How big is Rubelmann & Associates, P.C.'s plan?

Rubelmann & Associates, P.C.'s plan reported $265K in assets and 1 participants for 2023.

Original filing (PDF)20241014172926NAL0013688707001

Rubelmann & Associates, P.C.

Name: Rubelmann & Associates, P.C. — Rubelmann &, Form 5500 (2023)
Creator: Rubelmann & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubelmann & Associates, P.C. Profit Sharing Plan

Defined-contribution retirement plan · Rubelmann & Associates, P.C.'s Rubelmann & Associates, P.C. Profit Sharing Plan held $265K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

Plan identifiers

Rubelmann & Associates, P.C.'s EIN is 20-8193151.

EIN 20-8193151

Plan number 001

Plan year 2023

ACK ID 20241014172926NAL0013688707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rubelmann & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rubelmann & Associates, P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBELMANN & ASSOCIATES, P.C..

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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

Vendor & structure

100

Helping the score