THE SHELLEY & DONALD RUBIN
Plan context: THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST
EIN 13-3639542 • New York, NY • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$162,965
2024 Contributions
$25,305
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $162,965 | $25,305 | $8,435iApproximate average salary by contribution assumption: employee only about $210,875 at 4% or $140,583 at 6%; with 50% employer match about $140,583 at 4% or $93,722 at 6%; with 100% employer match about $105,438 at 4% or $70,292 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $162,965 | $25,305 | $8,435iApproximate average salary by contribution assumption: employee only about $210,875 at 4% or $140,583 at 6%; with 50% employer match about $140,583 at 4% or $93,722 at 6%; with 100% employer match about $105,438 at 4% or $70,292 at 6%. |
| 2023 | 1 | 3 | $120,110 | $23,391 | $7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $120,110 | $23,391 | $7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%. |
| 2022 | 1 | 3 | $79,446 | $17,683 | $5,894iApproximate average salary by contribution assumption: employee only about $147,358 at 4% or $98,239 at 6%; with 50% employer match about $98,239 at 4% or $65,493 at 6%; with 100% employer match about $73,679 at 4% or $49,119 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $79,446 | $17,683 | $5,894iApproximate average salary by contribution assumption: employee only about $147,358 at 4% or $98,239 at 6%; with 50% employer match about $98,239 at 4% or $65,493 at 6%; with 100% employer match about $73,679 at 4% or $49,119 at 6%. |
| 2021 | 1 | 3 | $110,199 | $20,053 | $6,684iApproximate average salary by contribution assumption: employee only about $167,108 at 4% or $111,406 at 6%; with 50% employer match about $111,406 at 4% or $74,270 at 6%; with 100% employer match about $83,554 at 4% or $55,703 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $110,199 | $20,053 | $6,684iApproximate average salary by contribution assumption: employee only about $167,108 at 4% or $111,406 at 6%; with 50% employer match about $111,406 at 4% or $74,270 at 6%; with 100% employer match about $83,554 at 4% or $55,703 at 6%. |
| 2020 | 1 | 4 | $132,814 | $46,068 | $11,517iApproximate average salary by contribution assumption: employee only about $287,925 at 4% or $191,950 at 6%; with 50% employer match about $191,950 at 4% or $127,967 at 6%; with 100% employer match about $143,963 at 4% or $95,975 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $132,814 | $46,068 | $11,517iApproximate average salary by contribution assumption: employee only about $287,925 at 4% or $191,950 at 6%; with 50% employer match about $191,950 at 4% or $127,967 at 6%; with 100% employer match about $143,963 at 4% or $95,975 at 6%. |
| 2019 | 1 | 4 | $79,347 | $25,415 | $6,354iApproximate average salary by contribution assumption: employee only about $158,844 at 4% or $105,896 at 6%; with 50% employer match about $105,896 at 4% or $70,597 at 6%; with 100% employer match about $79,422 at 4% or $52,948 at 6%. |
| THE SHELLEY & DONALD RUBIN 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $79,347 | $25,415 | $6,354iApproximate average salary by contribution assumption: employee only about $158,844 at 4% or $105,896 at 6%; with 50% employer match about $105,896 at 4% or $70,597 at 6%; with 100% employer match about $79,422 at 4% or $52,948 at 6%. |
| 2018 | 1 | 4 | $41,983 | $15,589 | $3,897iApproximate average salary by contribution assumption: employee only about $97,431 at 4% or $64,954 at 6%; with 50% employer match about $64,954 at 4% or $43,303 at 6%; with 100% employer match about $48,716 at 4% or $32,477 at 6%. |
| THE SHELLEY DONALD RUBIN 401 K PROFIT SHARING PLAN TRUST | - | 4 | $41,983 | $15,589 | $3,897iApproximate average salary by contribution assumption: employee only about $97,431 at 4% or $64,954 at 6%; with 50% employer match about $64,954 at 4% or $43,303 at 6%; with 100% employer match about $48,716 at 4% or $32,477 at 6%. |
| 2017 | 1 | 4 | $29,229 | $20,004 | $5,001iApproximate average salary by contribution assumption: employee only about $125,025 at 4% or $83,350 at 6%; with 50% employer match about $83,350 at 4% or $55,567 at 6%; with 100% employer match about $62,513 at 4% or $41,675 at 6%. |
| THE SHELLEY DONALD RUBIN 401 K PROFIT SHARING PLAN TRUST | - | 4 | $29,229 | $20,004 | $5,001iApproximate average salary by contribution assumption: employee only about $125,025 at 4% or $83,350 at 6%; with 50% employer match about $83,350 at 4% or $55,567 at 6%; with 100% employer match about $62,513 at 4% or $41,675 at 6%. |
| 2016 | 2 | 4 | $39,930 | $51,847 | $12,962iApproximate average salary by contribution assumption: employee only about $324,044 at 4% or $216,029 at 6%; with 50% employer match about $216,029 at 4% or $144,019 at 6%; with 100% employer match about $162,022 at 4% or $108,015 at 6%. |
| THE SHELLEY DONALD RUBIN 401 K PROFIT SHARING PLAN TRUST | - | 4 | $39,930 | $39,005 | $9,751iApproximate average salary by contribution assumption: employee only about $243,781 at 4% or $162,521 at 6%; with 50% employer match about $162,521 at 4% or $108,347 at 6%; with 100% employer match about $121,891 at 4% or $81,260 at 6%. |
| SHELLEY & DONALD RUBIN FOUNDATION 403(B) PLAN | - | 0 | $0 | $12,842 | - |
| 2015 | 1 | 9 | $26,930 | $26,046 | $2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%. |
| SHELLEY & DONALD RUBIN FOUNDATION 403(B) PLAN | - | 9 | $26,930 | $26,046 | $2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%. |
| 2014 | 1 | 2 | $1,714 | $1,719 | $860iApproximate average salary by contribution assumption: employee only about $21,488 at 4% or $14,325 at 6%; with 50% employer match about $14,325 at 4% or $9,550 at 6%; with 100% employer match about $10,744 at 4% or $7,163 at 6%. |
| SHELLEY & DONALD RUBIN FOUNDATION 403(B) PLAN | - | 2 | $1,714 | $1,719 | $860iApproximate average salary by contribution assumption: employee only about $21,488 at 4% or $14,325 at 6%; with 50% employer match about $14,325 at 4% or $9,550 at 6%; with 100% employer match about $10,744 at 4% or $7,163 at 6%. |