RUBIN & BERNSTEIN, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-15 | 56392 |
| Net assets as of the end of the plan year | 2025-09-15 | 123263 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 157001 |
| Value of plan covered by a fidelity bond | 2025-09-15 | 20000 |
| Participant contributions to plan in this plan year | 2025-09-15 | 6000 |
| Other income to plan in this plan year | 2025-09-15 | 8453 |
| Plan net income in this plan year | 2025-09-15 | -33738 |
| Net assets as of the end of the plan year | 2025-09-15 | 123263 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 157001 |
| Employer contributions to plan in this plan year | 2025-09-15 | 8201 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 2749 |
| 2024 : RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-12-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-12-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-19 | 4787 |
| Net assets as of the end of the plan year | 2024-12-19 | 157001 |
| Total assets as of the beginning of the plan year | 2024-12-19 | 132955 |
| Value of plan covered by a fidelity bond | 2024-12-19 | 20000 |
| Participant contributions to plan in this plan year | 2024-12-19 | 6200 |
| Value of participant loans at end of plan year | 2024-12-19 | 24771 |
| Other expenses paid from plan in this plan year | 2024-12-19 | 0 |
| Other contributions to plan in this plan year | 2024-12-19 | 0 |
| Other income to plan in this plan year | 2024-12-19 | 14931 |
| Plan net income in this plan year | 2024-12-19 | 24046 |
| Net assets as of the end of the plan year | 2024-12-19 | 157001 |
| Net assets as of the beginning of the plan year | 2024-12-19 | 132955 |
| Employer contributions to plan in this plan year | 2024-12-19 | 7702 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-19 | 2587 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 5418 |
| Net assets as of the end of the plan year | 2024-10-14 | 107962 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 80631 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 15000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 17500 |
| Value of participant loans at end of plan year | 2024-10-14 | 20946 |
| Other contributions to plan in this plan year | 2024-10-14 | 287 |
| Other income to plan in this plan year | 2024-10-14 | 6167 |
| Plan net income in this plan year | 2024-10-14 | 27331 |
| Net assets as of the end of the plan year | 2024-10-14 | 107962 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 80631 |
| Employer contributions to plan in this plan year | 2024-10-14 | 8795 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 1340 |
| 2020 : RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $6,454 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,418 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,078 |
| Total plan assets at end of year | 2020-12-31 | $81,667 |
| Total plan assets at beginning of year | 2020-12-31 | $80,631 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000 |
| Other income received | 2020-12-31 | $6,454 |
| Net income (gross income less expenses) | 2020-12-31 | $1,036 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $81,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,631 |
| Assets. Value of participant loans | 2020-12-31 | $20,946 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $26,913 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,159 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $80,631 |
| Total plan assets at beginning of year | 2019-12-31 | $54,877 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $11,458 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $6,913 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $25,754 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $80,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $54,877 |
| Assets. Value of participant loans | 2019-12-31 | $19,804 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,542 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,159 |
| 2018 : RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $2,121 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,206 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $54,877 |
| Total plan assets at beginning of year | 2018-12-31 | $53,962 |
| Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $2,100 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-1,610 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $915 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $54,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $53,962 |
| Assets. Value of participant loans | 2018-12-31 | $18,728 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,631 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,206 |
| 2020: RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RUBIN & BERNSTEIN, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
