Civic Intelligence

Jeffrey M. Rubin, O.D. PC.

Plan context: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN

EIN 13-3196220 • Pearl River, NY • 33 filings • 5 plans

67 Michael Roberts Ct.Pearl River, NY 10965
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$3,869,571

2023 Contributions

$411,000

Historical Graphs

Total Assets Over Time

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

$3,869,571$1,934,786$0199920152023YearValue
$3,869,571Latest year 2023

Participants Over Time

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

950199920112023YearValue
9Latest year 2023

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
202329$3,869,571$411,000$45,667iApproximate average salary by contribution assumption: employee only about $1,141,667 at 4% or $761,111 at 6%; with 50% employer match about $761,111 at 4% or $507,407 at 6%; with 100% employer match about $570,833 at 4% or $380,556 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-4$2,052,730$320,217$80,054iApproximate average salary by contribution assumption: employee only about $2,001,356 at 4% or $1,334,238 at 6%; with 50% employer match about $1,334,238 at 4% or $889,492 at 6%; with 100% employer match about $1,000,678 at 4% or $667,119 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-9$1,816,841$90,783$10,087iApproximate average salary by contribution assumption: employee only about $252,175 at 4% or $168,117 at 6%; with 50% employer match about $168,117 at 4% or $112,078 at 6%; with 100% employer match about $126,088 at 4% or $84,058 at 6%.
202228$3,398,715$406,328$50,791iApproximate average salary by contribution assumption: employee only about $1,269,775 at 4% or $846,517 at 6%; with 50% employer match about $846,517 at 4% or $564,344 at 6%; with 100% employer match about $634,888 at 4% or $423,258 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-8$1,715,921$85,310$10,664iApproximate average salary by contribution assumption: employee only about $266,594 at 4% or $177,729 at 6%; with 50% employer match about $177,729 at 4% or $118,486 at 6%; with 100% employer match about $133,297 at 4% or $88,865 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-4$1,682,794$321,018$80,255iApproximate average salary by contribution assumption: employee only about $2,006,363 at 4% or $1,337,575 at 6%; with 50% employer match about $1,337,575 at 4% or $891,717 at 6%; with 100% employer match about $1,003,181 at 4% or $668,788 at 6%.
202126$2,946,931$133,714$22,286iApproximate average salary by contribution assumption: employee only about $557,142 at 4% or $371,428 at 6%; with 50% employer match about $371,428 at 4% or $247,619 at 6%; with 100% employer match about $278,571 at 4% or $185,714 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,612,174$133,714$22,286iApproximate average salary by contribution assumption: employee only about $557,142 at 4% or $371,428 at 6%; with 50% employer match about $371,428 at 4% or $247,619 at 6%; with 100% employer match about $278,571 at 4% or $185,714 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-4$1,334,757$0-
202026$2,789,263$318,239$53,040iApproximate average salary by contribution assumption: employee only about $1,325,996 at 4% or $883,997 at 6%; with 50% employer match about $883,997 at 4% or $589,331 at 6%; with 100% employer match about $662,998 at 4% or $441,999 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,465,816$78,239$13,040iApproximate average salary by contribution assumption: employee only about $325,996 at 4% or $217,331 at 6%; with 50% employer match about $217,331 at 4% or $144,887 at 6%; with 100% employer match about $162,998 at 4% or $108,665 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-4$1,323,447$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201825$2,306,844$275,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-5$1,345,690$19,463$3,893iApproximate average salary by contribution assumption: employee only about $97,315 at 4% or $64,877 at 6%; with 50% employer match about $64,877 at 4% or $43,251 at 6%; with 100% employer match about $48,658 at 4% or $32,438 at 6%.
JEFFREY M. RUBIN, O. D. , P. C. CASH BALANCE PLAN-4$961,154$255,537$63,884iApproximate average salary by contribution assumption: employee only about $1,597,106 at 4% or $1,064,738 at 6%; with 50% employer match about $1,064,738 at 4% or $709,825 at 6%; with 100% employer match about $798,553 at 4% or $532,369 at 6%.
201725$2,018,672$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-5$1,319,461$4,895$979iApproximate average salary by contribution assumption: employee only about $24,475 at 4% or $16,317 at 6%; with 50% employer match about $16,317 at 4% or $10,878 at 6%; with 100% employer match about $12,238 at 4% or $8,158 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-5$699,211$220,105$44,021iApproximate average salary by contribution assumption: employee only about $1,100,525 at 4% or $733,683 at 6%; with 50% employer match about $733,683 at 4% or $489,122 at 6%; with 100% employer match about $550,263 at 4% or $366,842 at 6%.
