RUBENSTEIN & THURMAN, L.P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN
Measure | Date | Value |
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2016: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
2014: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $207,630 |
Expenses. Total of all expenses incurred | 2016-12-31 | $409,128 |
Benefits paid (including direct rollovers) | 2016-12-31 | $353,879 |
Total plan assets at end of year | 2016-12-31 | $8,347,454 |
Total plan assets at beginning of year | 2016-12-31 | $8,548,952 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $182,024 |
Net income (gross income less expenses) | 2016-12-31 | $-201,498 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,347,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,548,952 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $362,793 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,606 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $55,249 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-283,417 |
Expenses. Total of all expenses incurred | 2015-12-31 | $444,415 |
Benefits paid (including direct rollovers) | 2015-12-31 | $370,672 |
Total plan assets at end of year | 2015-12-31 | $8,458,952 |
Total plan assets at beginning of year | 2015-12-31 | $9,186,784 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-283,566 |
Net income (gross income less expenses) | 2015-12-31 | $-727,832 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,458,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,186,784 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,051,454 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $149 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $73,743 |
2014 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $-132,326 |
Expenses. Total of all expenses incurred | 2014-12-31 | $487,408 |
Benefits paid (including direct rollovers) | 2014-12-31 | $393,776 |
Total plan assets at end of year | 2014-12-31 | $9,286,784 |
Total plan assets at beginning of year | 2014-12-31 | $9,906,518 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $17,500 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-152,326 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-619,734 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,286,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,906,518 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,682,298 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $2,500 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $93,632 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $749,842 |
Expenses. Total of all expenses incurred | 2013-12-31 | $482,391 |
Benefits paid (including direct rollovers) | 2013-12-31 | $380,023 |
Total plan assets at end of year | 2013-12-31 | $9,906,518 |
Total plan assets at beginning of year | 2013-12-31 | $9,639,067 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $9,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $734,692 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $267,451 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,906,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,639,067 |
Assets. Value of participant loans | 2013-12-31 | $3,155 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $4,076,113 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $6,150 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $102,368 |
2012 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $713,552 |
Expenses. Total of all expenses incurred | 2012-12-31 | $444,553 |
Benefits paid (including direct rollovers) | 2012-12-31 | $341,665 |
Total plan assets at end of year | 2012-12-31 | $9,639,007 |
Total plan assets at beginning of year | 2012-12-31 | $9,370,008 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $712,757 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $268,999 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,639,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,370,008 |
Assets. Value of participant loans | 2012-12-31 | $8,360 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $5,199,922 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $795 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $102,888 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $314,977 |
Expenses. Total of all expenses incurred | 2011-12-31 | $177,714 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,977 |
Total plan assets at end of year | 2011-12-31 | $9,370,008 |
Total plan assets at beginning of year | 2011-12-31 | $9,232,745 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $314,006 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $137,263 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,370,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,232,745 |
Assets. Value of participant loans | 2011-12-31 | $13,316 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $3,476,927 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $971 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $164,737 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $767,705 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,300 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,100 |
Total plan assets at end of year | 2010-12-31 | $9,232,745 |
Total plan assets at beginning of year | 2010-12-31 | $8,468,340 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $766,355 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $764,405 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,232,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,468,340 |
Assets. Value of participant loans | 2010-12-31 | $16,061 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $3,212,616 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,350 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
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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 |
2009: RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |