2023 Form 5500 filing — Rubenstein Law P.A. 401(K) 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 20241009091353NAL0010465843001) for Rubenstein Law P.A. 401(K) Plan, reported by Rubenstein Law P.A. under EIN 65-0715749 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.6MReported net assets$10,632,881
Participants269
Provider compensation$32.5K1 Schedule C row(s)$32,537
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009091353NAL0010465843001
Plan sponsor
Rubenstein Law P.A.
EIN
65-0715749
Plan number
002
Location
Miami, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$246.5K
Benefits paid / distributions$195.5K
Contributions
Employer$634.8K
Participant$1M
Full reported line items
Total assets (EOY)
$10,632,881
Total liabilities (EOY)
$0
Net assets (EOY)
$10,632,881
Employer contributions
$634,786
Participant contributions
$1,015,247
Total income / additions
$3,255,245
Benefits paid
$195,542
Administrative expenses
$50,943
Total expenses
$246,485
Net increase / (decrease)
$3,008,760
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISOR · Direct $0 · Indirect $32.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009091353NAL0010465843001 cover?
It is the 2023 Form 5500 filing for Rubenstein Law P.A. 401(K) Plan, reported by Rubenstein Law P.A. (EIN 65-0715749).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages