RUBIN & MACHADO, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUBIN & MACHADO, LTD. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : RUBIN & MACHADO, LTD. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-03 | 2455 |
| Net assets as of the end of the plan year | 2025-10-03 | 3851657 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 3316677 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 470000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 93884 |
| Other income to plan in this plan year | 2025-10-03 | 327103 |
| Plan net income in this plan year | 2025-10-03 | 534980 |
| Net assets as of the end of the plan year | 2025-10-03 | 3851657 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 3316677 |
| Employer contributions to plan in this plan year | 2025-10-03 | 116448 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 13286 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 50 |
| 2024 : RUBIN & MACHADO, LTD. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 2952 |
| Net assets as of the end of the plan year | 2024-10-07 | 3316677 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 2803352 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 440000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 90900 |
| Other income to plan in this plan year | 2024-10-07 | 392441 |
| Plan net income in this plan year | 2024-10-07 | 513325 |
| Net assets as of the end of the plan year | 2024-10-07 | 3316677 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 2803352 |
| Employer contributions to plan in this plan year | 2024-10-07 | 32936 |
| Fees paid to broker by Benefit Provider | 2024-10-07 | 5534 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 50 |
| 2022 : RUBIN & MACHADO, LTD. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-05 | 0 |
| Net assets as of the end of the plan year | 2022-10-05 | 3339158 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 2923185 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 420000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 70600 |
| Other income to plan in this plan year | 2022-10-05 | 320495 |
| Plan net income in this plan year | 2022-10-05 | 415973 |
| Net assets as of the end of the plan year | 2022-10-05 | 3339158 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 2923185 |
| Employer contributions to plan in this plan year | 2022-10-05 | 24878 |
| 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 |
