Rubenstein & Associates PC.
Plan context: Rubenstein & Associates PC. 401(K) Plan
EIN 27-0625311 • Framingham, MA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,148,351
2024 Contributions
$139,826
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 | 5 | $1,148,351 | $139,826 | $27,965iApproximate average salary by contribution assumption: employee only about $699,130 at 4% or $466,087 at 6%; with 50% employer match about $466,087 at 4% or $310,724 at 6%; with 100% employer match about $349,565 at 4% or $233,043 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 5 | $1,148,351 | $139,826 | $27,965iApproximate average salary by contribution assumption: employee only about $699,130 at 4% or $466,087 at 6%; with 50% employer match about $466,087 at 4% or $310,724 at 6%; with 100% employer match about $349,565 at 4% or $233,043 at 6%. |
| 2023 | 1 | 3 | $895,683 | $32,340 | $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%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 3 | $895,683 | $32,340 | $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%. |
| 2022 | 1 | 4 | $737,259 | $79,279 | $19,820iApproximate average salary by contribution assumption: employee only about $495,494 at 4% or $330,329 at 6%; with 50% employer match about $330,329 at 4% or $220,219 at 6%; with 100% employer match about $247,747 at 4% or $165,165 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 4 | $737,259 | $79,279 | $19,820iApproximate average salary by contribution assumption: employee only about $495,494 at 4% or $330,329 at 6%; with 50% employer match about $330,329 at 4% or $220,219 at 6%; with 100% employer match about $247,747 at 4% or $165,165 at 6%. |
| 2021 | 1 | 3 | $819,520 | $76,506 | $25,502iApproximate average salary by contribution assumption: employee only about $637,550 at 4% or $425,033 at 6%; with 50% employer match about $425,033 at 4% or $283,356 at 6%; with 100% employer match about $318,775 at 4% or $212,517 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 3 | $819,520 | $76,506 | $25,502iApproximate average salary by contribution assumption: employee only about $637,550 at 4% or $425,033 at 6%; with 50% employer match about $425,033 at 4% or $283,356 at 6%; with 100% employer match about $318,775 at 4% or $212,517 at 6%. |
| 2020 | 1 | 2 | $644,193 | $82,688 | $41,344iApproximate average salary by contribution assumption: employee only about $1,033,600 at 4% or $689,067 at 6%; with 50% employer match about $689,067 at 4% or $459,378 at 6%; with 100% employer match about $516,800 at 4% or $344,533 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 2 | $644,193 | $82,688 | $41,344iApproximate average salary by contribution assumption: employee only about $1,033,600 at 4% or $689,067 at 6%; with 50% employer match about $689,067 at 4% or $459,378 at 6%; with 100% employer match about $516,800 at 4% or $344,533 at 6%. |
| 2019 | 1 | 4 | $617,017 | $96,519 | $24,130iApproximate average salary by contribution assumption: employee only about $603,244 at 4% or $402,163 at 6%; with 50% employer match about $402,163 at 4% or $268,108 at 6%; with 100% employer match about $301,622 at 4% or $201,081 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 4 | $617,017 | $96,519 | $24,130iApproximate average salary by contribution assumption: employee only about $603,244 at 4% or $402,163 at 6%; with 50% employer match about $402,163 at 4% or $268,108 at 6%; with 100% employer match about $301,622 at 4% or $201,081 at 6%. |
| 2018 | 1 | 3 | $432,805 | $85,401 | $28,467iApproximate average salary by contribution assumption: employee only about $711,675 at 4% or $474,450 at 6%; with 50% employer match about $474,450 at 4% or $316,300 at 6%; with 100% employer match about $355,838 at 4% or $237,225 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 3 | $432,805 | $85,401 | $28,467iApproximate average salary by contribution assumption: employee only about $711,675 at 4% or $474,450 at 6%; with 50% employer match about $474,450 at 4% or $316,300 at 6%; with 100% employer match about $355,838 at 4% or $237,225 at 6%. |
| 2017 | 1 | 3 | $383,891 | $78,856 | $26,285iApproximate average salary by contribution assumption: employee only about $657,133 at 4% or $438,089 at 6%; with 50% employer match about $438,089 at 4% or $292,059 at 6%; with 100% employer match about $328,567 at 4% or $219,044 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 3 | $383,891 | $78,856 | $26,285iApproximate average salary by contribution assumption: employee only about $657,133 at 4% or $438,089 at 6%; with 50% employer match about $438,089 at 4% or $292,059 at 6%; with 100% employer match about $328,567 at 4% or $219,044 at 6%. |
| 2016 | 1 | 2 | $261,999 | $75,314 | $37,657iApproximate average salary by contribution assumption: employee only about $941,425 at 4% or $627,617 at 6%; with 50% employer match about $627,617 at 4% or $418,411 at 6%; with 100% employer match about $470,713 at 4% or $313,808 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 2 | $261,999 | $75,314 | $37,657iApproximate average salary by contribution assumption: employee only about $941,425 at 4% or $627,617 at 6%; with 50% employer match about $627,617 at 4% or $418,411 at 6%; with 100% employer match about $470,713 at 4% or $313,808 at 6%. |
| 2015 | 1 | 2 | $175,174 | $174,175 | $87,088iApproximate average salary by contribution assumption: employee only about $2,177,188 at 4% or $1,451,458 at 6%; with 50% employer match about $1,451,458 at 4% or $967,639 at 6%; with 100% employer match about $1,088,594 at 4% or $725,729 at 6%. |
| Rubenstein & Associates PC. 401(K) Plan | - | 2 | $175,174 | $174,175 | $87,088iApproximate average salary by contribution assumption: employee only about $2,177,188 at 4% or $1,451,458 at 6%; with 50% employer match about $1,451,458 at 4% or $967,639 at 6%; with 100% employer match about $1,088,594 at 4% or $725,729 at 6%. |