401k Plan data: SCHWAB CHARITABLE FUND 401(K) PLAN plan

SCHWAB CHARITABLE FUND 401(K) PLAN 401k Plan overview

Plan Name	SCHWAB CHARITABLE FUND 401(K) PLAN
Plan identification number	002

SCHWAB CHARITABLE FUND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

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

Company Name: SCHWAB CHARITABLE FUND

Employer identification number (EIN): 311640316

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SCHWAB CHARITABLE FUND

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2129372

More information about SCHWAB CHARITABLE FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWAB CHARITABLE FUND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 SUSAN HELDMAN 2014-12-09
002 2013-01-01 SUSAN HELDMAN 2014-07-21
002 2012-01-01 SUSAN HELDMAN 2013-09-13
002 2011-01-01 SUSAN HELDMAN 2012-09-28
002 2010-01-01 SUSAN HELDMAN 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	SUSAN HELDMAN	2014-12-09
002	2013-01-01	SUSAN HELDMAN	2014-07-21
002	2012-01-01	SUSAN HELDMAN	2013-09-13
002	2011-01-01	SUSAN HELDMAN	2012-09-28
002	2010-01-01	SUSAN HELDMAN	2011-09-28

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Company Name:	SCHWAB CHARITABLE FUND
Employer identification number (EIN):	311640316
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2129372