Civic Intelligence

Kimball E. Rubin & Associates Ltd.

Plan context: Kimball E. Rubin & Associates Ltd. Cash Balance Pension Plan and Trust

EIN 34-1791253 • Beachwood, OH • 28 filings • 3 plans

25550 Chagrin Blvd.Suite 305Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,074,902

2024 Contributions

$603,224

Historical Graphs

Total Assets Over Time

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

$2,074,902$1,037,451$0200120132024YearValue
$2,074,902Latest year 2024

Participants Over Time

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

24120200120132024YearValue
12Latest year 2024

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
2024212$2,074,902$603,224$50,269iApproximate average salary by contribution assumption: employee only about $1,256,717 at 4% or $837,811 at 6%; with 50% employer match about $837,811 at 4% or $558,541 at 6%; with 100% employer match about $628,358 at 4% or $418,906 at 6%.
Kimball E. Rubin & Associates Ltd. Cash Balance Pension Plan and Trust-8$1,107,312$203,500$25,438iApproximate average salary by contribution assumption: employee only about $635,938 at 4% or $423,958 at 6%; with 50% employer match about $423,958 at 4% or $282,639 at 6%; with 100% employer match about $317,969 at 4% or $211,979 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-12$967,590$399,724$33,310iApproximate average salary by contribution assumption: employee only about $832,758 at 4% or $555,172 at 6%; with 50% employer match about $555,172 at 4% or $370,115 at 6%; with 100% employer match about $416,379 at 4% or $277,586 at 6%.
2023212$1,479,832$124,208$10,351iApproximate average salary by contribution assumption: employee only about $258,767 at 4% or $172,511 at 6%; with 50% employer match about $172,511 at 4% or $115,007 at 6%; with 100% employer match about $129,383 at 4% or $86,256 at 6%.
Kimball E. Rubin & Associates Ltd. Cash Balance Pension Plan and Trust-10$860,897$0-
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-12$618,935$124,208$10,351iApproximate average salary by contribution assumption: employee only about $258,767 at 4% or $172,511 at 6%; with 50% employer match about $172,511 at 4% or $115,007 at 6%; with 100% employer match about $129,383 at 4% or $86,256 at 6%.
2022212$1,599,003$471,831$39,319iApproximate average salary by contribution assumption: employee only about $982,981 at 4% or $655,321 at 6%; with 50% employer match about $655,321 at 4% or $436,881 at 6%; with 100% employer match about $491,491 at 4% or $327,660 at 6%.
Kimball E. Rubin & Associates Ltd. Cash Balance Pension Plan and Trust-10$831,501$270,500$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-12$767,502$201,331$16,778iApproximate average salary by contribution assumption: employee only about $419,440 at 4% or $279,626 at 6%; with 50% employer match about $279,626 at 4% or $186,418 at 6%; with 100% employer match about $209,720 at 4% or $139,813 at 6%.
202128$1,189,170$712,582$89,073iApproximate average salary by contribution assumption: employee only about $2,226,819 at 4% or $1,484,546 at 6%; with 50% employer match about $1,484,546 at 4% or $989,697 at 6%; with 100% employer match about $1,113,409 at 4% or $742,273 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-8$628,170$151,582$18,948iApproximate average salary by contribution assumption: employee only about $473,694 at 4% or $315,796 at 6%; with 50% employer match about $315,796 at 4% or $210,531 at 6%; with 100% employer match about $236,847 at 4% or $157,898 at 6%.
Kimball E. Rubin & Associates Ltd. Cash Balance Pension Plan and Trust-8$561,000$561,000$70,125iApproximate average salary by contribution assumption: employee only about $1,753,125 at 4% or $1,168,750 at 6%; with 50% employer match about $1,168,750 at 4% or $779,167 at 6%; with 100% employer match about $876,563 at 4% or $584,375 at 6%.
202019$462,945$74,933$8,326iApproximate average salary by contribution assumption: employee only about $208,147 at 4% or $138,765 at 6%; with 50% employer match about $138,765 at 4% or $92,510 at 6%; with 100% employer match about $104,074 at 4% or $69,382 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-9$462,945$74,933$8,326iApproximate average salary by contribution assumption: employee only about $208,147 at 4% or $138,765 at 6%; with 50% employer match about $138,765 at 4% or $92,510 at 6%; with 100% employer match about $104,074 at 4% or $69,382 at 6%.
201917$368,887$33,011$4,716iApproximate average salary by contribution assumption: employee only about $117,896 at 4% or $78,598 at 6%; with 50% employer match about $78,598 at 4% or $52,398 at 6%; with 100% employer match about $58,948 at 4% or $39,299 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-7$368,887$33,011$4,716iApproximate average salary by contribution assumption: employee only about $117,896 at 4% or $78,598 at 6%; with 50% employer match about $78,598 at 4% or $52,398 at 6%; with 100% employer match about $58,948 at 4% or $39,299 at 6%.
201816$296,053$29,796$4,966iApproximate average salary by contribution assumption: employee only about $124,150 at 4% or $82,767 at 6%; with 50% employer match about $82,767 at 4% or $55,178 at 6%; with 100% employer match about $62,075 at 4% or $41,383 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-6$296,053$29,796$4,966iApproximate average salary by contribution assumption: employee only about $124,150 at 4% or $82,767 at 6%; with 50% employer match about $82,767 at 4% or $55,178 at 6%; with 100% employer match about $62,075 at 4% or $41,383 at 6%.
201718$324,633$31,163$3,895iApproximate average salary by contribution assumption: employee only about $97,384 at 4% or $64,923 at 6%; with 50% employer match about $64,923 at 4% or $43,282 at 6%; with 100% employer match about $48,692 at 4% or $32,461 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-8$324,633$31,163$3,895iApproximate average salary by contribution assumption: employee only about $97,384 at 4% or $64,923 at 6%; with 50% employer match about $64,923 at 4% or $43,282 at 6%; with 100% employer match about $48,692 at 4% or $32,461 at 6%.
201616$267,916$27,914$4,652iApproximate average salary by contribution assumption: employee only about $116,308 at 4% or $77,539 at 6%; with 50% employer match about $77,539 at 4% or $51,693 at 6%; with 100% employer match about $58,154 at 4% or $38,769 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-6$267,916$27,914$4,652iApproximate average salary by contribution assumption: employee only about $116,308 at 4% or $77,539 at 6%; with 50% employer match about $77,539 at 4% or $51,693 at 6%; with 100% employer match about $58,154 at 4% or $38,769 at 6%.
201518$234,813$30,207$3,776iApproximate average salary by contribution assumption: employee only about $94,397 at 4% or $62,931 at 6%; with 50% employer match about $62,931 at 4% or $41,954 at 6%; with 100% employer match about $47,198 at 4% or $31,466 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-8$234,813$30,207$3,776iApproximate average salary by contribution assumption: employee only about $94,397 at 4% or $62,931 at 6%; with 50% employer match about $62,931 at 4% or $41,954 at 6%; with 100% employer match about $47,198 at 4% or $31,466 at 6%.
201419$265,907$26,325$2,925iApproximate average salary by contribution assumption: employee only about $73,125 at 4% or $48,750 at 6%; with 50% employer match about $48,750 at 4% or $32,500 at 6%; with 100% employer match about $36,563 at 4% or $24,375 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-9$265,907$26,325$2,925iApproximate average salary by contribution assumption: employee only about $73,125 at 4% or $48,750 at 6%; with 50% employer match about $48,750 at 4% or $32,500 at 6%; with 100% employer match about $36,563 at 4% or $24,375 at 6%.
2013111$231,839$23,814$2,165iApproximate average salary by contribution assumption: employee only about $54,123 at 4% or $36,082 at 6%; with 50% employer match about $36,082 at 4% or $24,055 at 6%; with 100% employer match about $27,061 at 4% or $18,041 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-11$231,839$23,814$2,165iApproximate average salary by contribution assumption: employee only about $54,123 at 4% or $36,082 at 6%; with 50% employer match about $36,082 at 4% or $24,055 at 6%; with 100% employer match about $27,061 at 4% or $18,041 at 6%.
2012112$219,252$21,081$1,757iApproximate average salary by contribution assumption: employee only about $43,919 at 4% or $29,279 at 6%; with 50% employer match about $29,279 at 4% or $19,519 at 6%; with 100% employer match about $21,959 at 4% or $14,640 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-12$219,252$21,081$1,757iApproximate average salary by contribution assumption: employee only about $43,919 at 4% or $29,279 at 6%; with 50% employer match about $29,279 at 4% or $19,519 at 6%; with 100% employer match about $21,959 at 4% or $14,640 at 6%.
2011113$201,686$26,244$2,019iApproximate average salary by contribution assumption: employee only about $50,469 at 4% or $33,646 at 6%; with 50% employer match about $33,646 at 4% or $22,431 at 6%; with 100% employer match about $25,235 at 4% or $16,823 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-13$201,686$26,244$2,019iApproximate average salary by contribution assumption: employee only about $50,469 at 4% or $33,646 at 6%; with 50% employer match about $33,646 at 4% or $22,431 at 6%; with 100% employer match about $25,235 at 4% or $16,823 at 6%.
201019$193,654$21,893$2,433iApproximate average salary by contribution assumption: employee only about $60,814 at 4% or $40,543 at 6%; with 50% employer match about $40,543 at 4% or $27,028 at 6%; with 100% employer match about $30,407 at 4% or $20,271 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-9$193,654$21,893$2,433iApproximate average salary by contribution assumption: employee only about $60,814 at 4% or $40,543 at 6%; with 50% employer match about $40,543 at 4% or $27,028 at 6%; with 100% employer match about $30,407 at 4% or $20,271 at 6%.
200919$143,798$21,047$2,339iApproximate average salary by contribution assumption: employee only about $58,464 at 4% or $38,976 at 6%; with 50% employer match about $38,976 at 4% or $25,984 at 6%; with 100% employer match about $29,232 at 4% or $19,488 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST-9$143,798$21,047$2,339iApproximate average salary by contribution assumption: employee only about $58,464 at 4% or $38,976 at 6%; with 50% employer match about $38,976 at 4% or $25,984 at 6%; with 100% employer match about $29,232 at 4% or $19,488 at 6%.
200816$175,706$12,500$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-6$175,706$12,500$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
200715$0$0-
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-5---
200617$314,656$31,623$4,518iApproximate average salary by contribution assumption: employee only about $112,939 at 4% or $75,293 at 6%; with 50% employer match about $75,293 at 4% or $50,195 at 6%; with 100% employer match about $56,470 at 4% or $37,646 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-7$314,656$31,623$4,518iApproximate average salary by contribution assumption: employee only about $112,939 at 4% or $75,293 at 6%; with 50% employer match about $75,293 at 4% or $50,195 at 6%; with 100% employer match about $56,470 at 4% or $37,646 at 6%.
200519$356,862$43,593$4,844iApproximate average salary by contribution assumption: employee only about $121,092 at 4% or $80,728 at 6%; with 50% employer match about $80,728 at 4% or $53,819 at 6%; with 100% employer match about $60,546 at 4% or $40,364 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-9$356,862$43,593$4,844iApproximate average salary by contribution assumption: employee only about $121,092 at 4% or $80,728 at 6%; with 50% employer match about $80,728 at 4% or $53,819 at 6%; with 100% employer match about $60,546 at 4% or $40,364 at 6%.
2004111$297,804$53,190$4,835iApproximate average salary by contribution assumption: employee only about $120,886 at 4% or $80,591 at 6%; with 50% employer match about $80,591 at 4% or $53,727 at 6%; with 100% employer match about $60,443 at 4% or $40,295 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-11$297,804$53,190$4,835iApproximate average salary by contribution assumption: employee only about $120,886 at 4% or $80,591 at 6%; with 50% employer match about $80,591 at 4% or $53,727 at 6%; with 100% employer match about $60,443 at 4% or $40,295 at 6%.
2003114$240,894$61,492$4,392iApproximate average salary by contribution assumption: employee only about $109,807 at 4% or $73,205 at 6%; with 50% employer match about $73,205 at 4% or $48,803 at 6%; with 100% employer match about $54,904 at 4% or $36,602 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-14$240,894$61,492$4,392iApproximate average salary by contribution assumption: employee only about $109,807 at 4% or $73,205 at 6%; with 50% employer match about $73,205 at 4% or $48,803 at 6%; with 100% employer match about $54,904 at 4% or $36,602 at 6%.
2002121$206,606$132,456$6,307iApproximate average salary by contribution assumption: employee only about $157,686 at 4% or $105,124 at 6%; with 50% employer match about $105,124 at 4% or $70,083 at 6%; with 100% employer match about $78,843 at 4% or $52,562 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-21$206,606$132,456$6,307iApproximate average salary by contribution assumption: employee only about $157,686 at 4% or $105,124 at 6%; with 50% employer match about $105,124 at 4% or $70,083 at 6%; with 100% employer match about $78,843 at 4% or $52,562 at 6%.
2001124$100,131$100,190$4,175iApproximate average salary by contribution assumption: employee only about $104,365 at 4% or $69,576 at 6%; with 50% employer match about $69,576 at 4% or $46,384 at 6%; with 100% employer match about $52,182 at 4% or $34,788 at 6%.
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401 K PROFIT SHARING PLAN AND TRUST-24$100,131$100,190$4,175iApproximate average salary by contribution assumption: employee only about $104,365 at 4% or $69,576 at 6%; with 50% employer match about $69,576 at 4% or $46,384 at 6%; with 100% employer match about $52,182 at 4% or $34,788 at 6%.