?>
Plan Name | RUBIN & MACHADO, LTD. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RUBIN & MACHADO, LTD. |
Employer identification number (EIN): | 364383873 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | EMILIO MACHADO | 2022-10-05 | EMILIO MACHADO | 2022-10-05 |
001 | 2020-01-01 | EMILIO MACHADO | 2021-10-07 | EMILIO MACHADO | 2021-10-07 |
001 | 2019-01-01 | EMILIO MACHADO | 2020-10-08 | EMILIO MACHADO | 2020-10-08 |
001 | 2018-01-01 | EMILIO MACHADO | 2019-10-04 | EMILIO MACHADO | 2019-10-04 |
001 | 2018-01-01 | EMILIO MACHADO | 2019-10-04 | EMILIO MACHADO | 2019-10-04 |
001 | 2017-01-01 | EMILIO MACHADO | 2018-10-05 | EMILIO MACHADO | 2018-10-05 |
001 | 2017-01-01 | EMILIO MACHADO | 2018-09-28 | EMILIO MACHADO | 2018-09-28 |
001 | 2017-01-01 | EMILIO MACHADO | 2018-09-28 | EMILIO MACHADO | 2018-09-28 |
001 | 2017-01-01 | EMILIO MACHADO | 2018-10-05 | EMILIO MACHADO | 2018-10-05 |
001 | 2016-01-01 | EMILIO MACHADO | 2017-10-05 | ||
001 | 2015-01-01 | EMILIO MACHADO | 2016-10-03 | ||
001 | 2014-01-01 | EMILIO MACHADO | 2015-10-01 | ||
001 | 2013-01-01 | EMILIO MACHADO | 2014-09-23 | ||
001 | 2012-01-01 | EMILIO MACHADO | 2013-07-19 | ||
001 | 2011-01-01 | EMILIO MACHADO | |||
001 | 2010-01-01 | EMILIO MACHADO | |||
001 | 2009-01-01 | EMILIO MACHADO |
Measure | Date | Value |
---|---|---|
2011: RUBIN & MACHADO, LTD. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 16 |
Number of participants with account balances | 2011-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RUBIN & MACHADO, LTD. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RUBIN & MACHADO, LTD. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 15 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : RUBIN & MACHADO, LTD. 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $49,558 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,985 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,646 |
Total plan assets at end of year | 2011-12-31 | $1,181,265 |
Total plan assets at beginning of year | 2011-12-31 | $1,134,692 |
Value of fidelity bond covering the plan | 2011-12-31 | $81,000 |
Total contributions received or receivable from participants | 2011-12-31 | $75,068 |
Other income received | 2011-12-31 | $-58,093 |
Net income (gross income less expenses) | 2011-12-31 | $46,573 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,181,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,134,692 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $1,911 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,583 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $339 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : RUBIN & MACHADO, LTD. 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $243,163 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,704 |
Total plan assets at end of year | 2010-12-31 | $1,134,692 |
Total plan assets at beginning of year | 2010-12-31 | $895,233 |
Value of fidelity bond covering the plan | 2010-12-31 | $81,000 |
Total contributions received or receivable from participants | 2010-12-31 | $71,687 |
Other income received | 2010-12-31 | $137,127 |
Net income (gross income less expenses) | 2010-12-31 | $239,459 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,134,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $895,233 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $253 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $34,349 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,704 |
2011: RUBIN & MACHADO, LTD. 401(K) PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RUBIN & MACHADO, LTD. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RUBIN & MACHADO, LTD. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 86374 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 86374 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|