of year | 2015-12-31 | $524,614 |
| Other income received | 2015-12-31 | $-9,200 |
| Net income (gross income less expenses) | 2015-12-31 | $19,315 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $543,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $524,614 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $43,349 |
| 2014 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $36,177 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $13,877 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $13,877 |
| Total plan assets at end of year | 2014-12-31 | $524,614 |
| Total plan assets at beginning of year | 2014-12-31 | $502,314 |
| Other income received | 2014-12-31 | $4,260 |
| Net income (gross income less expenses) | 2014-12-31 | $22,300 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $524,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $502,314 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $31,917 |
| 2013 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $45,429 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $12,472 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $12,472 |
| Total plan assets at end of year | 2013-12-31 | $502,314 |
| Total plan assets at beginning of year | 2013-12-31 | $469,357 |
| Other income received | 2013-12-31 | $12,235 |
| Net income (gross income less expenses) | 2013-12-31 | $32,957 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $502,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $469,357 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $33,194 |
| 2012 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $36,398 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,465 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $11,465 |
| Total plan assets at end of year | 2012-12-31 | $469,357 |
| Total plan assets at beginning of year | 2012-12-31 | $444,424 |
| Other income received | 2012-12-31 | $1,825 |
| Net income (gross income less expenses) | 2012-12-31 | $24,933 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $469,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $444,424 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $34,573 |
| 2011 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $27,352 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,994 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,994 |
| Total plan assets at end of year | 2011-12-31 | $44,424 |
| Total plan assets at beginning of year | 2011-12-31 | $428,064 |
| Other income received | 2011-12-31 | $-2,795 |
| Net income (gross income less expenses) | 2011-12-31 | $16,358 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $44,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $428,064 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,147 |
| 2010 : CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $32,840 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,266 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $10,266 |
| Total plan assets at end of year | 2010-12-31 | $428,064 |
| Total plan assets at beginning of year | 2010-12-31 | $405,490 |
| Other income received | 2010-12-31 | $3,846 |
| Net income (gross income less expenses) | 2010-12-31 | $22,574 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $428,064 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $405,490 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $28,994 |
| 2019: CHARLES SCHWAB & CO INC KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 KEOGH MASTER 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 |
| 2010: CHARLES SCHWAB & CO INC KEOGH MASTER PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES SCHWAB & CO INC KEOGH MASTER 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 |
