Civic Intelligence

Morton M. Rubin, C.P.A.

Plan context: Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan

EIN 13-2681804 • 9 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$1,271,438

2003 Contributions

$8,000

Historical Graphs

Total Assets Over Time

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

$1,335,557$667,779$0199920022003YearValue
$1,271,438Latest year 2003

Participants Over Time

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

320199920012003YearValue
2Latest year 2003

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
200312$1,271,438$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-2$1,271,438$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200222$1,185,496$12,210$6,105iApproximate average salary by contribution assumption: employee only about $152,625 at 4% or $101,750 at 6%; with 50% employer match about $101,750 at 4% or $67,833 at 6%; with 100% employer match about $76,313 at 4% or $50,875 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-2$1,185,496$12,210$6,105iApproximate average salary by contribution assumption: employee only about $152,625 at 4% or $101,750 at 6%; with 50% employer match about $101,750 at 4% or $67,833 at 6%; with 100% employer match about $76,313 at 4% or $50,875 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-0---
200123$0$0-
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3---
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3---
200023$1,128,960$18,040$6,013iApproximate average salary by contribution assumption: employee only about $150,333 at 4% or $100,222 at 6%; with 50% employer match about $100,222 at 4% or $66,815 at 6%; with 100% employer match about $75,167 at 4% or $50,111 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3$814,332$10,824$3,608iApproximate average salary by contribution assumption: employee only about $90,200 at 4% or $60,133 at 6%; with 50% employer match about $60,133 at 4% or $40,089 at 6%; with 100% employer match about $45,100 at 4% or $30,067 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3$314,628$7,216$2,405iApproximate average salary by contribution assumption: employee only about $60,133 at 4% or $40,089 at 6%; with 50% employer match about $40,089 at 4% or $26,726 at 6%; with 100% employer match about $30,067 at 4% or $20,044 at 6%.
199923$1,335,557$17,388$5,796iApproximate average salary by contribution assumption: employee only about $144,900 at 4% or $96,600 at 6%; with 50% employer match about $96,600 at 4% or $64,400 at 6%; with 100% employer match about $72,450 at 4% or $48,300 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3$954,590$10,433$3,478iApproximate average salary by contribution assumption: employee only about $86,942 at 4% or $57,961 at 6%; with 50% employer match about $57,961 at 4% or $38,641 at 6%; with 100% employer match about $43,471 at 4% or $28,981 at 6%.
Morton M. Rubin, C.P.A. Money Purchase & Profit Sharing Plan-3$380,967$6,955$2,318iApproximate average salary by contribution assumption: employee only about $57,958 at 4% or $38,639 at 6%; with 50% employer match about $38,639 at 4% or $25,759 at 6%; with 100% employer match about $28,979 at 4% or $19,319 at 6%.