Civic Intelligence

Holtz Rubenstein & Co. LLP

Plan context: Holtz, Rubenstein & Co. LLP 401K Plan

EIN 11-2355064 • Melville, NY • 29 filings • 8 plans

125 Baylis Road, Suite 300Melville, NY 11747-3800
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$2,618,515

2014 Contributions

$6,727

Historical Graphs

Total Assets Over Time

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

$21,917,197$10,958,599$0199920072013YearValue
$2,618,515Latest year 2013

Participants Over Time

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

172860199920062013YearValue
2Latest year 2013

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
201410$0$6,727-
Holtz, Rubenstein & Co. LLP 401K Plan-0$0$6,727-
201322$2,618,515$1,068,494$534,247iApproximate average salary by contribution assumption: employee only about $13,356,175 at 4% or $8,904,117 at 6%; with 50% employer match about $8,904,117 at 4% or $5,936,078 at 6%; with 100% employer match about $6,678,088 at 4% or $4,452,058 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-2$2,618,515$1,068,494$534,247iApproximate average salary by contribution assumption: employee only about $13,356,175 at 4% or $8,904,117 at 6%; with 50% employer match about $8,904,117 at 4% or $5,936,078 at 6%; with 100% employer match about $6,678,088 at 4% or $4,452,058 at 6%.
HOLTZ RUBENSTEIN REMINICK LLP HEALTH AND WELFARE PLAN-0---
20122154$21,917,197$2,296,130$14,910iApproximate average salary by contribution assumption: employee only about $372,748 at 4% or $248,499 at 6%; with 50% employer match about $248,499 at 4% or $165,666 at 6%; with 100% employer match about $186,374 at 4% or $124,249 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-153$21,917,197$2,296,130$15,007iApproximate average salary by contribution assumption: employee only about $375,185 at 4% or $250,123 at 6%; with 50% employer match about $250,123 at 4% or $166,749 at 6%; with 100% employer match about $187,592 at 4% or $125,062 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-154---
20112156$18,709,796$2,045,263$13,111iApproximate average salary by contribution assumption: employee only about $327,767 at 4% or $218,511 at 6%; with 50% employer match about $218,511 at 4% or $145,674 at 6%; with 100% employer match about $163,883 at 4% or $109,256 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-153$18,709,796$2,045,263$13,368iApproximate average salary by contribution assumption: employee only about $334,193 at 4% or $222,796 at 6%; with 50% employer match about $222,796 at 4% or $148,530 at 6%; with 100% employer match about $167,097 at 4% or $111,398 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-156---
20102150$17,475,776$2,128,454$14,190iApproximate average salary by contribution assumption: employee only about $354,742 at 4% or $236,495 at 6%; with 50% employer match about $236,495 at 4% or $157,663 at 6%; with 100% employer match about $177,371 at 4% or $118,247 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-147$17,475,776$2,128,454$14,479iApproximate average salary by contribution assumption: employee only about $361,982 at 4% or $241,321 at 6%; with 50% employer match about $241,321 at 4% or $160,881 at 6%; with 100% employer match about $180,991 at 4% or $120,661 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-150---
20092172$15,357,261$1,968,532$11,445iApproximate average salary by contribution assumption: employee only about $286,124 at 4% or $190,749 at 6%; with 50% employer match about $190,749 at 4% or $127,166 at 6%; with 100% employer match about $143,062 at 4% or $95,375 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-170$15,357,261$1,968,532$11,580iApproximate average salary by contribution assumption: employee only about $289,490 at 4% or $192,993 at 6%; with 50% employer match about $192,993 at 4% or $128,662 at 6%; with 100% employer match about $144,745 at 4% or $96,497 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-172---
20081158$10,687,768$1,882,246$11,913iApproximate average salary by contribution assumption: employee only about $297,824 at 4% or $198,549 at 6%; with 50% employer match about $198,549 at 4% or $132,366 at 6%; with 100% employer match about $148,912 at 4% or $99,275 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-158$10,687,768$1,882,246$11,913iApproximate average salary by contribution assumption: employee only about $297,824 at 4% or $198,549 at 6%; with 50% employer match about $198,549 at 4% or $132,366 at 6%; with 100% employer match about $148,912 at 4% or $99,275 at 6%.
