Rubio & Associates PLLC
Plan context: Rubio & Associates Retirement Plan
EIN 81-0954753 • Mcallen, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$424,264
2025 Contributions
$131,420
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $424,264 | $131,420 | $14,602iApproximate average salary by contribution assumption: employee only about $365,056 at 4% or $243,370 at 6%; with 50% employer match about $243,370 at 4% or $162,247 at 6%; with 100% employer match about $182,528 at 4% or $121,685 at 6%. |
| Rubio & Associates Retirement Plan | - | 9 | $424,264 | $131,420 | $14,602iApproximate average salary by contribution assumption: employee only about $365,056 at 4% or $243,370 at 6%; with 50% employer match about $243,370 at 4% or $162,247 at 6%; with 100% employer match about $182,528 at 4% or $121,685 at 6%. |
| 2024 | 1 | 9 | $247,467 | $77,141 | $8,571iApproximate average salary by contribution assumption: employee only about $214,281 at 4% or $142,854 at 6%; with 50% employer match about $142,854 at 4% or $95,236 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |
| Rubio & Associates Retirement Plan | - | 9 | $247,467 | $77,141 | $8,571iApproximate average salary by contribution assumption: employee only about $214,281 at 4% or $142,854 at 6%; with 50% employer match about $142,854 at 4% or $95,236 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |
| 2023 | 1 | 8 | $149,613 | $75,323 | $9,415iApproximate average salary by contribution assumption: employee only about $235,384 at 4% or $156,923 at 6%; with 50% employer match about $156,923 at 4% or $104,615 at 6%; with 100% employer match about $117,692 at 4% or $78,461 at 6%. |
| Rubio & Associates Retirement Plan | - | 8 | $149,613 | $75,323 | $9,415iApproximate average salary by contribution assumption: employee only about $235,384 at 4% or $156,923 at 6%; with 50% employer match about $156,923 at 4% or $104,615 at 6%; with 100% employer match about $117,692 at 4% or $78,461 at 6%. |
| 2022 | 1 | 7 | $58,919 | $61,028 | $8,718iApproximate average salary by contribution assumption: employee only about $217,957 at 4% or $145,305 at 6%; with 50% employer match about $145,305 at 4% or $96,870 at 6%; with 100% employer match about $108,979 at 4% or $72,652 at 6%. |
| Rubio & Associates Retirement Plan | - | 7 | $58,919 | $61,028 | $8,718iApproximate average salary by contribution assumption: employee only about $217,957 at 4% or $145,305 at 6%; with 50% employer match about $145,305 at 4% or $96,870 at 6%; with 100% employer match about $108,979 at 4% or $72,652 at 6%. |