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401k Sponsoring company profile

JOSEPH N. RUBINSTEIN has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH N. RUBINSTEIN
Employer identification number (EIN):954370355
NAIC Classification:523120
NAIC Description:Securities Brokerage

The following addresses have been detected on the 401k submissions:

USA Mailing Address
2492 SIERRA DRIVE
UPLAND
CA
91784
Date first seen: 2007-01-01
Date last seen: 2024-06-30

Plan Sponsor Events

JOSEPH N. RUBINSTEIN 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002JOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN2012-01-01 2000-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2013-03-01Employer Contributions $ 200,000
2013-03-01Employee Contributions $ 200,000
2012-11-11Employer Contributions $ 25,000 1 $ 25,000
2012-11-11Employee Contributions $ 25,000 1 $ 25,000
2012-10-17Employer Contributions $ 25,000 1 $ 25,000
2012-10-17Employee Contributions $ 25,000 1 $ 25,000
2012-09-02Employer Contributions $ 38,000 1 $ 38,000
2012-09-02Employee Contributions $ 38,000 1 $ 38,000
2012-07-27Employer Contributions $ 100,000 1 $ 100,000
2012-07-27Employee Contributions $ 100,000 1 $ 100,000
2012-06-18Employer Contributions $ 10,000 1 $ 10,000
2012-06-18Employee Contributions $ 10,000 1 $ 10,000
2012-05-14Employer Contributions $ 10,000 1 $ 10,000
2012-05-14Employee Contributions $ 10,000 1 $ 10,000
2012-04-24Employer Contributions $ 60,000 1 $ 60,000
2012-04-24Employee Contributions $ 60,000 1 $ 60,000
2012-04-15Employer Contributions $ 30,000 1 $ 30,000
2012-04-15Employee Contributions $ 30,000 1 $ 30,000
2012-03-18Employer Contributions $ 10,000 1 $ 10,000
2012-03-18Employee Contributions $ 10,000 1 $ 10,000
2012-02-28Employer Contributions $ 15,000 1 $ 15,000
2012-02-28Employee Contributions $ 15,000 1 $ 15,000
2012-02-06Employer Contributions $ 10,000 1 $ 10,000
2012-02-06Employee Contributions $ 10,000 1 $ 10,000
2012-01-30Employer Contributions $ 10,000 1 $ 10,000
2012-01-30Employee Contributions $ 10,000 1 $ 10,000
2012-01-15Employer Contributions $ 10,000 1 $ 10,000
2012-01-15Employee Contributions $ 10,000 1 $ 10,000
2011-12-29Employer Contributions $ 7,000 1 $ 7,000
2011-12-29Employee Contributions $ 7,000 1 $ 7,000
2011-12-16Employer Contributions $ 5,000 1 $ 5,000
2011-12-16Employee Contributions $ 5,000 1 $ 5,000
2011-11-21Employer Contributions $ 10,000 1 $ 10,000
2011-11-21Employee Contributions $ 10,000 1 $ 10,000
2011-11-01Employer Contributions $ 15,000 1 $ 15,000
2011-11-01Employee Contributions $ 15,000 1 $ 15,000
2011-10-20Employer Contributions $ 10,000 1 $ 10,000
2011-10-20Employee Contributions $ 10,000 1 $ 10,000
2011-09-12Employer Contributions $ 31,500 1 $ 31,500
2011-09-12Employee Contributions $ 31,500 1 $ 31,500
2011-08-01Employer Contributions $ 20,000 1 $ 20,000
2011-08-01Employee Contributions $ 20,000 1 $ 20,000
2011-07-18Employer Contributions $ 20,000 1 $ 20,000
2011-07-18Employee Contributions $ 20,000 1 $ 20,000
2011-07-01Employer Contributions $ 6,500 1 $ 6,500
2011-07-01Employee Contributions $ 6,500 1 $ 6,500
2011-05-16Employer Contributions $ 20,000 1 $ 20,000
2011-05-16Employee Contributions $ 20,000 1 $ 20,000
2011-04-28Employer Contributions $ 15,000 1 $ 15,000
2011-04-28Employee Contributions $ 15,000 1 $ 15,000
2011-04-17Employer Contributions $ 25,000 1 $ 25,000
2011-04-17Employee Contributions $ 25,000 1 $ 25,000
2011-04-15Employer Contributions $ 20,000 1 $ 20,000
2011-04-15Employee Contributions $ 20,000 1 $ 20,000
2011-03-21Employer Contributions $ 12,000 1 $ 12,000
2011-03-21Employee Contributions $ 12,000 1 $ 12,000
2011-02-27Employer Contributions $ 40,000 1 $ 40,000
2011-02-27Employee Contributions $ 40,000 1 $ 40,000
2011-01-24Employer Contributions $ 60,000 1 $ 60,000
2011-01-24Employee Contributions $ 60,000 1 $ 60,000
2010-12-16Employer Contributions $ 10,000 1 $ 10,000
2010-12-16Employee Contributions $ 10,000 1 $ 10,000
2010-11-08Employer Contributions $ 10,000 1 $ 10,000
2010-11-08Employee Contributions $ 10,000 1 $ 10,000
2010-10-30Employer Contributions $ 40,000 1 $ 40,000
2010-10-30Employee Contributions $ 40,000 1 $ 40,000
2010-09-12Employer Contributions $ 10,000 1 $ 10,000
2010-09-12Employee Contributions $ 10,000 1 $ 10,000
2010-08-12Employer Contributions $ 10,000 1 $ 10,000
2010-08-12Employee Contributions $ 10,000 1 $ 10,000
2010-08-02Employer Contributions $ 20,000 1 $ 20,000
2010-08-02Employee Contributions $ 20,000 1 $ 20,000
2010-07-16Employer Contributions $ 25,000 1 $ 25,000
2010-07-16Employee Contributions $ 25,000 1 $ 25,000
2010-05-10Employer Contributions $ 10,000 1 $ 10,000
2010-05-10Employee Contributions $ 10,000 1 $ 10,000
2010-05-02Employer Contributions $ 10,000 1 $ 10,000
2010-05-02Employee Contributions $ 10,000 1 $ 10,000
2010-04-18Employer Contributions $ 15,000 1 $ 15,000
2010-04-18Employee Contributions $ 15,000 1 $ 15,000
2010-04-04Employer Contributions $ 20,000 1 $ 20,000
2010-04-04Employee Contributions $ 20,000 1 $ 20,000
2010-03-15Employer Contributions $ 10,000 1 $ 10,000
2010-03-15Employee Contributions $ 10,000 1 $ 10,000
2010-01-30Employer Contributions $ 10,000 1 $ 10,000
2010-01-30Employee Contributions $ 10,000 1 $ 10,000
2010-01-17Employer Contributions $ 13,000 1 $ 13,000
2010-01-17Employee Contributions $ 13,000 1 $ 13,000
2009-12-26Employer Contributions $ 5,000 1 $ 5,000
2009-12-26Employee Contributions $ 5,000 1 $ 5,000
2009-12-25Employer Contributions $ 10,000 1 $ 10,000
2009-12-25Employee Contributions $ 10,000 1 $ 10,000
2009-11-15Employer Contributions $ 10,000 1 $ 10,000
2009-11-15Employee Contributions $ 10,000 1 $ 10,000
2009-10-11Employer Contributions $ 55,000 1 $ 55,000
2009-10-11Employee Contributions $ 55,000 1 $ 55,000
2009-10-03Employer Contributions $ 10,000 1 $ 10,000
2009-10-03Employee Contributions $ 10,000 1 $ 10,000

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