Broad & Cassel
Plan context: Broad and Cassel 401 (K) Retirement Plan
EIN 59-0630785 • 63 filings • 16 plans
Current Snapshot
Latest Year
2019
2019 Participants
324
2019 Assets
$36,426,555
2019 Contributions
$1,268,230
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Broad and Cassel 401 (K) Retirement Plan | - | 0 | - | - | - |
| 2018 | 2 | 324 | $36,426,555 | $1,268,230 | $3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,929 at 4% or $32,619 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 324 | $36,426,555 | $1,268,230 | $3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,929 at 4% or $32,619 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 0 | - | - | - |
| 2017 | 2 | 347 | $46,565,815 | $3,402,431 | $9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,421 at 6%; with 50% employer match about $163,421 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 347 | $46,565,815 | $3,402,431 | $9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,421 at 6%; with 50% employer match about $163,421 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 330 | - | - | - |
| 2016 | 2 | 353 | $39,625,392 | $2,757,964 | $7,813iApproximate average salary by contribution assumption: employee only about $195,323 at 4% or $130,215 at 6%; with 50% employer match about $130,215 at 4% or $86,810 at 6%; with 100% employer match about $97,662 at 4% or $65,108 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 353 | $39,625,392 | $2,757,964 | $7,813iApproximate average salary by contribution assumption: employee only about $195,323 at 4% or $130,215 at 6%; with 50% employer match about $130,215 at 4% or $86,810 at 6%; with 100% employer match about $97,662 at 4% or $65,108 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 336 | - | - | - |
| 2015 | 2 | 323 | $35,839,104 | $2,742,562 | $8,491iApproximate average salary by contribution assumption: employee only about $212,273 at 4% or $141,515 at 6%; with 50% employer match about $141,515 at 4% or $94,343 at 6%; with 100% employer match about $106,136 at 4% or $70,758 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 322 | $35,839,104 | $2,742,562 | $8,517iApproximate average salary by contribution assumption: employee only about $212,932 at 4% or $141,955 at 6%; with 50% employer match about $141,955 at 4% or $94,636 at 6%; with 100% employer match about $106,466 at 4% or $70,977 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 323 | - | - | - |
| 2014 | 3 | 326 | $34,369,049 | $2,453,351 | $7,526iApproximate average salary by contribution assumption: employee only about $188,140 at 4% or $125,427 at 6%; with 50% employer match about $125,427 at 4% or $83,618 at 6%; with 100% employer match about $94,070 at 4% or $62,713 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 299 | $34,369,049 | $2,453,351 | $8,205iApproximate average salary by contribution assumption: employee only about $205,130 at 4% or $136,753 at 6%; with 50% employer match about $136,753 at 4% or $91,169 at 6%; with 100% employer match about $102,565 at 4% or $68,377 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 0 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 326 | - | - | - |
| 2013 | 3 | 326 | $32,177,173 | $2,439,895 | $7,484iApproximate average salary by contribution assumption: employee only about $187,109 at 4% or $124,739 at 6%; with 50% employer match about $124,739 at 4% or $83,159 at 6%; with 100% employer match about $93,554 at 4% or $62,370 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 287 | $32,177,173 | $2,439,895 | $8,501iApproximate average salary by contribution assumption: employee only about $212,534 at 4% or $141,690 at 6%; with 50% employer match about $141,690 at 4% or $94,460 at 6%; with 100% employer match about $106,267 at 4% or $70,845 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 326 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 322 | - | - | - |
| 2012 | 3 | 332 | $26,922,140 | $2,407,124 | $7,250iApproximate average salary by contribution assumption: employee only about $181,259 at 4% or $120,840 at 6%; with 50% employer match about $120,840 at 4% or $80,560 at 6%; with 100% employer match about $90,630 at 4% or $60,420 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 306 | $26,922,140 | $2,407,124 | $7,866iApproximate average salary by contribution assumption: employee only about $196,660 at 4% or $131,107 at 6%; with 50% employer match about $131,107 at 4% or $87,405 at 6%; with 100% employer match about $98,330 at 4% or $65,553 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 332 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 322 | - | - | - |
| 2011 | 3 | 343 | $23,610,734 | $2,137,654 | $6,232iApproximate average salary by contribution assumption: employee only about $155,806 at 4% or $103,870 at 6%; with 50% employer match about $103,870 at 4% or $69,247 at 6%; with 100% employer match about $77,903 at 4% or $51,935 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 309 | $23,610,734 | $2,137,654 | $6,918iApproximate average salary by contribution assumption: employee only about $172,949 at 4% or $115,300 at 6%; with 50% employer match about $115,300 at 4% or $76,866 at 6%; with 100% employer match about $86,475 at 4% or $57,650 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 343 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 333 | - | - | - |
| 2010 | 3 | 330 | $22,858,903 | $2,321,451 | $7,035iApproximate average salary by contribution assumption: employee only about $175,868 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 311 | $22,858,903 | $2,321,451 | $7,464iApproximate average salary by contribution assumption: employee only about $186,612 at 4% or $124,408 at 6%; with 50% employer match about $124,408 at 4% or $82,939 at 6%; with 100% employer match about $93,306 at 4% or $62,204 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 330 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 328 | - | - | - |
| 2009 | 4 | 334 | $19,993,156 | $2,029,869 | $6,077iApproximate average salary by contribution assumption: employee only about $151,936 at 4% or $101,291 at 6%; with 50% employer match about $101,291 at 4% or $67,527 at 6%; with 100% employer match about $75,968 at 4% or $50,645 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 313 | $19,993,156 | $2,029,869 | $6,485iApproximate average salary by contribution assumption: employee only about $162,130 at 4% or $108,087 at 6%; with 50% employer match about $108,087 at 4% or $72,058 at 6%; with 100% employer match about $81,065 at 4% or $54,043 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 334 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 334 | - | - | - |
| BROAD AND CASSEL SECTION 125 PLAN | - | 56 | - | - | - |
| 2008 | 4 | 401 | $15,659,195 | $2,333,078 | $5,818iApproximate average salary by contribution assumption: employee only about $145,454 at 4% or $96,969 at 6%; with 50% employer match about $96,969 at 4% or $64,646 at 6%; with 100% employer match about $72,727 at 4% or $48,485 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 329 | $15,659,195 | $2,333,078 | $7,091iApproximate average salary by contribution assumption: employee only about $177,286 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 401 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 334 | - | - | - |
| BROAD AND CASSEL SECTION 125 PLAN | - | 128 | - | - | - |
| 2007 | 5 | 403 | $39,106,742 | $4,782,044 | $11,866iApproximate average salary by contribution assumption: employee only about $296,653 at 4% or $197,769 at 6%; with 50% employer match about $197,769 at 4% or $131,846 at 6%; with 100% employer match about $148,326 at 4% or $98,884 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 347 | $19,553,371 | $2,391,022 | $6,891iApproximate average salary by contribution assumption: employee only about $172,264 at 4% or $114,843 at 6%; with 50% employer match about $114,843 at 4% or $76,562 at 6%; with 100% employer match about $86,132 at 4% or $57,421 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 347 | $19,553,371 | $2,391,022 | $6,891iApproximate average salary by contribution assumption: employee only about $172,264 at 4% or $114,843 at 6%; with 50% employer match about $114,843 at 4% or $76,562 at 6%; with 100% employer match about $86,132 at 4% or $57,421 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 403 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 401 | - | - | - |
| BROAD AND CASSEL SECTION 125 PLAN | - | 133 | - | - | - |
| 2006 | 4 | 417 | $17,522,539 | $2,264,090 | $5,429iApproximate average salary by contribution assumption: employee only about $135,737 at 4% or $90,491 at 6%; with 50% employer match about $90,491 at 4% or $60,327 at 6%; with 100% employer match about $67,868 at 4% or $45,246 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 417 | $17,522,539 | $2,264,090 | $5,429iApproximate average salary by contribution assumption: employee only about $135,737 at 4% or $90,491 at 6%; with 50% employer match about $90,491 at 4% or $60,327 at 6%; with 100% employer match about $67,868 at 4% or $45,246 at 6%. |
| BROAD AND CASSEL SECTION 125 PLAN | - | 150 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 388 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 397 | - | - | - |
| 2005 | 4 | 405 | $14,829,829 | $2,043,591 | $5,046iApproximate average salary by contribution assumption: employee only about $126,148 at 4% or $84,098 at 6%; with 50% employer match about $84,098 at 4% or $56,066 at 6%; with 100% employer match about $63,074 at 4% or $42,049 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 385 | $14,829,829 | $2,043,591 | $5,308iApproximate average salary by contribution assumption: employee only about $132,701 at 4% or $88,467 at 6%; with 50% employer match about $88,467 at 4% or $58,978 at 6%; with 100% employer match about $66,350 at 4% or $44,234 at 6%. |
| BROAD AND CASSEL SECTION 125 PLAN | - | 113 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 405 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 388 | - | - | - |
| 2004 | 3 | 412 | $12,842,024 | $1,774,507 | $4,307iApproximate average salary by contribution assumption: employee only about $107,676 at 4% or $71,784 at 6%; with 50% employer match about $71,784 at 4% or $47,856 at 6%; with 100% employer match about $53,838 at 4% or $35,892 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 390 | $12,842,024 | $1,774,507 | $4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,834 at 6%; with 50% employer match about $75,834 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 402 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 412 | - | - | - |
| 2003 | 3 | 352 | $10,870,675 | $1,622,733 | $4,610iApproximate average salary by contribution assumption: employee only about $115,251 at 4% or $76,834 at 6%; with 50% employer match about $76,834 at 4% or $51,223 at 6%; with 100% employer match about $57,625 at 4% or $38,417 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 352 | $10,870,675 | $1,622,733 | $4,610iApproximate average salary by contribution assumption: employee only about $115,251 at 4% or $76,834 at 6%; with 50% employer match about $76,834 at 4% or $51,223 at 6%; with 100% employer match about $57,625 at 4% or $38,417 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 349 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 352 | - | - | - |
| 2002 | 3 | 346 | $7,650,432 | $1,524,224 | $4,405iApproximate average salary by contribution assumption: employee only about $110,132 at 4% or $73,421 at 6%; with 50% employer match about $73,421 at 4% or $48,947 at 6%; with 100% employer match about $55,066 at 4% or $36,711 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 322 | $7,650,432 | $1,524,224 | $4,734iApproximate average salary by contribution assumption: employee only about $118,340 at 4% or $78,894 at 6%; with 50% employer match about $78,894 at 4% or $52,596 at 6%; with 100% employer match about $59,170 at 4% or $39,447 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 338 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 346 | - | - | - |
| 2001 | 4 | 366 | $8,255,678 | $1,561,585 | $4,267iApproximate average salary by contribution assumption: employee only about $106,666 at 4% or $71,110 at 6%; with 50% employer match about $71,110 at 4% or $47,407 at 6%; with 100% employer match about $53,333 at 4% or $35,555 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 354 | $8,255,678 | $1,561,585 | $4,411iApproximate average salary by contribution assumption: employee only about $110,281 at 4% or $73,521 at 6%; with 50% employer match about $73,521 at 4% or $49,014 at 6%; with 100% employer match about $55,141 at 4% or $36,760 at 6%. |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 366 | - | - | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 366 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 366 | - | - | - |
| 2000 | 3 | 369 | $8,228,742 | $1,530,662 | $4,148iApproximate average salary by contribution assumption: employee only about $103,703 at 4% or $69,136 at 6%; with 50% employer match about $69,136 at 4% or $46,090 at 6%; with 100% employer match about $51,852 at 4% or $34,568 at 6%. |
| Broad and Cassel 401 (K) Retirement Plan | - | 338 | $8,228,742 | $1,530,662 | $4,529iApproximate average salary by contribution assumption: employee only about $113,215 at 4% or $75,476 at 6%; with 50% employer match about $75,476 at 4% or $50,318 at 6%; with 100% employer match about $56,607 at 4% or $37,738 at 6%. |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 369 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 360 | - | - | - |
| 1999 | 2 | 326 | $0 | $0 | - |
| Broad & Cassel Life Accidental Death & Dismemberment and Health Plan | - | 315 | - | - | - |
| Broad and Cassel Employee Long Term Disability Insurance Plan | - | 326 | - | - | - |