401k Plan data: JAMES B. SCHWAB CO., INC. PROFIT SHARING PLAN plan

JAMES B. SCHWAB CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES B. SCHWAB CO., INC. PROFIT SHARING PLAN
Plan identification number	001

JAMES B. SCHWAB CO., INC. PROFIT SHARING 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

JAMES B. SCHWAB CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES B. SCHWAB CO., INC.

Employer identification number (EIN): 160841046

NAIC Classification: 453990

Additional information about JAMES B. SCHWAB CO., INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1960-01-04

Company Identification Number: 125116

Legal Registered Office Address: 80 STATE STREET
Chautauqua
ALBANY
United States of America (USA)
122072543

More information about JAMES B. SCHWAB CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. SCHWAB CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 BECKY CARLSON 2022-03-18
001 2020-01-01 BECKY CARLSON 2021-09-17
001 2019-01-01 BECKY CARLSON 2020-07-31
001 2018-01-01 BECKY CARLSON 2019-10-11
001 2017-01-01 BECKY CARLSON 2018-07-13
001 2016-01-01 BECKY CARLSON 2017-07-27 BECKY CARLSON 2017-07-27
001 2015-01-01 BECKY CARLSON 2016-07-28 BECKY CARLSON 2016-07-28
001 2014-01-01 JAMES SCHWAB 2015-07-15 JAMES SCHWAB 2015-07-15
001 2013-01-01 JAMES SCHWAB 2014-07-16 JAMES SCHWAB 2014-07-16
001 2012-01-01 JAMES SCHWAB 2013-04-11
001 2011-01-01 JAMES SCHWAB 2012-07-26
001 2010-01-01 JAMES SCHWAB 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	BECKY CARLSON	2022-03-18
001	2020-01-01	BECKY CARLSON	2021-09-17
001	2019-01-01	BECKY CARLSON	2020-07-31
001	2018-01-01	BECKY CARLSON	2019-10-11
001	2017-01-01	BECKY CARLSON	2018-07-13
001	2016-01-01	BECKY CARLSON	2017-07-27	BECKY CARLSON	2017-07-27
001	2015-01-01	BECKY CARLSON	2016-07-28	BECKY CARLSON	2016-07-28
001	2014-01-01	JAMES SCHWAB	2015-07-15	JAMES SCHWAB	2015-07-15
001	2013-01-01	JAMES SCHWAB	2014-07-16	JAMES SCHWAB	2014-07-16
001	2012-01-01	JAMES SCHWAB	2013-04-11
001	2011-01-01	JAMES SCHWAB	2012-07-26
001	2010-01-01	JAMES SCHWAB	2011-05-16

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Company Name:	JAMES B. SCHWAB CO., INC.
Employer identification number (EIN):	160841046
NAIC Classification:	453990

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1960-01-04
Company Identification Number:	125116
Legal Registered Office Address:	80 STATE STREET Chautauqua ALBANY United States of America (USA) 122072543