Civic Intelligence

Broadview Advisors LLC

Plan context: Broadview Advisors LLC Savings & Retirement Plan

EIN 39-2020480 • Milwaukee, WI • 18 filings • 1 plans

330 E Kilbourn Ave Ste 1475Milwaukee, WI 53202
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$4,676,257

2019 Contributions

$167,000

Historical Graphs

Total Assets Over Time

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

$5,429,293$2,714,647$0200220112018YearValue
$4,676,257Latest year 2018

Participants Over Time

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

1260200220102018YearValue
10Latest year 2018

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
201910$0$167,000-
Broadview Advisors LLC Savings & Retirement Plan-0-$167,000-
2018110$4,676,257$137,906$13,791iApproximate average salary by contribution assumption: employee only about $344,765 at 4% or $229,843 at 6%; with 50% employer match about $229,843 at 4% or $153,229 at 6%; with 100% employer match about $172,383 at 4% or $114,922 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$4,676,257$137,906$13,791iApproximate average salary by contribution assumption: employee only about $344,765 at 4% or $229,843 at 6%; with 50% employer match about $229,843 at 4% or $153,229 at 6%; with 100% employer match about $172,383 at 4% or $114,922 at 6%.
2017110$4,756,722$255,315$25,532iApproximate average salary by contribution assumption: employee only about $638,288 at 4% or $425,525 at 6%; with 50% employer match about $425,525 at 4% or $283,683 at 6%; with 100% employer match about $319,144 at 4% or $212,763 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$4,756,722$255,315$25,532iApproximate average salary by contribution assumption: employee only about $638,288 at 4% or $425,525 at 6%; with 50% employer match about $425,525 at 4% or $283,683 at 6%; with 100% employer match about $319,144 at 4% or $212,763 at 6%.
2016110$4,060,629$209,088$20,909iApproximate average salary by contribution assumption: employee only about $522,720 at 4% or $348,480 at 6%; with 50% employer match about $348,480 at 4% or $232,320 at 6%; with 100% employer match about $261,360 at 4% or $174,240 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$4,060,629$209,088$20,909iApproximate average salary by contribution assumption: employee only about $522,720 at 4% or $348,480 at 6%; with 50% employer match about $348,480 at 4% or $232,320 at 6%; with 100% employer match about $261,360 at 4% or $174,240 at 6%.
2015111$5,053,757$260,738$23,703iApproximate average salary by contribution assumption: employee only about $592,586 at 4% or $395,058 at 6%; with 50% employer match about $395,058 at 4% or $263,372 at 6%; with 100% employer match about $296,293 at 4% or $197,529 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$5,053,757$260,738$23,703iApproximate average salary by contribution assumption: employee only about $592,586 at 4% or $395,058 at 6%; with 50% employer match about $395,058 at 4% or $263,372 at 6%; with 100% employer match about $296,293 at 4% or $197,529 at 6%.
2014111$5,429,293$109,842$9,986iApproximate average salary by contribution assumption: employee only about $249,641 at 4% or $166,427 at 6%; with 50% employer match about $166,427 at 4% or $110,952 at 6%; with 100% employer match about $124,820 at 4% or $83,214 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$5,429,293$109,842$9,986iApproximate average salary by contribution assumption: employee only about $249,641 at 4% or $166,427 at 6%; with 50% employer match about $166,427 at 4% or $110,952 at 6%; with 100% employer match about $124,820 at 4% or $83,214 at 6%.
2013111$5,156,337$175,761$15,978iApproximate average salary by contribution assumption: employee only about $399,457 at 4% or $266,305 at 6%; with 50% employer match about $266,305 at 4% or $177,536 at 6%; with 100% employer match about $199,728 at 4% or $133,152 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$5,156,337$175,761$15,978iApproximate average salary by contribution assumption: employee only about $399,457 at 4% or $266,305 at 6%; with 50% employer match about $266,305 at 4% or $177,536 at 6%; with 100% employer match about $199,728 at 4% or $133,152 at 6%.
2012112$4,004,480$196,652$16,388iApproximate average salary by contribution assumption: employee only about $409,692 at 4% or $273,128 at 6%; with 50% employer match about $273,128 at 4% or $182,085 at 6%; with 100% employer match about $204,846 at 4% or $136,564 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-12$4,004,480$196,652$16,388iApproximate average salary by contribution assumption: employee only about $409,692 at 4% or $273,128 at 6%; with 50% employer match about $273,128 at 4% or $182,085 at 6%; with 100% employer match about $204,846 at 4% or $136,564 at 6%.
2011111$3,453,413$163,960$14,905iApproximate average salary by contribution assumption: employee only about $372,636 at 4% or $248,424 at 6%; with 50% employer match about $248,424 at 4% or $165,616 at 6%; with 100% employer match about $186,318 at 4% or $124,212 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$3,453,413$163,960$14,905iApproximate average salary by contribution assumption: employee only about $372,636 at 4% or $248,424 at 6%; with 50% employer match about $248,424 at 4% or $165,616 at 6%; with 100% employer match about $186,318 at 4% or $124,212 at 6%.
2010111$3,389,824$176,735$16,067iApproximate average salary by contribution assumption: employee only about $401,670 at 4% or $267,780 at 6%; with 50% employer match about $267,780 at 4% or $178,520 at 6%; with 100% employer match about $200,835 at 4% or $133,890 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$3,389,824$176,735$16,067iApproximate average salary by contribution assumption: employee only about $401,670 at 4% or $267,780 at 6%; with 50% employer match about $267,780 at 4% or $178,520 at 6%; with 100% employer match about $200,835 at 4% or $133,890 at 6%.
2009111$2,675,121$118,094$10,736iApproximate average salary by contribution assumption: employee only about $268,395 at 4% or $178,930 at 6%; with 50% employer match about $178,930 at 4% or $119,287 at 6%; with 100% employer match about $134,198 at 4% or $89,465 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-11$2,675,121$118,094$10,736iApproximate average salary by contribution assumption: employee only about $268,395 at 4% or $178,930 at 6%; with 50% employer match about $178,930 at 4% or $119,287 at 6%; with 100% employer match about $134,198 at 4% or $89,465 at 6%.
2008110$1,902,953$367,173$36,717iApproximate average salary by contribution assumption: employee only about $917,933 at 4% or $611,955 at 6%; with 50% employer match about $611,955 at 4% or $407,970 at 6%; with 100% employer match about $458,966 at 4% or $305,978 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$1,902,953$367,173$36,717iApproximate average salary by contribution assumption: employee only about $917,933 at 4% or $611,955 at 6%; with 50% employer match about $611,955 at 4% or $407,970 at 6%; with 100% employer match about $458,966 at 4% or $305,978 at 6%.
2007110$0$0-
Broadview Advisors LLC Savings & Retirement Plan-10---
2006110$1,802,431$297,444$29,744iApproximate average salary by contribution assumption: employee only about $743,610 at 4% or $495,740 at 6%; with 50% employer match about $495,740 at 4% or $330,493 at 6%; with 100% employer match about $371,805 at 4% or $247,870 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$1,802,431$297,444$29,744iApproximate average salary by contribution assumption: employee only about $743,610 at 4% or $495,740 at 6%; with 50% employer match about $495,740 at 4% or $330,493 at 6%; with 100% employer match about $371,805 at 4% or $247,870 at 6%.
2005110$1,328,661$392,274$39,227iApproximate average salary by contribution assumption: employee only about $980,685 at 4% or $653,790 at 6%; with 50% employer match about $653,790 at 4% or $435,860 at 6%; with 100% employer match about $490,343 at 4% or $326,895 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-10$1,328,661$392,274$39,227iApproximate average salary by contribution assumption: employee only about $980,685 at 4% or $653,790 at 6%; with 50% employer match about $653,790 at 4% or $435,860 at 6%; with 100% employer match about $490,343 at 4% or $326,895 at 6%.
200419$888,436$288,170$32,019iApproximate average salary by contribution assumption: employee only about $800,472 at 4% or $533,648 at 6%; with 50% employer match about $533,648 at 4% or $355,765 at 6%; with 100% employer match about $400,236 at 4% or $266,824 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-9$888,436$288,170$32,019iApproximate average salary by contribution assumption: employee only about $800,472 at 4% or $533,648 at 6%; with 50% employer match about $533,648 at 4% or $355,765 at 6%; with 100% employer match about $400,236 at 4% or $266,824 at 6%.
200319$545,810$227,727$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-9$545,810$227,727$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.
200218$196,426$200,440$25,055iApproximate average salary by contribution assumption: employee only about $626,375 at 4% or $417,583 at 6%; with 50% employer match about $417,583 at 4% or $278,389 at 6%; with 100% employer match about $313,188 at 4% or $208,792 at 6%.
Broadview Advisors LLC Savings & Retirement Plan-8$196,426$200,440$25,055iApproximate average salary by contribution assumption: employee only about $626,375 at 4% or $417,583 at 6%; with 50% employer match about $417,583 at 4% or $278,389 at 6%; with 100% employer match about $313,188 at 4% or $208,792 at 6%.