Schottland, Manning, Rosen & Caliendo, P.A.
Plan context: Schottland, Manning & Rosen, P.A. 401K Plan
EIN 22-3003253 • Freehold, NJ • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,755,752
2024 Contributions
$87,862
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,755,752 | $87,862 | $14,644iApproximate average salary by contribution assumption: employee only about $366,092 at 4% or $244,061 at 6%; with 50% employer match about $244,061 at 4% or $162,707 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 6 | $2,755,752 | $87,862 | $14,644iApproximate average salary by contribution assumption: employee only about $366,092 at 4% or $244,061 at 6%; with 50% employer match about $244,061 at 4% or $162,707 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%. |
| 2023 | 1 | 6 | $2,400,303 | $84,789 | $14,132iApproximate average salary by contribution assumption: employee only about $353,288 at 4% or $235,525 at 6%; with 50% employer match about $235,525 at 4% or $157,017 at 6%; with 100% employer match about $176,644 at 4% or $117,763 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 6 | $2,400,303 | $84,789 | $14,132iApproximate average salary by contribution assumption: employee only about $353,288 at 4% or $235,525 at 6%; with 50% employer match about $235,525 at 4% or $157,017 at 6%; with 100% employer match about $176,644 at 4% or $117,763 at 6%. |
| 2022 | 1 | 5 | $2,036,500 | $92,078 | $18,416iApproximate average salary by contribution assumption: employee only about $460,390 at 4% or $306,927 at 6%; with 50% employer match about $306,927 at 4% or $204,618 at 6%; with 100% employer match about $230,195 at 4% or $153,463 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 5 | $2,036,500 | $92,078 | $18,416iApproximate average salary by contribution assumption: employee only about $460,390 at 4% or $306,927 at 6%; with 50% employer match about $306,927 at 4% or $204,618 at 6%; with 100% employer match about $230,195 at 4% or $153,463 at 6%. |
| 2021 | 1 | 5 | $2,565,541 | $69,961 | $13,992iApproximate average salary by contribution assumption: employee only about $349,805 at 4% or $233,203 at 6%; with 50% employer match about $233,203 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 5 | $2,565,541 | $69,961 | $13,992iApproximate average salary by contribution assumption: employee only about $349,805 at 4% or $233,203 at 6%; with 50% employer match about $233,203 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%. |
| 2020 | 1 | 4 | $2,152,770 | $58,841 | $14,710iApproximate average salary by contribution assumption: employee only about $367,756 at 4% or $245,171 at 6%; with 50% employer match about $245,171 at 4% or $163,447 at 6%; with 100% employer match about $183,878 at 4% or $122,585 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 4 | $2,152,770 | $58,841 | $14,710iApproximate average salary by contribution assumption: employee only about $367,756 at 4% or $245,171 at 6%; with 50% employer match about $245,171 at 4% or $163,447 at 6%; with 100% employer match about $183,878 at 4% or $122,585 at 6%. |
| 2019 | 1 | 6 | $1,711,739 | $73,952 | $12,325iApproximate average salary by contribution assumption: employee only about $308,133 at 4% or $205,422 at 6%; with 50% employer match about $205,422 at 4% or $136,948 at 6%; with 100% employer match about $154,067 at 4% or $102,711 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 6 | $1,711,739 | $73,952 | $12,325iApproximate average salary by contribution assumption: employee only about $308,133 at 4% or $205,422 at 6%; with 50% employer match about $205,422 at 4% or $136,948 at 6%; with 100% employer match about $154,067 at 4% or $102,711 at 6%. |
| 2018 | 1 | 8 | $1,294,280 | $69,483 | $8,685iApproximate average salary by contribution assumption: employee only about $217,134 at 4% or $144,756 at 6%; with 50% employer match about $144,756 at 4% or $96,504 at 6%; with 100% employer match about $108,567 at 4% or $72,378 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 8 | $1,294,280 | $69,483 | $8,685iApproximate average salary by contribution assumption: employee only about $217,134 at 4% or $144,756 at 6%; with 50% employer match about $144,756 at 4% or $96,504 at 6%; with 100% employer match about $108,567 at 4% or $72,378 at 6%. |
| 2017 | 1 | 9 | $1,363,691 | $68,530 | $7,614iApproximate average salary by contribution assumption: employee only about $190,361 at 4% or $126,907 at 6%; with 50% employer match about $126,907 at 4% or $84,605 at 6%; with 100% employer match about $95,181 at 4% or $63,454 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 9 | $1,363,691 | $68,530 | $7,614iApproximate average salary by contribution assumption: employee only about $190,361 at 4% or $126,907 at 6%; with 50% employer match about $126,907 at 4% or $84,605 at 6%; with 100% employer match about $95,181 at 4% or $63,454 at 6%. |
| 2016 | 1 | 9 | $1,064,992 | $69,155 | $7,684iApproximate average salary by contribution assumption: employee only about $192,097 at 4% or $128,065 at 6%; with 50% employer match about $128,065 at 4% or $85,377 at 6%; with 100% employer match about $96,049 at 4% or $64,032 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 9 | $1,064,992 | $69,155 | $7,684iApproximate average salary by contribution assumption: employee only about $192,097 at 4% or $128,065 at 6%; with 50% employer match about $128,065 at 4% or $85,377 at 6%; with 100% employer match about $96,049 at 4% or $64,032 at 6%. |
| 2015 | 1 | 8 | $908,559 | $53,468 | $6,684iApproximate average salary by contribution assumption: employee only about $167,088 at 4% or $111,392 at 6%; with 50% employer match about $111,392 at 4% or $74,261 at 6%; with 100% employer match about $83,544 at 4% or $55,696 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 8 | $908,559 | $53,468 | $6,684iApproximate average salary by contribution assumption: employee only about $167,088 at 4% or $111,392 at 6%; with 50% employer match about $111,392 at 4% or $74,261 at 6%; with 100% employer match about $83,544 at 4% or $55,696 at 6%. |
| 2014 | 1 | 11 | $1,159,055 | $55,845 | $5,077iApproximate average salary by contribution assumption: employee only about $126,920 at 4% or $84,614 at 6%; with 50% employer match about $84,614 at 4% or $56,409 at 6%; with 100% employer match about $63,460 at 4% or $42,307 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 11 | $1,159,055 | $55,845 | $5,077iApproximate average salary by contribution assumption: employee only about $126,920 at 4% or $84,614 at 6%; with 50% employer match about $84,614 at 4% or $56,409 at 6%; with 100% employer match about $63,460 at 4% or $42,307 at 6%. |
| 2013 | 1 | 12 | $1,077,033 | $51,336 | $4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 12 | $1,077,033 | $51,336 | $4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%. |
| 2012 | 1 | 13 | $884,795 | $41,897 | $3,223iApproximate average salary by contribution assumption: employee only about $80,571 at 4% or $53,714 at 6%; with 50% employer match about $53,714 at 4% or $35,809 at 6%; with 100% employer match about $40,286 at 4% or $26,857 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $884,795 | $41,897 | $3,223iApproximate average salary by contribution assumption: employee only about $80,571 at 4% or $53,714 at 6%; with 50% employer match about $53,714 at 4% or $35,809 at 6%; with 100% employer match about $40,286 at 4% or $26,857 at 6%. |
| 2011 | 1 | 13 | $803,923 | $71,988 | $5,538iApproximate average salary by contribution assumption: employee only about $138,438 at 4% or $92,292 at 6%; with 50% employer match about $92,292 at 4% or $61,528 at 6%; with 100% employer match about $69,219 at 4% or $46,146 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $803,923 | $71,988 | $5,538iApproximate average salary by contribution assumption: employee only about $138,438 at 4% or $92,292 at 6%; with 50% employer match about $92,292 at 4% or $61,528 at 6%; with 100% employer match about $69,219 at 4% or $46,146 at 6%. |
| 2010 | 1 | 13 | $790,707 | $75,899 | $5,838iApproximate average salary by contribution assumption: employee only about $145,960 at 4% or $97,306 at 6%; with 50% employer match about $97,306 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,653 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $790,707 | $75,899 | $5,838iApproximate average salary by contribution assumption: employee only about $145,960 at 4% or $97,306 at 6%; with 50% employer match about $97,306 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,653 at 6%. |
| 2009 | 1 | 13 | $655,164 | $86,725 | $6,671iApproximate average salary by contribution assumption: employee only about $166,779 at 4% or $111,186 at 6%; with 50% employer match about $111,186 at 4% or $74,124 at 6%; with 100% employer match about $83,389 at 4% or $55,593 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $655,164 | $86,725 | $6,671iApproximate average salary by contribution assumption: employee only about $166,779 at 4% or $111,186 at 6%; with 50% employer match about $111,186 at 4% or $74,124 at 6%; with 100% employer match about $83,389 at 4% or $55,593 at 6%. |
