Plan Name | JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | JEFFREY M. RUBIN, O.D., P.C. |
Employer identification number (EIN): | 133196220 |
NAIC Classification: | 621320 |
NAIC Description: | Offices of Optometrists |
Additional information about JEFFREY M. RUBIN, O.D., P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1983-10-27 |
Company Identification Number: | 876970 |
Legal Registered Office Address: |
CONTINENTAL ROAD Rockland TUXEDO PARK United States of America (USA) 10987 |
More information about JEFFREY M. RUBIN, O.D., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-10-01 | JEFFREY RUBIN | 2024-07-11 | ||
002 | 2021-10-01 | JEFFREY RUBIN | 2023-07-12 | ||
002 | 2019-10-01 | JEFFREY M. RUBIN | 2023-07-12 | ||
002 | 2018-10-01 | ||||
002 | 2018-10-01 | JEFFREY M. RUBIN | 2023-07-12 | ||
002 | 2017-10-01 | JEFFREY M. RUBIN | 2019-06-07 | ||
002 | 2016-10-01 | JEFFREY M. RUBIN | 2018-06-13 | ||
002 | 2015-10-01 | JEFFREY M. RUBIN | 2017-06-26 | ||
002 | 2014-10-01 | JEFFREY M. RUBIN | 2016-06-15 |
Measure | Date | Value |
---|---|---|
2023: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2023 401k membership | ||
Market value of plan assets | 2023-09-30 | 1,334,757 |
Acturial value of plan assets | 2023-09-30 | 1,334,757 |
Funding target for retired participants and beneficiaries receiving payment | 2023-09-30 | 0 |
Number of terminated vested participants | 2023-09-30 | 1 |
Fundng target for terminated vested participants | 2023-09-30 | 3,744 |
Active participant vested funding target | 2023-09-30 | 1,115,141 |
Number of active participants | 2023-09-30 | 5 |
Total funding liabilities for active participants | 2023-09-30 | 1,115,141 |
Total participant count | 2023-09-30 | 6 |
Total funding target for all participants | 2023-09-30 | 1,118,885 |
Balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-09-30 | 372,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-09-30 | 136,757 |
Amount remaining of carryover balance | 2023-09-30 | 0 |
Amount remaining of prefunding balance | 2023-09-30 | 235,243 |
Present value of excess contributions | 2023-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-09-30 | 24,043 |
Balance of carryovers at beginning of current year | 2023-09-30 | 0 |
Balance of prefunding at beginning of current year | 2023-09-30 | 213,200 |
Total employer contributions | 2023-09-30 | 321,018 |
Total employee contributions | 2023-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-09-30 | 295,800 |
Unpaid minimum required contributions for all prior years | 2023-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-09-30 | 306,723 |
Net shortfall amortization installment of oustanding balance | 2023-09-30 | 0 |
Waiver amortization installment | 2023-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-09-30 | 304,051 |
Carryover balance elected to use to offset funding requirement | 2023-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-09-30 | 8,251 |
Additional cash requirement | 2023-09-30 | 295,800 |
Contributions allocatedtoward minimum required contributions for current year | 2023-09-30 | 295,800 |
Unpaid minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for all years | 2023-09-30 | 0 |
2022: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-09-30 | 1,313,913 |
Acturial value of plan assets | 2022-09-30 | 1,313,913 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 0 |
Number of terminated vested participants | 2022-09-30 | 1 |
Fundng target for terminated vested participants | 2022-09-30 | 4,034 |
Active participant vested funding target | 2022-09-30 | 937,627 |
Number of active participants | 2022-09-30 | 3 |
Total funding liabilities for active participants | 2022-09-30 | 937,627 |
Total participant count | 2022-09-30 | 4 |
Total funding target for all participants | 2022-09-30 | 941,661 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 325,300 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 325,300 |
Present value of excess contributions | 2022-09-30 | 110,112 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 115,948 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 115,948 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 72,013 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 372,000 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 137,009 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 136,757 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 136,757 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2020: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-09-30 | 952,509 |
Acturial value of plan assets | 2020-09-30 | 952,509 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 0 |
Number of terminated vested participants | 2020-09-30 | 0 |
Fundng target for terminated vested participants | 2020-09-30 | 0 |
Active participant vested funding target | 2020-09-30 | 586,328 |
Number of active participants | 2020-09-30 | 5 |
Total funding liabilities for active participants | 2020-09-30 | 586,328 |
Total participant count | 2020-09-30 | 5 |
Total funding target for all participants | 2020-09-30 | 586,328 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 196,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 196,000 |
Present value of excess contributions | 2020-09-30 | 191,024 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 202,008 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 202,008 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 33,809 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 366,100 |
Total employer contributions | 2020-09-30 | 101,529 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 92,348 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 91,031 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 90,950 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 90,950 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 92,348 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-09-30 | 705,617 |
Acturial value of plan assets | 2019-09-30 | 705,617 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 0 |
Number of terminated vested participants | 2019-09-30 | 0 |
Fundng target for terminated vested participants | 2019-09-30 | 0 |
Active participant vested funding target | 2019-09-30 | 697,344 |
Number of active participants | 2019-09-30 | 4 |
Total funding liabilities for active participants | 2019-09-30 | 697,344 |
Total participant count | 2019-09-30 | 4 |
Total funding target for all participants | 2019-09-30 | 697,344 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 199,981 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 199,981 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 255,537 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 244,533 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 136,792 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 136,792 |
Additional cash requirement | 2019-09-30 | 136,792 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 244,533 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 196,000 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
2018: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-09-30 | 479,106 |
Acturial value of plan assets | 2018-09-30 | 479,106 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 0 |
Number of terminated vested participants | 2018-09-30 | 1 |
Fundng target for terminated vested participants | 2018-09-30 | 1,365 |
Active participant vested funding target | 2018-09-30 | 392,609 |
Number of active participants | 2018-09-30 | 4 |
Total funding liabilities for active participants | 2018-09-30 | 392,609 |
Total participant count | 2018-09-30 | 5 |
Total funding target for all participants | 2018-09-30 | 393,974 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 107,284 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 107,284 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 220,105 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 213,789 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 98,940 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 13,808 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 13,808 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 213,789 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-09-30 | 304,768 |
Acturial value of plan assets | 2017-09-30 | 304,768 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 0 |
Number of terminated vested participants | 2017-09-30 | 1 |
Fundng target for terminated vested participants | 2017-09-30 | 1,266 |
Active participant vested funding target | 2017-09-30 | 265,775 |
Number of active participants | 2017-09-30 | 4 |
Total funding liabilities for active participants | 2017-09-30 | 265,775 |
Total participant count | 2017-09-30 | 5 |
Total funding target for all participants | 2017-09-30 | 267,041 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 45,968 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 45,968 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 169,754 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 164,798 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 95,241 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 57,514 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 57,514 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 164,798 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |