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J.M. Rubin Foundation Inc.

Plan context: J.M. RUBIN FOUNDATION, INC. 401(K) PLAN

EIN 59-1958240 • West Palm Beach, FL • 27 filings • 3 plans

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505 South Flagler Drive, Suite 1320West Palm Beach, FL 33401
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,212,625

2024 Contributions

$55,088

Historical Graphs

Total Assets Over Time

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

$3,329,074$1,664,537$0199920152024YearValue
$2,212,625Latest year 2024

Participants Over Time

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

320199920132024YearValue
2Latest 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
202412$2,212,625$55,088$27,544iApproximate average salary by contribution assumption: employee only about $688,600 at 4% or $459,067 at 6%; with 50% employer match about $459,067 at 4% or $306,044 at 6%; with 100% employer match about $344,300 at 4% or $229,533 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-2$2,212,625$55,088$27,544iApproximate average salary by contribution assumption: employee only about $688,600 at 4% or $459,067 at 6%; with 50% employer match about $459,067 at 4% or $306,044 at 6%; with 100% employer match about $344,300 at 4% or $229,533 at 6%.
202313$2,609,366$119,662$39,887iApproximate average salary by contribution assumption: employee only about $997,183 at 4% or $664,789 at 6%; with 50% employer match about $664,789 at 4% or $443,193 at 6%; with 100% employer match about $498,592 at 4% or $332,394 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$2,609,366$119,662$39,887iApproximate average salary by contribution assumption: employee only about $997,183 at 4% or $664,789 at 6%; with 50% employer match about $664,789 at 4% or $443,193 at 6%; with 100% employer match about $498,592 at 4% or $332,394 at 6%.
202213$2,182,738$113,074$37,691iApproximate average salary by contribution assumption: employee only about $942,283 at 4% or $628,189 at 6%; with 50% employer match about $628,189 at 4% or $418,793 at 6%; with 100% employer match about $471,142 at 4% or $314,094 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$2,182,738$113,074$37,691iApproximate average salary by contribution assumption: employee only about $942,283 at 4% or $628,189 at 6%; with 50% employer match about $628,189 at 4% or $418,793 at 6%; with 100% employer match about $471,142 at 4% or $314,094 at 6%.
202113$1,951,576$106,731$35,577iApproximate average salary by contribution assumption: employee only about $889,425 at 4% or $592,950 at 6%; with 50% employer match about $592,950 at 4% or $395,300 at 6%; with 100% employer match about $444,713 at 4% or $296,475 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$1,951,576$106,731$35,577iApproximate average salary by contribution assumption: employee only about $889,425 at 4% or $592,950 at 6%; with 50% employer match about $592,950 at 4% or $395,300 at 6%; with 100% employer match about $444,713 at 4% or $296,475 at 6%.
202013$2,040,349$102,715$34,238iApproximate average salary by contribution assumption: employee only about $855,958 at 4% or $570,639 at 6%; with 50% employer match about $570,639 at 4% or $380,426 at 6%; with 100% employer match about $427,979 at 4% or $285,319 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$2,040,349$102,715$34,238iApproximate average salary by contribution assumption: employee only about $855,958 at 4% or $570,639 at 6%; with 50% employer match about $570,639 at 4% or $380,426 at 6%; with 100% employer match about $427,979 at 4% or $285,319 at 6%.
201913$1,746,820$100,703$33,568iApproximate average salary by contribution assumption: employee only about $839,192 at 4% or $559,461 at 6%; with 50% employer match about $559,461 at 4% or $372,974 at 6%; with 100% employer match about $419,596 at 4% or $279,731 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$1,746,820$100,703$33,568iApproximate average salary by contribution assumption: employee only about $839,192 at 4% or $559,461 at 6%; with 50% employer match about $559,461 at 4% or $372,974 at 6%; with 100% employer match about $419,596 at 4% or $279,731 at 6%.
201813$1,500,604$98,158$32,719iApproximate average salary by contribution assumption: employee only about $817,983 at 4% or $545,322 at 6%; with 50% employer match about $545,322 at 4% or $363,548 at 6%; with 100% employer match about $408,992 at 4% or $272,661 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$1,500,604$98,158$32,719iApproximate average salary by contribution assumption: employee only about $817,983 at 4% or $545,322 at 6%; with 50% employer match about $545,322 at 4% or $363,548 at 6%; with 100% employer match about $408,992 at 4% or $272,661 at 6%.
201713$1,288,894$96,317$32,106iApproximate average salary by contribution assumption: employee only about $802,642 at 4% or $535,094 at 6%; with 50% employer match about $535,094 at 4% or $356,730 at 6%; with 100% employer match about $401,321 at 4% or $267,547 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$1,288,894$96,317$32,106iApproximate average salary by contribution assumption: employee only about $802,642 at 4% or $535,094 at 6%; with 50% employer match about $535,094 at 4% or $356,730 at 6%; with 100% employer match about $401,321 at 4% or $267,547 at 6%.
201612$1,203,287$85,588$42,794iApproximate average salary by contribution assumption: employee only about $1,069,850 at 4% or $713,233 at 6%; with 50% employer match about $713,233 at 4% or $475,489 at 6%; with 100% employer match about $534,925 at 4% or $356,617 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-2$1,203,287$85,588$42,794iApproximate average salary by contribution assumption: employee only about $1,069,850 at 4% or $713,233 at 6%; with 50% employer match about $713,233 at 4% or $475,489 at 6%; with 100% employer match about $534,925 at 4% or $356,617 at 6%.
