Civic Intelligence

Sheldon Rubenfeld, M.D., P.A.

Plan context: SHELDON RUBENFELD, MDPA RETIREMENT TRUST

EIN 74-2121005 • Houston, TX • 17 filings • 4 plans

7515 S Main Street #690Houston, TX 77056
Current Snapshot

Latest Year

2014

2014 Participants

10

2014 Assets

$436,249

2014 Contributions

$43,771

Historical Graphs

Total Assets Over Time

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

$1,004,175$502,088$0200020072013YearValue
$436,249Latest year 2013

Participants Over Time

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

1050200020072013YearValue
10Latest year 2013

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
201410$0$0-
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-0$0--
2013110$436,249$43,771$4,377iApproximate average salary by contribution assumption: employee only about $109,428 at 4% or $72,952 at 6%; with 50% employer match about $72,952 at 4% or $48,634 at 6%; with 100% employer match about $54,714 at 4% or $36,476 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-10$436,249$43,771$4,377iApproximate average salary by contribution assumption: employee only about $109,428 at 4% or $72,952 at 6%; with 50% employer match about $72,952 at 4% or $48,634 at 6%; with 100% employer match about $54,714 at 4% or $36,476 at 6%.
2012110$346,908$43,803$4,380iApproximate average salary by contribution assumption: employee only about $109,508 at 4% or $73,005 at 6%; with 50% employer match about $73,005 at 4% or $48,670 at 6%; with 100% employer match about $54,754 at 4% or $36,503 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-10$346,908$43,803$4,380iApproximate average salary by contribution assumption: employee only about $109,508 at 4% or $73,005 at 6%; with 50% employer match about $73,005 at 4% or $48,670 at 6%; with 100% employer match about $54,754 at 4% or $36,503 at 6%.
2011110$306,848$48,260$4,826iApproximate average salary by contribution assumption: employee only about $120,650 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,325 at 4% or $40,217 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-10$306,848$48,260$4,826iApproximate average salary by contribution assumption: employee only about $120,650 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,325 at 4% or $40,217 at 6%.
2010110$264,458$45,814$4,581iApproximate average salary by contribution assumption: employee only about $114,535 at 4% or $76,357 at 6%; with 50% employer match about $76,357 at 4% or $50,904 at 6%; with 100% employer match about $57,267 at 4% or $38,178 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-10$264,458$45,814$4,581iApproximate average salary by contribution assumption: employee only about $114,535 at 4% or $76,357 at 6%; with 50% employer match about $76,357 at 4% or $50,904 at 6%; with 100% employer match about $57,267 at 4% or $38,178 at 6%.
200919$205,501$47,083$5,231iApproximate average salary by contribution assumption: employee only about $130,786 at 4% or $87,191 at 6%; with 50% employer match about $87,191 at 4% or $58,127 at 6%; with 100% employer match about $65,393 at 4% or $43,595 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-9$205,501$47,083$5,231iApproximate average salary by contribution assumption: employee only about $130,786 at 4% or $87,191 at 6%; with 50% employer match about $87,191 at 4% or $58,127 at 6%; with 100% employer match about $65,393 at 4% or $43,595 at 6%.
200819$125,147$47,088$5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-9$125,147$47,088$5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%.
200719$103,617$40,310$4,479iApproximate average salary by contribution assumption: employee only about $111,972 at 4% or $74,648 at 6%; with 50% employer match about $74,648 at 4% or $49,765 at 6%; with 100% employer match about $55,986 at 4% or $37,324 at 6%.
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-9$103,617$40,310$4,479iApproximate average salary by contribution assumption: employee only about $111,972 at 4% or $74,648 at 6%; with 50% employer match about $74,648 at 4% or $49,765 at 6%; with 100% employer match about $55,986 at 4% or $37,324 at 6%.
200626$57,977$41,115$6,853iApproximate average salary by contribution assumption: employee only about $171,313 at 4% or $114,208 at 6%; with 50% employer match about $114,208 at 4% or $76,139 at 6%; with 100% employer match about $85,656 at 4% or $57,104 at 6%.
SHELDON RUBENFELD, MD PA RETIREMENT TRUST-6$57,977$41,115$6,853iApproximate average salary by contribution assumption: employee only about $171,313 at 4% or $114,208 at 6%; with 50% employer match about $114,208 at 4% or $76,139 at 6%; with 100% employer match about $85,656 at 4% or $57,104 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-0---
200528$1,004,175$30,092$3,762iApproximate average salary by contribution assumption: employee only about $94,038 at 4% or $62,692 at 6%; with 50% employer match about $62,692 at 4% or $41,794 at 6%; with 100% employer match about $47,019 at 4% or $31,346 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-8$974,083--
SHELDON RUBENFELD, MDPA RETIREMENT TRUST-7$30,092$30,092$4,299iApproximate average salary by contribution assumption: employee only about $107,471 at 4% or $71,648 at 6%; with 50% employer match about $71,648 at 4% or $47,765 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
200414$1,000,167$56,475$14,119iApproximate average salary by contribution assumption: employee only about $352,969 at 4% or $235,313 at 6%; with 50% employer match about $235,313 at 4% or $156,875 at 6%; with 100% employer match about $176,484 at 4% or $117,656 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-4$1,000,167$56,475$14,119iApproximate average salary by contribution assumption: employee only about $352,969 at 4% or $235,313 at 6%; with 50% employer match about $235,313 at 4% or $156,875 at 6%; with 100% employer match about $176,484 at 4% or $117,656 at 6%.
200314$880,648$42,415$10,604iApproximate average salary by contribution assumption: employee only about $265,094 at 4% or $176,729 at 6%; with 50% employer match about $176,729 at 4% or $117,819 at 6%; with 100% employer match about $132,547 at 4% or $88,365 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-4$880,648$42,415$10,604iApproximate average salary by contribution assumption: employee only about $265,094 at 4% or $176,729 at 6%; with 50% employer match about $176,729 at 4% or $117,819 at 6%; with 100% employer match about $132,547 at 4% or $88,365 at 6%.
200216$860,161$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-6$860,161$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200118$873,549$64,700$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-8$873,549$64,700$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
200016$861,561$57,250$9,542iApproximate average salary by contribution assumption: employee only about $238,542 at 4% or $159,028 at 6%; with 50% employer match about $159,028 at 4% or $106,019 at 6%; with 100% employer match about $119,271 at 4% or $79,514 at 6%.
Sheldon Rubenfeld, M.D., P.A. Profit Sharing Plan & Trust-6$861,561$57,250$9,542iApproximate average salary by contribution assumption: employee only about $238,542 at 4% or $159,028 at 6%; with 50% employer match about $159,028 at 4% or $106,019 at 6%; with 100% employer match about $119,271 at 4% or $79,514 at 6%.