2023 Form 5500 filing — Rubinsky & Associates, Inc. Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240914211709NAL0006993459001) for Rubinsky & Associates, Inc. Retirement Plan, reported by Rubinsky & Associates, Inc. under EIN 81-3586116 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5KReported net assets$1,460
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240914211709NAL0006993459001
Plan sponsor
Rubinsky & Associates, Inc.
EIN
81-3586116
Plan number
001
Location
Levittown, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5K total assets
Net assets$1.5KLiabilities
Money in vs. money out
Total income / additions$412
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,460
Net assets (EOY)
$1,460
Total income / additions
$412
Total expenses
$0
Net increase / (decrease)
$412

Related Form 5500 pages