Civic Intelligence

Lori Rubin Inc.

Plan context: Lori Rubin Inc. 401(K) Profit Sharing Plan

EIN 77-0539244 • Scotts Valley, CA • 4 filings • 1 plans

552 Bean Creek Road #27Scotts Valley, CA 95066
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$329,163

2015 Contributions

$6,500

Historical Graphs

Total Assets Over Time

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

$329,163$164,582$0201220142015YearValue
$329,163Latest year 2015

Participants Over Time

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

110201220142015YearValue
1Latest year 2015

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
201511$329,163$6,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Lori Rubin Inc. 401(K) Profit Sharing Plan-1$329,163$6,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201411$327,080$0-
Lori Rubin Inc. 401(K) Profit Sharing Plan-1$327,080--
201311$310,003$0-
Lori Rubin Inc. 401(K) Profit Sharing Plan-1$310,003--
201211$267,949$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Lori Rubin Inc. 401(K) Profit Sharing Plan-1$267,949$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.