?>
Logo

SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 401k Plan overview

Plan NameSCHWAB BUSINESS SERVICES, LLC PENSION PLAN
Plan identification number 001

SCHWAB BUSINESS SERVICES, LLC PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHWAB BUSINESS SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:SCHWAB BUSINESS SERVICES, LLC
Employer identification number (EIN):201891927
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about SCHWAB BUSINESS SERVICES, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2004-11-16
Company Identification Number: 20041267722
Legal Registered Office Address: 949 OPEN PLAINS WY

LAS VEGAS
United States of America (USA)
89015

More information about SCHWAB BUSINESS SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWAB BUSINESS SERVICES, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINE H. SCHWAB2024-10-09
0012022-01-01CHRISTINE H. SCHWAB2023-09-05
0012021-01-01CHRISTINE H. SCHWAB2022-10-04
0012020-01-01CHRISTINE H. SCHWAB2021-10-05
0012019-01-01CHRISTINE H. SCHWAB2020-10-09
0012018-01-01CHRISTINE H. SCHWAB2019-10-01
0012017-01-01CHRISTINE H. SCHWAB2018-08-22
0012016-01-01CHRISTINE H. SCHWAB2017-10-16
0012015-01-01CHRISTINE H. SCHWAB2016-10-11
0012014-01-01CHRISTINE H. SCHWAB2015-09-11
0012013-01-01CHRISTINE H. SCHWAB2014-10-06
0012012-01-01CHRISTINE H. SCHWAB2013-10-11
0012011-01-01CHRISTINE H. SCHWAB2012-09-17

Plan Statistics for SCHWAB BUSINESS SERVICES, LLC PENSION PLAN

401k plan membership statisitcs for SCHWAB BUSINESS SERVICES, LLC PENSION PLAN

Measure Date Value
2025: SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-145
Total number of particpants at end of year2025-10-145
Number of Participants With Account Balances2025-10-145
2024: SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-097
Total number of particpants at end of year2024-10-096
Number of Participants With Account Balances2024-10-096
2022: SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-048
Total number of particpants at end of year2022-10-047
Number of Participants With Account Balances2022-10-046

Financial Data on SCHWAB BUSINESS SERVICES, LLC PENSION PLAN

Measure Date Value
2025 : SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-141615024
Total assets as of the beginning of the plan year2025-10-141510708
Value of plan covered by a fidelity bond2025-10-14160000
Participant contributions to plan in this plan year2025-10-1433476
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1453611
Plan net income in this plan year2025-10-14104316
Net assets as of the end of the plan year2025-10-141615024
Net assets as of the beginning of the plan year2025-10-141510708
Employer contributions to plan in this plan year2025-10-1417229
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-140
2024 : SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0936559
Net assets as of the end of the plan year2024-10-091510708
Total assets as of the beginning of the plan year2024-10-091418620
Value of plan covered by a fidelity bond2024-10-09160000
Participant contributions to plan in this plan year2024-10-0936135
Other income to plan in this plan year2024-10-0975681
Plan net income in this plan year2024-10-0992088
Net assets as of the end of the plan year2024-10-091510708
Net assets as of the beginning of the plan year2024-10-091418620
Employer contributions to plan in this plan year2024-10-0916831
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-091302
2022 : SCHWAB BUSINESS SERVICES, LLC PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0476176
Net assets as of the end of the plan year2022-10-041328405
Total assets as of the beginning of the plan year2022-10-041195215
Value of plan covered by a fidelity bond2022-10-04140000
Participant contributions to plan in this plan year2022-10-0440330
Other income to plan in this plan year2022-10-04150948
Plan net income in this plan year2022-10-04133190
Net assets as of the end of the plan year2022-10-041328405
Net assets as of the beginning of the plan year2022-10-041195215
Employer contributions to plan in this plan year2022-10-0418088
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-045532

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3