Civic Intelligence

Sage Rutty & Co. Inc.

Plan context: Sage Rutty & Co. Inc. 401K Plan

EIN 16-0620690 • Rochester, NY • 32 filings • 8 plans

100 Corporate WoodsSuite 300Rochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

85

2024 Assets

$37,775,799

2024 Contributions

$2,663,428

Historical Graphs

Total Assets Over Time

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

$37,775,799$18,887,900$0199920122024YearValue
$37,775,799Latest year 2024

Participants Over Time

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

85430199920122024YearValue
85Latest 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
2024185$37,775,799$2,663,428$31,334iApproximate average salary by contribution assumption: employee only about $783,361 at 4% or $522,241 at 6%; with 50% employer match about $522,241 at 4% or $348,161 at 6%; with 100% employer match about $391,681 at 4% or $261,120 at 6%.
Sage Rutty & Co. Inc. 401K Plan-85$37,775,799$2,663,428$31,334iApproximate average salary by contribution assumption: employee only about $783,361 at 4% or $522,241 at 6%; with 50% employer match about $522,241 at 4% or $348,161 at 6%; with 100% employer match about $391,681 at 4% or $261,120 at 6%.
2023182$30,872,728$986,876$12,035iApproximate average salary by contribution assumption: employee only about $300,877 at 4% or $200,585 at 6%; with 50% employer match about $200,585 at 4% or $133,723 at 6%; with 100% employer match about $150,438 at 4% or $100,292 at 6%.
Sage Rutty & Co. Inc. 401K Plan-82$30,872,728$986,876$12,035iApproximate average salary by contribution assumption: employee only about $300,877 at 4% or $200,585 at 6%; with 50% employer match about $200,585 at 4% or $133,723 at 6%; with 100% employer match about $150,438 at 4% or $100,292 at 6%.
2022177$26,310,320$1,636,437$21,252iApproximate average salary by contribution assumption: employee only about $531,311 at 4% or $354,207 at 6%; with 50% employer match about $354,207 at 4% or $236,138 at 6%; with 100% employer match about $265,655 at 4% or $177,104 at 6%.
Sage Rutty & Co. Inc. 401K Plan-77$26,310,320$1,636,437$21,252iApproximate average salary by contribution assumption: employee only about $531,311 at 4% or $354,207 at 6%; with 50% employer match about $354,207 at 4% or $236,138 at 6%; with 100% employer match about $265,655 at 4% or $177,104 at 6%.
2021170$32,248,933$1,587,916$22,685iApproximate average salary by contribution assumption: employee only about $567,113 at 4% or $378,075 at 6%; with 50% employer match about $378,075 at 4% or $252,050 at 6%; with 100% employer match about $283,556 at 4% or $189,038 at 6%.
Sage Rutty & Co. Inc. 401K Plan-70$32,248,933$1,587,916$22,685iApproximate average salary by contribution assumption: employee only about $567,113 at 4% or $378,075 at 6%; with 50% employer match about $378,075 at 4% or $252,050 at 6%; with 100% employer match about $283,556 at 4% or $189,038 at 6%.
2020170$29,839,312$1,498,541$21,408iApproximate average salary by contribution assumption: employee only about $535,193 at 4% or $356,795 at 6%; with 50% employer match about $356,795 at 4% or $237,864 at 6%; with 100% employer match about $267,597 at 4% or $178,398 at 6%.
Sage Rutty & Co. Inc. 401K Plan-70$29,839,312$1,498,541$21,408iApproximate average salary by contribution assumption: employee only about $535,193 at 4% or $356,795 at 6%; with 50% employer match about $356,795 at 4% or $237,864 at 6%; with 100% employer match about $267,597 at 4% or $178,398 at 6%.
2019165$23,041,839$1,779,159$27,372iApproximate average salary by contribution assumption: employee only about $684,292 at 4% or $456,195 at 6%; with 50% employer match about $456,195 at 4% or $304,130 at 6%; with 100% employer match about $342,146 at 4% or $228,097 at 6%.
Sage Rutty & Co. Inc. 401K Plan-65$23,041,839$1,779,159$27,372iApproximate average salary by contribution assumption: employee only about $684,292 at 4% or $456,195 at 6%; with 50% employer match about $456,195 at 4% or $304,130 at 6%; with 100% employer match about $342,146 at 4% or $228,097 at 6%.
2018163$17,067,433$1,450,947$23,031iApproximate average salary by contribution assumption: employee only about $575,773 at 4% or $383,848 at 6%; with 50% employer match about $383,848 at 4% or $255,899 at 6%; with 100% employer match about $287,886 at 4% or $191,924 at 6%.
Sage Rutty & Co. Inc. 401K Plan-63$17,067,433$1,450,947$23,031iApproximate average salary by contribution assumption: employee only about $575,773 at 4% or $383,848 at 6%; with 50% employer match about $383,848 at 4% or $255,899 at 6%; with 100% employer match about $287,886 at 4% or $191,924 at 6%.
2017158$17,447,310$1,245,326$21,471iApproximate average salary by contribution assumption: employee only about $536,778 at 4% or $357,852 at 6%; with 50% employer match about $357,852 at 4% or $238,568 at 6%; with 100% employer match about $268,389 at 4% or $178,926 at 6%.
Sage Rutty & Co. Inc. 401K Plan-58$17,447,310$1,245,326$21,471iApproximate average salary by contribution assumption: employee only about $536,778 at 4% or $357,852 at 6%; with 50% employer match about $357,852 at 4% or $238,568 at 6%; with 100% employer match about $268,389 at 4% or $178,926 at 6%.
2016162$13,773,239$1,114,141$17,970iApproximate average salary by contribution assumption: employee only about $449,250 at 4% or $299,500 at 6%; with 50% employer match about $299,500 at 4% or $199,667 at 6%; with 100% employer match about $224,625 at 4% or $149,750 at 6%.
Sage Rutty & Co. Inc. 401K Plan-62$13,773,239$1,114,141$17,970iApproximate average salary by contribution assumption: employee only about $449,250 at 4% or $299,500 at 6%; with 50% employer match about $299,500 at 4% or $199,667 at 6%; with 100% employer match about $224,625 at 4% or $149,750 at 6%.
2015166$13,606,036$1,131,340$17,142iApproximate average salary by contribution assumption: employee only about $428,538 at 4% or $285,692 at 6%; with 50% employer match about $285,692 at 4% or $190,461 at 6%; with 100% employer match about $214,269 at 4% or $142,846 at 6%.
Sage Rutty & Co. Inc. 401K Plan-66$13,606,036$1,131,340$17,142iApproximate average salary by contribution assumption: employee only about $428,538 at 4% or $285,692 at 6%; with 50% employer match about $285,692 at 4% or $190,461 at 6%; with 100% employer match about $214,269 at 4% or $142,846 at 6%.
2014162$12,892,426$1,261,076$20,340iApproximate average salary by contribution assumption: employee only about $508,498 at 4% or $338,999 at 6%; with 50% employer match about $338,999 at 4% or $225,999 at 6%; with 100% employer match about $254,249 at 4% or $169,499 at 6%.
Sage Rutty & Co. Inc. 401K Plan-62$12,892,426$1,261,076$20,340iApproximate average salary by contribution assumption: employee only about $508,498 at 4% or $338,999 at 6%; with 50% employer match about $338,999 at 4% or $225,999 at 6%; with 100% employer match about $254,249 at 4% or $169,499 at 6%.
2013159$11,421,313$969,093$16,425iApproximate average salary by contribution assumption: employee only about $410,633 at 4% or $273,755 at 6%; with 50% employer match about $273,755 at 4% or $182,503 at 6%; with 100% employer match about $205,316 at 4% or $136,878 at 6%.
Sage Rutty & Co. Inc. 401K Plan-59$11,421,313$969,093$16,425iApproximate average salary by contribution assumption: employee only about $410,633 at 4% or $273,755 at 6%; with 50% employer match about $273,755 at 4% or $182,503 at 6%; with 100% employer match about $205,316 at 4% or $136,878 at 6%.
2012159$8,386,098$915,375$15,515iApproximate average salary by contribution assumption: employee only about $387,871 at 4% or $258,581 at 6%; with 50% employer match about $258,581 at 4% or $172,387 at 6%; with 100% employer match about $193,935 at 4% or $129,290 at 6%.
Sage Rutty & Co. Inc. 401K Plan-59$8,386,098$915,375$15,515iApproximate average salary by contribution assumption: employee only about $387,871 at 4% or $258,581 at 6%; with 50% employer match about $258,581 at 4% or $172,387 at 6%; with 100% employer match about $193,935 at 4% or $129,290 at 6%.
