CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
DAVID TURCH & ASSOCIATES
This 401(k) plan holds N/A in total assets and serves 5 participants as of 2024. It is sponsored by DAVID TURCH & ASSOCIATES in District of Columbia.
What the Filing Says About CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING
CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING is a 401(k) retirement plan sponsored by DAVID TURCH & ASSOCIATES, headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 5 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540909352, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 540909352 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DAVID TURCH & ASSOCIATES)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | N/A |
| 2023 | 1 | 5 | N/A |
| 2024 | 1 | 5 | N/A |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN $5.8B · 29,441
- GEICO 401(K) SAVINGS PLAN $5.8B · 39,034
- FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES $3.9B · 8,044
- FINRA SAVINGS PLUS PLAN $2.2B · 3,958
- HOGAN LOVELLS US LLP RETIREMENT SAVINGS PLAN $1.6B · 1,870
Related Data
Guides
Frequently Asked Questions
How much money is in the CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING? ▼
What type of plan is CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING? ▼
Who sponsors the CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING? ▼
How did CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING perform in 2024? ▼
Where can I find official filings for CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING? ▼
How does CHAS SCHWAB & CO. KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540909352.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.