P 401(k) Plan Report

Stable plan record

TRANSITIONS FINANCIAL PLANNING 401(K) PLAN

Sponsored by HOWARD J. RUBIN FINANCIAL PLANNING AND INVESTMENT · EIN/PN 920991196-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$25,750
Administrative cost per participant
2025
$0
Active participants
2025
2
Total plan assets
2025
$82,780
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260614104943NAL00002215870012$25,750
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.