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SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 401k Plan overview

Plan NameSCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND
Plan identification number 001

SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:CHARLES SCHWAB TRUST BANK
Employer identification number (EIN):810625170

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-012018-10-09
0012016-01-012017-10-03
0012015-01-012016-10-07
0012014-01-012015-10-09
0012013-01-012014-10-13
0012012-01-012013-10-11
0012011-01-012012-10-01
0012010-01-012011-10-12
0012009-01-012010-10-12

Plan Statistics for SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND

401k plan membership statisitcs for SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND

Measure Date Value
2022: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2022 401k membership
Total of all active and inactive participants2022-01-010
2021: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2021 401k membership
Total of all active and inactive participants2021-01-010
2020: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2020 401k membership
Total of all active and inactive participants2020-01-010
2019: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2019 401k membership
Total of all active and inactive participants2019-01-010
2018: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2018 401k membership
Total of all active and inactive participants2018-01-010
2016: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2016 401k membership
Total of all active and inactive participants2016-01-010
2015: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2014 401k membership
Total of all active and inactive participants2014-01-010
2013: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2013 401k membership
Total of all active and inactive participants2013-01-010

Financial Data on SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND

Measure Date Value
2023 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$145,316,003
Total unrealized appreciation/depreciation of assets2023-12-31$145,316,003
Total transfer of assets to this plan2023-12-31$97,250,349
Total transfer of assets from this plan2023-12-31$615,098,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$13,916,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$49,310,490
Total income from all sources (including contributions)2023-12-31$254,287,981
Total loss/gain on sale of assets2023-12-31$79,988,002
Total of all expenses incurred2023-12-31$5,434,056
Value of total assets at end of year2023-12-31$1,335,457,635
Value of total assets at beginning of year2023-12-31$1,639,845,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,434,056
Total interest from all sources2023-12-31$713,766
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$28,270,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$8,812,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$5,342,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$13,916,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$49,310,490
Total non interest bearing cash at beginning of year2023-12-31$0
Value of net income/loss2023-12-31$248,853,925
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,321,541,325
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,590,535,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$17,820,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$55,080,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$55,080,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$713,766
Income. Dividends from common stock2023-12-31$28,270,210
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$1,308,824,608
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$1,579,422,781
Aggregate proceeds on sale of assets2023-12-31$652,951,539
Aggregate carrying amount (costs) on sale of assets2023-12-31$572,963,537
2022 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-195,132,959
Total unrealized appreciation/depreciation of assets2022-12-31$-195,132,959
Total transfer of assets to this plan2022-12-31$143,659,056
Total transfer of assets from this plan2022-12-31$377,068,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,310,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$768,476
Total income from all sources (including contributions)2022-12-31$-132,352,874
Total loss/gain on sale of assets2022-12-31$27,645,087
Total of all expenses incurred2022-12-31$6,890,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,639,845,624
Value of total assets at beginning of year2022-12-31$1,963,956,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,890,306
Total interest from all sources2022-12-31$261,717
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,873,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,342,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,624,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$49,310,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$768,476
Administrative expenses (other) incurred2022-12-31$6,890,306
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$231,000
Value of net income/loss2022-12-31$-139,243,180
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,590,535,134
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,963,188,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$55,080,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$25,872,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$25,872,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$261,717
Income. Dividends from common stock2022-12-31$34,873,281
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,579,422,781
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,933,229,213
Aggregate proceeds on sale of assets2022-12-31$431,485,630
Aggregate carrying amount (costs) on sale of assets2022-12-31$403,840,543
2021 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$379,254,115
Total unrealized appreciation/depreciation of assets2021-12-31$379,254,115
Total transfer of assets to this plan2021-12-31$155,722,145
Total transfer of assets from this plan2021-12-31$610,971,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$768,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,968,496
Total income from all sources (including contributions)2021-12-31$503,818,651
Total loss/gain on sale of assets2021-12-31$88,534,821
Total of all expenses incurred2021-12-31$7,511,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,963,956,712
Value of total assets at beginning of year2021-12-31$1,954,098,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,511,392
Total interest from all sources2021-12-31$1,579
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,028,136
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$1,682,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,624,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$45,195,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$768,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$31,968,496
Administrative expenses (other) incurred2021-12-31$7,511,392
Total non interest bearing cash at end of year2021-12-31$231,000
Total non interest bearing cash at beginning of year2021-12-31$0
Value of net income/loss2021-12-31$496,307,259
