Civic Intelligence

Rubicon Mortgage Advisors LLC

Plan context: Rubicon Mortgage Advisors 401(K) Plan

EIN 20-5117893 • Minnetonka, MN • 9 filings • 1 plans

10301 Wayzata BlvdSuite 100Minnetonka, MN 55305
Current Snapshot

Latest Year

2017

2017 Participants

30

2017 Assets

$1,786,208

2017 Contributions

$421,048

Historical Graphs

Total Assets Over Time

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

$1,786,208$893,104$0200920132017YearValue
$1,786,208Latest year 2017

Participants Over Time

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

30150200920132017YearValue
30Latest year 2017

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
2017130$1,786,208$421,048$14,035iApproximate average salary by contribution assumption: employee only about $350,873 at 4% or $233,916 at 6%; with 50% employer match about $233,916 at 4% or $155,944 at 6%; with 100% employer match about $175,437 at 4% or $116,958 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-30$1,786,208$421,048$14,035iApproximate average salary by contribution assumption: employee only about $350,873 at 4% or $233,916 at 6%; with 50% employer match about $233,916 at 4% or $155,944 at 6%; with 100% employer match about $175,437 at 4% or $116,958 at 6%.
2016127$1,167,901$284,312$10,530iApproximate average salary by contribution assumption: employee only about $263,252 at 4% or $175,501 at 6%; with 50% employer match about $175,501 at 4% or $117,001 at 6%; with 100% employer match about $131,626 at 4% or $87,751 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-27$1,167,901$284,312$10,530iApproximate average salary by contribution assumption: employee only about $263,252 at 4% or $175,501 at 6%; with 50% employer match about $175,501 at 4% or $117,001 at 6%; with 100% employer match about $131,626 at 4% or $87,751 at 6%.
2015120$823,108$210,003$10,500iApproximate average salary by contribution assumption: employee only about $262,504 at 4% or $175,003 at 6%; with 50% employer match about $175,003 at 4% or $116,668 at 6%; with 100% employer match about $131,252 at 4% or $87,501 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-20$823,108$210,003$10,500iApproximate average salary by contribution assumption: employee only about $262,504 at 4% or $175,003 at 6%; with 50% employer match about $175,003 at 4% or $116,668 at 6%; with 100% employer match about $131,252 at 4% or $87,501 at 6%.
2014128$654,045$176,497$6,303iApproximate average salary by contribution assumption: employee only about $157,587 at 4% or $105,058 at 6%; with 50% employer match about $105,058 at 4% or $70,038 at 6%; with 100% employer match about $78,793 at 4% or $52,529 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-28$654,045$176,497$6,303iApproximate average salary by contribution assumption: employee only about $157,587 at 4% or $105,058 at 6%; with 50% employer match about $105,058 at 4% or $70,038 at 6%; with 100% employer match about $78,793 at 4% or $52,529 at 6%.
2013122$733,230$192,203$8,737iApproximate average salary by contribution assumption: employee only about $218,413 at 4% or $145,608 at 6%; with 50% employer match about $145,608 at 4% or $97,072 at 6%; with 100% employer match about $109,206 at 4% or $72,804 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-22$733,230$192,203$8,737iApproximate average salary by contribution assumption: employee only about $218,413 at 4% or $145,608 at 6%; with 50% employer match about $145,608 at 4% or $97,072 at 6%; with 100% employer match about $109,206 at 4% or $72,804 at 6%.
2012115$490,432$166,731$11,115iApproximate average salary by contribution assumption: employee only about $277,885 at 4% or $185,257 at 6%; with 50% employer match about $185,257 at 4% or $123,504 at 6%; with 100% employer match about $138,943 at 4% or $92,628 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-15$490,432$166,731$11,115iApproximate average salary by contribution assumption: employee only about $277,885 at 4% or $185,257 at 6%; with 50% employer match about $185,257 at 4% or $123,504 at 6%; with 100% employer match about $138,943 at 4% or $92,628 at 6%.
201118$290,901$36,812$4,602iApproximate average salary by contribution assumption: employee only about $115,038 at 4% or $76,692 at 6%; with 50% employer match about $76,692 at 4% or $51,128 at 6%; with 100% employer match about $57,519 at 4% or $38,346 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-8$290,901$36,812$4,602iApproximate average salary by contribution assumption: employee only about $115,038 at 4% or $76,692 at 6%; with 50% employer match about $76,692 at 4% or $51,128 at 6%; with 100% employer match about $57,519 at 4% or $38,346 at 6%.
201016$267,864$220,611$36,769iApproximate average salary by contribution assumption: employee only about $919,213 at 4% or $612,808 at 6%; with 50% employer match about $612,808 at 4% or $408,539 at 6%; with 100% employer match about $459,606 at 4% or $306,404 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-6$267,864$220,611$36,769iApproximate average salary by contribution assumption: employee only about $919,213 at 4% or $612,808 at 6%; with 50% employer match about $612,808 at 4% or $408,539 at 6%; with 100% employer match about $459,606 at 4% or $306,404 at 6%.
200912$27,912$17,855$8,928iApproximate average salary by contribution assumption: employee only about $223,188 at 4% or $148,792 at 6%; with 50% employer match about $148,792 at 4% or $99,194 at 6%; with 100% employer match about $111,594 at 4% or $74,396 at 6%.
Rubicon Mortgage Advisors 401(K) Plan-2$27,912$17,855$8,928iApproximate average salary by contribution assumption: employee only about $223,188 at 4% or $148,792 at 6%; with 50% employer match about $148,792 at 4% or $99,194 at 6%; with 100% employer match about $111,594 at 4% or $74,396 at 6%.