Civic Intelligence

Michael R. Rubenstein & Associates

Plan context: Michael R. Rubenstein & Associates

EIN 59-2291993 • Fort Myers, FL • 22 filings • 8 plans

12527 New Brittany Blvd.Building #30Fort Myers, FL 33907
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$859,990

2022 Contributions

$67,444

Historical Graphs

Total Assets Over Time

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

$1,104,312$552,156$0200220132021YearValue
$859,990Latest year 2021

Participants Over Time

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

840200020112021YearValue
3Latest year 2021

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
202210$0$67,444-
Michael R. Rubenstein & Associates-0$0$67,444-
202113$859,990$31,712$10,571iApproximate average salary by contribution assumption: employee only about $264,267 at 4% or $176,178 at 6%; with 50% employer match about $176,178 at 4% or $117,452 at 6%; with 100% employer match about $132,133 at 4% or $88,089 at 6%.
Michael R. Rubenstein & Associates-3$859,990$31,712$10,571iApproximate average salary by contribution assumption: employee only about $264,267 at 4% or $176,178 at 6%; with 50% employer match about $176,178 at 4% or $117,452 at 6%; with 100% employer match about $132,133 at 4% or $88,089 at 6%.
202013$1,104,312$89,386$29,795iApproximate average salary by contribution assumption: employee only about $744,883 at 4% or $496,589 at 6%; with 50% employer match about $496,589 at 4% or $331,059 at 6%; with 100% employer match about $372,442 at 4% or $248,294 at 6%.
Michael R. Rubenstein & Associates-3$1,104,312$89,386$29,795iApproximate average salary by contribution assumption: employee only about $744,883 at 4% or $496,589 at 6%; with 50% employer match about $496,589 at 4% or $331,059 at 6%; with 100% employer match about $372,442 at 4% or $248,294 at 6%.
201914$977,253$88,122$22,031iApproximate average salary by contribution assumption: employee only about $550,763 at 4% or $367,175 at 6%; with 50% employer match about $367,175 at 4% or $244,783 at 6%; with 100% employer match about $275,381 at 4% or $183,588 at 6%.
Michael R. Rubenstein & Associates-4$977,253$88,122$22,031iApproximate average salary by contribution assumption: employee only about $550,763 at 4% or $367,175 at 6%; with 50% employer match about $367,175 at 4% or $244,783 at 6%; with 100% employer match about $275,381 at 4% or $183,588 at 6%.
201814$768,097$89,540$22,385iApproximate average salary by contribution assumption: employee only about $559,625 at 4% or $373,083 at 6%; with 50% employer match about $373,083 at 4% or $248,722 at 6%; with 100% employer match about $279,813 at 4% or $186,542 at 6%.
Michael R. Rubenstein & Associates-4$768,097$89,540$22,385iApproximate average salary by contribution assumption: employee only about $559,625 at 4% or $373,083 at 6%; with 50% employer match about $373,083 at 4% or $248,722 at 6%; with 100% employer match about $279,813 at 4% or $186,542 at 6%.
201714$805,682$89,802$22,451iApproximate average salary by contribution assumption: employee only about $561,263 at 4% or $374,175 at 6%; with 50% employer match about $374,175 at 4% or $249,450 at 6%; with 100% employer match about $280,631 at 4% or $187,088 at 6%.
Michael R. Rubenstein & Associates-4$805,682$89,802$22,451iApproximate average salary by contribution assumption: employee only about $561,263 at 4% or $374,175 at 6%; with 50% employer match about $374,175 at 4% or $249,450 at 6%; with 100% employer match about $280,631 at 4% or $187,088 at 6%.
201614$603,815$70,307$17,577iApproximate average salary by contribution assumption: employee only about $439,419 at 4% or $292,946 at 6%; with 50% employer match about $292,946 at 4% or $195,297 at 6%; with 100% employer match about $219,709 at 4% or $146,473 at 6%.
Michael R. Rubenstein & Associates-4$603,815$70,307$17,577iApproximate average salary by contribution assumption: employee only about $439,419 at 4% or $292,946 at 6%; with 50% employer match about $292,946 at 4% or $195,297 at 6%; with 100% employer match about $219,709 at 4% or $146,473 at 6%.
201515$572,917$65,138$13,028iApproximate average salary by contribution assumption: employee only about $325,690 at 4% or $217,127 at 6%; with 50% employer match about $217,127 at 4% or $144,751 at 6%; with 100% employer match about $162,845 at 4% or $108,563 at 6%.
Michael R. Rubenstein & Associates-5$572,917$65,138$13,028iApproximate average salary by contribution assumption: employee only about $325,690 at 4% or $217,127 at 6%; with 50% employer match about $217,127 at 4% or $144,751 at 6%; with 100% employer match about $162,845 at 4% or $108,563 at 6%.
201415$526,599$42,204$8,441iApproximate average salary by contribution assumption: employee only about $211,020 at 4% or $140,680 at 6%; with 50% employer match about $140,680 at 4% or $93,787 at 6%; with 100% employer match about $105,510 at 4% or $70,340 at 6%.
Michael R. Rubenstein & Associates-5$526,599$42,204$8,441iApproximate average salary by contribution assumption: employee only about $211,020 at 4% or $140,680 at 6%; with 50% employer match about $140,680 at 4% or $93,787 at 6%; with 100% employer match about $105,510 at 4% or $70,340 at 6%.
201314$515,607$47,714$11,929iApproximate average salary by contribution assumption: employee only about $298,213 at 4% or $198,808 at 6%; with 50% employer match about $198,808 at 4% or $132,539 at 6%; with 100% employer match about $149,106 at 4% or $99,404 at 6%.