2011156$6,623,476$923,010$16,482iApproximate average salary by contribution assumption: employee only about $412,058 at 4% or $274,705 at 6%; with 50% employer match about $274,705 at 4% or $183,137 at 6%; with 100% employer match about $206,029 at 4% or $137,353 at 6%.
Sage Rutty & Co. Inc. 401K Plan-56$6,623,476$923,010$16,482iApproximate average salary by contribution assumption: employee only about $412,058 at 4% or $274,705 at 6%; with 50% employer match about $274,705 at 4% or $183,137 at 6%; with 100% employer match about $206,029 at 4% or $137,353 at 6%.
2010157$6,865,980$780,206$13,688iApproximate average salary by contribution assumption: employee only about $342,196 at 4% or $228,130 at 6%; with 50% employer match about $228,130 at 4% or $152,087 at 6%; with 100% employer match about $171,098 at 4% or $114,065 at 6%.
Sage Rutty & Co. Inc. 401K Plan-57$6,865,980$780,206$13,688iApproximate average salary by contribution assumption: employee only about $342,196 at 4% or $228,130 at 6%; with 50% employer match about $228,130 at 4% or $152,087 at 6%; with 100% employer match about $171,098 at 4% or $114,065 at 6%.
2009154$5,620,974$695,005$12,870iApproximate average salary by contribution assumption: employee only about $321,762 at 4% or $214,508 at 6%; with 50% employer match about $214,508 at 4% or $143,005 at 6%; with 100% employer match about $160,881 at 4% or $107,254 at 6%.
Sage Rutty & Co. Inc. 401K Plan-54$5,620,974$695,005$12,870iApproximate average salary by contribution assumption: employee only about $321,762 at 4% or $214,508 at 6%; with 50% employer match about $214,508 at 4% or $143,005 at 6%; with 100% employer match about $160,881 at 4% or $107,254 at 6%.
2008146$3,801,125$689,580$14,991iApproximate average salary by contribution assumption: employee only about $374,772 at 4% or $249,848 at 6%; with 50% employer match about $249,848 at 4% or $166,565 at 6%; with 100% employer match about $187,386 at 4% or $124,924 at 6%.
Sage Rutty & Co. Inc. 401K Plan-46$3,801,125$689,580$14,991iApproximate average salary by contribution assumption: employee only about $374,772 at 4% or $249,848 at 6%; with 50% employer match about $249,848 at 4% or $166,565 at 6%; with 100% employer match about $187,386 at 4% or $124,924 at 6%.
2007140$5,417,734$770,831$19,271iApproximate average salary by contribution assumption: employee only about $481,769 at 4% or $321,180 at 6%; with 50% employer match about $321,180 at 4% or $214,120 at 6%; with 100% employer match about $240,885 at 4% or $160,590 at 6%.
Sage Rutty & Co. Inc. 401K Plan-40$5,417,734$770,831$19,271iApproximate average salary by contribution assumption: employee only about $481,769 at 4% or $321,180 at 6%; with 50% employer match about $321,180 at 4% or $214,120 at 6%; with 100% employer match about $240,885 at 4% or $160,590 at 6%.
2006147$4,716,119$565,933$12,041iApproximate average salary by contribution assumption: employee only about $301,028 at 4% or $200,685 at 6%; with 50% employer match about $200,685 at 4% or $133,790 at 6%; with 100% employer match about $150,514 at 4% or $100,343 at 6%.
Sage Rutty & Co. Inc. 401K Plan-47$4,716,119$565,933$12,041iApproximate average salary by contribution assumption: employee only about $301,028 at 4% or $200,685 at 6%; with 50% employer match about $200,685 at 4% or $133,790 at 6%; with 100% employer match about $150,514 at 4% or $100,343 at 6%.
2005151$3,710,031$475,961$9,333iApproximate average salary by contribution assumption: employee only about $233,314 at 4% or $155,543 at 6%; with 50% employer match about $155,543 at 4% or $103,695 at 6%; with 100% employer match about $116,657 at 4% or $77,771 at 6%.
Sage Rutty & Co. Inc. 401K Plan-51$3,710,031$475,961$9,333iApproximate average salary by contribution assumption: employee only about $233,314 at 4% or $155,543 at 6%; with 50% employer match about $155,543 at 4% or $103,695 at 6%; with 100% employer match about $116,657 at 4% or $77,771 at 6%.
