Civic Intelligence

Sage Growth Partners LLC

Plan context: SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN

EIN 20-3617213 • Baltimore, MD • 16 filings • 2 plans

711 W 40th StreetSuite 153 #370Baltimore, MD 21211
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,017,424

2025 Contributions

$22,500

Historical Graphs

Total Assets Over Time

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

$7,091,360$3,545,680$0201420202025YearValue
$1,017,424Latest year 2025

Participants Over Time

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

36180201420202025YearValue
12Latest year 2025

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
2025112$1,017,424$22,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN-12$1,017,424$22,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
2024236$7,091,360$954,593$26,516iApproximate average salary by contribution assumption: employee only about $662,912 at 4% or $441,941 at 6%; with 50% employer match about $441,941 at 4% or $294,627 at 6%; with 100% employer match about $331,456 at 4% or $220,971 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-36$5,695,870$806,767$22,410iApproximate average salary by contribution assumption: employee only about $560,255 at 4% or $373,503 at 6%; with 50% employer match about $373,503 at 4% or $249,002 at 6%; with 100% employer match about $280,127 at 4% or $186,752 at 6%.
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN-17$1,395,490$147,826$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,927 at 6%; with 50% employer match about $144,927 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
2023236$5,627,140$1,007,632$27,990iApproximate average salary by contribution assumption: employee only about $699,744 at 4% or $466,496 at 6%; with 50% employer match about $466,496 at 4% or $310,998 at 6%; with 100% employer match about $349,872 at 4% or $233,248 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-36$4,475,264$750,632$20,851iApproximate average salary by contribution assumption: employee only about $521,272 at 4% or $347,515 at 6%; with 50% employer match about $347,515 at 4% or $231,677 at 6%; with 100% employer match about $260,636 at 4% or $173,757 at 6%.
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN-12$1,151,876$257,000$21,417iApproximate average salary by contribution assumption: employee only about $535,417 at 4% or $356,944 at 6%; with 50% employer match about $356,944 at 4% or $237,963 at 6%; with 100% employer match about $267,708 at 4% or $178,472 at 6%.
2022236$4,255,715$907,301$25,203iApproximate average salary by contribution assumption: employee only about $630,070 at 4% or $420,047 at 6%; with 50% employer match about $420,047 at 4% or $280,031 at 6%; with 100% employer match about $315,035 at 4% or $210,023 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-36$3,452,606$457,301$12,703iApproximate average salary by contribution assumption: employee only about $317,570 at 4% or $211,713 at 6%; with 50% employer match about $211,713 at 4% or $141,142 at 6%; with 100% employer match about $158,785 at 4% or $105,857 at 6%.
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN-14$803,109$450,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
2021222$3,968,899$985,269$44,785iApproximate average salary by contribution assumption: employee only about $1,119,624 at 4% or $746,416 at 6%; with 50% employer match about $746,416 at 4% or $497,611 at 6%; with 100% employer match about $559,812 at 4% or $373,208 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-22$3,618,899$635,269$28,876iApproximate average salary by contribution assumption: employee only about $721,897 at 4% or $481,264 at 6%; with 50% employer match about $481,264 at 4% or $320,843 at 6%; with 100% employer match about $360,948 at 4% or $240,632 at 6%.
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN-0$350,000$350,000-
2020123$2,836,351$539,096$23,439iApproximate average salary by contribution assumption: employee only about $585,974 at 4% or $390,649 at 6%; with 50% employer match about $390,649 at 4% or $260,433 at 6%; with 100% employer match about $292,987 at 4% or $195,325 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-23$2,836,351$539,096$23,439iApproximate average salary by contribution assumption: employee only about $585,974 at 4% or $390,649 at 6%; with 50% employer match about $390,649 at 4% or $260,433 at 6%; with 100% employer match about $292,987 at 4% or $195,325 at 6%.
2019123$2,197,733$691,554$30,068iApproximate average salary by contribution assumption: employee only about $751,689 at 4% or $501,126 at 6%; with 50% employer match about $501,126 at 4% or $334,084 at 6%; with 100% employer match about $375,845 at 4% or $250,563 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-23$2,197,733$691,554$30,068iApproximate average salary by contribution assumption: employee only about $751,689 at 4% or $501,126 at 6%; with 50% employer match about $501,126 at 4% or $334,084 at 6%; with 100% employer match about $375,845 at 4% or $250,563 at 6%.
2018124$1,237,529$308,138$12,839iApproximate average salary by contribution assumption: employee only about $320,977 at 4% or $213,985 at 6%; with 50% employer match about $213,985 at 4% or $142,656 at 6%; with 100% employer match about $160,489 at 4% or $106,992 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-24$1,237,529$308,138$12,839iApproximate average salary by contribution assumption: employee only about $320,977 at 4% or $213,985 at 6%; with 50% employer match about $213,985 at 4% or $142,656 at 6%; with 100% employer match about $160,489 at 4% or $106,992 at 6%.
2017125$1,125,039$406,142$16,246iApproximate average salary by contribution assumption: employee only about $406,142 at 4% or $270,761 at 6%; with 50% employer match about $270,761 at 4% or $180,508 at 6%; with 100% employer match about $203,071 at 4% or $135,381 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-25$1,125,039$406,142$16,246iApproximate average salary by contribution assumption: employee only about $406,142 at 4% or $270,761 at 6%; with 50% employer match about $270,761 at 4% or $180,508 at 6%; with 100% employer match about $203,071 at 4% or $135,381 at 6%.
2016131$838,928$355,811$11,478iApproximate average salary by contribution assumption: employee only about $286,944 at 4% or $191,296 at 6%; with 50% employer match about $191,296 at 4% or $127,531 at 6%; with 100% employer match about $143,472 at 4% or $95,648 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-31$838,928$355,811$11,478iApproximate average salary by contribution assumption: employee only about $286,944 at 4% or $191,296 at 6%; with 50% employer match about $191,296 at 4% or $127,531 at 6%; with 100% employer match about $143,472 at 4% or $95,648 at 6%.
2015126$523,148$341,741$13,144iApproximate average salary by contribution assumption: employee only about $328,597 at 4% or $219,065 at 6%; with 50% employer match about $219,065 at 4% or $146,043 at 6%; with 100% employer match about $164,299 at 4% or $109,532 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-26$523,148$341,741$13,144iApproximate average salary by contribution assumption: employee only about $328,597 at 4% or $219,065 at 6%; with 50% employer match about $219,065 at 4% or $146,043 at 6%; with 100% employer match about $164,299 at 4% or $109,532 at 6%.
2014115$279,408$274,986$18,332iApproximate average salary by contribution assumption: employee only about $458,310 at 4% or $305,540 at 6%; with 50% employer match about $305,540 at 4% or $203,693 at 6%; with 100% employer match about $229,155 at 4% or $152,770 at 6%.
Sage Growth Partners LLC 401(K) Profit Sharing Plan-15$279,408$274,986$18,332iApproximate average salary by contribution assumption: employee only about $458,310 at 4% or $305,540 at 6%; with 50% employer match about $305,540 at 4% or $203,693 at 6%; with 100% employer match about $229,155 at 4% or $152,770 at 6%.
Sage Growth Partners LLC | EIN 20-3617213 | 2025 Form 5500 Company Profile