201626$1,825,152$175,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,350,629$5,746$958iApproximate average salary by contribution assumption: employee only about $23,942 at 4% or $15,961 at 6%; with 50% employer match about $15,961 at 4% or $10,641 at 6%; with 100% employer match about $11,971 at 4% or $7,981 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-5$474,523$169,754$33,951iApproximate average salary by contribution assumption: employee only about $848,770 at 4% or $565,847 at 6%; with 50% employer match about $565,847 at 4% or $377,231 at 6%; with 100% employer match about $424,385 at 4% or $282,923 at 6%.
201526$1,635,107$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,332,844$7,325$1,221iApproximate average salary by contribution assumption: employee only about $30,521 at 4% or $20,347 at 6%; with 50% employer match about $20,347 at 4% or $13,565 at 6%; with 100% employer match about $15,260 at 4% or $10,174 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-5$302,263$162,675$32,535iApproximate average salary by contribution assumption: employee only about $813,375 at 4% or $542,250 at 6%; with 50% employer match about $542,250 at 4% or $361,500 at 6%; with 100% employer match about $406,688 at 4% or $271,125 at 6%.
201426$1,442,019$145,380$24,230iApproximate average salary by contribution assumption: employee only about $605,750 at 4% or $403,833 at 6%; with 50% employer match about $403,833 at 4% or $269,222 at 6%; with 100% employer match about $302,875 at 4% or $201,917 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,303,019$6,380$1,063iApproximate average salary by contribution assumption: employee only about $26,583 at 4% or $17,722 at 6%; with 50% employer match about $17,722 at 4% or $11,815 at 6%; with 100% employer match about $13,292 at 4% or $8,861 at 6%.
JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN-6$139,000$139,000$23,167iApproximate average salary by contribution assumption: employee only about $579,167 at 4% or $386,111 at 6%; with 50% employer match about $386,111 at 4% or $257,407 at 6%; with 100% employer match about $289,583 at 4% or $193,056 at 6%.
201316$1,289,181$110,019$18,337iApproximate average salary by contribution assumption: employee only about $458,413 at 4% or $305,608 at 6%; with 50% employer match about $305,608 at 4% or $203,739 at 6%; with 100% employer match about $229,206 at 4% or $152,804 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,289,181$110,019$18,337iApproximate average salary by contribution assumption: employee only about $458,413 at 4% or $305,608 at 6%; with 50% employer match about $305,608 at 4% or $203,739 at 6%; with 100% employer match about $229,206 at 4% or $152,804 at 6%.
201216$1,157,556$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-6$1,157,556$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201115$1,046,651$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-5$1,046,651$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201015$953,060$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-5$953,060$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200914$867,773$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-4$867,773$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200813$0$0-
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200714$0$0-
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200614$0$0-
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200515$0$0-
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200413$0$0-
Jeffrey M. Rubin, O.D. PC. Profit Sharing-3---
200313$443,871$71,750$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-3$443,871$71,750$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
200213$0$0-
Jeffrey M. Rubin, O.D. PC. Profit Sharing-3---
200112$0$0-
Jeffrey M. Rubin, O.D. PC. Profit Sharing-2---
200013$0$0-
Jeffrey M. Rubin, O.D. PC. Profit Sharing-3---
199913$162,570$50,918$16,973iApproximate average salary by contribution assumption: employee only about $424,317 at 4% or $282,878 at 6%; with 50% employer match about $282,878 at 4% or $188,585 at 6%; with 100% employer match about $212,158 at 4% or $141,439 at 6%.
Jeffrey M. Rubin, O.D. PC. Profit Sharing-3$162,570$50,918$16,973iApproximate average salary by contribution assumption: employee only about $424,317 at 4% or $282,878 at 6%; with 50% employer match about $282,878 at 4% or $188,585 at 6%; with 100% employer match about $212,158 at 4% or $141,439 at 6%.