How big is Kimball E. Rubin & Associates, Ltd.'s plan?

Kimball E. Rubin & Associates, Ltd.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20251015160115NAL0005362817001

Kimball E. Rubin & Associates, Ltd.

Name: Kimball E. Rubin & Associates, Ltd. — Kimball E., Form 5500 (2024)
Creator: Kimball E. Rubin & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimball E. Rubin & Associates, Ltd. Cash Balance Pension Plan and Trust

Defined-benefit pension plan · Kimball E. Rubin & Associates, Ltd.'s Kimball E. Rubin & Associates, Ltd. Cash Balance Pension Plan and Trust held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kimball Rubin signed Kimball E. Rubin & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Kimball Rubin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kimball E. Rubin & Associates, Ltd.'s EIN is 34-1791253.

EIN 34-1791253

Plan number 002

Plan year 2024

ACK ID 20251015160115NAL0005362817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimball E. Rubin & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimball E. Rubin & Associates, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIMBALL E. RUBIN & ASSOCIATES, LTD..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score