CHARLES SCHWAB has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: CHARLES SCHWAB 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CHARLES SCHWAB 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: CHARLES SCHWAB 2019 401k membership |
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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 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: CHARLES SCHWAB 2018 401k membership |
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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 |
2017: CHARLES SCHWAB 2017 401k membership |
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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 |
2016: CHARLES SCHWAB 2016 401k membership |
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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 |
2015: CHARLES SCHWAB 2015 401k membership |
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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 |
2014: CHARLES SCHWAB 2014 401k membership |
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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 2013 401k membership |
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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 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CHARLES SCHWAB 2012 401k membership |
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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 |
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 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CHARLES SCHWAB 2011 401k membership |
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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 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CHARLES SCHWAB 2010 401k membership |
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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 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CHARLES SCHWAB 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
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 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : CHARLES SCHWAB 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,294,325 |
Expenses. Total of all expenses incurred | 2021-12-31 | $4,599,092 |
Benefits paid (including direct rollovers) | 2021-12-31 | $4,599,092 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $3,304,767 |
Other income received | 2021-12-31 | $1,236,325 |
Net income (gross income less expenses) | 2021-12-31 | $-3,304,767 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,304,767 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $58,000 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $58,000 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $58,000 |
2020 : CHARLES SCHWAB 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $219,441 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $3,304,767 |
Total plan assets at beginning of year | 2020-12-31 | $3,085,326 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $162,941 |
Net income (gross income less expenses) | 2020-12-31 | $219,441 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,304,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,085,326 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $56,500 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $56,500 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $56,500 |
2019 : CHARLES SCHWAB 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $627,598 |
Expenses. Total of all expenses incurred | 2019-12-31 | $96,878 |
Benefits paid (including direct rollovers) | 2019-12-31 | $96,878 |
Total plan assets at end of year | 2019-12-31 | $3,085,326 |
Total plan assets at beginning of year | 2019-12-31 | $2,554,606 |
Other income received | 2019-12-31 | $571,598 |
Net income (gross income less expenses) | 2019-12-31 | $530,720 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,085,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,554,606 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $56,000 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $56,000 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $56,000 |
2018 : CHARLES SCHWAB 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-84,593 |
Expenses. Total of all expenses incurred | 2018-12-31 | $99,247 |
Benefits paid (including direct rollovers) | 2018-12-31 | $99,247 |
Total plan assets at end of year | 2018-12-31 | $2,554,606 |
Total plan assets at beginning of year | 2018-12-31 | $2,738,446 |
Other income received | 2018-12-31 | $-139,593 |
Net income (gross income less expenses) | 2018-12-31 | $-183,840 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,554,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,738,446 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $55,000 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $55,000 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $55,000 |
2017 : CHARLES SCHWAB 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $317,209 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,490 |
Benefits paid (including direct rollovers) | 2017-12-31 | $14,490 |
Total plan assets at end of year | 2017-12-31 | $2,738,446 |
Total plan assets at beginning of year | 2017-12-31 | $2,435,727 |
Other income received | 2017-12-31 | $263,553 |
Net income (gross income less expenses) | 2017-12-31 | $302,719 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,738,446 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,435,727 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $53,656 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $53,656 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $53,656 |
2016 : CHARLES SCHWAB 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $374,951 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,435,727 |
Total plan assets at beginning of year | 2016-12-31 | $2,060,776 |
Other income received | 2016-12-31 | $327,456 |
Net income (gross income less expenses) | 2016-12-31 | $374,951 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,435,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,060,776 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $47,495 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $47,495 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $47,495 |
2015 : CHARLES SCHWAB 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-436,300 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $2,060,776 |
Total plan assets at beginning of year | 2015-12-31 | $2,497,076 |
Other income received | 2015-12-31 | $-482,794 |
Net income (gross income less expenses) | 2015-12-31 | $-436,300 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,060,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,497,076 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $46,494 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $46,494 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $46,494 |
2014 : CHARLES SCHWAB 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $29,339 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $2,497,076 |
Total plan assets at beginning of year | 2014-12-31 | $2,467,737 |
Other income received | 2014-12-31 | $-18,807 |
Net income (gross income less expenses) | 2014-12-31 | $29,339 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,497,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,467,737 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $48,146 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $48,146 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $48,146 |
2013 : CHARLES SCHWAB 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $453,185 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $2,467,737 |
Total plan assets at beginning of year | 2013-12-31 | $2,014,552 |
Other income received | 2013-12-31 | $408,248 |
Net income (gross income less expenses) | 2013-12-31 | $453,185 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,467,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,014,552 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $44,937 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $44,937 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $44,937 |
2012 : CHARLES SCHWAB 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $286,507 |
Total plan assets at end of year | 2012-12-31 | $2,014,552 |
Total plan assets at beginning of year | 2012-12-31 | $1,728,044 |
Other income received | 2012-12-31 | $244,089 |
Net income (gross income less expenses) | 2012-12-31 | $286,507 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,014,552 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,728,044 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $42,418 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $42,418 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $42,418 |
2011 : CHARLES SCHWAB 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $60,568 |
Total plan assets at end of year | 2011-12-31 | $1,728,044 |
Total plan assets at beginning of year | 2011-12-31 | $1,667,476 |
Other income received | 2011-12-31 | $18,148 |
Net income (gross income less expenses) | 2011-12-31 | $60,568 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,728,044 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,667,476 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $42,420 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $42,420 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $42,420 |
2010 : CHARLES SCHWAB 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $285,255 |
Total plan assets at end of year | 2010-12-31 | $1,667,476 |
Total plan assets at beginning of year | 2010-12-31 | $1,382,221 |
Other income received | 2010-12-31 | $254,059 |
Net income (gross income less expenses) | 2010-12-31 | $285,255 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,667,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,382,221 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $31,196 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $31,699 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $31,699 |
2009 : CHARLES SCHWAB 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $23,051 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $23,051 |
2021: CHARLES SCHWAB 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CHARLES SCHWAB 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CHARLES SCHWAB 2019 form 5500 responses |
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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 2018 form 5500 responses |
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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 2017 form 5500 responses |
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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 2016 form 5500 responses |
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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 2015 form 5500 responses |
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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 2014 form 5500 responses |
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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 2013 form 5500 responses |
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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 2012 form 5500 responses |
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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 2011 form 5500 responses |
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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 2010 form 5500 responses |
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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 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |