Broadscope Disability Services
Plan context: Broadscope Disability Services Retirement Plan
EIN 39-1143353 • Greenfield, WI • 22 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$1,433,951
2025 Contributions
$72,163
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $1,433,951 | $72,163 | $3,798iApproximate average salary by contribution assumption: employee only about $94,951 at 4% or $63,301 at 6%; with 50% employer match about $63,301 at 4% or $42,201 at 6%; with 100% employer match about $47,476 at 4% or $31,650 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 19 | $1,433,951 | $72,163 | $3,798iApproximate average salary by contribution assumption: employee only about $94,951 at 4% or $63,301 at 6%; with 50% employer match about $63,301 at 4% or $42,201 at 6%; with 100% employer match about $47,476 at 4% or $31,650 at 6%. |
| 2024 | 1 | 17 | $1,210,530 | $64,121 | $3,772iApproximate average salary by contribution assumption: employee only about $94,296 at 4% or $62,864 at 6%; with 50% employer match about $62,864 at 4% or $41,909 at 6%; with 100% employer match about $47,148 at 4% or $31,432 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 17 | $1,210,530 | $64,121 | $3,772iApproximate average salary by contribution assumption: employee only about $94,296 at 4% or $62,864 at 6%; with 50% employer match about $62,864 at 4% or $41,909 at 6%; with 100% employer match about $47,148 at 4% or $31,432 at 6%. |
| 2023 | 1 | 17 | $1,062,268 | $55,740 | $3,279iApproximate average salary by contribution assumption: employee only about $81,971 at 4% or $54,647 at 6%; with 50% employer match about $54,647 at 4% or $36,431 at 6%; with 100% employer match about $40,985 at 4% or $27,324 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 17 | $1,062,268 | $55,740 | $3,279iApproximate average salary by contribution assumption: employee only about $81,971 at 4% or $54,647 at 6%; with 50% employer match about $54,647 at 4% or $36,431 at 6%; with 100% employer match about $40,985 at 4% or $27,324 at 6%. |
| 2022 | 1 | 18 | $905,951 | $55,073 | $3,060iApproximate average salary by contribution assumption: employee only about $76,490 at 4% or $50,994 at 6%; with 50% employer match about $50,994 at 4% or $33,996 at 6%; with 100% employer match about $38,245 at 4% or $25,497 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 18 | $905,951 | $55,073 | $3,060iApproximate average salary by contribution assumption: employee only about $76,490 at 4% or $50,994 at 6%; with 50% employer match about $50,994 at 4% or $33,996 at 6%; with 100% employer match about $38,245 at 4% or $25,497 at 6%. |
| 2021 | 1 | 21 | $1,138,758 | $49,255 | $2,345iApproximate average salary by contribution assumption: employee only about $58,637 at 4% or $39,091 at 6%; with 50% employer match about $39,091 at 4% or $26,061 at 6%; with 100% employer match about $29,318 at 4% or $19,546 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 21 | $1,138,758 | $49,255 | $2,345iApproximate average salary by contribution assumption: employee only about $58,637 at 4% or $39,091 at 6%; with 50% employer match about $39,091 at 4% or $26,061 at 6%; with 100% employer match about $29,318 at 4% or $19,546 at 6%. |
| 2020 | 1 | 22 | $993,783 | $48,597 | $2,209iApproximate average salary by contribution assumption: employee only about $55,224 at 4% or $36,816 at 6%; with 50% employer match about $36,816 at 4% or $24,544 at 6%; with 100% employer match about $27,612 at 4% or $18,408 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 22 | $993,783 | $48,597 | $2,209iApproximate average salary by contribution assumption: employee only about $55,224 at 4% or $36,816 at 6%; with 50% employer match about $36,816 at 4% or $24,544 at 6%; with 100% employer match about $27,612 at 4% or $18,408 at 6%. |
| 2019 | 1 | 23 | $846,952 | $48,049 | $2,089iApproximate average salary by contribution assumption: employee only about $52,227 at 4% or $34,818 at 6%; with 50% employer match about $34,818 at 4% or $23,212 at 6%; with 100% employer match about $26,114 at 4% or $17,409 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 23 | $846,952 | $48,049 | $2,089iApproximate average salary by contribution assumption: employee only about $52,227 at 4% or $34,818 at 6%; with 50% employer match about $34,818 at 4% or $23,212 at 6%; with 100% employer match about $26,114 at 4% or $17,409 at 6%. |
| 2018 | 1 | 22 | $649,971 | $48,049 | $2,184iApproximate average salary by contribution assumption: employee only about $54,601 at 4% or $36,401 at 6%; with 50% employer match about $36,401 at 4% or $24,267 at 6%; with 100% employer match about $27,301 at 4% or $18,200 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 22 | $649,971 | $48,049 | $2,184iApproximate average salary by contribution assumption: employee only about $54,601 at 4% or $36,401 at 6%; with 50% employer match about $36,401 at 4% or $24,267 at 6%; with 100% employer match about $27,301 at 4% or $18,200 at 6%. |
| 2017 | 1 | 23 | $662,316 | $48,742 | $2,119iApproximate average salary by contribution assumption: employee only about $52,980 at 4% or $35,320 at 6%; with 50% employer match about $35,320 at 4% or $23,547 at 6%; with 100% employer match about $26,490 at 4% or $17,660 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 23 | $662,316 | $48,742 | $2,119iApproximate average salary by contribution assumption: employee only about $52,980 at 4% or $35,320 at 6%; with 50% employer match about $35,320 at 4% or $23,547 at 6%; with 100% employer match about $26,490 at 4% or $17,660 at 6%. |
| 2016 | 1 | 24 | $864,816 | $47,838 | $1,993iApproximate average salary by contribution assumption: employee only about $49,831 at 4% or $33,221 at 6%; with 50% employer match about $33,221 at 4% or $22,147 at 6%; with 100% employer match about $24,916 at 4% or $16,610 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 24 | $864,816 | $47,838 | $1,993iApproximate average salary by contribution assumption: employee only about $49,831 at 4% or $33,221 at 6%; with 50% employer match about $33,221 at 4% or $22,147 at 6%; with 100% employer match about $24,916 at 4% or $16,610 at 6%. |
| 2015 | 1 | 21 | $753,230 | $58,236 | $2,773iApproximate average salary by contribution assumption: employee only about $69,329 at 4% or $46,219 at 6%; with 50% employer match about $46,219 at 4% or $30,813 at 6%; with 100% employer match about $34,664 at 4% or $23,110 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 21 | $753,230 | $58,236 | $2,773iApproximate average salary by contribution assumption: employee only about $69,329 at 4% or $46,219 at 6%; with 50% employer match about $46,219 at 4% or $30,813 at 6%; with 100% employer match about $34,664 at 4% or $23,110 at 6%. |
| 2014 | 1 | 21 | $711,037 | $52,298 | $2,490iApproximate average salary by contribution assumption: employee only about $62,260 at 4% or $41,506 at 6%; with 50% employer match about $41,506 at 4% or $27,671 at 6%; with 100% employer match about $31,130 at 4% or $20,753 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 21 | $711,037 | $52,298 | $2,490iApproximate average salary by contribution assumption: employee only about $62,260 at 4% or $41,506 at 6%; with 50% employer match about $41,506 at 4% or $27,671 at 6%; with 100% employer match about $31,130 at 4% or $20,753 at 6%. |
| 2013 | 1 | 23 | $669,591 | $42,912 | $1,866iApproximate average salary by contribution assumption: employee only about $46,643 at 4% or $31,096 at 6%; with 50% employer match about $31,096 at 4% or $20,730 at 6%; with 100% employer match about $23,322 at 4% or $15,548 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 23 | $669,591 | $42,912 | $1,866iApproximate average salary by contribution assumption: employee only about $46,643 at 4% or $31,096 at 6%; with 50% employer match about $31,096 at 4% or $20,730 at 6%; with 100% employer match about $23,322 at 4% or $15,548 at 6%. |
| 2012 | 1 | 22 | $691,982 | $312,437 | $14,202iApproximate average salary by contribution assumption: employee only about $355,042 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,796 at 6%; with 100% employer match about $177,521 at 4% or $118,347 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 22 | $691,982 | $312,437 | $14,202iApproximate average salary by contribution assumption: employee only about $355,042 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,796 at 6%; with 100% employer match about $177,521 at 4% or $118,347 at 6%. |
| 2011 | 1 | 25 | $638,629 | $46,975 | $1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 25 | $638,629 | $46,975 | $1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%. |
| 2010 | 1 | 20 | $597,001 | $43,791 | $2,190iApproximate average salary by contribution assumption: employee only about $54,739 at 4% or $36,493 at 6%; with 50% employer match about $36,493 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 20 | $597,001 | $43,791 | $2,190iApproximate average salary by contribution assumption: employee only about $54,739 at 4% or $36,493 at 6%; with 50% employer match about $36,493 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%. |
| 2009 | 1 | 22 | $626,353 | $74,345 | $3,379iApproximate average salary by contribution assumption: employee only about $84,483 at 4% or $56,322 at 6%; with 50% employer match about $56,322 at 4% or $37,548 at 6%; with 100% employer match about $42,241 at 4% or $28,161 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 22 | $626,353 | $74,345 | $3,379iApproximate average salary by contribution assumption: employee only about $84,483 at 4% or $56,322 at 6%; with 50% employer match about $56,322 at 4% or $37,548 at 6%; with 100% employer match about $42,241 at 4% or $28,161 at 6%. |
| 2008 | 1 | 25 | $534,728 | $66,021 | $2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,011 at 4% or $22,007 at 6%. |
| Broadscope Disability Services Retirement Plan | - | 25 | $534,728 | $66,021 | $2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,011 at 4% or $22,007 at 6%. |
| 2007 | 1 | 32 | $0 | $0 | - |
| Ucp Sew Employee Retirement Plan | - | 32 | - | - | - |
| 2006 | 1 | 24 | $667,192 | $74,207 | $3,092iApproximate average salary by contribution assumption: employee only about $77,299 at 4% or $51,533 at 6%; with 50% employer match about $51,533 at 4% or $34,355 at 6%; with 100% employer match about $38,649 at 4% or $25,766 at 6%. |
| Ucp Sew Employee Retirement Plan | - | 24 | $667,192 | $74,207 | $3,092iApproximate average salary by contribution assumption: employee only about $77,299 at 4% or $51,533 at 6%; with 50% employer match about $51,533 at 4% or $34,355 at 6%; with 100% employer match about $38,649 at 4% or $25,766 at 6%. |
| 2005 | 1 | 29 | $525,195 | $104,723 | $3,611iApproximate average salary by contribution assumption: employee only about $90,278 at 4% or $60,186 at 6%; with 50% employer match about $60,186 at 4% or $40,124 at 6%; with 100% employer match about $45,139 at 4% or $30,093 at 6%. |
| Ucp Sew Employee Retirement Plan | - | 29 | $525,195 | $104,723 | $3,611iApproximate average salary by contribution assumption: employee only about $90,278 at 4% or $60,186 at 6%; with 50% employer match about $60,186 at 4% or $40,124 at 6%; with 100% employer match about $45,139 at 4% or $30,093 at 6%. |
| 2004 | 1 | 32 | $441,355 | $85,695 | $2,678iApproximate average salary by contribution assumption: employee only about $66,949 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,755 at 6%; with 100% employer match about $33,475 at 4% or $22,316 at 6%. |
| Ucp Sew Employee Retirement Plan | - | 32 | $441,355 | $85,695 | $2,678iApproximate average salary by contribution assumption: employee only about $66,949 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,755 at 6%; with 100% employer match about $33,475 at 4% or $22,316 at 6%. |