CHARLES SCHWAB has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021 : CHARLES SCHWAB 2021 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
