Original filing (PDF)20250514071043NAL0018844945001

RUBENSTEIN ESO, L.L.C.

Name: RUBENSTEIN ESO, L.L.C. — RUBENSTEIN PENSION PLAN, Form 5500 (2024)
Creator: RUBENSTEIN ESO, L.L.C.

Form 5500-SF

FILING_RECEIVED

RUBENSTEIN PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUBENSTEIN ESO, L.L.C..

Plan sponsor

Name

RUBENSTEIN ESO, L.L.C.

EIN

45-4502223

Address

1000 N.W. 9TH COURT, SUITE 101 · BOCA RATON, FL · 33486

Phone

(561) 445-7843

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-05-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3C · Not intended to be qualified

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

EAST COBB FOOT & ANKLE CARE, P.C.

EAST COBB FOOT & ANKLE CARE, P.C. 401(K) PLAN

$1.9M · 3 participants

MICHAEL S. MEININGER M.D., P.C.

MICHAEL S. MEININGER, M.D. PROFIT SHARING PLAN AND TRUST

$1.9M · 6 participants

CHESAPEAKE CLINICAL RESEARCH, INC.

CHESAPEAKE CLINICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 8 participants

EXCELL RESEARCH, INC.

EXCELL RESEARCH, INC. PROFIT SHARING 401(K) PLAN

$1.9M · 15 participants

POG HOLDINGS, INC.