TIM D. CONWAY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO. PLAN
| Measure | Date | Value |
|---|
| 2019 : CHARLES SCHWAB & CO. PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $47,151 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $48,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $48,000 |
| Total plan assets at end of year | 2019-12-31 | $1,098,972 |
| Total plan assets at beginning of year | 2019-12-31 | $1,099,821 |
| Other income received | 2019-12-31 | $47,151 |
| Net income (gross income less expenses) | 2019-12-31 | $-849 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,098,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,099,821 |
| 2018 : CHARLES SCHWAB & CO. PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $61,896 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $48,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $48,000 |
| Total plan assets at end of year | 2018-12-31 | $1,099,821 |
| Total plan assets at beginning of year | 2018-12-31 | $1,085,925 |
| Other income received | 2018-12-31 | $61,896 |
| Net income (gross income less expenses) | 2018-12-31 | $13,896 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,099,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,085,925 |
| 2016 : CHARLES SCHWAB & CO. PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $3,367 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,091,799 |
| Total plan assets at beginning of year | 2016-12-31 | $1,088,432 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,000 |
| Other income received | 2016-12-31 | $2,367 |
| Net income (gross income less expenses) | 2016-12-31 | $3,367 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,091,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,088,432 |
| 2015 : CHARLES SCHWAB & CO. PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $77,499 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,088,432 |
| Total plan assets at beginning of year | 2015-12-31 | $1,010,933 |
| Total contributions received or receivable from participants | 2015-12-31 | $2,000 |
| Other income received | 2015-12-31 | $75,499 |
| Net income (gross income less expenses) | 2015-12-31 | $77,499 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,088,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,010,933 |
| 2014 : CHARLES SCHWAB & CO. PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $46,839 |
| 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 | $1,010,933 |
| Total plan assets at beginning of year | 2014-12-31 | $964,094 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
| Other income received | 2014-12-31 | $23,839 |
| Net income (gross income less expenses) | 2014-12-31 | $46,839 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,010,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $964,094 |
| 2013 : CHARLES SCHWAB & CO. PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $35,827 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $964,094 |
| Total plan assets at beginning of year | 2013-12-31 | $928,267 |
| Total contributions received or receivable from participants | 2013-12-31 | $15,000 |
| Other income received | 2013-12-31 | $20,827 |
| Net income (gross income less expenses) | 2013-12-31 | $35,827 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $964,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $928,267 |
| 2012 : CHARLES SCHWAB & CO. PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $928,267 |
| Total plan assets at beginning of year | 2012-12-31 | $938,715 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $928,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $938,715 |
| 2019: CHARLES SCHWAB & CO. 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. 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. 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. 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. 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. 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. 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. 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 |
