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RUBENSTEIN & PITTS 401(K) PLAN 401k Plan overview

Plan NameRUBENSTEIN & PITTS 401(K) PLAN
Plan identification number 001

RUBENSTEIN & PITTS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RUBENSTEIN & PITTS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:RUBENSTEIN & PITTS, PLLC
Employer identification number (EIN):204013191
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUBENSTEIN & PITTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01H. CRAIG PITTS2024-05-03
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01CINDY BENTLEY2016-02-29 CINDY BENTLEY2016-02-29
0012014-01-01CINDY BENTLEY2015-05-12 CINDY BENTLEY2015-05-12
0012013-01-01MICHAEL RUBENSTEIN2014-07-21 MICHAEL RUBENSTEIN2014-07-21

Plan Statistics for RUBENSTEIN & PITTS 401(K) PLAN

401k plan membership statisitcs for RUBENSTEIN & PITTS 401(K) PLAN

Measure Date Value
2025: RUBENSTEIN & PITTS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0714
Total number of particpants at end of year2025-10-0711
Number of Participants With Account Balances2025-10-078
2024: RUBENSTEIN & PITTS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0312
Total number of particpants at end of year2024-05-0314
Number of Participants With Account Balances2024-05-0311

Financial Data on RUBENSTEIN & PITTS 401(K) PLAN

Measure Date Value
2025 : RUBENSTEIN & PITTS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-07710278
Net assets as of the end of the plan year2025-10-071331774
Total assets as of the beginning of the plan year2025-10-071738446
Value of plan covered by a fidelity bond2025-10-07133177
Participant contributions to plan in this plan year2025-10-0794367
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-07184072
Plan net income in this plan year2025-10-07-406672
Net assets as of the end of the plan year2025-10-071331774
Net assets as of the beginning of the plan year2025-10-071738446
Employer contributions to plan in this plan year2025-10-0725167
Fees paid to broker by Benefit Provider2025-10-075359
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-07150
2024 : RUBENSTEIN & PITTS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-0320050
Net assets as of the end of the plan year2024-05-031738446
Total assets as of the beginning of the plan year2024-05-031429856
Value of plan covered by a fidelity bond2024-05-03173845
Participant contributions to plan in this plan year2024-05-0389488
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-03214966
Plan net income in this plan year2024-05-03308590
Net assets as of the end of the plan year2024-05-031738446
Net assets as of the beginning of the plan year2024-05-031429856
Employer contributions to plan in this plan year2024-05-0324186
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-036790

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