Civic Intelligence

Rubicon Asset Management

Plan context: Rubicon Asset Management 401(K) Profit Sharing Plan

EIN 27-0627406 • Blue Bell, PA • 14 filings • 2 plans

980 Jolly Road Suite 115Suite 115Blue Bell, PA 19422
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$322,808

2022 Contributions

$36,375

Historical Graphs

Total Assets Over Time

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

$511,386$255,693$0200920162022YearValue
$322,808Latest year 2022

Participants Over Time

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

530200920162022YearValue
3Latest year 2022

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
202213$322,808$36,375$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$322,808$36,375$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
202113$320,993$37,175$12,392iApproximate average salary by contribution assumption: employee only about $309,792 at 4% or $206,528 at 6%; with 50% employer match about $206,528 at 4% or $137,685 at 6%; with 100% employer match about $154,896 at 4% or $103,264 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$320,993$37,175$12,392iApproximate average salary by contribution assumption: employee only about $309,792 at 4% or $206,528 at 6%; with 50% employer match about $206,528 at 4% or $137,685 at 6%; with 100% employer match about $154,896 at 4% or $103,264 at 6%.
202013$261,287$42,985$14,328iApproximate average salary by contribution assumption: employee only about $358,208 at 4% or $238,806 at 6%; with 50% employer match about $238,806 at 4% or $159,204 at 6%; with 100% employer match about $179,104 at 4% or $119,403 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$261,287$42,985$14,328iApproximate average salary by contribution assumption: employee only about $358,208 at 4% or $238,806 at 6%; with 50% employer match about $238,806 at 4% or $159,204 at 6%; with 100% employer match about $179,104 at 4% or $119,403 at 6%.
201913$401,653$53,772$17,924iApproximate average salary by contribution assumption: employee only about $448,100 at 4% or $298,733 at 6%; with 50% employer match about $298,733 at 4% or $199,156 at 6%; with 100% employer match about $224,050 at 4% or $149,367 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$401,653$53,772$17,924iApproximate average salary by contribution assumption: employee only about $448,100 at 4% or $298,733 at 6%; with 50% employer match about $298,733 at 4% or $199,156 at 6%; with 100% employer match about $224,050 at 4% or $149,367 at 6%.
201813$392,424$30,847$10,282iApproximate average salary by contribution assumption: employee only about $257,058 at 4% or $171,372 at 6%; with 50% employer match about $171,372 at 4% or $114,248 at 6%; with 100% employer match about $128,529 at 4% or $85,686 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$392,424$30,847$10,282iApproximate average salary by contribution assumption: employee only about $257,058 at 4% or $171,372 at 6%; with 50% employer match about $171,372 at 4% or $114,248 at 6%; with 100% employer match about $128,529 at 4% or $85,686 at 6%.
201713$408,440$21,170$7,057iApproximate average salary by contribution assumption: employee only about $176,417 at 4% or $117,611 at 6%; with 50% employer match about $117,611 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,806 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-3$408,440$21,170$7,057iApproximate average salary by contribution assumption: employee only about $176,417 at 4% or $117,611 at 6%; with 50% employer match about $117,611 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,806 at 6%.
201614$511,386$32,973$8,243iApproximate average salary by contribution assumption: employee only about $206,081 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$511,386$32,973$8,243iApproximate average salary by contribution assumption: employee only about $206,081 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%.
201514$444,687$52,480$13,120iApproximate average salary by contribution assumption: employee only about $328,000 at 4% or $218,667 at 6%; with 50% employer match about $218,667 at 4% or $145,778 at 6%; with 100% employer match about $164,000 at 4% or $109,333 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$444,687$52,480$13,120iApproximate average salary by contribution assumption: employee only about $328,000 at 4% or $218,667 at 6%; with 50% employer match about $218,667 at 4% or $145,778 at 6%; with 100% employer match about $164,000 at 4% or $109,333 at 6%.
201414$408,578$52,447$13,112iApproximate average salary by contribution assumption: employee only about $327,794 at 4% or $218,529 at 6%; with 50% employer match about $218,529 at 4% or $145,686 at 6%; with 100% employer match about $163,897 at 4% or $109,265 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$408,578$52,447$13,112iApproximate average salary by contribution assumption: employee only about $327,794 at 4% or $218,529 at 6%; with 50% employer match about $218,529 at 4% or $145,686 at 6%; with 100% employer match about $163,897 at 4% or $109,265 at 6%.
201314$333,406$28,513$7,128iApproximate average salary by contribution assumption: employee only about $178,206 at 4% or $118,804 at 6%; with 50% employer match about $118,804 at 4% or $79,203 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$333,406$28,513$7,128iApproximate average salary by contribution assumption: employee only about $178,206 at 4% or $118,804 at 6%; with 50% employer match about $118,804 at 4% or $79,203 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%.
201214$273,589$56,460$14,115iApproximate average salary by contribution assumption: employee only about $352,875 at 4% or $235,250 at 6%; with 50% employer match about $235,250 at 4% or $156,833 at 6%; with 100% employer match about $176,438 at 4% or $117,625 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$273,589$56,460$14,115iApproximate average salary by contribution assumption: employee only about $352,875 at 4% or $235,250 at 6%; with 50% employer match about $235,250 at 4% or $156,833 at 6%; with 100% employer match about $176,438 at 4% or $117,625 at 6%.
201114$222,887$45,269$11,317iApproximate average salary by contribution assumption: employee only about $282,931 at 4% or $188,621 at 6%; with 50% employer match about $188,621 at 4% or $125,747 at 6%; with 100% employer match about $141,466 at 4% or $94,310 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$222,887$45,269$11,317iApproximate average salary by contribution assumption: employee only about $282,931 at 4% or $188,621 at 6%; with 50% employer match about $188,621 at 4% or $125,747 at 6%; with 100% employer match about $141,466 at 4% or $94,310 at 6%.
201014$179,142$20,323$5,081iApproximate average salary by contribution assumption: employee only about $127,019 at 4% or $84,679 at 6%; with 50% employer match about $84,679 at 4% or $56,453 at 6%; with 100% employer match about $63,509 at 4% or $42,340 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-4$179,142$20,323$5,081iApproximate average salary by contribution assumption: employee only about $127,019 at 4% or $84,679 at 6%; with 50% employer match about $84,679 at 4% or $56,453 at 6%; with 100% employer match about $63,509 at 4% or $42,340 at 6%.
200915$143,554$29,626$5,925iApproximate average salary by contribution assumption: employee only about $148,130 at 4% or $98,753 at 6%; with 50% employer match about $98,753 at 4% or $65,836 at 6%; with 100% employer match about $74,065 at 4% or $49,377 at 6%.
Rubicon Asset Management 401(K) Profit Sharing Plan-5$143,554$29,626$5,925iApproximate average salary by contribution assumption: employee only about $148,130 at 4% or $98,753 at 6%; with 50% employer match about $98,753 at 4% or $65,836 at 6%; with 100% employer match about $74,065 at 4% or $49,377 at 6%.