Civic Intelligence

Cary Rubman, CPA Cfp

Plan context: Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan

EIN 06-0917522 • Enfield, CT • 15 filings • 3 plans

268 Hazard AvenueEnfield, CT 06082
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$299,003

2018 Contributions

$57,869

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$762,967$381,484$0200420122018YearValue
$299,003Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200420112018YearValue
2Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201812$299,003$57,869$28,935iApproximate average salary by contribution assumption: employee only about $723,363 at 4% or $482,242 at 6%; with 50% employer match about $482,242 at 4% or $321,494 at 6%; with 100% employer match about $361,681 at 4% or $241,121 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-2$299,003$57,869$28,935iApproximate average salary by contribution assumption: employee only about $723,363 at 4% or $482,242 at 6%; with 50% employer match about $482,242 at 4% or $321,494 at 6%; with 100% employer match about $361,681 at 4% or $241,121 at 6%.
201712$276,178$59,168$29,584iApproximate average salary by contribution assumption: employee only about $739,600 at 4% or $493,067 at 6%; with 50% employer match about $493,067 at 4% or $328,711 at 6%; with 100% employer match about $369,800 at 4% or $246,533 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-2$276,178$59,168$29,584iApproximate average salary by contribution assumption: employee only about $739,600 at 4% or $493,067 at 6%; with 50% employer match about $493,067 at 4% or $328,711 at 6%; with 100% employer match about $369,800 at 4% or $246,533 at 6%.
201613$179,021$64,031$21,344iApproximate average salary by contribution assumption: employee only about $533,592 at 4% or $355,728 at 6%; with 50% employer match about $355,728 at 4% or $237,152 at 6%; with 100% employer match about $266,796 at 4% or $177,864 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$179,021$64,031$21,344iApproximate average salary by contribution assumption: employee only about $533,592 at 4% or $355,728 at 6%; with 50% employer match about $355,728 at 4% or $237,152 at 6%; with 100% employer match about $266,796 at 4% or $177,864 at 6%.
201512$110,581$62,185$31,093iApproximate average salary by contribution assumption: employee only about $777,313 at 4% or $518,208 at 6%; with 50% employer match about $518,208 at 4% or $345,472 at 6%; with 100% employer match about $388,656 at 4% or $259,104 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-2$110,581$62,185$31,093iApproximate average salary by contribution assumption: employee only about $777,313 at 4% or $518,208 at 6%; with 50% employer match about $518,208 at 4% or $345,472 at 6%; with 100% employer match about $388,656 at 4% or $259,104 at 6%.
201412$762,967$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-2$762,967$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
201313$751,404$56,120$18,707iApproximate average salary by contribution assumption: employee only about $467,667 at 4% or $311,778 at 6%; with 50% employer match about $311,778 at 4% or $207,852 at 6%; with 100% employer match about $233,833 at 4% or $155,889 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$751,404$56,120$18,707iApproximate average salary by contribution assumption: employee only about $467,667 at 4% or $311,778 at 6%; with 50% employer match about $311,778 at 4% or $207,852 at 6%; with 100% employer match about $233,833 at 4% or $155,889 at 6%.
201213$542,697$52,990$17,663iApproximate average salary by contribution assumption: employee only about $441,583 at 4% or $294,389 at 6%; with 50% employer match about $294,389 at 4% or $196,259 at 6%; with 100% employer match about $220,792 at 4% or $147,194 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$542,697$52,990$17,663iApproximate average salary by contribution assumption: employee only about $441,583 at 4% or $294,389 at 6%; with 50% employer match about $294,389 at 4% or $196,259 at 6%; with 100% employer match about $220,792 at 4% or $147,194 at 6%.
201113$434,683$52,609$17,536iApproximate average salary by contribution assumption: employee only about $438,408 at 4% or $292,272 at 6%; with 50% employer match about $292,272 at 4% or $194,848 at 6%; with 100% employer match about $219,204 at 4% or $146,136 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$434,683$52,609$17,536iApproximate average salary by contribution assumption: employee only about $438,408 at 4% or $292,272 at 6%; with 50% employer match about $292,272 at 4% or $194,848 at 6%; with 100% employer match about $219,204 at 4% or $146,136 at 6%.
201013$410,009$59,066$19,689iApproximate average salary by contribution assumption: employee only about $492,217 at 4% or $328,144 at 6%; with 50% employer match about $328,144 at 4% or $218,763 at 6%; with 100% employer match about $246,108 at 4% or $164,072 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$410,009$59,066$19,689iApproximate average salary by contribution assumption: employee only about $492,217 at 4% or $328,144 at 6%; with 50% employer match about $328,144 at 4% or $218,763 at 6%; with 100% employer match about $246,108 at 4% or $164,072 at 6%.
200913$301,226$61,012$20,337iApproximate average salary by contribution assumption: employee only about $508,433 at 4% or $338,956 at 6%; with 50% employer match about $338,956 at 4% or $225,970 at 6%; with 100% employer match about $254,217 at 4% or $169,478 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$301,226$61,012$20,337iApproximate average salary by contribution assumption: employee only about $508,433 at 4% or $338,956 at 6%; with 50% employer match about $338,956 at 4% or $225,970 at 6%; with 100% employer match about $254,217 at 4% or $169,478 at 6%.
200813$0$0-
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3---
200713$0$0-
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3---
200613$174,677$54,887$18,296iApproximate average salary by contribution assumption: employee only about $457,392 at 4% or $304,928 at 6%; with 50% employer match about $304,928 at 4% or $203,285 at 6%; with 100% employer match about $228,696 at 4% or $152,464 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$174,677$54,887$18,296iApproximate average salary by contribution assumption: employee only about $457,392 at 4% or $304,928 at 6%; with 50% employer match about $304,928 at 4% or $203,285 at 6%; with 100% employer match about $228,696 at 4% or $152,464 at 6%.
200513$105,459$51,670$17,223iApproximate average salary by contribution assumption: employee only about $430,583 at 4% or $287,056 at 6%; with 50% employer match about $287,056 at 4% or $191,370 at 6%; with 100% employer match about $215,292 at 4% or $143,528 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$105,459$51,670$17,223iApproximate average salary by contribution assumption: employee only about $430,583 at 4% or $287,056 at 6%; with 50% employer match about $287,056 at 4% or $191,370 at 6%; with 100% employer match about $215,292 at 4% or $143,528 at 6%.
200413$46,072$46,072$15,357iApproximate average salary by contribution assumption: employee only about $383,933 at 4% or $255,956 at 6%; with 50% employer match about $255,956 at 4% or $170,637 at 6%; with 100% employer match about $191,967 at 4% or $127,978 at 6%.
Cary Rubman, CPA Cfp 401(K) Profit Sharing Plan-3$46,072$46,072$15,357iApproximate average salary by contribution assumption: employee only about $383,933 at 4% or $255,956 at 6%; with 50% employer match about $255,956 at 4% or $170,637 at 6%; with 100% employer match about $191,967 at 4% or $127,978 at 6%.