401k Plan data: CHARLES SCHWAB plan

CHARLES SCHWAB 401k Plan overview

Plan Name	CHARLES SCHWAB
Plan identification number	002

CHARLES SCHWAB Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CHARLES SCHWAB has sponsored the creation of one or more 401k plans.

Company Name: CHARLES SCHWAB

Employer identification number (EIN): 943088769

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KAREN DOBMEIER
002 2016-01-01 WALTER BAUMGARTNER
002 2015-01-01 KAREN DOBMEIER
002 2014-01-01 KAREN DOBMEIER
002 2013-01-01 WALTER BAUMGARTNER WALTER BAUMGARTNER 2014-07-29
002 2012-01-01 WALTER BAUMGARTNER
002 2011-01-01 WALTER BAUMGARTNER
002 2009-01-01 WALTER BAUMGARTNER

Plan Statistics for CHARLES SCHWAB

401k plan membership statisitcs for CHARLES SCHWAB

Measure Date Value
2021: CHARLES SCHWAB 2021 401k membership
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
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
2020: CHARLES SCHWAB 2020 401k membership
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
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
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
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
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
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
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
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
2012: CHARLES SCHWAB 2012 401k membership
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
2011: CHARLES SCHWAB 2011 401k membership
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
2009: CHARLES SCHWAB 2009 401k membership
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
2021: CHARLES SCHWAB 2021 401k membership
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
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
2020: CHARLES SCHWAB 2020 401k membership
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
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
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
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
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
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
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
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
2012: CHARLES SCHWAB 2012 401k membership
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
2011: CHARLES SCHWAB 2011 401k membership
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
2009: CHARLES SCHWAB 2009 401k membership
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

Financial Data on CHARLES SCHWAB

Measure	Date	Value
2021 : CHARLES SCHWAB 2021 401k financial data
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	$1,487,668
Expenses. Total of all expenses incurred	2021-12-31	$5,667,597
Benefits paid (including direct rollovers)	2021-12-31	$5,667,597
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$4,179,929
Other income received	2021-12-31	$1,429,668
Net income (gross income less expenses)	2021-12-31	$-4,179,929
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	$4,179,929
Total contributions received or receivable from employer(s)	2021-12-31	$58,000
2020 : CHARLES SCHWAB 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$564,286
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,179,929
Total plan assets at beginning of year	2020-12-31	$3,615,643
Other income received	2020-12-31	$507,786
Net income (gross income less expenses)	2020-12-31	$564,286
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,179,929
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,615,643
Total contributions received or receivable from employer(s)	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 end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$645,081
Expenses. Total of all expenses incurred	2019-12-31	$118,412
Benefits paid (including direct rollovers)	2019-12-31	$118,412
Total plan assets at end of year	2019-12-31	$3,615,643
Total plan assets at beginning of year	2019-12-31	$3,088,974
Other income received	2019-12-31	$589,081
Net income (gross income less expenses)	2019-12-31	$526,669
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,615,643
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,088,974
Total contributions received or receivable from employer(s)	2019-12-31	$56,000
2018 : CHARLES SCHWAB 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	$-132,187
Expenses. Total of all expenses incurred	2018-12-31	$122,861
Benefits paid (including direct rollovers)	2018-12-31	$122,861
Total plan assets at end of year	2018-12-31	$3,088,973
Total plan assets at beginning of year	2018-12-31	$3,344,021
Other income received	2018-12-31	$-187,187
Net income (gross income less expenses)	2018-12-31	$-255,048
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,088,973
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,344,021
Total contributions received or receivable from employer(s)	2018-12-31	$55,000
2017 : CHARLES SCHWAB 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$458,885
Expenses. Total of all expenses incurred	2017-12-31	$35,767
Benefits paid (including direct rollovers)	2017-12-31	$35,767
Total plan assets at end of year	2017-12-31	$3,344,022
Total plan assets at beginning of year	2017-12-31	$2,920,904
Other income received	2017-12-31	$405,229
Net income (gross income less expenses)	2017-12-31	$423,118
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,344,022
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,920,904
Total contributions received or receivable from employer(s)	2017-12-31	$53,656
2016 : CHARLES SCHWAB 2016 401k financial data
Total income from all sources	2016-12-31	$515,067
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,920,904
Total plan assets at beginning of year	2016-12-31	$2,405,837
Other income received	2016-12-31	$467,572
Net income (gross income less expenses)	2016-12-31	$515,067
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,920,904
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,405,837
Total contributions received or receivable from employer(s)	2016-12-31	$47,495
2015 : CHARLES SCHWAB 2015 401k financial data
Total income from all sources	2015-12-31	$-122,984
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,405,837
Total plan assets at beginning of year	2015-12-31	$2,528,821
Other income received	2015-12-31	$-169,478
Net income (gross income less expenses)	2015-12-31	$-122,984
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,405,837
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,528,821
Total contributions received or receivable from employer(s)	2015-12-31	$46,494
2014 : CHARLES SCHWAB 2014 401k financial data
Total income from all sources	2014-12-31	$-316,581
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,528,821
Total plan assets at beginning of year	2014-12-31	$2,845,402
Other income received	2014-12-31	$-364,727
Net income (gross income less expenses)	2014-12-31	$-316,581
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,528,821
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,845,402
Total contributions received or receivable from employer(s)	2014-12-31	$48,146
2013 : CHARLES SCHWAB 2013 401k financial data
Total income from all sources	2013-12-31	$556,748
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,845,403
Total plan assets at beginning of year	2013-12-31	$2,288,655
Other income received	2013-12-31	$511,811
Net income (gross income less expenses)	2013-12-31	$556,748
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,845,403
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,288,655
Total contributions received or receivable from employer(s)	2013-12-31	$44,937
2012 : CHARLES SCHWAB 2012 401k financial data
Total income from all sources	2012-12-31	$234,190
Total plan assets at end of year	2012-12-31	$2,288,655
Total plan assets at beginning of year	2012-12-31	$2,054,465
Other income received	2012-12-31	$191,772
Net income (gross income less expenses)	2012-12-31	$234,190
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,288,655
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,054,465
Total contributions received or receivable from employer(s)	2012-12-31	$42,418
2011 : CHARLES SCHWAB 2011 401k financial data
Total income from all sources	2011-12-31	$-493,168
Total plan assets at end of year	2011-12-31	$2,054,465
Total plan assets at beginning of year	2011-12-31	$2,547,633
Other income received	2011-12-31	$-535,588
Net income (gross income less expenses)	2011-12-31	$-493,168
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,054,465
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,547,633
Total contributions received or receivable from employer(s)	2011-12-31	$42,420
2010 : CHARLES SCHWAB 2010 401k financial data
Total income from all sources	2010-12-31	$549,590
Total plan assets at end of year	2010-12-31	$2,547,633
Total plan assets at beginning of year	2010-12-31	$1,998,043
Other income received	2010-12-31	$518,394
Net income (gross income less expenses)	2010-12-31	$549,590
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,547,633
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,998,043
Total contributions received or receivable from employer(s)	2010-12-31	$31,196

Form 5500 Responses for CHARLES SCHWAB

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
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

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Company Name:	CHARLES SCHWAB
Employer identification number (EIN):	943088769
NAIC Classification:	523900