201512$977,577$83,797$41,899iApproximate average salary by contribution assumption: employee only about $1,047,463 at 4% or $698,308 at 6%; with 50% employer match about $698,308 at 4% or $465,539 at 6%; with 100% employer match about $523,731 at 4% or $349,154 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-2$977,577$83,797$41,899iApproximate average salary by contribution assumption: employee only about $1,047,463 at 4% or $698,308 at 6%; with 50% employer match about $698,308 at 4% or $465,539 at 6%; with 100% employer match about $523,731 at 4% or $349,154 at 6%.
201413$835,154$86,761$28,920iApproximate average salary by contribution assumption: employee only about $723,008 at 4% or $482,006 at 6%; with 50% employer match about $482,006 at 4% or $321,337 at 6%; with 100% employer match about $361,504 at 4% or $241,003 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$835,154$86,761$28,920iApproximate average salary by contribution assumption: employee only about $723,008 at 4% or $482,006 at 6%; with 50% employer match about $482,006 at 4% or $321,337 at 6%; with 100% employer match about $361,504 at 4% or $241,003 at 6%.
201313$900,031$108,158$36,053iApproximate average salary by contribution assumption: employee only about $901,317 at 4% or $600,878 at 6%; with 50% employer match about $600,878 at 4% or $400,585 at 6%; with 100% employer match about $450,658 at 4% or $300,439 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$900,031$108,158$36,053iApproximate average salary by contribution assumption: employee only about $901,317 at 4% or $600,878 at 6%; with 50% employer match about $600,878 at 4% or $400,585 at 6%; with 100% employer match about $450,658 at 4% or $300,439 at 6%.
201213$721,486$116,798$38,933iApproximate average salary by contribution assumption: employee only about $973,317 at 4% or $648,878 at 6%; with 50% employer match about $648,878 at 4% or $432,585 at 6%; with 100% employer match about $486,658 at 4% or $324,439 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-3$721,486$116,798$38,933iApproximate average salary by contribution assumption: employee only about $973,317 at 4% or $648,878 at 6%; with 50% employer match about $648,878 at 4% or $432,585 at 6%; with 100% employer match about $486,658 at 4% or $324,439 at 6%.
201122$549,893$552,393$276,197iApproximate average salary by contribution assumption: employee only about $6,904,913 at 4% or $4,603,275 at 6%; with 50% employer match about $4,603,275 at 4% or $3,068,850 at 6%; with 100% employer match about $3,452,456 at 4% or $2,301,638 at 6%.
J.M. RUBIN FOUNDATION, INC. 401(K) PLAN-2$549,893$549,893$274,947iApproximate average salary by contribution assumption: employee only about $6,873,663 at 4% or $4,582,442 at 6%; with 50% employer match about $4,582,442 at 4% or $3,054,961 at 6%; with 100% employer match about $3,436,831 at 4% or $2,291,221 at 6%.
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-0$0$2,500-
201010$3,329,074$240,000-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-0$3,329,074$240,000-
200910$3,009,134$151,545-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-0$3,009,134$151,545-
200812$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
200712$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
200612$2,136,851$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2$2,136,851$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
200512$1,764,360$299,970$149,985iApproximate average salary by contribution assumption: employee only about $3,749,625 at 4% or $2,499,750 at 6%; with 50% employer match about $2,499,750 at 4% or $1,666,500 at 6%; with 100% employer match about $1,874,813 at 4% or $1,249,875 at 6%.
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2$1,764,360$299,970$149,985iApproximate average salary by contribution assumption: employee only about $3,749,625 at 4% or $2,499,750 at 6%; with 50% employer match about $2,499,750 at 4% or $1,666,500 at 6%; with 100% employer match about $1,874,813 at 4% or $1,249,875 at 6%.
200412$1,425,427$239,955$119,978iApproximate average salary by contribution assumption: employee only about $2,999,438 at 4% or $1,999,625 at 6%; with 50% employer match about $1,999,625 at 4% or $1,333,083 at 6%; with 100% employer match about $1,499,719 at 4% or $999,813 at 6%.
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2$1,425,427$239,955$119,978iApproximate average salary by contribution assumption: employee only about $2,999,438 at 4% or $1,999,625 at 6%; with 50% employer match about $1,999,625 at 4% or $1,333,083 at 6%; with 100% employer match about $1,499,719 at 4% or $999,813 at 6%.
200312$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
200212$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
200112$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
200012$0$0-
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2---
199912$509,538$81,442$40,721iApproximate average salary by contribution assumption: employee only about $1,018,025 at 4% or $678,683 at 6%; with 50% employer match about $678,683 at 4% or $452,456 at 6%; with 100% employer match about $509,013 at 4% or $339,342 at 6%.
J.M. Rubin Foundation Inc. Defined Benefit Plan and Trust-2$509,538$81,442$40,721iApproximate average salary by contribution assumption: employee only about $1,018,025 at 4% or $678,683 at 6%; with 50% employer match about $678,683 at 4% or $452,456 at 6%; with 100% employer match about $509,013 at 4% or $339,342 at 6%.