401k Plan data: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING plan

LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 401k Plan overview

Plan Name	LEONARD RUBIN ASSOCIATES INC PROFIT SHARING
Plan identification number	002

LEONARD RUBIN ASSOCIATES INC PROFIT SHARING Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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

401k Sponsoring company profile

LEONARD RUBIN ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: LEONARD RUBIN ASSOCIATES INC

Employer identification number (EIN): 135645117

NAIC Classification: 424300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD RUBIN ASSOCIATES INC PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 HOWARD RUBIN 2023-02-26
002 2021-01-01 HOWARD RUBIN 2022-05-16
002 2020-01-01 HOWARD RUBIN 2022-05-16
002 2019-01-01 HOWARD RUBIN 2020-05-27
002 2018-01-01 HOWARD RUBIN 2019-05-22
002 2017-01-01 HOWARD RUBIN 2018-06-19
002 2016-01-01 HOWARD RUBIN 2017-05-16
002 2015-01-01 HOWARD RUBIN 2016-08-01
002 2014-01-01 HOWARD RUBIN 2015-06-03
002 2013-01-01 HOWARD RUBIN 2014-06-25
002 2012-01-01 HOWARD RUBIN
002 2011-01-01 HOWARD RUBIN
002 2009-01-01 HOWARD RUBIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	HOWARD RUBIN	2023-02-26
002	2021-01-01	HOWARD RUBIN	2022-05-16
002	2020-01-01	HOWARD RUBIN	2022-05-16
002	2019-01-01	HOWARD RUBIN	2020-05-27
002	2018-01-01	HOWARD RUBIN	2019-05-22
002	2017-01-01	HOWARD RUBIN	2018-06-19
002	2016-01-01	HOWARD RUBIN	2017-05-16
002	2015-01-01	HOWARD RUBIN	2016-08-01
002	2014-01-01	HOWARD RUBIN	2015-06-03
002	2013-01-01	HOWARD RUBIN	2014-06-25
002	2012-01-01	HOWARD RUBIN
002	2011-01-01	HOWARD RUBIN
002	2009-01-01	HOWARD RUBIN

Plan Statistics for LEONARD RUBIN ASSOCIATES INC PROFIT SHARING

401k plan membership statisitcs for LEONARD RUBIN ASSOCIATES INC PROFIT SHARING

Measure Date Value
2012: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 5
2011: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
2009: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5

Measure	Date	Value
2012: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	5
2011: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
2009: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5

Financial Data on LEONARD RUBIN ASSOCIATES INC PROFIT SHARING

Measure	Date	Value
2012 : LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$216,859
Value of total assets at end of year	2012-12-31	$2,870,266
Value of total assets at beginning of year	2012-12-31	$2,653,407
Total interest from all sources	2012-12-31	$216,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$216,859
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,870,266
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,653,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in master investment trust accounts at end of year	2012-12-31	$2,870,266
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$2,653,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$216,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DAVID SUSS CPA
Accountancy firm EIN	2012-12-31	432017715
2011 : LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$89,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$120,139
Value of total assets at end of year	2011-12-31	$2,782,742
Value of total assets at beginning of year	2011-12-31	$2,027,248
Total interest from all sources	2011-12-31	$-31,023
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$89,116
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,782,742
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,027,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in master investment trust accounts at end of year	2011-12-31	$2,782,742
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$2,027,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-31,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$120,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
2010 : LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$381,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$113,352
Value of total assets at end of year	2010-12-31	$2,574,977
Value of total assets at beginning of year	2010-12-31	$2,193,961
Total interest from all sources	2010-12-31	$267,664
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$381,016
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,574,977
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,193,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in master investment trust accounts at end of year	2010-12-31	$2,574,977
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$2,193,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$267,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$113,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified

Form 5500 Responses for LEONARD RUBIN ASSOCIATES INC PROFIT SHARING

2012: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2012 form 5500 responses
2012-01-01	Type of plan entity	DFE (Diect Filing Entity)
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEONARD RUBIN ASSOCIATES INC PROFIT SHARING 2009 form 5500 responses
2009-01-01	Type of plan entity	DFE (Diect Filing Entity)
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LEONARD RUBIN 401 K PROFIT SHARING PLAN TRUST [EIN = 133689681]

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Company Name:	LEONARD RUBIN ASSOCIATES INC
Employer identification number (EIN):	135645117
NAIC Classification:	424300