Rubin & Associates PC
Plan context: RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN
EIN 23-2806799 • Wayne, PA • 36 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$14,255,209
2024 Contributions
$649,585
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 | 2 | 38 | $14,255,209 | $649,585 | $17,094iApproximate average salary by contribution assumption: employee only about $427,359 at 4% or $284,906 at 6%; with 50% employer match about $284,906 at 4% or $189,937 at 6%; with 100% employer match about $213,679 at 4% or $142,453 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 38 | $9,558,073 | $491,207 | $12,927iApproximate average salary by contribution assumption: employee only about $323,163 at 4% or $215,442 at 6%; with 50% employer match about $215,442 at 4% or $143,628 at 6%; with 100% employer match about $161,581 at 4% or $107,721 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 11 | $4,697,136 | $158,378 | $14,398iApproximate average salary by contribution assumption: employee only about $359,950 at 4% or $239,967 at 6%; with 50% employer match about $239,967 at 4% or $159,978 at 6%; with 100% employer match about $179,975 at 4% or $119,983 at 6%. |
| 2023 | 2 | 43 | $12,243,090 | $622,852 | $14,485iApproximate average salary by contribution assumption: employee only about $362,123 at 4% or $241,416 at 6%; with 50% employer match about $241,416 at 4% or $160,944 at 6%; with 100% employer match about $181,062 at 4% or $120,708 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 43 | $8,178,855 | $463,540 | $10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 14 | $4,064,235 | $159,312 | $11,379iApproximate average salary by contribution assumption: employee only about $284,486 at 4% or $189,657 at 6%; with 50% employer match about $189,657 at 4% or $126,438 at 6%; with 100% employer match about $142,243 at 4% or $94,829 at 6%. |
| 2022 | 2 | 43 | $11,172,406 | $557,468 | $12,964iApproximate average salary by contribution assumption: employee only about $324,109 at 4% or $216,073 at 6%; with 50% employer match about $216,073 at 4% or $144,049 at 6%; with 100% employer match about $162,055 at 4% or $108,036 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 43 | $7,795,875 | $413,002 | $9,605iApproximate average salary by contribution assumption: employee only about $240,117 at 4% or $160,078 at 6%; with 50% employer match about $160,078 at 4% or $106,719 at 6%; with 100% employer match about $120,059 at 4% or $80,039 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 16 | $3,376,531 | $144,466 | $9,029iApproximate average salary by contribution assumption: employee only about $225,728 at 4% or $150,485 at 6%; with 50% employer match about $150,485 at 4% or $100,324 at 6%; with 100% employer match about $112,864 at 4% or $75,243 at 6%. |
| 2021 | 2 | 35 | $13,386,950 | $522,338 | $14,924iApproximate average salary by contribution assumption: employee only about $373,099 at 4% or $248,732 at 6%; with 50% employer match about $248,732 at 4% or $165,822 at 6%; with 100% employer match about $186,549 at 4% or $124,366 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 35 | $8,767,503 | $340,727 | $9,735iApproximate average salary by contribution assumption: employee only about $243,376 at 4% or $162,251 at 6%; with 50% employer match about $162,251 at 4% or $108,167 at 6%; with 100% employer match about $121,688 at 4% or $81,125 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 23 | $4,619,447 | $181,611 | $7,896iApproximate average salary by contribution assumption: employee only about $197,403 at 4% or $131,602 at 6%; with 50% employer match about $131,602 at 4% or $87,735 at 6%; with 100% employer match about $98,702 at 4% or $65,801 at 6%. |
| 2020 | 2 | 36 | $12,163,688 | $613,821 | $17,051iApproximate average salary by contribution assumption: employee only about $426,265 at 4% or $284,176 at 6%; with 50% employer match about $284,176 at 4% or $189,451 at 6%; with 100% employer match about $213,132 at 4% or $142,088 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 36 | $7,829,398 | $352,116 | $9,781iApproximate average salary by contribution assumption: employee only about $244,525 at 4% or $163,017 at 6%; with 50% employer match about $163,017 at 4% or $108,678 at 6%; with 100% employer match about $122,263 at 4% or $81,508 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 23 | $4,334,290 | $261,705 | $11,378iApproximate average salary by contribution assumption: employee only about $284,462 at 4% or $189,641 at 6%; with 50% employer match about $189,641 at 4% or $126,428 at 6%; with 100% employer match about $142,231 at 4% or $94,821 at 6%. |
| 2019 | 2 | 38 | $11,179,383 | $626,166 | $16,478iApproximate average salary by contribution assumption: employee only about $411,951 at 4% or $274,634 at 6%; with 50% employer match about $274,634 at 4% or $183,089 at 6%; with 100% employer match about $205,976 at 4% or $137,317 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 38 | $6,559,546 | $372,649 | $9,807iApproximate average salary by contribution assumption: employee only about $245,164 at 4% or $163,443 at 6%; with 50% employer match about $163,443 at 4% or $108,962 at 6%; with 100% employer match about $122,582 at 4% or $81,721 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 28 | $4,619,837 | $253,517 | $9,054iApproximate average salary by contribution assumption: employee only about $226,354 at 4% or $150,903 at 6%; with 50% employer match about $150,903 at 4% or $100,602 at 6%; with 100% employer match about $113,177 at 4% or $75,451 at 6%. |
| 2018 | 2 | 42 | $8,908,558 | $584,665 | $13,921iApproximate average salary by contribution assumption: employee only about $348,015 at 4% or $232,010 at 6%; with 50% employer match about $232,010 at 4% or $154,673 at 6%; with 100% employer match about $174,007 at 4% or $116,005 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 42 | $5,293,908 | $358,088 | $8,526iApproximate average salary by contribution assumption: employee only about $213,148 at 4% or $142,098 at 6%; with 50% employer match about $142,098 at 4% or $94,732 at 6%; with 100% employer match about $106,574 at 4% or $71,049 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 24 | $3,614,650 | $226,577 | $9,441iApproximate average salary by contribution assumption: employee only about $236,018 at 4% or $157,345 at 6%; with 50% employer match about $157,345 at 4% or $104,897 at 6%; with 100% employer match about $118,009 at 4% or $78,673 at 6%. |
| 2017 | 2 | 47 | $9,488,756 | $655,783 | $13,953iApproximate average salary by contribution assumption: employee only about $348,821 at 4% or $232,547 at 6%; with 50% employer match about $232,547 at 4% or $155,031 at 6%; with 100% employer match about $174,410 at 4% or $116,274 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 47 | $5,579,420 | $383,265 | $8,155iApproximate average salary by contribution assumption: employee only about $203,864 at 4% or $135,910 at 6%; with 50% employer match about $135,910 at 4% or $90,606 at 6%; with 100% employer match about $101,932 at 4% or $67,955 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 25 | $3,909,336 | $272,518 | $10,901iApproximate average salary by contribution assumption: employee only about $272,518 at 4% or $181,679 at 6%; with 50% employer match about $181,679 at 4% or $121,119 at 6%; with 100% employer match about $136,259 at 4% or $90,839 at 6%. |
| 2016 | 2 | 46 | $7,826,000 | $485,400 | $10,552iApproximate average salary by contribution assumption: employee only about $263,804 at 4% or $175,870 at 6%; with 50% employer match about $175,870 at 4% or $117,246 at 6%; with 100% employer match about $131,902 at 4% or $87,935 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 46 | $4,700,510 | $313,649 | $6,818iApproximate average salary by contribution assumption: employee only about $170,461 at 4% or $113,641 at 6%; with 50% employer match about $113,641 at 4% or $75,761 at 6%; with 100% employer match about $85,231 at 4% or $56,820 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 23 | $3,125,490 | $171,751 | $7,467iApproximate average salary by contribution assumption: employee only about $186,686 at 4% or $124,457 at 6%; with 50% employer match about $124,457 at 4% or $82,971 at 6%; with 100% employer match about $93,343 at 4% or $62,229 at 6%. |
| 2015 | 2 | 62 | $7,386,739 | $602,392 | $9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 62 | $4,611,085 | $387,091 | $6,243iApproximate average salary by contribution assumption: employee only about $156,085 at 4% or $104,057 at 6%; with 50% employer match about $104,057 at 4% or $69,371 at 6%; with 100% employer match about $78,043 at 4% or $52,028 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 22 | $2,775,654 | $215,301 | $9,786iApproximate average salary by contribution assumption: employee only about $244,660 at 4% or $163,107 at 6%; with 50% employer match about $163,107 at 4% or $108,738 at 6%; with 100% employer match about $122,330 at 4% or $81,553 at 6%. |
| 2014 | 2 | 68 | $7,904,179 | $636,283 | $9,357iApproximate average salary by contribution assumption: employee only about $233,928 at 4% or $155,952 at 6%; with 50% employer match about $155,952 at 4% or $103,968 at 6%; with 100% employer match about $116,964 at 4% or $77,976 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 68 | $4,606,774 | $380,354 | $5,593iApproximate average salary by contribution assumption: employee only about $139,836 at 4% or $93,224 at 6%; with 50% employer match about $93,224 at 4% or $62,149 at 6%; with 100% employer match about $69,918 at 4% or $46,612 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | - | 28 | $3,297,405 | $255,929 | $9,140iApproximate average salary by contribution assumption: employee only about $228,508 at 4% or $152,339 at 6%; with 50% employer match about $152,339 at 4% or $101,559 at 6%; with 100% employer match about $114,254 at 4% or $76,169 at 6%. |
| 2013 | 1 | 104 | $8,219,012 | $966,526 | $9,294iApproximate average salary by contribution assumption: employee only about $232,338 at 4% or $154,892 at 6%; with 50% employer match about $154,892 at 4% or $103,261 at 6%; with 100% employer match about $116,169 at 4% or $77,446 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 104 | $8,219,012 | $966,526 | $9,294iApproximate average salary by contribution assumption: employee only about $232,338 at 4% or $154,892 at 6%; with 50% employer match about $154,892 at 4% or $103,261 at 6%; with 100% employer match about $116,169 at 4% or $77,446 at 6%. |
| 2012 | 1 | 101 | $6,407,551 | $816,459 | $8,084iApproximate average salary by contribution assumption: employee only about $202,094 at 4% or $134,729 at 6%; with 50% employer match about $134,729 at 4% or $89,819 at 6%; with 100% employer match about $101,047 at 4% or $67,365 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 101 | $6,407,551 | $816,459 | $8,084iApproximate average salary by contribution assumption: employee only about $202,094 at 4% or $134,729 at 6%; with 50% employer match about $134,729 at 4% or $89,819 at 6%; with 100% employer match about $101,047 at 4% or $67,365 at 6%. |
| 2011 | 1 | 96 | $5,060,050 | $1,240,687 | $12,924iApproximate average salary by contribution assumption: employee only about $323,096 at 4% or $215,397 at 6%; with 50% employer match about $215,397 at 4% or $143,598 at 6%; with 100% employer match about $161,548 at 4% or $107,699 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 96 | $5,060,050 | $1,240,687 | $12,924iApproximate average salary by contribution assumption: employee only about $323,096 at 4% or $215,397 at 6%; with 50% employer match about $215,397 at 4% or $143,598 at 6%; with 100% employer match about $161,548 at 4% or $107,699 at 6%. |
| 2010 | 1 | 97 | $4,370,586 | $881,495 | $9,088iApproximate average salary by contribution assumption: employee only about $227,189 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 97 | $4,370,586 | $881,495 | $9,088iApproximate average salary by contribution assumption: employee only about $227,189 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%. |
| 2009 | 1 | 95 | $3,234,025 | $771,860 | $8,125iApproximate average salary by contribution assumption: employee only about $203,121 at 4% or $135,414 at 6%; with 50% employer match about $135,414 at 4% or $90,276 at 6%; with 100% employer match about $101,561 at 4% or $67,707 at 6%. |
| RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | - | 95 | $3,234,025 | $771,860 | $8,125iApproximate average salary by contribution assumption: employee only about $203,121 at 4% or $135,414 at 6%; with 50% employer match about $135,414 at 4% or $90,276 at 6%; with 100% employer match about $101,561 at 4% or $67,707 at 6%. |
| 2005 | 1 | 27 | $1,527,001 | $342,668 | $12,691iApproximate average salary by contribution assumption: employee only about $317,285 at 4% or $211,523 at 6%; with 50% employer match about $211,523 at 4% or $141,016 at 6%; with 100% employer match about $158,643 at 4% or $105,762 at 6%. |
| RUBIN FORTUNATO, P.C. 401K PLAN | - | 27 | $1,527,001 | $342,668 | $12,691iApproximate average salary by contribution assumption: employee only about $317,285 at 4% or $211,523 at 6%; with 50% employer match about $211,523 at 4% or $141,016 at 6%; with 100% employer match about $158,643 at 4% or $105,762 at 6%. |
| 2004 | 1 | 29 | $1,198,716 | $373,945 | $12,895iApproximate average salary by contribution assumption: employee only about $322,366 at 4% or $214,911 at 6%; with 50% employer match about $214,911 at 4% or $143,274 at 6%; with 100% employer match about $161,183 at 4% or $107,455 at 6%. |
| RUBIN & ASSOCIATES, P.C. SAFE HARBOR 401K S | - | 29 | $1,198,716 | $373,945 | $12,895iApproximate average salary by contribution assumption: employee only about $322,366 at 4% or $214,911 at 6%; with 50% employer match about $214,911 at 4% or $143,274 at 6%; with 100% employer match about $161,183 at 4% or $107,455 at 6%. |
| 2003 | 2 | 28 | $782,150 | $328,557 | $11,734iApproximate average salary by contribution assumption: employee only about $293,354 at 4% or $195,570 at 6%; with 50% employer match about $195,570 at 4% or $130,380 at 6%; with 100% employer match about $146,677 at 4% or $97,785 at 6%. |
| RUBIN ASSOCIATES, P.C, SAFE HARBOR 401K SAVINGS PLANS | - | 28 | $782,150 | $328,557 | $11,734iApproximate average salary by contribution assumption: employee only about $293,354 at 4% or $195,570 at 6%; with 50% employer match about $195,570 at 4% or $130,380 at 6%; with 100% employer match about $146,677 at 4% or $97,785 at 6%. |
| Rubin & Associates PC Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 29 | $2,006,304 | $401,339 | $13,839iApproximate average salary by contribution assumption: employee only about $345,982 at 4% or $230,655 at 6%; with 50% employer match about $230,655 at 4% or $153,770 at 6%; with 100% employer match about $172,991 at 4% or $115,327 at 6%. |
| Rubin & Associates PC Profit Sharing Plan | - | 11 | $1,673,112 | - | - |
| RUBIN & ASSOCIATES, P.C, SAFE HARBOR 401K SAVINGS PLANS | - | 29 | $333,192 | $401,339 | $13,839iApproximate average salary by contribution assumption: employee only about $345,982 at 4% or $230,655 at 6%; with 50% employer match about $230,655 at 4% or $153,770 at 6%; with 100% employer match about $172,991 at 4% or $115,327 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Rubin & Associates PC Profit Sharing Plan | - | 19 | - | - | - |
| 2000 | 1 | 12 | $1,969,042 | $176,121 | $14,677iApproximate average salary by contribution assumption: employee only about $366,919 at 4% or $244,613 at 6%; with 50% employer match about $244,613 at 4% or $163,075 at 6%; with 100% employer match about $183,459 at 4% or $122,306 at 6%. |
| Rubin & Associates PC Profit Sharing Plan | - | 12 | $1,969,042 | $176,121 | $14,677iApproximate average salary by contribution assumption: employee only about $366,919 at 4% or $244,613 at 6%; with 50% employer match about $244,613 at 4% or $163,075 at 6%; with 100% employer match about $183,459 at 4% or $122,306 at 6%. |
| 1999 | 1 | 12 | $2,423,180 | $182,596 | $15,216iApproximate average salary by contribution assumption: employee only about $380,408 at 4% or $253,606 at 6%; with 50% employer match about $253,606 at 4% or $169,070 at 6%; with 100% employer match about $190,204 at 4% or $126,803 at 6%. |
| Rubin & Associates PC Profit Sharing Plan | - | 12 | $2,423,180 | $182,596 | $15,216iApproximate average salary by contribution assumption: employee only about $380,408 at 4% or $253,606 at 6%; with 50% employer match about $253,606 at 4% or $169,070 at 6%; with 100% employer match about $190,204 at 4% or $126,803 at 6%. |