2004246$3,043,252$306,126$6,655iApproximate average salary by contribution assumption: employee only about $166,373 at 4% or $110,915 at 6%; with 50% employer match about $110,915 at 4% or $73,943 at 6%; with 100% employer match about $83,186 at 4% or $55,458 at 6%.
Sage Rutty & Co. Inc. 401K Plan-46$3,043,252$306,126$6,655iApproximate average salary by contribution assumption: employee only about $166,373 at 4% or $110,915 at 6%; with 50% employer match about $110,915 at 4% or $73,943 at 6%; with 100% employer match about $83,186 at 4% or $55,458 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-0---
2003241$2,976,342$295,908$7,217iApproximate average salary by contribution assumption: employee only about $180,432 at 4% or $120,288 at 6%; with 50% employer match about $120,288 at 4% or $80,192 at 6%; with 100% employer match about $90,216 at 4% or $60,144 at 6%.
Sage Rutty & Co. Inc. 401K Plan-40$1,924,889$255,908$6,398iApproximate average salary by contribution assumption: employee only about $159,943 at 4% or $106,628 at 6%; with 50% employer match about $106,628 at 4% or $71,086 at 6%; with 100% employer match about $79,971 at 4% or $53,314 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-41$1,051,453$40,000$976iApproximate average salary by contribution assumption: employee only about $24,390 at 4% or $16,260 at 6%; with 50% employer match about $16,260 at 4% or $10,840 at 6%; with 100% employer match about $12,195 at 4% or $8,130 at 6%.
2002244$1,799,711$288,760$6,563iApproximate average salary by contribution assumption: employee only about $164,068 at 4% or $109,379 at 6%; with 50% employer match about $109,379 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%.
Sage Rutty & Co. Inc. 401K Plan-44$1,799,711$288,760$6,563iApproximate average salary by contribution assumption: employee only about $164,068 at 4% or $109,379 at 6%; with 50% employer match about $109,379 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-41---
2001248$1,387,179$45,000$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-38$1,387,179$45,000$1,184iApproximate average salary by contribution assumption: employee only about $29,605 at 4% or $19,737 at 6%; with 50% employer match about $19,737 at 4% or $13,158 at 6%; with 100% employer match about $14,803 at 4% or $9,868 at 6%.
Sage Rutty & Co. Inc. 401K Plan-48---
2000245$3,586,397$279,954$6,221iApproximate average salary by contribution assumption: employee only about $155,530 at 4% or $103,687 at 6%; with 50% employer match about $103,687 at 4% or $69,124 at 6%; with 100% employer match about $77,765 at 4% or $51,843 at 6%.
Sage Rutty & Co. Inc. 401K Plan-45$2,030,256$214,954$4,777iApproximate average salary by contribution assumption: employee only about $119,419 at 4% or $79,613 at 6%; with 50% employer match about $79,613 at 4% or $53,075 at 6%; with 100% employer match about $59,709 at 4% or $39,806 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-32$1,556,141$65,000$2,031iApproximate average salary by contribution assumption: employee only about $50,781 at 4% or $33,854 at 6%; with 50% employer match about $33,854 at 4% or $22,569 at 6%; with 100% employer match about $25,391 at 4% or $16,927 at 6%.
1999237$3,429,215$276,942$7,485iApproximate average salary by contribution assumption: employee only about $187,123 at 4% or $124,749 at 6%; with 50% employer match about $124,749 at 4% or $83,166 at 6%; with 100% employer match about $93,561 at 4% or $62,374 at 6%.
Sage Rutty & Co. Inc. 401K Plan-37$1,868,551$206,942$5,593iApproximate average salary by contribution assumption: employee only about $139,826 at 4% or $93,217 at 6%; with 50% employer match about $93,217 at 4% or $62,145 at 6%; with 100% employer match about $69,913 at 4% or $46,609 at 6%.
Sage Rutty & Co. Inc. Profit Sharing Plan-30$1,560,664$70,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.