SANDY RUBEN AND ASSOCIATES LLC
Plan context: SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST
EIN 82-3608747 • Hillsborough, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$753,527
2025 Contributions
$196,699
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 | $753,527 | $196,699 | $21,855iApproximate average salary by contribution assumption: employee only about $546,386 at 4% or $364,257 at 6%; with 50% employer match about $364,257 at 4% or $242,838 at 6%; with 100% employer match about $273,193 at 4% or $182,129 at 6%. |
| SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $753,527 | $196,699 | $21,855iApproximate average salary by contribution assumption: employee only about $546,386 at 4% or $364,257 at 6%; with 50% employer match about $364,257 at 4% or $242,838 at 6%; with 100% employer match about $273,193 at 4% or $182,129 at 6%. |
| 2024 | 1 | 10 | $480,132 | $95,672 | $9,567iApproximate average salary by contribution assumption: employee only about $239,180 at 4% or $159,453 at 6%; with 50% employer match about $159,453 at 4% or $106,302 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%. |
| SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $480,132 | $95,672 | $9,567iApproximate average salary by contribution assumption: employee only about $239,180 at 4% or $159,453 at 6%; with 50% employer match about $159,453 at 4% or $106,302 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%. |
| 2023 | 1 | 10 | $361,356 | $199,165 | $19,917iApproximate average salary by contribution assumption: employee only about $497,913 at 4% or $331,942 at 6%; with 50% employer match about $331,942 at 4% or $221,294 at 6%; with 100% employer match about $248,956 at 4% or $165,971 at 6%. |
| SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $361,356 | $199,165 | $19,917iApproximate average salary by contribution assumption: employee only about $497,913 at 4% or $331,942 at 6%; with 50% employer match about $331,942 at 4% or $221,294 at 6%; with 100% employer match about $248,956 at 4% or $165,971 at 6%. |
| 2022 | 1 | 10 | $140,008 | $134,237 | $13,424iApproximate average salary by contribution assumption: employee only about $335,593 at 4% or $223,728 at 6%; with 50% employer match about $223,728 at 4% or $149,152 at 6%; with 100% employer match about $167,796 at 4% or $111,864 at 6%. |
| SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $140,008 | $134,237 | $13,424iApproximate average salary by contribution assumption: employee only about $335,593 at 4% or $223,728 at 6%; with 50% employer match about $223,728 at 4% or $149,152 at 6%; with 100% employer match about $167,796 at 4% or $111,864 at 6%. |
| 2021 | 1 | 7 | $17,339 | $17,193 | $2,456iApproximate average salary by contribution assumption: employee only about $61,404 at 4% or $40,936 at 6%; with 50% employer match about $40,936 at 4% or $27,290 at 6%; with 100% employer match about $30,702 at 4% or $20,468 at 6%. |
| SANDY RUBEN AND ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $17,339 | $17,193 | $2,456iApproximate average salary by contribution assumption: employee only about $61,404 at 4% or $40,936 at 6%; with 50% employer match about $40,936 at 4% or $27,290 at 6%; with 100% employer match about $30,702 at 4% or $20,468 at 6%. |