Rubin Financial Group LLC
Plan context: Rubin Financial LLC 401K Plan
EIN 22-3886287 • Monterey, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$178,535
2025 Contributions
$2,437
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $2,437 | - |
| Rubin Financial LLC 401K Plan | - | 0 | $0 | $2,437 | - |
| 2024 | 1 | 2 | $178,535 | $53,100 | $26,550iApproximate average salary by contribution assumption: employee only about $663,750 at 4% or $442,500 at 6%; with 50% employer match about $442,500 at 4% or $295,000 at 6%; with 100% employer match about $331,875 at 4% or $221,250 at 6%. |
| Rubin Financial LLC 401K Plan | - | 2 | $178,535 | $53,100 | $26,550iApproximate average salary by contribution assumption: employee only about $663,750 at 4% or $442,500 at 6%; with 50% employer match about $442,500 at 4% or $295,000 at 6%; with 100% employer match about $331,875 at 4% or $221,250 at 6%. |
| 2023 | 1 | 2 | $110,570 | $53,022 | $26,511iApproximate average salary by contribution assumption: employee only about $662,775 at 4% or $441,850 at 6%; with 50% employer match about $441,850 at 4% or $294,567 at 6%; with 100% employer match about $331,388 at 4% or $220,925 at 6%. |
| Rubin Financial LLC 401K Plan | - | 2 | $110,570 | $53,022 | $26,511iApproximate average salary by contribution assumption: employee only about $662,775 at 4% or $441,850 at 6%; with 50% employer match about $441,850 at 4% or $294,567 at 6%; with 100% employer match about $331,388 at 4% or $220,925 at 6%. |
| 2022 | 1 | 2 | $46,025 | $46,308 | $23,154iApproximate average salary by contribution assumption: employee only about $578,850 at 4% or $385,900 at 6%; with 50% employer match about $385,900 at 4% or $257,267 at 6%; with 100% employer match about $289,425 at 4% or $192,950 at 6%. |
| Rubin Financial LLC 401K Plan | - | 2 | $46,025 | $46,308 | $23,154iApproximate average salary by contribution assumption: employee only about $578,850 at 4% or $385,900 at 6%; with 50% employer match about $385,900 at 4% or $257,267 at 6%; with 100% employer match about $289,425 at 4% or $192,950 at 6%. |