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DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN
Plan identification number 001

DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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 B.RUBINSTEIN,CPA, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID B.RUBINSTEIN,CPA, PC
Employer identification number (EIN):383608739
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01DAVID B. RUBINSTEIN
0012017-01-01DAVID B. RUBINSTEIN
0012016-01-01DAVID B. RUBINSTEIN
0012015-01-01DAVID B. RUBINSTEIN
0012014-01-01DAVID B. RUBINSTEIN
0012013-01-01DAVID B. RUBINSTEIN
0012012-01-01DAVID B. RUBINSTEIN
0012011-01-01DAVID B. RUBINSTEIN
0012010-01-01DAVID B. RUBINSTEIN
0012009-01-01DAVID B. RUBINSTEIN

Plan Statistics for DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN

Measure Date Value
2019: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID B.RUBINSTEIN,CPA,PC 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 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID B.RUBINSTEIN,CPA,PC 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID B.RUBINSTEIN,CPA,PC 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
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: DAVID B.RUBINSTEIN,CPA,PC 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN

Measure Date Value
2019 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$82,437
Expenses. Total of all expenses incurred2019-12-31$874,243
Benefits paid (including direct rollovers)2019-12-31$870,645
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$791,806
Other income received2019-12-31$82,437
Net income (gross income less expenses)2019-12-31$-791,806
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$791,806
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,598
2018 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-40,508
Expenses. Total of all expenses incurred2018-12-31$15,000
Benefits paid (including direct rollovers)2018-12-31$15,000
Total plan assets at end of year2018-12-31$791,806
Total plan assets at beginning of year2018-12-31$847,314
Other income received2018-12-31$-40,508
Net income (gross income less expenses)2018-12-31$-55,508
Net plan assets at end of year (total assets less liabilities)2018-12-31$791,806
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$847,314
2017 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$78,730
Total plan assets at end of year2017-12-31$847,314
Total plan assets at beginning of year2017-12-31$768,584
Other income received2017-12-31$71,230
Net income (gross income less expenses)2017-12-31$78,730
Net plan assets at end of year (total assets less liabilities)2017-12-31$847,314
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$768,584
Total contributions received or receivable from employer(s)2017-12-31$7,500
2016 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$55,949
Total plan assets at end of year2016-12-31$768,584
Total plan assets at beginning of year2016-12-31$712,635
Other income received2016-12-31$48,385
Net income (gross income less expenses)2016-12-31$55,949
Net plan assets at end of year (total assets less liabilities)2016-12-31$768,584
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$712,635
Total contributions received or receivable from employer(s)2016-12-31$7,564
2015 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,212
Expenses. Total of all expenses incurred2015-12-31$12
Total plan assets at end of year2015-12-31$712,635
Total plan assets at beginning of year2015-12-31$698,435
Expenses. Other expenses not covered elsewhere2015-12-31$12
Other income received2015-12-31$2,362
Net income (gross income less expenses)2015-12-31$14,200
Net plan assets at end of year (total assets less liabilities)2015-12-31$712,635
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$698,435
Total contributions received or receivable from employer(s)2015-12-31$11,850
2014 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$43,033
Total plan assets at end of year2014-12-31$698,435
Total plan assets at beginning of year2014-12-31$655,402
Other income received2014-12-31$33,033
Net income (gross income less expenses)2014-12-31$43,033
Net plan assets at end of year (total assets less liabilities)2014-12-31$698,435
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$655,402
Total contributions received or receivable from employer(s)2014-12-31$10,000
2013 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$159,294
Expenses. Total of all expenses incurred2013-12-31$287,606
Benefits paid (including direct rollovers)2013-12-31$287,606
Total plan assets at end of year2013-12-31$655,402
Total plan assets at beginning of year2013-12-31$783,714
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$111,544
Net income (gross income less expenses)2013-12-31$-128,312
Net plan assets at end of year (total assets less liabilities)2013-12-31$655,402
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$783,714
Total contributions received or receivable from employer(s)2013-12-31$24,750
2012 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$103,991
Total plan assets at end of year2012-12-31$783,714
Total plan assets at beginning of year2012-12-31$679,723
Total contributions received or receivable from participants2012-12-31$28,500
Other income received2012-12-31$31,194
Net income (gross income less expenses)2012-12-31$103,991
Net plan assets at end of year (total assets less liabilities)2012-12-31$783,714
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$679,723
Total contributions received or receivable from employer(s)2012-12-31$44,297
2011 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$87,782
Expenses. Total of all expenses incurred2011-12-31$53,271
Benefits paid (including direct rollovers)2011-12-31$53,271
Total plan assets at end of year2011-12-31$679,723
Total plan assets at beginning of year2011-12-31$645,212
Total contributions received or receivable from participants2011-12-31$32,000
Other income received2011-12-31$15,185
Net income (gross income less expenses)2011-12-31$34,511
Net plan assets at end of year (total assets less liabilities)2011-12-31$679,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$645,212
Total contributions received or receivable from employer(s)2011-12-31$40,597
2010 : DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$117,656
Total plan assets at end of year2010-12-31$645,212
Total plan assets at beginning of year2010-12-31$527,556
Total contributions received or receivable from participants2010-12-31$28,000
Other income received2010-12-31$50,216
Net income (gross income less expenses)2010-12-31$117,656
Net plan assets at end of year (total assets less liabilities)2010-12-31$645,212
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$527,556
Total contributions received or receivable from employer(s)2010-12-31$39,440

Form 5500 Responses for DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN

2019: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID B.RUBINSTEIN,CPA,PC 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 B.RUBINSTEIN,CPA,PC 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 B.RUBINSTEIN,CPA,PC 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 B.RUBINSTEIN,CPA,PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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