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, Rubicon Programs 403(B) Plan is a benefit plan reported by Rubicon Programs, Inc. under EIN 94-2301550 and plan number 003. The latest loaded filing year is 2023. The filing reports 235 participants and $7,814,996 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,814,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,814,996
- Net assets (BOY)
- $5,954,549
Income & contributions
- Employer contributions
- $73,244
- Participant contributions
- $577,565
- Total contributions
- $650,809
- Total income / additions
- $1,992,609
Expenses & distributions
- Benefits paid
- $108,731
- Administrative expenses
- $23,431
- Total expenses
- $132,162
- Net increase / (decrease)
- $1,860,447