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CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameCHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN
Plan identification number 004

CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

DICK M. HOM & PRITCHARD Y. LAM has sponsored the creation of one or more 401k plans.

Company Name:DICK M. HOM & PRITCHARD Y. LAM
Employer identification number (EIN):680223234
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01JOHN HOM2024-07-29 JOHN HOM2024-07-29
0042022-01-01DICK HOM2023-08-11 DICK HOM2023-08-11
0042021-01-01DICK HOM2022-07-27 DICK HOM2022-07-27
0042020-01-01DICK HOM2021-07-06 DICK HOM2021-07-06
0042019-01-01DICK HOM2020-07-22 DICK HOM2020-07-22
0042018-01-01DICK HOM2019-07-25 DICK HOM2019-07-25
0042017-01-01DICK HOM2018-07-23 DICK HOM2018-07-23
0042016-01-01DICK HOM2017-07-20 DICK HOM2017-07-20
0042015-01-01DICK HOM2016-07-12 DICK HOM2016-07-12
0042014-01-01DICK HOM2015-07-15 DICK HOM2015-07-15
0042013-01-01DICK HOM2014-07-09 DICK HOM2014-07-09
0042012-01-01DICK HOM2013-07-23 DICK HOM2013-07-23
0042011-01-01DICK HOM2012-07-26
0042010-01-01DICK HOM2011-07-28

Financial Data on CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2025 : CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-250
Net assets as of the end of the plan year2025-09-250
Total assets as of the beginning of the plan year2025-09-250
Plan net income in this plan year2025-09-250
Net assets as of the end of the plan year2025-09-250
Net assets as of the beginning of the plan year2025-09-250
Employer contributions to plan in this plan year2025-09-250
2024 : CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-291739970
Net assets as of the end of the plan year2024-07-290
Total assets as of the beginning of the plan year2024-07-291403227
Participant contributions to plan in this plan year2024-07-290
Other expenses paid from plan in this plan year2024-07-2911746
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29336743
Plan net income in this plan year2024-07-29-1403227
Net assets as of the end of the plan year2024-07-290
Net assets as of the beginning of the plan year2024-07-291403227
Employer contributions to plan in this plan year2024-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-290
2022 : CHARLES SCHWAB PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2714655
Net assets as of the end of the plan year2022-07-271734053
Total assets as of the beginning of the plan year2022-07-271491368
Participant contributions to plan in this plan year2022-07-270
Other expenses paid from plan in this plan year2022-07-2714655
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-27257340
Plan net income in this plan year2022-07-27242685
Net assets as of the end of the plan year2022-07-271734053
Net assets as of the beginning of the plan year2022-07-271491368
Employer contributions to plan in this plan year2022-07-270
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-270

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