Civic Intelligence

Rubio and Company PC

Plan context: Rubio CPA PC 401K Plan

EIN 58-2032697 • Atlanta, GA • 20 filings • 2 plans

3500 Lenox Rd NE Ste 1500Atlanta, GA 30326-4231
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,877,486

2024 Contributions

$96,000

Historical Graphs

Total Assets Over Time

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

$2,877,486$1,438,743$0200320162024YearValue
$2,877,486Latest year 2024

Participants Over Time

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

420200320132024YearValue
4Latest 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
202414$2,877,486$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Rubio CPA PC 401K Plan-4$2,877,486$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
202314$2,627,719$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
Rubio CPA PC 401K Plan-4$2,627,719$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
202214$2,370,298$65,750$16,438iApproximate average salary by contribution assumption: employee only about $410,938 at 4% or $273,958 at 6%; with 50% employer match about $273,958 at 4% or $182,639 at 6%; with 100% employer match about $205,469 at 4% or $136,979 at 6%.
Rubio CPA PC 401K Plan-4$2,370,298$65,750$16,438iApproximate average salary by contribution assumption: employee only about $410,938 at 4% or $273,958 at 6%; with 50% employer match about $273,958 at 4% or $182,639 at 6%; with 100% employer match about $205,469 at 4% or $136,979 at 6%.
202114$2,461,071$61,953$15,488iApproximate average salary by contribution assumption: employee only about $387,206 at 4% or $258,138 at 6%; with 50% employer match about $258,138 at 4% or $172,092 at 6%; with 100% employer match about $193,603 at 4% or $129,069 at 6%.
Rubio CPA PC 401K Plan-4$2,461,071$61,953$15,488iApproximate average salary by contribution assumption: employee only about $387,206 at 4% or $258,138 at 6%; with 50% employer match about $258,138 at 4% or $172,092 at 6%; with 100% employer match about $193,603 at 4% or $129,069 at 6%.
202014$2,254,259$123,375$30,844iApproximate average salary by contribution assumption: employee only about $771,094 at 4% or $514,063 at 6%; with 50% employer match about $514,063 at 4% or $342,708 at 6%; with 100% employer match about $385,547 at 4% or $257,031 at 6%.
Rubio CPA PC 401K Plan-4$2,254,259$123,375$30,844iApproximate average salary by contribution assumption: employee only about $771,094 at 4% or $514,063 at 6%; with 50% employer match about $514,063 at 4% or $342,708 at 6%; with 100% employer match about $385,547 at 4% or $257,031 at 6%.
201914$1,968,683$114,875$28,719iApproximate average salary by contribution assumption: employee only about $717,969 at 4% or $478,646 at 6%; with 50% employer match about $478,646 at 4% or $319,097 at 6%; with 100% employer match about $358,984 at 4% or $239,323 at 6%.
Rubio CPA PC 401K Plan-4$1,968,683$114,875$28,719iApproximate average salary by contribution assumption: employee only about $717,969 at 4% or $478,646 at 6%; with 50% employer match about $478,646 at 4% or $319,097 at 6%; with 100% employer match about $358,984 at 4% or $239,323 at 6%.
201813$1,743,206$90,750$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
Rubio CPA PC 401K Plan-3$1,743,206$90,750$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
201713$1,563,531$92,875$30,958iApproximate average salary by contribution assumption: employee only about $773,958 at 4% or $515,972 at 6%; with 50% employer match about $515,972 at 4% or $343,981 at 6%; with 100% employer match about $386,979 at 4% or $257,986 at 6%.
Rubio CPA PC 401K Plan-3$1,563,531$92,875$30,958iApproximate average salary by contribution assumption: employee only about $773,958 at 4% or $515,972 at 6%; with 50% employer match about $515,972 at 4% or $343,981 at 6%; with 100% employer match about $386,979 at 4% or $257,986 at 6%.
201613$1,347,977$78,000$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%.
Rubio CPA PC 401K Plan-3$1,347,977$78,000$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%.
201312$911,103$47,909$23,955iApproximate average salary by contribution assumption: employee only about $598,863 at 4% or $399,242 at 6%; with 50% employer match about $399,242 at 4% or $266,161 at 6%; with 100% employer match about $299,431 at 4% or $199,621 at 6%.
Rubio CPA PC 401K Plan-2$911,103$47,909$23,955iApproximate average salary by contribution assumption: employee only about $598,863 at 4% or $399,242 at 6%; with 50% employer match about $399,242 at 4% or $266,161 at 6%; with 100% employer match about $299,431 at 4% or $199,621 at 6%.
201212$995,507$75,499$37,750iApproximate average salary by contribution assumption: employee only about $943,738 at 4% or $629,158 at 6%; with 50% employer match about $629,158 at 4% or $419,439 at 6%; with 100% employer match about $471,869 at 4% or $314,579 at 6%.
Rubio CPA PC 401K Plan-2$995,507$75,499$37,750iApproximate average salary by contribution assumption: employee only about $943,738 at 4% or $629,158 at 6%; with 50% employer match about $629,158 at 4% or $419,439 at 6%; with 100% employer match about $471,869 at 4% or $314,579 at 6%.
201112$986,230$66,700$33,350iApproximate average salary by contribution assumption: employee only about $833,750 at 4% or $555,833 at 6%; with 50% employer match about $555,833 at 4% or $370,556 at 6%; with 100% employer match about $416,875 at 4% or $277,917 at 6%.
Rubio CPA PC 401K Plan-2$986,230$66,700$33,350iApproximate average salary by contribution assumption: employee only about $833,750 at 4% or $555,833 at 6%; with 50% employer match about $555,833 at 4% or $370,556 at 6%; with 100% employer match about $416,875 at 4% or $277,917 at 6%.
201012$888,059$156,619$78,310iApproximate average salary by contribution assumption: employee only about $1,957,738 at 4% or $1,305,158 at 6%; with 50% employer match about $1,305,158 at 4% or $870,106 at 6%; with 100% employer match about $978,869 at 4% or $652,579 at 6%.
Rubio CPA PC 401K Plan-2$888,059$156,619$78,310iApproximate average salary by contribution assumption: employee only about $1,957,738 at 4% or $1,305,158 at 6%; with 50% employer match about $1,305,158 at 4% or $870,106 at 6%; with 100% employer match about $978,869 at 4% or $652,579 at 6%.
200912$736,443$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
Rubio CPA PC 401K Plan-2$736,443$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
200812$0$0-
Rubio CPA PC 401K Plan-2---
200712$0$0-
Rubio CPA PC 401K Plan-2---
200612$462,094$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Rubio CPA PC 401K Plan-2$462,094$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200512$354,265$43,125$21,563iApproximate average salary by contribution assumption: employee only about $539,063 at 4% or $359,375 at 6%; with 50% employer match about $359,375 at 4% or $239,583 at 6%; with 100% employer match about $269,531 at 4% or $179,688 at 6%.
Rubio CPA PC 401K Plan-2$354,265$43,125$21,563iApproximate average salary by contribution assumption: employee only about $539,063 at 4% or $359,375 at 6%; with 50% employer match about $359,375 at 4% or $239,583 at 6%; with 100% employer match about $269,531 at 4% or $179,688 at 6%.
200412$283,660$41,875$20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%.
Rubio CPA PC 401K Plan-2$283,660$41,875$20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%.
200312$135,929$135,938$67,969iApproximate average salary by contribution assumption: employee only about $1,699,225 at 4% or $1,132,817 at 6%; with 50% employer match about $1,132,817 at 4% or $755,211 at 6%; with 100% employer match about $849,613 at 4% or $566,408 at 6%.
Rubio CPA PC 401K Plan-2$135,929$135,938$67,969iApproximate average salary by contribution assumption: employee only about $1,699,225 at 4% or $1,132,817 at 6%; with 50% employer match about $1,132,817 at 4% or $755,211 at 6%; with 100% employer match about $849,613 at 4% or $566,408 at 6%.