Sadis & Goldberg LLP
Plan context: Sage Partners Retirement Plan
EIN 13-3952891 • New York, NY • 41 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
38
2025 Assets
$25,467,128
2025 Contributions
$1,490,525
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 | 0 | $0 | $0 | - |
| SAGE PARTNERS CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 4 | 38 | $25,467,128 | $1,490,525 | $39,224iApproximate average salary by contribution assumption: employee only about $980,609 at 4% or $653,739 at 6%; with 50% employer match about $653,739 at 4% or $435,826 at 6%; with 100% employer match about $490,304 at 4% or $326,870 at 6%. |
| Sage Partners Retirement Plan | - | 38 | $20,959,965 | $884,132 | $23,267iApproximate average salary by contribution assumption: employee only about $581,666 at 4% or $387,777 at 6%; with 50% employer match about $387,777 at 4% or $258,518 at 6%; with 100% employer match about $290,833 at 4% or $193,889 at 6%. |
| SAGE PARTNERS CASH BALANCE PLAN | - | 25 | $3,767,934 | $409,120 | $16,365iApproximate average salary by contribution assumption: employee only about $409,120 at 4% or $272,747 at 6%; with 50% employer match about $272,747 at 4% or $181,831 at 6%; with 100% employer match about $204,560 at 4% or $136,373 at 6%. |
| Sage Partners Profit Sharing Plan | - | 19 | $616,987 | $197,273 | $10,383iApproximate average salary by contribution assumption: employee only about $259,570 at 4% or $173,046 at 6%; with 50% employer match about $173,046 at 4% or $115,364 at 6%; with 100% employer match about $129,785 at 4% or $86,523 at 6%. |
| Sage Partners Profit Sharing Plan II | - | 7 | $122,242 | $0 | - |
| 2023 | 4 | 35 | $20,509,993 | $1,703,970 | $48,685iApproximate average salary by contribution assumption: employee only about $1,217,121 at 4% or $811,414 at 6%; with 50% employer match about $811,414 at 4% or $540,943 at 6%; with 100% employer match about $608,561 at 4% or $405,707 at 6%. |
| Sage Partners Retirement Plan | - | 35 | $16,825,625 | $861,492 | $24,614iApproximate average salary by contribution assumption: employee only about $615,351 at 4% or $410,234 at 6%; with 50% employer match about $410,234 at 4% or $273,490 at 6%; with 100% employer match about $307,676 at 4% or $205,117 at 6%. |
| SAGE PARTNERS CASH BALANCE PLAN | - | 21 | $3,162,683 | $682,800 | $32,514iApproximate average salary by contribution assumption: employee only about $812,857 at 4% or $541,905 at 6%; with 50% employer match about $541,905 at 4% or $361,270 at 6%; with 100% employer match about $406,429 at 4% or $270,952 at 6%. |
| Sage Partners Profit Sharing Plan | - | 15 | $393,797 | $159,678 | $10,645iApproximate average salary by contribution assumption: employee only about $266,130 at 4% or $177,420 at 6%; with 50% employer match about $177,420 at 4% or $118,280 at 6%; with 100% employer match about $133,065 at 4% or $88,710 at 6%. |
| Sage Partners Profit Sharing Plan II | - | 9 | $127,888 | $0 | - |
| 2022 | 4 | 33 | $15,968,576 | $1,646,997 | $49,909iApproximate average salary by contribution assumption: employee only about $1,247,725 at 4% or $831,817 at 6%; with 50% employer match about $831,817 at 4% or $554,544 at 6%; with 100% employer match about $623,863 at 4% or $415,908 at 6%. |
| Sage Partners Retirement Plan | - | 33 | $13,460,478 | $754,099 | $22,851iApproximate average salary by contribution assumption: employee only about $571,287 at 4% or $380,858 at 6%; with 50% employer match about $380,858 at 4% or $253,905 at 6%; with 100% employer match about $285,644 at 4% or $190,429 at 6%. |
| SAGE PARTNERS CASH BALANCE PLAN | - | 19 | $2,182,094 | $781,050 | $41,108iApproximate average salary by contribution assumption: employee only about $1,027,697 at 4% or $685,132 at 6%; with 50% employer match about $685,132 at 4% or $456,754 at 6%; with 100% employer match about $513,849 at 4% or $342,566 at 6%. |
| Sage Partners Profit Sharing Plan | - | 7 | $211,696 | $85,619 | $12,231iApproximate average salary by contribution assumption: employee only about $305,782 at 4% or $203,855 at 6%; with 50% employer match about $203,855 at 4% or $135,903 at 6%; with 100% employer match about $152,891 at 4% or $101,927 at 6%. |
| Sage Partners Profit Sharing Plan II | - | 9 | $114,308 | $26,229 | $2,914iApproximate average salary by contribution assumption: employee only about $72,858 at 4% or $48,572 at 6%; with 50% employer match about $48,572 at 4% or $32,381 at 6%; with 100% employer match about $36,429 at 4% or $24,286 at 6%. |
| 2021 | 4 | 30 | $18,947,495 | $1,462,885 | $48,763iApproximate average salary by contribution assumption: employee only about $1,219,071 at 4% or $812,714 at 6%; with 50% employer match about $812,714 at 4% or $541,809 at 6%; with 100% employer match about $609,535 at 4% or $406,357 at 6%. |
| Sage Partners Retirement Plan | - | 30 | $17,195,098 | $653,374 | $21,779iApproximate average salary by contribution assumption: employee only about $544,478 at 4% or $362,986 at 6%; with 50% employer match about $362,986 at 4% or $241,990 at 6%; with 100% employer match about $272,239 at 4% or $181,493 at 6%. |
| SAGE PARTNERS CASH BALANCE PLAN | - | 16 | $1,516,669 | $719,400 | $44,963iApproximate average salary by contribution assumption: employee only about $1,124,063 at 4% or $749,375 at 6%; with 50% employer match about $749,375 at 4% or $499,583 at 6%; with 100% employer match about $562,031 at 4% or $374,688 at 6%. |
| Sage Partners Profit Sharing Plan | - | 6 | $139,334 | $49,088 | $8,181iApproximate average salary by contribution assumption: employee only about $204,533 at 4% or $136,356 at 6%; with 50% employer match about $136,356 at 4% or $90,904 at 6%; with 100% employer match about $102,267 at 4% or $68,178 at 6%. |
| Sage Partners Profit Sharing Plan II | - | 8 | $96,394 | $41,023 | $5,128iApproximate average salary by contribution assumption: employee only about $128,197 at 4% or $85,465 at 6%; with 50% employer match about $85,465 at 4% or $56,976 at 6%; with 100% employer match about $64,098 at 4% or $42,732 at 6%. |
| 2020 | 5 | 32 | $15,264,385 | $1,687,795 | $52,744iApproximate average salary by contribution assumption: employee only about $1,318,590 at 4% or $879,060 at 6%; with 50% employer match about $879,060 at 4% or $586,040 at 6%; with 100% employer match about $659,295 at 4% or $439,530 at 6%. |
| Sage Partners Retirement Plan | - | 32 | $14,245,166 | $668,576 | $20,893iApproximate average salary by contribution assumption: employee only about $522,325 at 4% or $348,217 at 6%; with 50% employer match about $348,217 at 4% or $232,144 at 6%; with 100% employer match about $261,163 at 4% or $174,108 at 6%. |
| SAGE PARTNERS CASH BALANCE PLAN | - | 17 | $786,475 | $786,475 | $46,263iApproximate average salary by contribution assumption: employee only about $1,156,581 at 4% or $771,054 at 6%; with 50% employer match about $771,054 at 4% or $514,036 at 6%; with 100% employer match about $578,290 at 4% or $385,527 at 6%. |
| SAGE PARTNERS PROFIT SHARING PLAN | - | 5 | $89,061 | $89,061 | $17,812iApproximate average salary by contribution assumption: employee only about $445,305 at 4% or $296,870 at 6%; with 50% employer match about $296,870 at 4% or $197,913 at 6%; with 100% employer match about $222,653 at 4% or $148,435 at 6%. |
| Sage Partners Profit Sharing Plan | - | 5 | $89,061 | $89,061 | $17,812iApproximate average salary by contribution assumption: employee only about $445,305 at 4% or $296,870 at 6%; with 50% employer match about $296,870 at 4% or $197,913 at 6%; with 100% employer match about $222,653 at 4% or $148,435 at 6%. |
| Sage Partners Profit Sharing Plan II | - | 9 | $54,622 | $54,622 | $6,069iApproximate average salary by contribution assumption: employee only about $151,728 at 4% or $101,152 at 6%; with 50% employer match about $101,152 at 4% or $67,435 at 6%; with 100% employer match about $75,864 at 4% or $50,576 at 6%. |
| 2019 | 1 | 33 | $10,985,216 | $685,298 | $20,767iApproximate average salary by contribution assumption: employee only about $519,165 at 4% or $346,110 at 6%; with 50% employer match about $346,110 at 4% or $230,740 at 6%; with 100% employer match about $259,583 at 4% or $173,055 at 6%. |
| Sage Partners Retirement Plan | - | 33 | $10,985,216 | $685,298 | $20,767iApproximate average salary by contribution assumption: employee only about $519,165 at 4% or $346,110 at 6%; with 50% employer match about $346,110 at 4% or $230,740 at 6%; with 100% employer match about $259,583 at 4% or $173,055 at 6%. |
| 2018 | 1 | 28 | $8,204,438 | $539,816 | $19,279iApproximate average salary by contribution assumption: employee only about $481,979 at 4% or $321,319 at 6%; with 50% employer match about $321,319 at 4% or $214,213 at 6%; with 100% employer match about $240,989 at 4% or $160,660 at 6%. |
| Sage Partners Retirement Plan | - | 28 | $8,204,438 | $539,816 | $19,279iApproximate average salary by contribution assumption: employee only about $481,979 at 4% or $321,319 at 6%; with 50% employer match about $321,319 at 4% or $214,213 at 6%; with 100% employer match about $240,989 at 4% or $160,660 at 6%. |
| 2017 | 1 | 28 | $9,221,401 | $525,403 | $18,764iApproximate average salary by contribution assumption: employee only about $469,110 at 4% or $312,740 at 6%; with 50% employer match about $312,740 at 4% or $208,493 at 6%; with 100% employer match about $234,555 at 4% or $156,370 at 6%. |
| Sage Partners Retirement Plan | - | 28 | $9,221,401 | $525,403 | $18,764iApproximate average salary by contribution assumption: employee only about $469,110 at 4% or $312,740 at 6%; with 50% employer match about $312,740 at 4% or $208,493 at 6%; with 100% employer match about $234,555 at 4% or $156,370 at 6%. |
| 2016 | 1 | 28 | $7,764,462 | $716,741 | $25,598iApproximate average salary by contribution assumption: employee only about $639,947 at 4% or $426,632 at 6%; with 50% employer match about $426,632 at 4% or $284,421 at 6%; with 100% employer match about $319,974 at 4% or $213,316 at 6%. |
| Sage Partners Retirement Plan | - | 28 | $7,764,462 | $716,741 | $25,598iApproximate average salary by contribution assumption: employee only about $639,947 at 4% or $426,632 at 6%; with 50% employer match about $426,632 at 4% or $284,421 at 6%; with 100% employer match about $319,974 at 4% or $213,316 at 6%. |
| 2015 | 1 | 32 | $6,593,659 | $506,642 | $15,833iApproximate average salary by contribution assumption: employee only about $395,814 at 4% or $263,876 at 6%; with 50% employer match about $263,876 at 4% or $175,917 at 6%; with 100% employer match about $197,907 at 4% or $131,938 at 6%. |
| Sage Partners Retirement Plan | - | 32 | $6,593,659 | $506,642 | $15,833iApproximate average salary by contribution assumption: employee only about $395,814 at 4% or $263,876 at 6%; with 50% employer match about $263,876 at 4% or $175,917 at 6%; with 100% employer match about $197,907 at 4% or $131,938 at 6%. |
| 2014 | 1 | 31 | $6,269,839 | $462,785 | $14,929iApproximate average salary by contribution assumption: employee only about $373,214 at 4% or $248,809 at 6%; with 50% employer match about $248,809 at 4% or $165,873 at 6%; with 100% employer match about $186,607 at 4% or $124,405 at 6%. |
| Sage Partners Retirement Plan | - | 31 | $6,269,839 | $462,785 | $14,929iApproximate average salary by contribution assumption: employee only about $373,214 at 4% or $248,809 at 6%; with 50% employer match about $248,809 at 4% or $165,873 at 6%; with 100% employer match about $186,607 at 4% or $124,405 at 6%. |
| 2013 | 1 | 28 | $5,538,299 | $454,083 | $16,217iApproximate average salary by contribution assumption: employee only about $405,431 at 4% or $270,288 at 6%; with 50% employer match about $270,288 at 4% or $180,192 at 6%; with 100% employer match about $202,716 at 4% or $135,144 at 6%. |
| Sage Partners Retirement Plan | - | 28 | $5,538,299 | $454,083 | $16,217iApproximate average salary by contribution assumption: employee only about $405,431 at 4% or $270,288 at 6%; with 50% employer match about $270,288 at 4% or $180,192 at 6%; with 100% employer match about $202,716 at 4% or $135,144 at 6%. |
| 2012 | 1 | 32 | $4,312,054 | $458,989 | $14,343iApproximate average salary by contribution assumption: employee only about $358,585 at 4% or $239,057 at 6%; with 50% employer match about $239,057 at 4% or $159,371 at 6%; with 100% employer match about $179,293 at 4% or $119,528 at 6%. |
| Sage Partners Retirement Plan | - | 32 | $4,312,054 | $458,989 | $14,343iApproximate average salary by contribution assumption: employee only about $358,585 at 4% or $239,057 at 6%; with 50% employer match about $239,057 at 4% or $159,371 at 6%; with 100% employer match about $179,293 at 4% or $119,528 at 6%. |
| 2011 | 1 | 29 | $3,824,771 | $435,866 | $15,030iApproximate average salary by contribution assumption: employee only about $375,747 at 4% or $250,498 at 6%; with 50% employer match about $250,498 at 4% or $166,998 at 6%; with 100% employer match about $187,873 at 4% or $125,249 at 6%. |
| Sage Partners Retirement Plan | - | 29 | $3,824,771 | $435,866 | $15,030iApproximate average salary by contribution assumption: employee only about $375,747 at 4% or $250,498 at 6%; with 50% employer match about $250,498 at 4% or $166,998 at 6%; with 100% employer match about $187,873 at 4% or $125,249 at 6%. |
| 2010 | 1 | 29 | $3,601,016 | $414,922 | $14,308iApproximate average salary by contribution assumption: employee only about $357,691 at 4% or $238,461 at 6%; with 50% employer match about $238,461 at 4% or $158,974 at 6%; with 100% employer match about $178,846 at 4% or $119,230 at 6%. |
| Sage Partners Retirement Plan | - | 29 | $3,601,016 | $414,922 | $14,308iApproximate average salary by contribution assumption: employee only about $357,691 at 4% or $238,461 at 6%; with 50% employer match about $238,461 at 4% or $158,974 at 6%; with 100% employer match about $178,846 at 4% or $119,230 at 6%. |
| 2009 | 1 | 7 | $1,378,090 | $357,816 | $51,117iApproximate average salary by contribution assumption: employee only about $1,277,914 at 4% or $851,943 at 6%; with 50% employer match about $851,943 at 4% or $567,962 at 6%; with 100% employer match about $638,957 at 4% or $425,971 at 6%. |
| Sage Partners Retirement Plan | - | 7 | $1,378,090 | $357,816 | $51,117iApproximate average salary by contribution assumption: employee only about $1,277,914 at 4% or $851,943 at 6%; with 50% employer match about $851,943 at 4% or $567,962 at 6%; with 100% employer match about $638,957 at 4% or $425,971 at 6%. |
