Plain-English plan 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 401(K) Plan is a benefit plan reported by Rubenstein Associates, Inc. under EIN 13-2540840 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $36,078,937 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,078,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,078,937
- Net assets (BOY)
- $32,026,484
Income & contributions
- Employer contributions
- $312,840
- Participant contributions
- $1,561,777
- Total contributions
- $1,877,401
- Total income / additions
- $6,980,880
Expenses & distributions
- Benefits paid
- $2,930,298
- Administrative expenses
- -$1,871
- Total expenses
- $2,928,427
- Net increase / (decrease)
- $4,052,453