Civic Intelligence

Manly, Stewart & Finaldi, a Prof

Plan context: Manly, Stewart & Finaldi, a Prof

EIN 33-0949191 • Irvine, CA • 33 filings • 13 plans

19100 Von Karman AveSuite 800Irvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$9,546,830

2024 Contributions

$1,082,800

Historical Graphs

Total Assets Over Time

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

$9,546,830$4,773,415$0200220142024YearValue
$9,546,830Latest year 2024

Participants Over Time

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

36180200220132024YearValue
36Latest 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
2024236$9,546,830$1,082,800$30,078iApproximate average salary by contribution assumption: employee only about $751,944 at 4% or $501,296 at 6%; with 50% employer match about $501,296 at 4% or $334,198 at 6%; with 100% employer match about $375,972 at 4% or $250,648 at 6%.
Manly, Stewart & Finaldi, a Prof-36$5,244,394$379,324$10,537iApproximate average salary by contribution assumption: employee only about $263,419 at 4% or $175,613 at 6%; with 50% employer match about $175,613 at 4% or $117,075 at 6%; with 100% employer match about $131,710 at 4% or $87,806 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-28$4,302,436$703,476$25,124iApproximate average salary by contribution assumption: employee only about $628,104 at 4% or $418,736 at 6%; with 50% employer match about $418,736 at 4% or $279,157 at 6%; with 100% employer match about $314,052 at 4% or $209,368 at 6%.
2023235$8,625,172$1,353,739$38,678iApproximate average salary by contribution assumption: employee only about $966,956 at 4% or $644,638 at 6%; with 50% employer match about $644,638 at 4% or $429,758 at 6%; with 100% employer match about $483,478 at 4% or $322,319 at 6%.
Manly, Stewart & Finaldi, a Prof-35$5,252,456$431,678$12,334iApproximate average salary by contribution assumption: employee only about $308,341 at 4% or $205,561 at 6%; with 50% employer match about $205,561 at 4% or $137,041 at 6%; with 100% employer match about $154,171 at 4% or $102,780 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-26$3,372,716$922,061$35,464iApproximate average salary by contribution assumption: employee only about $886,597 at 4% or $591,065 at 6%; with 50% employer match about $591,065 at 4% or $394,043 at 6%; with 100% employer match about $443,299 at 4% or $295,532 at 6%.
2022231$6,756,720$1,481,397$47,787iApproximate average salary by contribution assumption: employee only about $1,194,675 at 4% or $796,450 at 6%; with 50% employer match about $796,450 at 4% or $530,967 at 6%; with 100% employer match about $597,338 at 4% or $398,225 at 6%.
Manly, Stewart & Finaldi, a Prof-31$4,445,708$606,631$19,569iApproximate average salary by contribution assumption: employee only about $489,219 at 4% or $326,146 at 6%; with 50% employer match about $326,146 at 4% or $217,430 at 6%; with 100% employer match about $244,609 at 4% or $163,073 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-24$2,311,012$874,766$36,449iApproximate average salary by contribution assumption: employee only about $911,215 at 4% or $607,476 at 6%; with 50% employer match about $607,476 at 4% or $404,984 at 6%; with 100% employer match about $455,607 at 4% or $303,738 at 6%.
2021229$6,316,048$867,377$29,910iApproximate average salary by contribution assumption: employee only about $747,739 at 4% or $498,493 at 6%; with 50% employer match about $498,493 at 4% or $332,328 at 6%; with 100% employer match about $373,869 at 4% or $249,246 at 6%.
Manly, Stewart & Finaldi, a Prof-29$4,620,048$421,649$14,540iApproximate average salary by contribution assumption: employee only about $363,491 at 4% or $242,327 at 6%; with 50% employer match about $242,327 at 4% or $161,551 at 6%; with 100% employer match about $181,745 at 4% or $121,164 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-25$1,696,000$445,728$17,829iApproximate average salary by contribution assumption: employee only about $445,728 at 4% or $297,152 at 6%; with 50% employer match about $297,152 at 4% or $198,101 at 6%; with 100% employer match about $222,864 at 4% or $148,576 at 6%.
2020226$5,726,514$864,762$33,260iApproximate average salary by contribution assumption: employee only about $831,502 at 4% or $554,335 at 6%; with 50% employer match about $554,335 at 4% or $369,556 at 6%; with 100% employer match about $415,751 at 4% or $277,167 at 6%.
Manly, Stewart & Finaldi, a Prof-26$4,333,162$420,259$16,164iApproximate average salary by contribution assumption: employee only about $404,095 at 4% or $269,397 at 6%; with 50% employer match about $269,397 at 4% or $179,598 at 6%; with 100% employer match about $202,048 at 4% or $134,698 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-26$1,393,352$444,503$17,096iApproximate average salary by contribution assumption: employee only about $427,407 at 4% or $284,938 at 6%; with 50% employer match about $284,938 at 4% or $189,959 at 6%; with 100% employer match about $213,703 at 4% or $142,469 at 6%.
2019227$4,432,239$781,965$28,962iApproximate average salary by contribution assumption: employee only about $724,042 at 4% or $482,694 at 6%; with 50% employer match about $482,694 at 4% or $321,796 at 6%; with 100% employer match about $362,021 at 4% or $241,347 at 6%.
Manly, Stewart & Finaldi, a Prof-27$3,554,038$342,658$12,691iApproximate average salary by contribution assumption: employee only about $317,276 at 4% or $211,517 at 6%; with 50% employer match about $211,517 at 4% or $141,012 at 6%; with 100% employer match about $158,638 at 4% or $105,759 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-19$878,201$439,307$23,121iApproximate average salary by contribution assumption: employee only about $578,036 at 4% or $385,357 at 6%; with 50% employer match about $385,357 at 4% or $256,905 at 6%; with 100% employer match about $289,018 at 4% or $192,679 at 6%.
2018225$3,099,015$647,149$25,886iApproximate average salary by contribution assumption: employee only about $647,149 at 4% or $431,433 at 6%; with 50% employer match about $431,433 at 4% or $287,622 at 6%; with 100% employer match about $323,575 at 4% or $215,716 at 6%.
Manly, Stewart & Finaldi, a Prof-25$2,660,572$208,706$8,348iApproximate average salary by contribution assumption: employee only about $208,706 at 4% or $139,137 at 6%; with 50% employer match about $139,137 at 4% or $92,758 at 6%; with 100% employer match about $104,353 at 4% or $69,569 at 6%.
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN-20$438,443$438,443$21,922iApproximate average salary by contribution assumption: employee only about $548,054 at 4% or $365,369 at 6%; with 50% employer match about $365,369 at 4% or $243,579 at 6%; with 100% employer match about $274,027 at 4% or $182,685 at 6%.
2017121$2,678,968$163,060$7,765iApproximate average salary by contribution assumption: employee only about $194,119 at 4% or $129,413 at 6%; with 50% employer match about $129,413 at 4% or $86,275 at 6%; with 100% employer match about $97,060 at 4% or $64,706 at 6%.
Manly, Stewart & Finaldi, a Prof-21$2,678,968$163,060$7,765iApproximate average salary by contribution assumption: employee only about $194,119 at 4% or $129,413 at 6%; with 50% employer match about $129,413 at 4% or $86,275 at 6%; with 100% employer match about $97,060 at 4% or $64,706 at 6%.
2016119$2,127,633$156,138$8,218iApproximate average salary by contribution assumption: employee only about $205,445 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,482 at 6%.
Manly, Stewart & Finaldi, a Prof-19$2,127,633$156,138$8,218iApproximate average salary by contribution assumption: employee only about $205,445 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,482 at 6%.
2015118$1,773,757$107,359$5,964iApproximate average salary by contribution assumption: employee only about $149,110 at 4% or $99,406 at 6%; with 50% employer match about $99,406 at 4% or $66,271 at 6%; with 100% employer match about $74,555 at 4% or $49,703 at 6%.
Manly, Stewart & Finaldi, a Prof-18$1,773,757$107,359$5,964iApproximate average salary by contribution assumption: employee only about $149,110 at 4% or $99,406 at 6%; with 50% employer match about $99,406 at 4% or $66,271 at 6%; with 100% employer match about $74,555 at 4% or $49,703 at 6%.
2014118$1,723,379$96,301$5,350iApproximate average salary by contribution assumption: employee only about $133,751 at 4% or $89,168 at 6%; with 50% employer match about $89,168 at 4% or $59,445 at 6%; with 100% employer match about $66,876 at 4% or $44,584 at 6%.
Manly, Stewart & Finaldi, a Prof-18$1,723,379$96,301$5,350iApproximate average salary by contribution assumption: employee only about $133,751 at 4% or $89,168 at 6%; with 50% employer match about $89,168 at 4% or $59,445 at 6%; with 100% employer match about $66,876 at 4% or $44,584 at 6%.
2013113$1,544,362$99,928$7,687iApproximate average salary by contribution assumption: employee only about $192,169 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,056 at 6%.
Manly, Stewart & Finaldi, a Prof-13$1,544,362$99,928$7,687iApproximate average salary by contribution assumption: employee only about $192,169 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,056 at 6%.
2012118$1,212,537$126,100$7,006iApproximate average salary by contribution assumption: employee only about $175,139 at 4% or $116,759 at 6%; with 50% employer match about $116,759 at 4% or $77,840 at 6%; with 100% employer match about $87,569 at 4% or $58,380 at 6%.
Manly, Stewart & Finaldi, a Prof-18$1,212,537$126,100$7,006iApproximate average salary by contribution assumption: employee only about $175,139 at 4% or $116,759 at 6%; with 50% employer match about $116,759 at 4% or $77,840 at 6%; with 100% employer match about $87,569 at 4% or $58,380 at 6%.
2011118$1,100,271$109,358$6,075iApproximate average salary by contribution assumption: employee only about $151,886 at 4% or $101,257 at 6%; with 50% employer match about $101,257 at 4% or $67,505 at 6%; with 100% employer match about $75,943 at 4% or $50,629 at 6%.
Manly, Stewart & Finaldi, a Prof-18$1,100,271$109,358$6,075iApproximate average salary by contribution assumption: employee only about $151,886 at 4% or $101,257 at 6%; with 50% employer match about $101,257 at 4% or $67,505 at 6%; with 100% employer match about $75,943 at 4% or $50,629 at 6%.
2010122$1,021,230$52,572$2,390iApproximate average salary by contribution assumption: employee only about $59,741 at 4% or $39,827 at 6%; with 50% employer match about $39,827 at 4% or $26,552 at 6%; with 100% employer match about $29,870 at 4% or $19,914 at 6%.
Manly, Stewart & Finaldi, a Prof-22$1,021,230$52,572$2,390iApproximate average salary by contribution assumption: employee only about $59,741 at 4% or $39,827 at 6%; with 50% employer match about $39,827 at 4% or $26,552 at 6%; with 100% employer match about $29,870 at 4% or $19,914 at 6%.
2009132$1,011,491$132,749$4,148iApproximate average salary by contribution assumption: employee only about $103,710 at 4% or $69,140 at 6%; with 50% employer match about $69,140 at 4% or $46,093 at 6%; with 100% employer match about $51,855 at 4% or $34,570 at 6%.
Manly, Stewart & Finaldi, a Prof-32$1,011,491$132,749$4,148iApproximate average salary by contribution assumption: employee only about $103,710 at 4% or $69,140 at 6%; with 50% employer match about $69,140 at 4% or $46,093 at 6%; with 100% employer match about $51,855 at 4% or $34,570 at 6%.
2008123$0$0-
Manly, Stewart & Finaldi, a Prof-23---
2007224$0$0-
MANLY, MCGUIRE & STEWART PROFIT SHARING PLAN-0---
Manly, Stewart & Finaldi, a Prof-24---
2006215$637,332$155,077$10,338iApproximate average salary by contribution assumption: employee only about $258,462 at 4% or $172,308 at 6%; with 50% employer match about $172,308 at 4% or $114,872 at 6%; with 100% employer match about $129,231 at 4% or $86,154 at 6%.
MANLY, MCGUIRE & STEWART PROFIT SHARING PLAN-15$332,466--
Manly, Stewart & Finaldi, a Prof-14$304,866$155,077$11,077iApproximate average salary by contribution assumption: employee only about $276,923 at 4% or $184,615 at 6%; with 50% employer match about $184,615 at 4% or $123,077 at 6%; with 100% employer match about $138,462 at 4% or $92,308 at 6%.
2005215$416,492$126,389$8,426iApproximate average salary by contribution assumption: employee only about $210,648 at 4% or $140,432 at 6%; with 50% employer match about $140,432 at 4% or $93,621 at 6%; with 100% employer match about $105,324 at 4% or $70,216 at 6%.
MANLY & MCGUIRE, A LAW FIRM PROFIT SHARING PLAN-15$287,942--
Manly, Stewart & Finaldi, a Prof-13$128,550$126,389$9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,037 at 6%; with 50% employer match about $162,037 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%.
2004114$279,710$78,269$5,591iApproximate average salary by contribution assumption: employee only about $139,766 at 4% or $93,177 at 6%; with 50% employer match about $93,177 at 4% or $62,118 at 6%; with 100% employer match about $69,883 at 4% or $46,589 at 6%.
MANLY & MCGUIRE, A LAW FIRM PROFIT SHARING PLAN-14$279,710$78,269$5,591iApproximate average salary by contribution assumption: employee only about $139,766 at 4% or $93,177 at 6%; with 50% employer match about $93,177 at 4% or $62,118 at 6%; with 100% employer match about $69,883 at 4% or $46,589 at 6%.
2003113$193,838$65,682$5,052iApproximate average salary by contribution assumption: employee only about $126,312 at 4% or $84,208 at 6%; with 50% employer match about $84,208 at 4% or $56,138 at 6%; with 100% employer match about $63,156 at 4% or $42,104 at 6%.
MANLY AND MCGUIRE, A LAW FIRM PROFIT SHARING PLAN-13$193,838$65,682$5,052iApproximate average salary by contribution assumption: employee only about $126,312 at 4% or $84,208 at 6%; with 50% employer match about $84,208 at 4% or $56,138 at 6%; with 100% employer match about $63,156 at 4% or $42,104 at 6%.
2002110$105,187$55,015$5,502iApproximate average salary by contribution assumption: employee only about $137,538 at 4% or $91,692 at 6%; with 50% employer match about $91,692 at 4% or $61,128 at 6%; with 100% employer match about $68,769 at 4% or $45,846 at 6%.
MANLY AND MCGUIRE, A LAW FIRM PROFIT SHARING PLAN-10$105,187$55,015$5,502iApproximate average salary by contribution assumption: employee only about $137,538 at 4% or $91,692 at 6%; with 50% employer match about $91,692 at 4% or $61,128 at 6%; with 100% employer match about $68,769 at 4% or $45,846 at 6%.
Manly, Stewart & Finaldi, a Prof | EIN 33-0949191 | 2024 Form 5500 Company Profile