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,963,188,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,922,130,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$25,872,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$47,157,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$47,157,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,579
Income. Dividends from preferred stock2021-12-31$1,950
Income. Dividends from common stock2021-12-31$36,026,186
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,933,229,213
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,860,063,986
Aggregate proceeds on sale of assets2021-12-31$653,484,708
Aggregate carrying amount (costs) on sale of assets2021-12-31$564,949,887
2020 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$64,907,832
Total unrealized appreciation/depreciation of assets2020-12-31$64,907,832
Total transfer of assets to this plan2020-12-31$236,268,539
Total transfer of assets from this plan2020-12-31$356,023,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,968,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,144,763
Total income from all sources (including contributions)2020-12-31$119,658,537
Total loss/gain on sale of assets2020-12-31$12,485,880
Total of all expenses incurred2020-12-31$6,710,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,954,098,818
Value of total assets at beginning of year2020-12-31$1,953,081,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,710,194
Total interest from all sources2020-12-31$152,859
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$42,111,966
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$1,682,505
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$45,195,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,848,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$31,968,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$24,144,763
Administrative expenses (other) incurred2020-12-31$6,710,194
Value of net income/loss2020-12-31$112,948,343
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,922,130,322
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,928,936,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$47,157,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,434,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,434,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$152,859
Income. Dividends from preferred stock2020-12-31$39,109
Income. Dividends from common stock2020-12-31$42,072,857
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,860,063,986
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,880,798,303
Aggregate proceeds on sale of assets2020-12-31$487,147,034
Aggregate carrying amount (costs) on sale of assets2020-12-31$474,661,154
2019 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$290,863,895
Total unrealized appreciation/depreciation of assets2019-12-31$290,863,895
Total transfer of assets to this plan2019-12-31$156,308,298
Total transfer of assets from this plan2019-12-31$230,728,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,144,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,563,789
Total income from all sources (including contributions)2019-12-31$398,261,566
Total loss/gain on sale of assets2019-12-31$63,312,622
Total of all expenses incurred2019-12-31$6,963,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,953,081,390
Value of total assets at beginning of year2019-12-31$1,619,622,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,963,461
Total interest from all sources2019-12-31$1,528,422
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,556,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,848,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,172,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,144,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,563,789
Administrative expenses (other) incurred2019-12-31$6,963,461
Value of net income/loss2019-12-31$391,298,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,928,936,627
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,612,059,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,434,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$92,373,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$92,373,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,528,422
Income. Dividends from common stock2019-12-31$42,556,627
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,880,798,303
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,519,076,852
Aggregate proceeds on sale of assets2019-12-31$314,778,932
Aggregate carrying amount (costs) on sale of assets2019-12-31$251,466,310
2018 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-186,109,236
Total unrealized appreciation/depreciation of assets2018-12-31$-186,109,236
Total transfer of assets to this plan2018-12-31$178,414,988
Total transfer of assets from this plan2018-12-31$388,478,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,563,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,236,370
Total income from all sources (including contributions)2018-12-31$-92,766,626
Total loss/gain on sale of assets2018-12-31$57,266,669
Total of all expenses incurred2018-12-31$7,144,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,619,622,971
Value of total assets at beginning of year2018-12-31$1,925,270,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,144,487
Total interest from all sources2018-12-31$830,221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,245,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,172,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,551,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,563,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,236,370
Administrative expenses (other) incurred2018-12-31$7,144,487
Value of net income/loss2018-12-31$-99,911,113
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,612,059,182
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,922,034,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$92,373,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,221,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,221,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$830,221
Income. Dividends from common stock2018-12-31$35,245,720
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,519,076,852
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,879,497,612
Aggregate proceeds on sale of assets2018-12-31$556,542,777
Aggregate carrying amount (costs) on sale of assets2018-12-31$499,276,108
2017 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$214,868,510
Total unrealized appreciation/depreciation of assets2017-12-31$214,868,510
Total transfer of assets to this plan2017-12-31$294,724,691
Total transfer of assets from this plan2017-12-31$303,501,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,236,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,222,680
Total income from all sources (including contributions)2017-12-31$296,381,410
Total loss/gain on sale of assets2017-12-31$42,299,770
Total of all expenses incurred2017-12-31$6,944,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,925,270,624
Value of total assets at beginning of year2017-12-31$1,645,597,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,944,533
Total interest from all sources2017-12-31$335,569
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$38,877,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,551,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,000,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,236,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,222,680
Administrative expenses (other) incurred2017-12-31$6,944,533
Value of net income/loss2017-12-31$289,436,877
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,922,034,254
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,641,374,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,221,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$27,767,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$27,767,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$335,569
Income. Dividends from common stock2017-12-31$38,877,561
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,879,497,612
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,613,829,830
Aggregate proceeds on sale of assets2017-12-31$287,684,859
Aggregate carrying amount (costs) on sale of assets2017-12-31$245,385,089
2016 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$239,477,191
Total unrealized appreciation/depreciation of assets2016-12-31$239,477,191
Total transfer of assets to this plan2016-12-31$127,945,832
Total transfer of assets from this plan2016-12-31$214,587,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,222,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$41,985,100
Total income from all sources (including contributions)2016-12-31$299,771,285
Total loss/gain on sale of assets2016-12-31$24,695,979
Total of all expenses incurred2016-12-31$5,892,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,645,597,324
Value of total assets at beginning of year2016-12-31$1,476,122,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,892,229
Total interest from all sources2016-12-31$107,928
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,490,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,000,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,734,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,222,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$41,985,100
Administrative expenses (other) incurred2016-12-31$5,892,229
Value of net income/loss2016-12-31$293,879,056
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,641,374,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,434,137,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$27,767,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$82,739,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$82,739,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$107,928
Income. Dividends from common stock2016-12-31$35,490,187
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,613,829,830
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,389,648,676
Aggregate proceeds on sale of assets2016-12-31$303,844,488
Aggregate carrying amount (costs) on sale of assets2016-12-31$279,148,509
2015 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-93,978,001
Total unrealized appreciation/depreciation of assets2015-12-31$-93,978,001
Total transfer of assets to this plan2015-12-31$295,908,840
Total transfer of assets from this plan2015-12-31$286,436,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,985,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,520,615
Total income from all sources (including contributions)2015-12-31$-58,206,557
Total loss/gain on sale of assets2015-12-31$7,484,176
Total of all expenses incurred2015-12-31$5,909,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,476,122,189
Value of total assets at beginning of year2015-12-31$1,507,301,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,909,304
Total interest from all sources2015-12-31$36,555
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,250,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,734,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,728,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$41,985,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$18,520,615
Administrative expenses (other) incurred2015-12-31$5,909,304
Value of net income/loss2015-12-31$-64,115,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,434,137,089
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,488,780,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$82,739,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$35,650,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$35,650,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$36,555
Income. Dividends from common stock2015-12-31$28,250,713
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,389,648,676
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,468,922,453
Aggregate proceeds on sale of assets2015-12-31$293,377,918
Aggregate carrying amount (costs) on sale of assets2015-12-31$285,893,742
2014 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$111,195,562
Total unrealized appreciation/depreciation of assets2014-12-31$111,195,562
Total transfer of assets to this plan2014-12-31$317,054,730
Total transfer of assets from this plan2014-12-31$202,496,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,520,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,433,582
Total income from all sources (including contributions)2014-12-31$146,973,654
Total loss/gain on sale of assets2014-12-31$4,494,779
Total of all expenses incurred2014-12-31$5,823,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,507,301,469
Value of total assets at beginning of year2014-12-31$1,237,505,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,823,418
Total interest from all sources2014-12-31$6,360
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,276,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,728,701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,514,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$18,520,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,433,582
Administrative expenses (other) incurred2014-12-31$5,823,418
Value of net income/loss2014-12-31$141,150,236
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,488,780,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,233,072,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$35,650,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$40,352,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$40,352,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,360
Income. Dividends from common stock2014-12-31$31,276,953
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,468,922,453
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,192,638,728
Aggregate proceeds on sale of assets2014-12-31$232,451,351
Aggregate carrying amount (costs) on sale of assets2014-12-31$227,956,572
2013 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$284,065,133
Total unrealized appreciation/depreciation of assets2013-12-31$284,065,133
Total transfer of assets to this plan2013-12-31$220,943,665
Total transfer of assets from this plan2013-12-31$185,520,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,433,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,824,527
Total income from all sources (including contributions)2013-12-31$335,050,307
Total loss/gain on sale of assets2013-12-31$30,753,666
Total of all expenses incurred2013-12-31$4,232,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,237,505,722
Value of total assets at beginning of year2013-12-31$881,655,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,232,621
Total interest from all sources2013-12-31$8,362
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,223,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,514,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,418,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,433,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,824,527
Administrative expenses (other) incurred2013-12-31$4,232,621
Value of net income/loss2013-12-31$330,817,686
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,233,072,140
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$866,831,232
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$19,963,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$40,352,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,362
Income. Dividends from common stock2013-12-31$20,223,146
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,192,638,728
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$845,273,947
Aggregate proceeds on sale of assets2013-12-31$185,785,038
Aggregate carrying amount (costs) on sale of assets2013-12-31$155,031,372
2012 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$120,606,943
Total unrealized appreciation/depreciation of assets2012-12-31$120,606,943
Total transfer of assets to this plan2012-12-31$141,670,708
Total transfer of assets from this plan2012-12-31$224,213,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,824,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$421,646
Total income from all sources (including contributions)2012-12-31$168,018,468
Total loss/gain on sale of assets2012-12-31$28,746,233
Total of all expenses incurred2012-12-31$3,625,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$881,655,759
Value of total assets at beginning of year2012-12-31$785,402,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,625,618
Total interest from all sources2012-12-31$12,935
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,652,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,418,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,372,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,824,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$421,646
Administrative expenses (other) incurred2012-12-31$3,625,618
Value of net income/loss2012-12-31$164,392,850
Value of net assets at end of year (total assets less liabilities)2012-12-31$866,831,232
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$784,980,834
Value of interest in common/collective trusts at end of year2012-12-31$19,963,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,024,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,024,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,935
Income. Dividends from common stock2012-12-31$18,652,357
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$845,273,947
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$759,004,587
Aggregate proceeds on sale of assets2012-12-31$205,662,275
Aggregate carrying amount (costs) on sale of assets2012-12-31$176,916,042
2011 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-47,631,543
Total unrealized appreciation/depreciation of assets2011-12-31$-47,631,543
Total transfer of assets to this plan2011-12-31$154,177,342
Total transfer of assets from this plan2011-12-31$117,028,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$421,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,977,303
Total income from all sources (including contributions)2011-12-31$-17,994,964
Total loss/gain on sale of assets2011-12-31$12,753,710
Total of all expenses incurred2011-12-31$3,684,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$785,402,480
Value of total assets at beginning of year2011-12-31$776,489,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,684,605
Total interest from all sources2011-12-31$4,391
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,878,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,372,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,796,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$421,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,977,303
Administrative expenses (other) incurred2011-12-31$3,684,605
Value of net income/loss2011-12-31$-21,679,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$784,980,834
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$769,511,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,024,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,574,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,574,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,391
Income. Dividends from common stock2011-12-31$16,878,478
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$759,004,587
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$760,117,491
Aggregate proceeds on sale of assets2011-12-31$148,842,275
Aggregate carrying amount (costs) on sale of assets2011-12-31$136,088,565
2010 : SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$71,755,451
Total unrealized appreciation/depreciation of assets2010-12-31$71,755,451
Total transfer of assets to this plan2010-12-31$562,067,532
Total transfer of assets from this plan2010-12-31$573,356,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,977,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,822,336
Total income from all sources (including contributions)2010-12-31$97,362,152
Total loss/gain on sale of assets2010-12-31$12,341,940
Total of all expenses incurred2010-12-31$3,887,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$776,489,046
Value of total assets at beginning of year2010-12-31$692,148,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,887,419
Total interest from all sources2010-12-31$24,471
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,240,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,796,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,271,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,977,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,822,336
Administrative expenses (other) incurred2010-12-31$3,887,419
Value of net income/loss2010-12-31$93,474,733
Value of net assets at end of year (total assets less liabilities)2010-12-31$769,511,743
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$687,326,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,574,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,641,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,641,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24,471
Income. Dividends from common stock2010-12-31$13,240,290
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$760,117,491
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$680,235,975
Aggregate proceeds on sale of assets2010-12-31$102,311,506
Aggregate carrying amount (costs) on sale of assets2010-12-31$89,969,566

Form 5500 Responses for SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND

2023: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

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