Rubin And Rudman Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rubin And Rudman Llp (EIN 04-2202844) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2202844
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,422,737
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$67,422,737

Contributions & income

Employer contributions
$1,236,184
Participant contributions
$1,744,311
Total income / additions
$11,952,281

Expenses & distributions

Benefits paid / distributions
$3,338,564
Total expenses
$3,360,449
Net increase / (decrease)
$8,591,832

Coverage

Total reported participants
361
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Rubin And Rudman Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Rubin And Rudman Llp 401(K) Profit Sharing Plan001228$67,422,7372023
Rubin And Rudman Welfare Benefits Plan501133not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rubin And Rudman Llp
YearPlanParticipantsSchedulesFiling
2023Rubin And Rudman Welfare Benefits Plan13320240813113705NAL0005741315001
2023Rubin And Rudman Llp 401(K) Profit Sharing Plan228H, C20241003142220NAL0005775219001

Related Form 5500 pages