Civic Intelligence

Spector Rubin, Pa

Plan context: Spector Rubin, Pa Cash Balance Plan

EIN 46-3464956 • Miami, FL • 22 filings • 2 plans

3250 Mary StreetSuite 405Miami, FL 33133
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,195,002

2024 Contributions

$391,963

Historical Graphs

Total Assets Over Time

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

$4,195,002$2,097,501$0201420192024YearValue
$4,195,002Latest year 2024

Participants Over Time

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

950201420192024YearValue
9Latest 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
202429$4,195,002$391,963$43,551iApproximate average salary by contribution assumption: employee only about $1,088,786 at 4% or $725,857 at 6%; with 50% employer match about $725,857 at 4% or $483,905 at 6%; with 100% employer match about $544,393 at 4% or $362,929 at 6%.
Spector Rubin, Pa Cash Balance Plan-8$2,534,103$235,000$29,375iApproximate average salary by contribution assumption: employee only about $734,375 at 4% or $489,583 at 6%; with 50% employer match about $489,583 at 4% or $326,389 at 6%; with 100% employer match about $367,188 at 4% or $244,792 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-9$1,660,899$156,963$17,440iApproximate average salary by contribution assumption: employee only about $436,008 at 4% or $290,672 at 6%; with 50% employer match about $290,672 at 4% or $193,781 at 6%; with 100% employer match about $218,004 at 4% or $145,336 at 6%.
202329$3,498,276$317,689$35,299iApproximate average salary by contribution assumption: employee only about $882,469 at 4% or $588,313 at 6%; with 50% employer match about $588,313 at 4% or $392,209 at 6%; with 100% employer match about $441,235 at 4% or $294,156 at 6%.
Spector Rubin, Pa Cash Balance Plan-7$2,149,407$224,340$32,049iApproximate average salary by contribution assumption: employee only about $801,214 at 4% or $534,143 at 6%; with 50% employer match about $534,143 at 4% or $356,095 at 6%; with 100% employer match about $400,607 at 4% or $267,071 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-9$1,348,869$93,349$10,372iApproximate average salary by contribution assumption: employee only about $259,303 at 4% or $172,869 at 6%; with 50% employer match about $172,869 at 4% or $115,246 at 6%; with 100% employer match about $129,651 at 4% or $86,434 at 6%.
202229$2,844,110$248,677$27,631iApproximate average salary by contribution assumption: employee only about $690,769 at 4% or $460,513 at 6%; with 50% employer match about $460,513 at 4% or $307,009 at 6%; with 100% employer match about $345,385 at 4% or $230,256 at 6%.
Spector Rubin, Pa Cash Balance Plan-7$1,748,801$221,677$31,668iApproximate average salary by contribution assumption: employee only about $791,704 at 4% or $527,802 at 6%; with 50% employer match about $527,802 at 4% or $351,868 at 6%; with 100% employer match about $395,852 at 4% or $263,901 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-9$1,095,309$27,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
202127$3,032,528$342,762$48,966iApproximate average salary by contribution assumption: employee only about $1,224,150 at 4% or $816,100 at 6%; with 50% employer match about $816,100 at 4% or $544,067 at 6%; with 100% employer match about $612,075 at 4% or $408,050 at 6%.
Spector Rubin, Pa Cash Balance Plan-7$1,763,259$225,510$32,216iApproximate average salary by contribution assumption: employee only about $805,393 at 4% or $536,929 at 6%; with 50% employer match about $536,929 at 4% or $357,952 at 6%; with 100% employer match about $402,696 at 4% or $268,464 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-7$1,269,269$117,252$16,750iApproximate average salary by contribution assumption: employee only about $418,757 at 4% or $279,171 at 6%; with 50% employer match about $279,171 at 4% or $186,114 at 6%; with 100% employer match about $209,379 at 4% or $139,586 at 6%.
202027$2,522,350$331,316$47,331iApproximate average salary by contribution assumption: employee only about $1,183,271 at 4% or $788,848 at 6%; with 50% employer match about $788,848 at 4% or $525,898 at 6%; with 100% employer match about $591,636 at 4% or $394,424 at 6%.
Spector Rubin, Pa Cash Balance Plan-7$1,479,442$215,229$30,747iApproximate average salary by contribution assumption: employee only about $768,675 at 4% or $512,450 at 6%; with 50% employer match about $512,450 at 4% or $341,633 at 6%; with 100% employer match about $384,338 at 4% or $256,225 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-7$1,042,908$116,087$16,584iApproximate average salary by contribution assumption: employee only about $414,596 at 4% or $276,398 at 6%; with 50% employer match about $276,398 at 4% or $184,265 at 6%; with 100% employer match about $207,298 at 4% or $138,199 at 6%.
201927$2,012,134$315,111$45,016iApproximate average salary by contribution assumption: employee only about $1,125,396 at 4% or $750,264 at 6%; with 50% employer match about $750,264 at 4% or $500,176 at 6%; with 100% employer match about $562,698 at 4% or $375,132 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$1,184,501$202,783$33,797iApproximate average salary by contribution assumption: employee only about $844,929 at 4% or $563,286 at 6%; with 50% employer match about $563,286 at 4% or $375,524 at 6%; with 100% employer match about $422,465 at 4% or $281,643 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-7$827,633$112,328$16,047iApproximate average salary by contribution assumption: employee only about $401,171 at 4% or $267,448 at 6%; with 50% employer match about $267,448 at 4% or $178,298 at 6%; with 100% employer match about $200,586 at 4% or $133,724 at 6%.
201826$1,453,394$308,570$51,428iApproximate average salary by contribution assumption: employee only about $1,285,708 at 4% or $857,139 at 6%; with 50% employer match about $857,139 at 4% or $571,426 at 6%; with 100% employer match about $642,854 at 4% or $428,569 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$857,809$195,301$32,550iApproximate average salary by contribution assumption: employee only about $813,754 at 4% or $542,503 at 6%; with 50% employer match about $542,503 at 4% or $361,669 at 6%; with 100% employer match about $406,877 at 4% or $271,251 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-6$595,585$113,269$18,878iApproximate average salary by contribution assumption: employee only about $471,954 at 4% or $314,636 at 6%; with 50% employer match about $314,636 at 4% or $209,757 at 6%; with 100% employer match about $235,977 at 4% or $157,318 at 6%.
201727$1,213,227$287,074$41,011iApproximate average salary by contribution assumption: employee only about $1,025,264 at 4% or $683,510 at 6%; with 50% employer match about $683,510 at 4% or $455,673 at 6%; with 100% employer match about $512,632 at 4% or $341,755 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$701,935$177,734$29,622iApproximate average salary by contribution assumption: employee only about $740,558 at 4% or $493,706 at 6%; with 50% employer match about $493,706 at 4% or $329,137 at 6%; with 100% employer match about $370,279 at 4% or $246,853 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-7$511,292$109,340$15,620iApproximate average salary by contribution assumption: employee only about $390,500 at 4% or $260,333 at 6%; with 50% employer match about $260,333 at 4% or $173,556 at 6%; with 100% employer match about $195,250 at 4% or $130,167 at 6%.
201626$825,143$273,593$45,599iApproximate average salary by contribution assumption: employee only about $1,139,971 at 4% or $759,981 at 6%; with 50% employer match about $759,981 at 4% or $506,654 at 6%; with 100% employer match about $569,985 at 4% or $379,990 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$466,965$152,611$25,435iApproximate average salary by contribution assumption: employee only about $635,879 at 4% or $423,919 at 6%; with 50% employer match about $423,919 at 4% or $282,613 at 6%; with 100% employer match about $317,940 at 4% or $211,960 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-6$358,178$120,982$20,164iApproximate average salary by contribution assumption: employee only about $504,092 at 4% or $336,061 at 6%; with 50% employer match about $336,061 at 4% or $224,041 at 6%; with 100% employer match about $252,046 at 4% or $168,031 at 6%.
201526$516,627$276,577$46,096iApproximate average salary by contribution assumption: employee only about $1,152,404 at 4% or $768,269 at 6%; with 50% employer match about $768,269 at 4% or $512,180 at 6%; with 100% employer match about $576,202 at 4% or $384,135 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$297,360$152,844$25,474iApproximate average salary by contribution assumption: employee only about $636,850 at 4% or $424,567 at 6%; with 50% employer match about $424,567 at 4% or $283,044 at 6%; with 100% employer match about $318,425 at 4% or $212,283 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-6$219,267$123,733$20,622iApproximate average salary by contribution assumption: employee only about $515,554 at 4% or $343,703 at 6%; with 50% employer match about $343,703 at 4% or $229,135 at 6%; with 100% employer match about $257,777 at 4% or $171,851 at 6%.
201426$250,348$250,348$41,725iApproximate average salary by contribution assumption: employee only about $1,043,117 at 4% or $695,411 at 6%; with 50% employer match about $695,411 at 4% or $463,607 at 6%; with 100% employer match about $521,558 at 4% or $347,706 at 6%.
Spector Rubin, Pa Cash Balance Plan-6$150,771$150,771$25,129iApproximate average salary by contribution assumption: employee only about $628,213 at 4% or $418,808 at 6%; with 50% employer match about $418,808 at 4% or $279,206 at 6%; with 100% employer match about $314,106 at 4% or $209,404 at 6%.
Spector Rubin, Pa 401(K) Profit Sharing Plan-1$99,577$99,577$99,577iApproximate average salary by contribution assumption: employee only about $2,489,425 at 4% or $1,659,617 at 6%; with 50% employer match about $1,659,617 at 4% or $1,106,411 at 6%; with 100% employer match about $1,244,713 at 4% or $829,808 at 6%.