2023 Form 5500 filing — Rubenstein Associates, Inc.

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 20241001141200NAL0003359619004) for Rubenstein Associates, Inc., reported by Rubenstein Associates, Inc. under EIN 13-2540840 and plan number 501. It reports 143 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants143
Provider compensation$1.1K2 Schedule C row(s)$1,090
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20241001141200NAL0003359619004
Plan sponsor
Rubenstein Associates, Inc.
EIN
13-2540840
Plan number
501
Location
New York, NY
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

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

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CompsychTHIRD PARTY ADMIN FEEnot reported in the loaded dataset$1,063
ImgTHIRD PARTY ADMIN FEESnot reported in the loaded dataset$27

Related Form 5500 pages