ROBERT L. BENZ has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP
401k plan membership statisitcs for ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP
| Measure | Date | Value |
|---|
| 2020: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| 2019: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| 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 |
| 2018: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| 2016: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 1 |
| 2013: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 1 |
| 2012: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $86,379 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $542,274 |
| Total plan assets at beginning of year | 2020-12-31 | $455,895 |
| Total contributions received or receivable from participants | 2020-12-31 | $86,379 |
| Net income (gross income less expenses) | 2020-12-31 | $86,379 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $542,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $455,895 |
| 2019 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $87,518 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $455,895 |
| Total plan assets at beginning of year | 2019-12-31 | $368,377 |
| Total contributions received or receivable from participants | 2019-12-31 | $13,532 |
| Other income received | 2019-12-31 | $73,986 |
| Net income (gross income less expenses) | 2019-12-31 | $87,518 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $455,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $368,377 |
| 2018 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-15,810 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $368,377 |
| Total plan assets at beginning of year | 2018-12-31 | $384,187 |
| Other income received | 2018-12-31 | $-15,810 |
| Net income (gross income less expenses) | 2018-12-31 | $-15,810 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $368,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $384,187 |
| 2017 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $78,901 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $384,187 |
| Total plan assets at beginning of year | 2017-12-31 | $305,286 |
| Other income received | 2017-12-31 | $78,901 |
| Net income (gross income less expenses) | 2017-12-31 | $78,901 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $384,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $305,286 |
| 2016 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $28,406 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $305,286 |
| Total plan assets at beginning of year | 2016-12-31 | $276,880 |
| Total contributions received or receivable from participants | 2016-12-31 | $14,845 |
| Other income received | 2016-12-31 | $13,561 |
| Net income (gross income less expenses) | 2016-12-31 | $28,406 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $305,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $276,880 |
| 2015 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-22,508 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $276,880 |
| Total plan assets at beginning of year | 2015-12-31 | $299,388 |
| Other income received | 2015-12-31 | $-22,508 |
| Net income (gross income less expenses) | 2015-12-31 | $-22,508 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $276,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $299,388 |
| 2014 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-31,034 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $299,388 |
| Total plan assets at beginning of year | 2014-12-31 | $330,422 |
| Total contributions received or receivable from participants | 2014-12-31 | $7,805 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-38,839 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-31,034 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $299,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $330,422 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $47,904 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $330,422 |
| Total plan assets at beginning of year | 2013-12-31 | $282,518 |
| Total contributions received or receivable from participants | 2013-12-31 | $3,421 |
| Other income received | 2013-12-31 | $44,483 |
| Net income (gross income less expenses) | 2013-12-31 | $47,904 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $330,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $282,518 |
| 2012 : ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,204 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $282,518 |
| Total plan assets at beginning of year | 2012-12-31 | $244,508 |
| Total contributions received or receivable from participants | 2012-12-31 | $2,204 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $0 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $2,204 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $282,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $244,508 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2020: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT L. BENZ CHARLES SCHWAB & CO INC. CUST ROBERT L. BENZ PART QRP 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 – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