20072151$14,319,146$1,744,113$11,550iApproximate average salary by contribution assumption: employee only about $288,760 at 4% or $192,507 at 6%; with 50% employer match about $192,507 at 4% or $128,338 at 6%; with 100% employer match about $144,380 at 4% or $96,253 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-151$14,319,146$1,744,113$11,550iApproximate average salary by contribution assumption: employee only about $288,760 at 4% or $192,507 at 6%; with 50% employer match about $192,507 at 4% or $128,338 at 6%; with 100% employer match about $144,380 at 4% or $96,253 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-129---
20062146$11,863,412$1,466,442$10,044iApproximate average salary by contribution assumption: employee only about $251,103 at 4% or $167,402 at 6%; with 50% employer match about $167,402 at 4% or $111,601 at 6%; with 100% employer match about $125,552 at 4% or $83,701 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-146$11,863,412$1,466,442$10,044iApproximate average salary by contribution assumption: employee only about $251,103 at 4% or $167,402 at 6%; with 50% employer match about $167,402 at 4% or $111,601 at 6%; with 100% employer match about $125,552 at 4% or $83,701 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-133---
20052163$7,177,661$1,215,803$7,459iApproximate average salary by contribution assumption: employee only about $186,473 at 4% or $124,315 at 6%; with 50% employer match about $124,315 at 4% or $82,877 at 6%; with 100% employer match about $93,236 at 4% or $62,158 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-110$7,177,661$1,215,803$11,053iApproximate average salary by contribution assumption: employee only about $276,319 at 4% or $184,213 at 6%; with 50% employer match about $184,213 at 4% or $122,808 at 6%; with 100% employer match about $138,159 at 4% or $92,106 at 6%.
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF HOLTZ RUBENSTEIN REMINICK LLP-163---
2004174$5,535,162$629,246$8,503iApproximate average salary by contribution assumption: employee only about $212,583 at 4% or $141,722 at 6%; with 50% employer match about $141,722 at 4% or $94,481 at 6%; with 100% employer match about $106,292 at 4% or $70,861 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-74$5,535,162$629,246$8,503iApproximate average salary by contribution assumption: employee only about $212,583 at 4% or $141,722 at 6%; with 50% employer match about $141,722 at 4% or $94,481 at 6%; with 100% employer match about $106,292 at 4% or $70,861 at 6%.
2003169$4,806,790$593,547$8,602iApproximate average salary by contribution assumption: employee only about $215,053 at 4% or $143,369 at 6%; with 50% employer match about $143,369 at 4% or $95,579 at 6%; with 100% employer match about $107,527 at 4% or $71,684 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-69$4,806,790$593,547$8,602iApproximate average salary by contribution assumption: employee only about $215,053 at 4% or $143,369 at 6%; with 50% employer match about $143,369 at 4% or $95,579 at 6%; with 100% employer match about $107,527 at 4% or $71,684 at 6%.
20022136$3,347,950$715,367$5,260iApproximate average salary by contribution assumption: employee only about $131,501 at 4% or $87,668 at 6%; with 50% employer match about $87,668 at 4% or $58,445 at 6%; with 100% employer match about $65,751 at 4% or $43,834 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-73$3,347,950$715,367$9,800iApproximate average salary by contribution assumption: employee only about $244,989 at 4% or $163,326 at 6%; with 50% employer match about $163,326 at 4% or $108,884 at 6%; with 100% employer match about $122,494 at 4% or $81,663 at 6%.
HOLTZ RUBENSTEIN & CO., LLP DENTAL PLAN-136---
20013143$0$0-
HOLTZ RUBENSTEIN & CO., LLP DENTAL PLAN-143---
Holtz, Rubenstein & Co. LLP 401K Plan-61---
Holtz Rubenstein & Co. LLP Oxford Health Care Plan-137---
20002141$0$0-
Holtz, Rubenstein & Co. LLP 401K Plan-61---
Holtz Rubenstein & Co. LLP Oxford Health Care Plan-141---
19992125$3,540,278$434,161$3,473iApproximate average salary by contribution assumption: employee only about $86,832 at 4% or $57,888 at 6%; with 50% employer match about $57,888 at 4% or $38,592 at 6%; with 100% employer match about $43,416 at 4% or $28,944 at 6%.
Holtz, Rubenstein & Co. LLP 401K Plan-65$3,540,278$434,161$6,679iApproximate average salary by contribution assumption: employee only about $166,985 at 4% or $111,323 at 6%; with 50% employer match about $111,323 at 4% or $74,216 at 6%; with 100% employer match about $83,493 at 4% or $55,662 at 6%.
Holtz Rubenstein & Co. LLP Oxford Health Care Plan-125---