| 2008 | 1 | 28 | $2,060,878 | $417,078 | $14,896iApproximate average salary by contribution assumption: employee only about $372,391 at 4% or $248,261 at 6%; with 50% employer match about $248,261 at 4% or $165,507 at 6%; with 100% employer match about $186,196 at 4% or $124,130 at 6%. |
| Sage Partners Retirement Plan | - | 28 | $2,060,878 | $417,078 | $14,896iApproximate average salary by contribution assumption: employee only about $372,391 at 4% or $248,261 at 6%; with 50% employer match about $248,261 at 4% or $165,507 at 6%; with 100% employer match about $186,196 at 4% or $124,130 at 6%. |
| 2005 | 1 | 18 | $1,280,581 | $388,464 | $21,581iApproximate average salary by contribution assumption: employee only about $539,533 at 4% or $359,689 at 6%; with 50% employer match about $359,689 at 4% or $239,793 at 6%; with 100% employer match about $269,767 at 4% or $179,844 at 6%. |
| Sage Partners Retirement Plan | - | 18 | $1,280,581 | $388,464 | $21,581iApproximate average salary by contribution assumption: employee only about $539,533 at 4% or $359,689 at 6%; with 50% employer match about $359,689 at 4% or $239,793 at 6%; with 100% employer match about $269,767 at 4% or $179,844 at 6%. |
| 2004 | 1 | 14 | $908,303 | $255,722 | $18,266iApproximate average salary by contribution assumption: employee only about $456,646 at 4% or $304,431 at 6%; with 50% employer match about $304,431 at 4% or $202,954 at 6%; with 100% employer match about $228,323 at 4% or $152,215 at 6%. |
| Sage Partners Retirement Plan | - | 14 | $908,303 | $255,722 | $18,266iApproximate average salary by contribution assumption: employee only about $456,646 at 4% or $304,431 at 6%; with 50% employer match about $304,431 at 4% or $202,954 at 6%; with 100% employer match about $228,323 at 4% or $152,215 at 6%. |
| 2003 | 1 | 12 | $703,856 | $191,350 | $15,946iApproximate average salary by contribution assumption: employee only about $398,646 at 4% or $265,764 at 6%; with 50% employer match about $265,764 at 4% or $177,176 at 6%; with 100% employer match about $199,323 at 4% or $132,882 at 6%. |
| Sage Partners Retirement Plan | - | 12 | $703,856 | $191,350 | $15,946iApproximate average salary by contribution assumption: employee only about $398,646 at 4% or $265,764 at 6%; with 50% employer match about $265,764 at 4% or $177,176 at 6%; with 100% employer match about $199,323 at 4% or $132,882 at 6%. |
| 2002 | 1 | 12 | $0 | $0 | - |
| Sage Partners Retirement Plan | - | 12 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Sage Partners Retirement Plan | - | 10 | - | - | - |
| 2000 | 1 | 7 | $247,363 | $118,430 | $16,919iApproximate average salary by contribution assumption: employee only about $422,964 at 4% or $281,976 at 6%; with 50% employer match about $281,976 at 4% or $187,984 at 6%; with 100% employer match about $211,482 at 4% or $140,988 at 6%. |
| Sage Partners Retirement Plan | - | 7 | $247,363 | $118,430 | $16,919iApproximate average salary by contribution assumption: employee only about $422,964 at 4% or $281,976 at 6%; with 50% employer match about $281,976 at 4% or $187,984 at 6%; with 100% employer match about $211,482 at 4% or $140,988 at 6%. |
| 1999 | 1 | 5 | $155,357 | $99,690 | $19,938iApproximate average salary by contribution assumption: employee only about $498,450 at 4% or $332,300 at 6%; with 50% employer match about $332,300 at 4% or $221,533 at 6%; with 100% employer match about $249,225 at 4% or $166,150 at 6%. |
| Sage Partners Retirement Plan | - | 5 | $155,357 | $99,690 | $19,938iApproximate average salary by contribution assumption: employee only about $498,450 at 4% or $332,300 at 6%; with 50% employer match about $332,300 at 4% or $221,533 at 6%; with 100% employer match about $249,225 at 4% or $166,150 at 6%. |