Civic Intelligence

Jonathan R Rubin Pa

Plan context: Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust

EIN 16-1654583 • Sarasota, FL • 14 filings • 3 plans

6215 Donnington CourtSarasota, FL 34238
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$688,024

2024 Contributions

$17,195

Historical Graphs

Total Assets Over Time

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

$688,024$344,012$0201120182024YearValue
$688,024Latest year 2024

Participants Over Time

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

210201120182024YearValue
1Latest year 2024

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
202411$688,024$17,195$17,195iApproximate average salary by contribution assumption: employee only about $429,875 at 4% or $286,583 at 6%; with 50% employer match about $286,583 at 4% or $191,056 at 6%; with 100% employer match about $214,938 at 4% or $143,292 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-1$688,024$17,195$17,195iApproximate average salary by contribution assumption: employee only about $429,875 at 4% or $286,583 at 6%; with 50% employer match about $286,583 at 4% or $191,056 at 6%; with 100% employer match about $214,938 at 4% or $143,292 at 6%.
202311$576,944$18,810$18,810iApproximate average salary by contribution assumption: employee only about $470,250 at 4% or $313,500 at 6%; with 50% employer match about $313,500 at 4% or $209,000 at 6%; with 100% employer match about $235,125 at 4% or $156,750 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-1$576,944$18,810$18,810iApproximate average salary by contribution assumption: employee only about $470,250 at 4% or $313,500 at 6%; with 50% employer match about $313,500 at 4% or $209,000 at 6%; with 100% employer match about $235,125 at 4% or $156,750 at 6%.
202211$463,398$16,612$16,612iApproximate average salary by contribution assumption: employee only about $415,300 at 4% or $276,867 at 6%; with 50% employer match about $276,867 at 4% or $184,578 at 6%; with 100% employer match about $207,650 at 4% or $138,433 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-1$463,398$16,612$16,612iApproximate average salary by contribution assumption: employee only about $415,300 at 4% or $276,867 at 6%; with 50% employer match about $276,867 at 4% or $184,578 at 6%; with 100% employer match about $207,650 at 4% or $138,433 at 6%.
202112$584,637$313,810$156,905iApproximate average salary by contribution assumption: employee only about $3,922,625 at 4% or $2,615,083 at 6%; with 50% employer match about $2,615,083 at 4% or $1,743,389 at 6%; with 100% employer match about $1,961,313 at 4% or $1,307,542 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$584,637$313,810$156,905iApproximate average salary by contribution assumption: employee only about $3,922,625 at 4% or $2,615,083 at 6%; with 50% employer match about $2,615,083 at 4% or $1,743,389 at 6%; with 100% employer match about $1,961,313 at 4% or $1,307,542 at 6%.
202012$230,747$16,124$8,062iApproximate average salary by contribution assumption: employee only about $201,550 at 4% or $134,367 at 6%; with 50% employer match about $134,367 at 4% or $89,578 at 6%; with 100% employer match about $100,775 at 4% or $67,183 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$230,747$16,124$8,062iApproximate average salary by contribution assumption: employee only about $201,550 at 4% or $134,367 at 6%; with 50% employer match about $134,367 at 4% or $89,578 at 6%; with 100% employer match about $100,775 at 4% or $67,183 at 6%.
201912$155,886$18,859$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,158 at 6%; with 50% employer match about $157,158 at 4% or $104,772 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$155,886$18,859$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,158 at 6%; with 50% employer match about $157,158 at 4% or $104,772 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
201812$105,209$13,072$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$105,209$13,072$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
201712$93,925$8,620$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$93,925$8,620$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
201612$67,744$7,099$3,550iApproximate average salary by contribution assumption: employee only about $88,738 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,439 at 6%; with 100% employer match about $44,369 at 4% or $29,579 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$67,744$7,099$3,550iApproximate average salary by contribution assumption: employee only about $88,738 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,439 at 6%; with 100% employer match about $44,369 at 4% or $29,579 at 6%.
201512$67,166$10,144$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$67,166$10,144$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
201412$55,661$12,772$6,386iApproximate average salary by contribution assumption: employee only about $159,650 at 4% or $106,433 at 6%; with 50% employer match about $106,433 at 4% or $70,956 at 6%; with 100% employer match about $79,825 at 4% or $53,217 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$55,661$12,772$6,386iApproximate average salary by contribution assumption: employee only about $159,650 at 4% or $106,433 at 6%; with 50% employer match about $106,433 at 4% or $70,956 at 6%; with 100% employer match about $79,825 at 4% or $53,217 at 6%.
201312$40,716$12,906$6,453iApproximate average salary by contribution assumption: employee only about $161,325 at 4% or $107,550 at 6%; with 50% employer match about $107,550 at 4% or $71,700 at 6%; with 100% employer match about $80,663 at 4% or $53,775 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$40,716$12,906$6,453iApproximate average salary by contribution assumption: employee only about $161,325 at 4% or $107,550 at 6%; with 50% employer match about $107,550 at 4% or $71,700 at 6%; with 100% employer match about $80,663 at 4% or $53,775 at 6%.
201212$21,118$11,676$5,838iApproximate average salary by contribution assumption: employee only about $145,950 at 4% or $97,300 at 6%; with 50% employer match about $97,300 at 4% or $64,867 at 6%; with 100% employer match about $72,975 at 4% or $48,650 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$21,118$11,676$5,838iApproximate average salary by contribution assumption: employee only about $145,950 at 4% or $97,300 at 6%; with 50% employer match about $97,300 at 4% or $64,867 at 6%; with 100% employer match about $72,975 at 4% or $48,650 at 6%.
201112$7,782$8,084$4,042iApproximate average salary by contribution assumption: employee only about $101,050 at 4% or $67,367 at 6%; with 50% employer match about $67,367 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.
Jonathan R Rubin Pa 401 K Profit Sharing Plan Trust-2$7,782$8,084$4,042iApproximate average salary by contribution assumption: employee only about $101,050 at 4% or $67,367 at 6%; with 50% employer match about $67,367 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.