Civic Intelligence

Cole, Schotz, Meisel, Forman & Leon

Plan context: Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan

EIN 22-2113414 • Hackensack, NJ • 74 filings • 24 plans

25 Main St 3rd FLCourt Plaza NorthHackensack, NJ 07601-7015
Current Snapshot

Latest Year

2024

2024 Participants

461

2024 Assets

$149,545,834

2024 Contributions

$14,180,894

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$149,545,834$74,772,917$0199920132024YearValue
$149,545,834Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5052530199920122024YearValue
461Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20248461$149,545,834$14,180,894$30,761iApproximate average salary by contribution assumption: employee only about $769,029 at 4% or $512,686 at 6%; with 50% employer match about $512,686 at 4% or $341,791 at 6%; with 100% employer match about $384,514 at 4% or $256,343 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-361$136,497,261$9,710,894$26,900iApproximate average salary by contribution assumption: employee only about $672,500 at 4% or $448,333 at 6%; with 50% employer match about $448,333 at 4% or $298,889 at 6%; with 100% employer match about $336,250 at 4% or $224,167 at 6%.
COLE SCHOTZ P. C. PENSION PLAN-60$13,048,573$4,470,000$74,500iApproximate average salary by contribution assumption: employee only about $1,862,500 at 4% or $1,241,667 at 6%; with 50% employer match about $1,241,667 at 4% or $827,778 at 6%; with 100% employer match about $931,250 at 4% or $620,833 at 6%.
Cole Schotz PC. Cafeteria Plan-221---
Aetna Life Insurance Company-221---
Unum Life Insurance Company of America-130---
Unum Life Insurance Company of America-313---
Metropolitan Life Insurance Company-461---
Vsp Vision Care-155---
20237436$130,449,238$12,636,454$28,983iApproximate average salary by contribution assumption: employee only about $724,567 at 4% or $483,045 at 6%; with 50% employer match about $483,045 at 4% or $322,030 at 6%; with 100% employer match about $362,284 at 4% or $241,522 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-355$121,380,021$8,256,454$23,258iApproximate average salary by contribution assumption: employee only about $581,440 at 4% or $387,627 at 6%; with 50% employer match about $387,627 at 4% or $258,418 at 6%; with 100% employer match about $290,720 at 4% or $193,813 at 6%.
COLE SCHOTZ P. C. PENSION PLAN-62$9,069,217$4,380,000$70,645iApproximate average salary by contribution assumption: employee only about $1,766,129 at 4% or $1,177,419 at 6%; with 50% employer match about $1,177,419 at 4% or $784,946 at 6%; with 100% employer match about $883,065 at 4% or $588,710 at 6%.
Cole Schotz PC. Cafeteria Plan-211---
Aetna Life Insurance Company-211---
Metropolitan Life Insurance Company-436---
Unum Life Insurance Company of America-303---
Unum Life Insurance Company of America-122---
20227472$111,110,106$12,156,627$25,756iApproximate average salary by contribution assumption: employee only about $643,889 at 4% or $429,259 at 6%; with 50% employer match about $429,259 at 4% or $286,173 at 6%; with 100% employer match about $321,945 at 4% or $214,630 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-258$106,726,683$7,776,627$30,142iApproximate average salary by contribution assumption: employee only about $753,549 at 4% or $502,366 at 6%; with 50% employer match about $502,366 at 4% or $334,911 at 6%; with 100% employer match about $376,775 at 4% or $251,183 at 6%.
COLE SCHOTZ P.C. PENSION PLAN-62$4,383,423$4,380,000$70,645iApproximate average salary by contribution assumption: employee only about $1,766,129 at 4% or $1,177,419 at 6%; with 50% employer match about $1,177,419 at 4% or $784,946 at 6%; with 100% employer match about $883,065 at 4% or $588,710 at 6%.
Cole Schotz PC. Cafeteria Plan-202---
Unum Life Insurance Company of America-120---
Unum Life Insurance Company of America-472---
Aetna Life Insurance Company-202---
Metropolitan Life Insurance Company-404---
20215505$118,496,334$7,078,984$14,018iApproximate average salary by contribution assumption: employee only about $350,445 at 4% or $233,630 at 6%; with 50% employer match about $233,630 at 4% or $155,753 at 6%; with 100% employer match about $175,222 at 4% or $116,815 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-255$118,496,334$7,078,984$27,761iApproximate average salary by contribution assumption: employee only about $694,018 at 4% or $462,679 at 6%; with 50% employer match about $462,679 at 4% or $308,452 at 6%; with 100% employer match about $347,009 at 4% or $231,339 at 6%.
Cole Schotz PC. Cafeteria Plan-198---
Aetna Life Insurance Company-198---
Unum Life Insurance Company of America-505---
Unum Life Insurance Company of America-110---
20205453$104,917,850$5,318,180$11,740iApproximate average salary by contribution assumption: employee only about $293,498 at 4% or $195,665 at 6%; with 50% employer match about $195,665 at 4% or $130,443 at 6%; with 100% employer match about $146,749 at 4% or $97,833 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-249$104,917,850$5,318,180$21,358iApproximate average salary by contribution assumption: employee only about $533,954 at 4% or $355,969 at 6%; with 50% employer match about $355,969 at 4% or $237,313 at 6%; with 100% employer match about $266,977 at 4% or $177,985 at 6%.
Cole Schotz PC. Cafeteria Plan-183---
Aetna Life Insurance Company-174---
Unum Life Insurance Company of America-453---
Unum Life Insurance Company of America-106---
20194429$92,545,291$4,781,585$11,146iApproximate average salary by contribution assumption: employee only about $278,647 at 4% or $185,765 at 6%; with 50% employer match about $185,765 at 4% or $123,843 at 6%; with 100% employer match about $139,324 at 4% or $92,882 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-228$92,545,291$4,781,585$20,972iApproximate average salary by contribution assumption: employee only about $524,297 at 4% or $349,531 at 6%; with 50% employer match about $349,531 at 4% or $233,021 at 6%; with 100% employer match about $262,148 at 4% or $174,766 at 6%.
Cole Schotz PC. Cafeteria Plan-174---
Aetna Life Insurance Company-174---
Unum Life Insurance Company of America-429---
20184254$75,276,186$4,754,178$18,717iApproximate average salary by contribution assumption: employee only about $467,931 at 4% or $311,954 at 6%; with 50% employer match about $311,954 at 4% or $207,969 at 6%; with 100% employer match about $233,965 at 4% or $155,977 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-228$75,276,186$4,754,178$20,852iApproximate average salary by contribution assumption: employee only about $521,291 at 4% or $347,528 at 6%; with 50% employer match about $347,528 at 4% or $231,685 at 6%; with 100% employer match about $260,646 at 4% or $173,764 at 6%.
UNUM LIFE INSURANCE COMPANY OF AMERICA-254---
Unum Life Insurance Company of America-166---
Cole Schotz PC. Cafeteria Plan-177---
20172391$78,235,321$5,115,609$13,083iApproximate average salary by contribution assumption: employee only about $327,085 at 4% or $218,057 at 6%; with 50% employer match about $218,057 at 4% or $145,371 at 6%; with 100% employer match about $163,542 at 4% or $109,028 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-239$78,235,321$5,115,609$21,404iApproximate average salary by contribution assumption: employee only about $535,106 at 4% or $356,737 at 6%; with 50% employer match about $356,737 at 4% or $237,825 at 6%; with 100% employer match about $267,553 at 4% or $178,369 at 6%.
Cole Schotz PC. Cafeteria Plan-391---
20162404$63,738,762$4,410,313$10,917iApproximate average salary by contribution assumption: employee only about $272,915 at 4% or $181,944 at 6%; with 50% employer match about $181,944 at 4% or $121,296 at 6%; with 100% employer match about $136,458 at 4% or $90,972 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-228$63,738,762$4,410,313$19,343iApproximate average salary by contribution assumption: employee only about $483,587 at 4% or $322,391 at 6%; with 50% employer match about $322,391 at 4% or $214,928 at 6%; with 100% employer match about $241,793 at 4% or $161,196 at 6%.
Cole Schotz PC. Cafeteria Plan-404---
20152362$58,105,926$4,136,963$11,428iApproximate average salary by contribution assumption: employee only about $285,702 at 4% or $190,468 at 6%; with 50% employer match about $190,468 at 4% or $126,979 at 6%; with 100% employer match about $142,851 at 4% or $95,234 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-206$58,105,926$4,136,963$20,082iApproximate average salary by contribution assumption: employee only about $502,059 at 4% or $334,706 at 6%; with 50% employer match about $334,706 at 4% or $223,137 at 6%; with 100% employer match about $251,029 at 4% or $167,353 at 6%.
Cole Schotz PC. Cafeteria Plan-362---
20142379$55,568,868$3,808,691$10,049iApproximate average salary by contribution assumption: employee only about $251,233 at 4% or $167,489 at 6%; with 50% employer match about $167,489 at 4% or $111,659 at 6%; with 100% employer match about $125,616 at 4% or $83,744 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-206$55,568,868$3,808,691$18,489iApproximate average salary by contribution assumption: employee only about $462,220 at 4% or $308,147 at 6%; with 50% employer match about $308,147 at 4% or $205,431 at 6%; with 100% employer match about $231,110 at 4% or $154,073 at 6%.
Cole Schotz PC. Cafeteria Plan-379---
20132377$50,217,367$3,539,068$9,387iApproximate average salary by contribution assumption: employee only about $234,686 at 4% or $156,457 at 6%; with 50% employer match about $156,457 at 4% or $104,305 at 6%; with 100% employer match about $117,343 at 4% or $78,229 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-201$50,217,367$3,539,068$17,607iApproximate average salary by contribution assumption: employee only about $440,183 at 4% or $293,455 at 6%; with 50% employer match about $293,455 at 4% or $195,637 at 6%; with 100% employer match about $220,091 at 4% or $146,728 at 6%.
Cole Schotz PC. Cafeteria Plan-377---
20122381$40,311,869$4,566,365$11,985iApproximate average salary by contribution assumption: employee only about $299,630 at 4% or $199,753 at 6%; with 50% employer match about $199,753 at 4% or $133,169 at 6%; with 100% employer match about $149,815 at 4% or $99,877 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-205$40,311,869$4,566,365$22,275iApproximate average salary by contribution assumption: employee only about $556,874 at 4% or $371,249 at 6%; with 50% employer match about $371,249 at 4% or $247,499 at 6%; with 100% employer match about $278,437 at 4% or $185,625 at 6%.
Cole Schotz PC. Cafeteria Plan-381---
20112375$34,278,054$3,395,521$9,055iApproximate average salary by contribution assumption: employee only about $226,368 at 4% or $150,912 at 6%; with 50% employer match about $150,912 at 4% or $100,608 at 6%; with 100% employer match about $113,184 at 4% or $75,456 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-204$34,278,054$3,395,521$16,645iApproximate average salary by contribution assumption: employee only about $416,118 at 4% or $277,412 at 6%; with 50% employer match about $277,412 at 4% or $184,941 at 6%; with 100% employer match about $208,059 at 4% or $138,706 at 6%.
Cole Schotz PC. Cafeteria Plan-375---
20102375$34,875,500$3,309,118$8,824iApproximate average salary by contribution assumption: employee only about $220,608 at 4% or $147,072 at 6%; with 50% employer match about $147,072 at 4% or $98,048 at 6%; with 100% employer match about $110,304 at 4% or $73,536 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-214$34,875,500$3,309,118$15,463iApproximate average salary by contribution assumption: employee only about $386,579 at 4% or $257,719 at 6%; with 50% employer match about $257,719 at 4% or $171,813 at 6%; with 100% employer match about $193,290 at 4% or $128,860 at 6%.
Cole Schotz PC. Cafeteria Plan-375---
20093401$28,872,623$3,254,450$8,116iApproximate average salary by contribution assumption: employee only about $202,896 at 4% or $135,264 at 6%; with 50% employer match about $135,264 at 4% or $90,176 at 6%; with 100% employer match about $101,448 at 4% or $67,632 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-220$28,872,623$3,254,450$14,793iApproximate average salary by contribution assumption: employee only about $369,824 at 4% or $246,549 at 6%; with 50% employer match about $246,549 at 4% or $164,366 at 6%; with 100% employer match about $184,912 at 4% or $123,275 at 6%.
Cole Schotz PC. Cafeteria Plan-401---
Cole Schotz PC. Cafeteria Plan-128---
20082199$22,632,990$2,916,426$14,655iApproximate average salary by contribution assumption: employee only about $366,385 at 4% or $244,257 at 6%; with 50% employer match about $244,257 at 4% or $162,838 at 6%; with 100% employer match about $183,193 at 4% or $122,128 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-199$22,632,990$2,916,426$14,655iApproximate average salary by contribution assumption: employee only about $366,385 at 4% or $244,257 at 6%; with 50% employer match about $244,257 at 4% or $162,838 at 6%; with 100% employer match about $183,193 at 4% or $122,128 at 6%.
Cole Schotz PC. Cafeteria Plan-145---
20072209$28,490,652$2,800,256$13,398iApproximate average salary by contribution assumption: employee only about $334,959 at 4% or $223,306 at 6%; with 50% employer match about $223,306 at 4% or $148,871 at 6%; with 100% employer match about $167,479 at 4% or $111,653 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-209$28,490,652$2,800,256$13,398iApproximate average salary by contribution assumption: employee only about $334,959 at 4% or $223,306 at 6%; with 50% employer match about $223,306 at 4% or $148,871 at 6%; with 100% employer match about $167,479 at 4% or $111,653 at 6%.
Cole Schotz PC. Cafeteria Plan-124---
20061199$25,217,309$2,837,806$14,260iApproximate average salary by contribution assumption: employee only about $356,508 at 4% or $237,672 at 6%; with 50% employer match about $237,672 at 4% or $158,448 at 6%; with 100% employer match about $178,254 at 4% or $118,836 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-199$25,217,309$2,837,806$14,260iApproximate average salary by contribution assumption: employee only about $356,508 at 4% or $237,672 at 6%; with 50% employer match about $237,672 at 4% or $158,448 at 6%; with 100% employer match about $178,254 at 4% or $118,836 at 6%.
20051168$21,877,728$2,021,379$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,534 at 6%; with 50% employer match about $200,534 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-168$21,877,728$2,021,379$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,534 at 6%; with 50% employer match about $200,534 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
20041171$20,149,730$1,893,569$11,074iApproximate average salary by contribution assumption: employee only about $276,838 at 4% or $184,558 at 6%; with 50% employer match about $184,558 at 4% or $123,039 at 6%; with 100% employer match about $138,419 at 4% or $92,279 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-171$20,149,730$1,893,569$11,074iApproximate average salary by contribution assumption: employee only about $276,838 at 4% or $184,558 at 6%; with 50% employer match about $184,558 at 4% or $123,039 at 6%; with 100% employer match about $138,419 at 4% or $92,279 at 6%.
20031174$17,305,379$1,850,106$10,633iApproximate average salary by contribution assumption: employee only about $265,820 at 4% or $177,213 at 6%; with 50% employer match about $177,213 at 4% or $118,142 at 6%; with 100% employer match about $132,910 at 4% or $88,607 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-174$17,305,379$1,850,106$10,633iApproximate average salary by contribution assumption: employee only about $265,820 at 4% or $177,213 at 6%; with 50% employer match about $177,213 at 4% or $118,142 at 6%; with 100% employer match about $132,910 at 4% or $88,607 at 6%.
20022174$13,185,040$1,714,365$9,853iApproximate average salary by contribution assumption: employee only about $246,317 at 4% or $164,211 at 6%; with 50% employer match about $164,211 at 4% or $109,474 at 6%; with 100% employer match about $123,158 at 4% or $82,106 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-174$13,162,712$1,714,365$9,853iApproximate average salary by contribution assumption: employee only about $246,317 at 4% or $164,211 at 6%; with 50% employer match about $164,211 at 4% or $109,474 at 6%; with 100% employer match about $123,158 at 4% or $82,106 at 6%.
COLE, SCHOTZ, MEISEL, FORMAN & LEONARD, P.A. RETIREMENT PLAN-8$22,328--
2001299$0$0-
COLE, SCHOTZ, MEISEL, FORMAN & LEONARD, P.A. RETIREMENT PLAN-22---
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-99---
20002105$0$0-
COLE, SCHOTZ, MEISEL, FORMAN & LEONARD, P.A. LONG TERM DISABILITY PLAN-105---
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-105---
19991138$14,788,989$1,283,831$9,303iApproximate average salary by contribution assumption: employee only about $232,578 at 4% or $155,052 at 6%; with 50% employer match about $155,052 at 4% or $103,368 at 6%; with 100% employer match about $116,289 at 4% or $77,526 at 6%.
Cole, Schotz, Meisel, Forman & Leonard, P.A. Profit-Sharing and 401K Plan-138$14,788,989$1,283,831$9,303iApproximate average salary by contribution assumption: employee only about $232,578 at 4% or $155,052 at 6%; with 50% employer match about $155,052 at 4% or $103,368 at 6%; with 100% employer match about $116,289 at 4% or $77,526 at 6%.