Michael R. Rubenstein & Associates-4$515,607$47,714$11,929iApproximate average salary by contribution assumption: employee only about $298,213 at 4% or $198,808 at 6%; with 50% employer match about $198,808 at 4% or $132,539 at 6%; with 100% employer match about $149,106 at 4% or $99,404 at 6%.
201213$401,821$45,155$15,052iApproximate average salary by contribution assumption: employee only about $376,292 at 4% or $250,861 at 6%; with 50% employer match about $250,861 at 4% or $167,241 at 6%; with 100% employer match about $188,146 at 4% or $125,431 at 6%.
Michael R. Rubenstein & Associates-3$401,821$45,155$15,052iApproximate average salary by contribution assumption: employee only about $376,292 at 4% or $250,861 at 6%; with 50% employer match about $250,861 at 4% or $167,241 at 6%; with 100% employer match about $188,146 at 4% or $125,431 at 6%.
201117$352,749$56,972$8,139iApproximate average salary by contribution assumption: employee only about $203,471 at 4% or $135,648 at 6%; with 50% employer match about $135,648 at 4% or $90,432 at 6%; with 100% employer match about $101,736 at 4% or $67,824 at 6%.
Michael R. Rubenstein & Associates-7$352,749$56,972$8,139iApproximate average salary by contribution assumption: employee only about $203,471 at 4% or $135,648 at 6%; with 50% employer match about $135,648 at 4% or $90,432 at 6%; with 100% employer match about $101,736 at 4% or $67,824 at 6%.
201017$373,166$69,129$9,876iApproximate average salary by contribution assumption: employee only about $246,889 at 4% or $164,593 at 6%; with 50% employer match about $164,593 at 4% or $109,729 at 6%; with 100% employer match about $123,445 at 4% or $82,296 at 6%.
Michael R. Rubenstein & Associates-7$373,166$69,129$9,876iApproximate average salary by contribution assumption: employee only about $246,889 at 4% or $164,593 at 6%; with 50% employer match about $164,593 at 4% or $109,729 at 6%; with 100% employer match about $123,445 at 4% or $82,296 at 6%.
200917$397,005$60,540$8,649iApproximate average salary by contribution assumption: employee only about $216,214 at 4% or $144,143 at 6%; with 50% employer match about $144,143 at 4% or $96,095 at 6%; with 100% employer match about $108,107 at 4% or $72,071 at 6%.
Michael R. Rubenstein & Associates-7$397,005$60,540$8,649iApproximate average salary by contribution assumption: employee only about $216,214 at 4% or $144,143 at 6%; with 50% employer match about $144,143 at 4% or $96,095 at 6%; with 100% employer match about $108,107 at 4% or $72,071 at 6%.
200718$706,219$90,588$11,324iApproximate average salary by contribution assumption: employee only about $283,088 at 4% or $188,725 at 6%; with 50% employer match about $188,725 at 4% or $125,817 at 6%; with 100% employer match about $141,544 at 4% or $94,363 at 6%.
Michael R. Rubenstein & Associates-8$706,219$90,588$11,324iApproximate average salary by contribution assumption: employee only about $283,088 at 4% or $188,725 at 6%; with 50% employer match about $188,725 at 4% or $125,817 at 6%; with 100% employer match about $141,544 at 4% or $94,363 at 6%.
200618$609,917$38,057$4,757iApproximate average salary by contribution assumption: employee only about $118,928 at 4% or $79,285 at 6%; with 50% employer match about $79,285 at 4% or $52,857 at 6%; with 100% employer match about $59,464 at 4% or $39,643 at 6%.
Michael R. Rubenstein & Associates-8$609,917$38,057$4,757iApproximate average salary by contribution assumption: employee only about $118,928 at 4% or $79,285 at 6%; with 50% employer match about $79,285 at 4% or $52,857 at 6%; with 100% employer match about $59,464 at 4% or $39,643 at 6%.
200517$622,014$95,318$13,617iApproximate average salary by contribution assumption: employee only about $340,421 at 4% or $226,948 at 6%; with 50% employer match about $226,948 at 4% or $151,298 at 6%; with 100% employer match about $170,211 at 4% or $113,474 at 6%.
Michael R. Rubenstein & Associates-7$622,014$95,318$13,617iApproximate average salary by contribution assumption: employee only about $340,421 at 4% or $226,948 at 6%; with 50% employer match about $226,948 at 4% or $151,298 at 6%; with 100% employer match about $170,211 at 4% or $113,474 at 6%.
200416$470,062$71,788$11,965iApproximate average salary by contribution assumption: employee only about $299,117 at 4% or $199,411 at 6%; with 50% employer match about $199,411 at 4% or $132,941 at 6%; with 100% employer match about $149,558 at 4% or $99,706 at 6%.
Michael R. Rubenstein & Associates-6$470,062$71,788$11,965iApproximate average salary by contribution assumption: employee only about $299,117 at 4% or $199,411 at 6%; with 50% employer match about $199,411 at 4% or $132,941 at 6%; with 100% employer match about $149,558 at 4% or $99,706 at 6%.
200317$0$0-
Michael R. Rubenstein & Associates-7---
200216$274,334$33,387$5,565iApproximate average salary by contribution assumption: employee only about $139,113 at 4% or $92,742 at 6%; with 50% employer match about $92,742 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.
Michael R. Rubenstein & Associates-6$274,334$33,387$5,565iApproximate average salary by contribution assumption: employee only about $139,113 at 4% or $92,742 at 6%; with 50% employer match about $92,742 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.
200115$0$0-
Michael R. Rubenstein & Associates-5---
200014$0$0-
Michael R. Rubenstein & Associates-4---
Michael R. Rubenstein & Associates | EIN 59-2291993 | 2022 Form 5500 Company Profile