How many benefit plans does Rubenstein Associates, Inc. report on Form 5500?

Rubenstein Associates, Inc. (EIN 13-2540840) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Rubenstein Associates, Inc.?

The Employer Identification Number (EIN) reported for Rubenstein Associates, Inc. is 13-2540840.

What is the latest Form 5500 filing year for Rubenstein Associates, Inc.?

The latest loaded Form 5500 filing year for Rubenstein Associates, Inc. is 2023.

Rubenstein Associates, Inc. — 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, Rubenstein Associates, Inc. (EIN 13-2540840) is a plan sponsor located in New York, NY with 3 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: 13-2540840
Location: New York, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $36,078,937
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $36,078,937

Contributions & income

Employer contributions: $312,840
Participant contributions: $1,561,777
Total income / additions: $6,980,880

Expenses & distributions

Benefits paid / distributions: $2,930,298
Total expenses: $2,928,427
Net increase / (decrease): $4,052,453

Coverage

Total reported participants: 398
Plans with financial statements: 1
Plans with provider compensation: 2

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

Rubenstein Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Rubenstein 401(K) Plan	001	235	$36,078,937	2023
Rubenstein Associates, Inc.	501	143	not reported in the loaded dataset	2023
Rubenstein Associates, Inc. Flexible Spending Accounts	502	20	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rubenstein Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Rubenstein 401(K) Plan	235	H, C	20240924142322NAL0007502563001
2023	Rubenstein Associates, Inc. Flexible Spending Accounts	20	—	20241001141200NAL0003359619003
2023	Rubenstein Associates, Inc.	143	C	20241001141200NAL0003359619004