| 2008 | 1 | 15 | $420,237 | $78,910 | $5,261iApproximate average salary by contribution assumption: employee only about $131,517 at 4% or $87,678 at 6%; with 50% employer match about $87,678 at 4% or $58,452 at 6%; with 100% employer match about $65,758 at 4% or $43,839 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 15 | $420,237 | $78,910 | $5,261iApproximate average salary by contribution assumption: employee only about $131,517 at 4% or $87,678 at 6%; with 50% employer match about $87,678 at 4% or $58,452 at 6%; with 100% employer match about $65,758 at 4% or $43,839 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 12 | - | - | - |
| 2006 | 1 | 11 | $493,970 | $81,452 | $7,405iApproximate average salary by contribution assumption: employee only about $185,118 at 4% or $123,412 at 6%; with 50% employer match about $123,412 at 4% or $82,275 at 6%; with 100% employer match about $92,559 at 4% or $61,706 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 11 | $493,970 | $81,452 | $7,405iApproximate average salary by contribution assumption: employee only about $185,118 at 4% or $123,412 at 6%; with 50% employer match about $123,412 at 4% or $82,275 at 6%; with 100% employer match about $92,559 at 4% or $61,706 at 6%. |
| 2005 | 1 | 10 | $367,023 | $68,848 | $6,885iApproximate average salary by contribution assumption: employee only about $172,120 at 4% or $114,747 at 6%; with 50% employer match about $114,747 at 4% or $76,498 at 6%; with 100% employer match about $86,060 at 4% or $57,373 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 10 | $367,023 | $68,848 | $6,885iApproximate average salary by contribution assumption: employee only about $172,120 at 4% or $114,747 at 6%; with 50% employer match about $114,747 at 4% or $76,498 at 6%; with 100% employer match about $86,060 at 4% or $57,373 at 6%. |
| 2004 | 1 | 13 | $337,262 | $51,475 | $3,960iApproximate average salary by contribution assumption: employee only about $98,990 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $337,262 | $51,475 | $3,960iApproximate average salary by contribution assumption: employee only about $98,990 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%. |
| 2003 | 1 | 14 | $251,259 | $52,833 | $3,774iApproximate average salary by contribution assumption: employee only about $94,345 at 4% or $62,896 at 6%; with 50% employer match about $62,896 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 14 | $251,259 | $52,833 | $3,774iApproximate average salary by contribution assumption: employee only about $94,345 at 4% or $62,896 at 6%; with 50% employer match about $62,896 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%. |
| 2002 | 1 | 15 | $154,449 | $45,381 | $3,025iApproximate average salary by contribution assumption: employee only about $75,635 at 4% or $50,423 at 6%; with 50% employer match about $50,423 at 4% or $33,616 at 6%; with 100% employer match about $37,818 at 4% or $25,212 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 15 | $154,449 | $45,381 | $3,025iApproximate average salary by contribution assumption: employee only about $75,635 at 4% or $50,423 at 6%; with 50% employer match about $50,423 at 4% or $33,616 at 6%; with 100% employer match about $37,818 at 4% or $25,212 at 6%. |
| 2001 | 1 | 20 | $134,360 | $32,333 | $1,617iApproximate average salary by contribution assumption: employee only about $40,416 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,963 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 20 | $134,360 | $32,333 | $1,617iApproximate average salary by contribution assumption: employee only about $40,416 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,963 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%. |
| 2000 | 1 | 15 | $127,325 | $30,969 | $2,065iApproximate average salary by contribution assumption: employee only about $51,615 at 4% or $34,410 at 6%; with 50% employer match about $34,410 at 4% or $22,940 at 6%; with 100% employer match about $25,808 at 4% or $17,205 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 15 | $127,325 | $30,969 | $2,065iApproximate average salary by contribution assumption: employee only about $51,615 at 4% or $34,410 at 6%; with 50% employer match about $34,410 at 4% or $22,940 at 6%; with 100% employer match about $25,808 at 4% or $17,205 at 6%. |
| 1999 | 1 | 13 | $116,491 | $34,042 | $2,619iApproximate average salary by contribution assumption: employee only about $65,465 at 4% or $43,644 at 6%; with 50% employer match about $43,644 at 4% or $29,096 at 6%; with 100% employer match about $32,733 at 4% or $21,822 at 6%. |
| Schottland, Manning & Rosen, P.A. 401K Plan | - | 13 | $116,491 | $34,042 | $2,619iApproximate average salary by contribution assumption: employee only about $65,465 at 4% or $43,644 at 6%; with 50% employer match about $43,644 at 4% or $29,096 at 6%; with 100% employer match about $32,733 at 4% or $21,822 at 6%. |