ANN WALTERS DMD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN
401k plan membership statisitcs for CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN
Measure | Date | Value |
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2018: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
2009: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
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2018 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $10,464 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,874,717 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,874,717 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $1,864,253 |
Other income received | 2018-12-31 | $-25,160 |
Net income (gross income less expenses) | 2018-12-31 | $-1,864,253 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,864,253 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $35,624 |
2017 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $288,055 |
Total plan assets at end of year | 2017-12-31 | $1,864,253 |
Total plan assets at beginning of year | 2017-12-31 | $1,576,198 |
Other income received | 2017-12-31 | $239,516 |
Net income (gross income less expenses) | 2017-12-31 | $288,055 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,864,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,576,198 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $48,539 |
2016 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $182,387 |
Expenses. Total of all expenses incurred | 2016-12-31 | $238,803 |
Benefits paid (including direct rollovers) | 2016-12-31 | $238,803 |
Total plan assets at end of year | 2016-12-31 | $1,576,198 |
Total plan assets at beginning of year | 2016-12-31 | $1,632,614 |
Other income received | 2016-12-31 | $129,187 |
Net income (gross income less expenses) | 2016-12-31 | $-56,416 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,576,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,632,614 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $53,200 |
2015 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $3,232 |
Total income from all sources | 2015-12-31 | $45,191 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,000 |
Total plan assets at end of year | 2015-12-31 | $1,632,614 |
Total plan assets at beginning of year | 2015-12-31 | $1,595,655 |
Other income received | 2015-12-31 | $-7,961 |
Net income (gross income less expenses) | 2015-12-31 | $40,191 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,632,614 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,592,423 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $53,152 |
2014 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $3,232 |
Total income from all sources | 2014-12-31 | $105,604 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,552 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,552 |
Total plan assets at end of year | 2014-12-31 | $1,595,655 |
Total plan assets at beginning of year | 2014-12-31 | $1,490,371 |
Other income received | 2014-12-31 | $53,517 |
Net income (gross income less expenses) | 2014-12-31 | $102,052 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,592,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,490,371 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $52,087 |
2013 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $208,477 |
Total plan assets at end of year | 2013-12-31 | $1,490,371 |
Total plan assets at beginning of year | 2013-12-31 | $1,281,894 |
Other income received | 2013-12-31 | $154,101 |
Net income (gross income less expenses) | 2013-12-31 | $208,477 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,490,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,281,894 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $54,376 |
2012 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $159,581 |
Total plan assets at end of year | 2012-12-31 | $1,281,894 |
Total plan assets at beginning of year | 2012-12-31 | $1,122,313 |
Other income received | 2012-12-31 | $102,766 |
Net income (gross income less expenses) | 2012-12-31 | $159,581 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,281,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,122,313 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $56,815 |
2011 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $15,130 |
Total plan assets at end of year | 2011-12-31 | $1,122,313 |
Total plan assets at beginning of year | 2011-12-31 | $1,107,183 |
Other income received | 2011-12-31 | $-39,699 |
Net income (gross income less expenses) | 2011-12-31 | $15,130 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,122,313 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,107,183 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $54,829 |
2010 : CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $184,581 |
Expenses. Total of all expenses incurred | 2010-12-31 | $255,664 |
Benefits paid (including direct rollovers) | 2010-12-31 | $255,664 |
Total plan assets at end of year | 2010-12-31 | $1,107,183 |
Total plan assets at beginning of year | 2010-12-31 | $1,178,266 |
Other income received | 2010-12-31 | $130,492 |
Net income (gross income less expenses) | 2010-12-31 | $-71,083 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,107,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,178,266 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $54,089 |
2018: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CHARLES C SCHWAB & CO INC ANN W WALTERS DMD MS KEOGH PLAN 2009 form 5500 responses |
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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 |