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DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN
Plan identification number 002

DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID I RUBINFELD has sponsored the creation of one or more 401k plans.

Company Name:DAVID I RUBINFELD
Employer identification number (EIN):222345044
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01DAVID RUBINFELD
0022011-01-01DAVID RUBINFELD
0022010-01-01DAVID RUBINFELD
0022009-01-01DAVID RUBINFELD

Plan Statistics for DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN

Measure Date Value
2012: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN

Measure Date Value
2012 : DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-710,660
Total income from all sources2012-12-31$153,635
Total plan assets at end of year2012-12-31$954,610
Total plan assets at beginning of year2012-12-31$1,511,633
Other income received2012-12-31$75,098
Net income (gross income less expenses)2012-12-31$153,635
Net plan assets at end of year (total assets less liabilities)2012-12-31$954,610
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,511,633
Total contributions received or receivable from employer(s)2012-12-31$78,537
2011 : DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$102,227
Total plan assets at end of year2011-12-31$1,511,633
Total plan assets at beginning of year2011-12-31$1,409,406
Total contributions received or receivable from participants2011-12-31$15,227
Other income received2011-12-31$38,000
Net income (gross income less expenses)2011-12-31$102,227
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,511,633
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,409,406
Total contributions received or receivable from employer(s)2011-12-31$49,000
2010 : DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$148,848
Expenses. Total of all expenses incurred2010-12-31$11,667
Total plan assets at end of year2010-12-31$1,409,406
Total plan assets at beginning of year2010-12-31$1,272,225
Total contributions received or receivable from participants2010-12-31$20,519
Other income received2010-12-31$79,329
Net income (gross income less expenses)2010-12-31$137,181
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,409,406
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,272,225
Total contributions received or receivable from employer(s)2010-12-31$49,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,667

Form 5500 Responses for DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN

2012: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID I RUBINFELD STANDARDIZED 401K/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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