· 2022–2024 · DOL EFAST2

The Shelley & Donald Rubin — The Shelley & Donald, Form 5500 (2024)

Original filing (PDF)20250524172640NAL0012320434001

The Shelley & Donald Rubin

Form 5500-SF

FILING_RECEIVED

The Shelley & Donald Rubin 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Shelley & Donald Rubin's The Shelley & Donald Rubin 401(k) Profit Sharing Plan & Trust held $163K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SHELLEY & DONALD RUBIN.

Plan sponsor

Name

THE SHELLEY & DONALD RUBIN

EIN

Address

17 W 17TH ST FL 9 · NEW YORK, NY · 100115510

Phone

(646) 839-5915

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Future Stars Childrens Academy

Future Stars Children's Academ 401(k) Profit Sharing Plan & Trust

$163K · 7 participants

LUNA Services, LLC DBA 360 Valet

360 Valet Defined Benefit Plan

$163K · 6 participants

The Pennsylvania Society

The Pennsylvania Society 401(k) Profit Sharing Plan & Trust

$163K · 2 participants

WW Unitran Inc.

WW Unitran Inc. 401(k) Profit Sharing Plan & Trust

$163K · 9 participants

ELI-GAR Ggost, LLC

Gold's GYM of South Texas 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.