THOMAS, THOMAS & MARKSON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-29 | 23 |
| Total number of particpants at end of year | 2025-09-29 | 23 |
| Number of Participants With Account Balances | 2025-09-29 | 23 |
| 2024: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-10 | 25 |
| Total number of particpants at end of year | 2024-10-10 | 23 |
| Number of Participants With Account Balances | 2024-10-10 | 23 |
| 2022: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-28 | 25 |
| Total number of particpants at end of year | 2022-09-28 | 26 |
| Number of Participants With Account Balances | 2022-09-28 | 26 |
| 2014: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| 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 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 26 |
| Number of participants with account balances | 2014-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| 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 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| 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 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 23 |
| Number of participants with account balances | 2012-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
| 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 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 24 |
| Number of participants with account balances | 2011-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 24 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-29 | 834498 |
| Net assets as of the end of the plan year | 2025-09-29 | 3330777 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 3390775 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 400000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 86751 |
| Value of participant loans at end of plan year | 2025-09-29 | 17551 |
| Other income to plan in this plan year | 2025-09-29 | 641241 |
| Plan net income in this plan year | 2025-09-29 | -59998 |
| Net assets as of the end of the plan year | 2025-09-29 | 3330777 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 3390775 |
| Employer contributions to plan in this plan year | 2025-09-29 | 46508 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 3509 |
| 2024 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 3586 |
| Net assets as of the end of the plan year | 2024-10-10 | 3390775 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 2631198 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 400000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 42822 |
| Value of participant loans at end of plan year | 2024-10-10 | 9593 |
| Other income to plan in this plan year | 2024-10-10 | 675749 |
| Plan net income in this plan year | 2024-10-10 | 759577 |
| Net assets as of the end of the plan year | 2024-10-10 | 3390775 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 2631198 |
| Employer contributions to plan in this plan year | 2024-10-10 | 44592 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 10 |
| 2022 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-28 | 1039 |
| Total liabilities as of the beginning of the plan year | 2022-09-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-28 | 4680 |
| Net assets as of the end of the plan year | 2022-09-28 | 3325646 |
| Total assets as of the beginning of the plan year | 2022-09-28 | 2831539 |
| Value of plan covered by a fidelity bond | 2022-09-28 | 400000 |
| Participant contributions to plan in this plan year | 2022-09-28 | 40185 |
| Value of participant loans at end of plan year | 2022-09-28 | 3239 |
| Other contributions to plan in this plan year | 2022-09-28 | 5845 |
| Other income to plan in this plan year | 2022-09-28 | 416405 |
| Plan net income in this plan year | 2022-09-28 | 493068 |
| Net assets as of the end of the plan year | 2022-09-28 | 3324607 |
| Net assets as of the beginning of the plan year | 2022-09-28 | 2831539 |
| Employer contributions to plan in this plan year | 2022-09-28 | 35313 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-28 | 7 |
| 2014 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $437,853 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $699,917 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $696,049 |
| Total plan assets at end of year | 2014-12-31 | $3,696,420 |
| Total plan assets at beginning of year | 2014-12-31 | $3,958,484 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $90,555 |
| Other income received | 2014-12-31 | $247,698 |
| Net income (gross income less expenses) | 2014-12-31 | $-262,064 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,696,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,958,484 |
| Assets. Value of participant loans | 2014-12-31 | $23,714 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $99,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,868 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $30 |
| Total income from all sources | 2013-12-31 | $799,958 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16,089 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $12,613 |
| Total plan assets at end of year | 2013-12-31 | $3,958,484 |
| Total plan assets at beginning of year | 2013-12-31 | $3,174,645 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $99,629 |
| Other income received | 2013-12-31 | $609,581 |
| Net income (gross income less expenses) | 2013-12-31 | $783,869 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,958,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,174,615 |
| Assets. Value of participant loans | 2013-12-31 | $28,181 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $4,029 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $90,748 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $30 |
| Total plan liabilities at beginning of year | 2012-12-31 | $45 |
| Total income from all sources | 2012-12-31 | $522,574 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $32,503 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $28,258 |
| Total plan assets at end of year | 2012-12-31 | $3,174,645 |
| Total plan assets at beginning of year | 2012-12-31 | $2,684,589 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $99,051 |
| Other income received | 2012-12-31 | $292,987 |
| Net income (gross income less expenses) | 2012-12-31 | $490,071 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,174,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,684,544 |
| Assets. Value of participant loans | 2012-12-31 | $13,359 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $6,839 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $130,536 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $45 |
| Total plan liabilities at beginning of year | 2011-12-31 | $583 |
| Total income from all sources | 2011-12-31 | $223,596 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $155,956 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $150,656 |
| Total plan assets at end of year | 2011-12-31 | $2,684,589 |
| Total plan assets at beginning of year | 2011-12-31 | $2,617,487 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $110,118 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,231 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-880 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $67,640 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,684,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,616,904 |
| Assets. Value of participant loans | 2011-12-31 | $6,044 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $7,058 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $114,358 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $2,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $583 |
| Total plan liabilities at beginning of year | 2010-12-31 | $6,636 |
| Total income from all sources | 2010-12-31 | $460,432 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,098 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,027 |
| Total plan assets at end of year | 2010-12-31 | $2,617,487 |
| Total plan assets at beginning of year | 2010-12-31 | $2,170,206 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $115,460 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,071 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $237,143 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $453,334 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,616,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,163,570 |
| Assets. Value of participant loans | 2010-12-31 | $3,960 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $7,701 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $107,829 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 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: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 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: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 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: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 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 |
