401k Plan data: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC plan

RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 401k Plan overview

Plan Name	RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC
Plan identification number	003

RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 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.

401k Sponsoring company profile

RAQUEL ROMERO has sponsored the creation of one or more 401k plans.

Company Name: RAQUEL ROMERO

Employer identification number (EIN): 222780968

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 RAQUEL ROMERO
003 2015-01-01 RAQUEL ROMERO
003 2014-01-01 RAQUEL ROMERO

Plan id#	Filing Submission Date	Name of Administrator
003	2016-01-01	RAQUEL ROMERO
003	2015-01-01	RAQUEL ROMERO
003	2014-01-01	RAQUEL ROMERO

Plan Statistics for RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC

401k plan membership statisitcs for RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC

Measure Date Value
2016: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
2015: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3

Measure	Date	Value
2016: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
2015: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3

Financial Data on RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC

Measure	Date	Value
2016 : RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-18,147
Total income from all sources	2016-12-31	$138,663
Expenses. Total of all expenses incurred	2016-12-31	$27
Total plan assets at end of year	2016-12-31	$1,034,520
Total plan assets at beginning of year	2016-12-31	$914,031
Expenses. Other expenses not covered elsewhere	2016-12-31	$27
Other income received	2016-12-31	$67,516
Net income (gross income less expenses)	2016-12-31	$138,636
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,034,520
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$914,031
Total contributions received or receivable from employer(s)	2016-12-31	$71,147
2015 : RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-13,918
Total income from all sources	2015-12-31	$38,420
Expenses. Total of all expenses incurred	2015-12-31	$15
Total plan assets at end of year	2015-12-31	$914,031
Total plan assets at beginning of year	2015-12-31	$889,544
Expenses. Other expenses not covered elsewhere	2015-12-31	$15
Other income received	2015-12-31	$4,218
Net income (gross income less expenses)	2015-12-31	$38,405
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$914,031
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$889,544
Total contributions received or receivable from employer(s)	2015-12-31	$34,202
2014 : RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-13,343
Total income from all sources	2014-12-31	$86,462
Expenses. Total of all expenses incurred	2014-12-31	$19
Total plan assets at end of year	2014-12-31	$889,544
Total plan assets at beginning of year	2014-12-31	$816,444
Expenses. Other expenses not covered elsewhere	2014-12-31	$19
Other income received	2014-12-31	$53,952
Net income (gross income less expenses)	2014-12-31	$86,443
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$889,544
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$816,444
Total contributions received or receivable from employer(s)	2014-12-31	$32,510

Form 5500 Responses for RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC

2016: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RAQUEL ROMERO DEFINED CONTRIBUTION PLAN CHARLES SCHWAB & CO INC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RAQUEL ROMERO
Employer identification number (EIN):	222780968
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers