Civic Intelligence

Alan I. Rubin CPA, Pa

Plan context: Alan I. Rubin, CPA, Pa 401(K) Plan

EIN 52-2007945 • Reisterstown, MD • 26 filings • 3 plans

2 Victoria Green CourtReisterstown, MD 21136
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$1,172,420

2020 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$2,326,887$1,163,444$0200220112020YearValue
$1,172,420Latest year 2020

Participants Over Time

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

420200220112020YearValue
1Latest year 2020

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
202011$1,172,420$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-1$1,172,420$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201922$2,326,887$328,529$164,265iApproximate average salary by contribution assumption: employee only about $4,106,613 at 4% or $2,737,742 at 6%; with 50% employer match about $2,737,742 at 4% or $1,825,161 at 6%; with 100% employer match about $2,053,306 at 4% or $1,368,871 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$1,244,806$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-1$1,082,081$303,529$303,529iApproximate average salary by contribution assumption: employee only about $7,588,225 at 4% or $5,058,817 at 6%; with 50% employer match about $5,058,817 at 4% or $3,372,544 at 6%; with 100% employer match about $3,794,113 at 4% or $2,529,408 at 6%.
201822$1,763,959$189,500$94,750iApproximate average salary by contribution assumption: employee only about $2,368,750 at 4% or $1,579,167 at 6%; with 50% employer match about $1,579,167 at 4% or $1,052,778 at 6%; with 100% employer match about $1,184,375 at 4% or $789,583 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$1,000,165$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$763,794$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201722$1,593,608$164,000$82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$1,063,933$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$529,675$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201622$1,333,957$159,000$79,500iApproximate average salary by contribution assumption: employee only about $1,987,500 at 4% or $1,325,000 at 6%; with 50% employer match about $1,325,000 at 4% or $883,333 at 6%; with 100% employer match about $993,750 at 4% or $662,500 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$874,582$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$459,375$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201522$1,070,362$157,723$78,862iApproximate average salary by contribution assumption: employee only about $1,971,538 at 4% or $1,314,358 at 6%; with 50% employer match about $1,314,358 at 4% or $876,239 at 6%; with 100% employer match about $985,769 at 4% or $657,179 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$787,974$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$282,388$118,723$59,362iApproximate average salary by contribution assumption: employee only about $1,484,038 at 4% or $989,358 at 6%; with 50% employer match about $989,358 at 4% or $659,572 at 6%; with 100% employer match about $742,019 at 4% or $494,679 at 6%.
201422$935,424$125,646$62,823iApproximate average salary by contribution assumption: employee only about $1,570,575 at 4% or $1,047,050 at 6%; with 50% employer match about $1,047,050 at 4% or $698,033 at 6%; with 100% employer match about $785,288 at 4% or $523,525 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-2$785,307$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$150,117$87,646$43,823iApproximate average salary by contribution assumption: employee only about $1,095,575 at 4% or $730,383 at 6%; with 50% employer match about $730,383 at 4% or $486,922 at 6%; with 100% employer match about $547,788 at 4% or $365,192 at 6%.
201323$823,031$112,926$37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$747,842$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
ALAN I RUBIN CPA,P.A. DEFINED BENEFIT PLAN-2$75,189$74,926$37,463iApproximate average salary by contribution assumption: employee only about $936,575 at 4% or $624,383 at 6%; with 50% employer match about $624,383 at 4% or $416,256 at 6%; with 100% employer match about $468,288 at 4% or $312,192 at 6%.
201213$633,072$61,580$20,527iApproximate average salary by contribution assumption: employee only about $513,167 at 4% or $342,111 at 6%; with 50% employer match about $342,111 at 4% or $228,074 at 6%; with 100% employer match about $256,583 at 4% or $171,056 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$633,072$61,580$20,527iApproximate average salary by contribution assumption: employee only about $513,167 at 4% or $342,111 at 6%; with 50% employer match about $342,111 at 4% or $228,074 at 6%; with 100% employer match about $256,583 at 4% or $171,056 at 6%.
201113$510,538$56,674$18,891iApproximate average salary by contribution assumption: employee only about $472,283 at 4% or $314,856 at 6%; with 50% employer match about $314,856 at 4% or $209,904 at 6%; with 100% employer match about $236,142 at 4% or $157,428 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$510,538$56,674$18,891iApproximate average salary by contribution assumption: employee only about $472,283 at 4% or $314,856 at 6%; with 50% employer match about $314,856 at 4% or $209,904 at 6%; with 100% employer match about $236,142 at 4% or $157,428 at 6%.
201013$488,004$56,055$18,685iApproximate average salary by contribution assumption: employee only about $467,125 at 4% or $311,417 at 6%; with 50% employer match about $311,417 at 4% or $207,611 at 6%; with 100% employer match about $233,563 at 4% or $155,708 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$488,004$56,055$18,685iApproximate average salary by contribution assumption: employee only about $467,125 at 4% or $311,417 at 6%; with 50% employer match about $311,417 at 4% or $207,611 at 6%; with 100% employer match about $233,563 at 4% or $155,708 at 6%.
200913$388,120$55,982$18,661iApproximate average salary by contribution assumption: employee only about $466,517 at 4% or $311,011 at 6%; with 50% employer match about $311,011 at 4% or $207,341 at 6%; with 100% employer match about $233,258 at 4% or $155,506 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$388,120$55,982$18,661iApproximate average salary by contribution assumption: employee only about $466,517 at 4% or $311,011 at 6%; with 50% employer match about $311,011 at 4% or $207,341 at 6%; with 100% employer match about $233,258 at 4% or $155,506 at 6%.
200813$260,262$53,062$17,687iApproximate average salary by contribution assumption: employee only about $442,183 at 4% or $294,789 at 6%; with 50% employer match about $294,789 at 4% or $196,526 at 6%; with 100% employer match about $221,092 at 4% or $147,394 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$260,262$53,062$17,687iApproximate average salary by contribution assumption: employee only about $442,183 at 4% or $294,789 at 6%; with 50% employer match about $294,789 at 4% or $196,526 at 6%; with 100% employer match about $221,092 at 4% or $147,394 at 6%.
200713$325,519$48,928$16,309iApproximate average salary by contribution assumption: employee only about $407,733 at 4% or $271,822 at 6%; with 50% employer match about $271,822 at 4% or $181,215 at 6%; with 100% employer match about $203,867 at 4% or $135,911 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$325,519$48,928$16,309iApproximate average salary by contribution assumption: employee only about $407,733 at 4% or $271,822 at 6%; with 50% employer match about $271,822 at 4% or $181,215 at 6%; with 100% employer match about $203,867 at 4% or $135,911 at 6%.
200613$265,400$47,730$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$265,400$47,730$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
200513$197,871$46,709$15,570iApproximate average salary by contribution assumption: employee only about $389,242 at 4% or $259,494 at 6%; with 50% employer match about $259,494 at 4% or $172,996 at 6%; with 100% employer match about $194,621 at 4% or $129,747 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-3$197,871$46,709$15,570iApproximate average salary by contribution assumption: employee only about $389,242 at 4% or $259,494 at 6%; with 50% employer match about $259,494 at 4% or $172,996 at 6%; with 100% employer match about $194,621 at 4% or $129,747 at 6%.
200414$148,878$45,942$11,486iApproximate average salary by contribution assumption: employee only about $287,138 at 4% or $191,425 at 6%; with 50% employer match about $191,425 at 4% or $127,617 at 6%; with 100% employer match about $143,569 at 4% or $95,713 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-4$148,878$45,942$11,486iApproximate average salary by contribution assumption: employee only about $287,138 at 4% or $191,425 at 6%; with 50% employer match about $191,425 at 4% or $127,617 at 6%; with 100% employer match about $143,569 at 4% or $95,713 at 6%.
200314$95,597$45,224$11,306iApproximate average salary by contribution assumption: employee only about $282,650 at 4% or $188,433 at 6%; with 50% employer match about $188,433 at 4% or $125,622 at 6%; with 100% employer match about $141,325 at 4% or $94,217 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-4$95,597$45,224$11,306iApproximate average salary by contribution assumption: employee only about $282,650 at 4% or $188,433 at 6%; with 50% employer match about $188,433 at 4% or $125,622 at 6%; with 100% employer match about $141,325 at 4% or $94,217 at 6%.
200214$45,430$45,430$11,358iApproximate average salary by contribution assumption: employee only about $283,938 at 4% or $189,292 at 6%; with 50% employer match about $189,292 at 4% or $126,194 at 6%; with 100% employer match about $141,969 at 4% or $94,646 at 6%.
Alan I. Rubin, CPA, Pa 401(K) Plan-4$45,430$45,430$11,358iApproximate average salary by contribution assumption: employee only about $283,938 at 4% or $189,292 at 6%; with 50% employer match about $189,292 at 4% or $126,194 at 6%; with 100% employer match about $141,969 at 4% or $94,646 at 6%.