Civic Intelligence

Rubicon Investments Inc.

Plan context: Rubicon Investments Inc. Profit-Sharing Plan

EIN 94-2931224 • Orinda, CA • 23 filings • 6 plans

192 Alice LaneOrinda, CA 94563
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$477,886

2022 Contributions

$27,632

Historical Graphs

Total Assets Over Time

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

$729,144$364,572$0200020122022YearValue
$477,886Latest year 2022

Participants Over Time

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

420200020112022YearValue
1Latest year 2022

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
202211$477,886$27,632$27,632iApproximate average salary by contribution assumption: employee only about $690,800 at 4% or $460,533 at 6%; with 50% employer match about $460,533 at 4% or $307,022 at 6%; with 100% employer match about $345,400 at 4% or $230,267 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-1$477,886$27,632$27,632iApproximate average salary by contribution assumption: employee only about $690,800 at 4% or $460,533 at 6%; with 50% employer match about $460,533 at 4% or $307,022 at 6%; with 100% employer match about $345,400 at 4% or $230,267 at 6%.
202112$729,144$59,161$29,581iApproximate average salary by contribution assumption: employee only about $739,513 at 4% or $493,008 at 6%; with 50% employer match about $493,008 at 4% or $328,672 at 6%; with 100% employer match about $369,756 at 4% or $246,504 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$729,144$59,161$29,581iApproximate average salary by contribution assumption: employee only about $739,513 at 4% or $493,008 at 6%; with 50% employer match about $493,008 at 4% or $328,672 at 6%; with 100% employer match about $369,756 at 4% or $246,504 at 6%.
202012$569,837$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$569,837$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
201912$462,641$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$462,641$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201812$320,993$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$320,993--
201713$353,770$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-3$353,770$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201612$269,823$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$269,823$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201514$238,418$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-4$238,418$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201412$219,492$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$219,492$0-
201312$218,089$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$218,089--
201212$202,159$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$202,159--
201112$185,551$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$185,551--
201013$195,066$0-
Rubicon Investments Inc. Profit-Sharing Plan-3$195,066--
200913$182,835$0-
Rubicon Investments Inc. Profit-Sharing Plan-3$182,835--
200812$154,610$0-
Rubicon Investments Inc. Profit-Sharing Plan-2$154,610--
200712$0$0-
Rubicon Investments Inc. Profit-Sharing Plan-2---
200612$185,428$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$185,428$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200511$109,986$0-
Rubicon Investments Inc. Profit-Sharing Plan-1$109,986--
200411$103,245$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-1$103,245$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200312$77,806$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$77,806$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200211$57,626$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-1$57,626$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200111$0$0-
Rubicon Investments Inc. Profit-Sharing Plan-1---
200012$101,443$18,120$9,060iApproximate average salary by contribution assumption: employee only about $226,500 at 4% or $151,000 at 6%; with 50% employer match about $151,000 at 4% or $100,667 at 6%; with 100% employer match about $113,250 at 4% or $75,500 at 6%.
Rubicon Investments Inc. Profit-Sharing Plan-2$101,443$18,120$9,060iApproximate average salary by contribution assumption: employee only about $226,500 at 4% or $151,000 at 6%; with 50% employer match about $151,000 at 4% or $100,667 at 6%; with 100% employer match about $113,250 at 4% or $75,500 at 6%.