Sage Research Consulting
Plan context: Sage Research Consulting LLC Defined Benefit Plan
EIN 20-5082506 • Mason, OH • 15 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$1,412,131
2025 Contributions
$150,000
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 | 11 | $1,412,131 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| Sage Research Consulting LLC Defined Benefit Plan | - | 11 | $1,412,131 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| 2024 | 3 | 10 | $1,863,222 | $195,194 | $19,519iApproximate average salary by contribution assumption: employee only about $487,985 at 4% or $325,323 at 6%; with 50% employer match about $325,323 at 4% or $216,882 at 6%; with 100% employer match about $243,993 at 4% or $162,662 at 6%. |
| Sage Research Consulting LLC Defined Benefit Plan | - | 7 | $1,096,899 | $0 | - |
| Sage Research Consulting LLC Profit Sharing Plan | - | 7 | $758,562 | $81,588 | $11,655iApproximate average salary by contribution assumption: employee only about $291,386 at 4% or $194,257 at 6%; with 50% employer match about $194,257 at 4% or $129,505 at 6%; with 100% employer match about $145,693 at 4% or $97,129 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 10 | $7,761 | $113,606 | $11,361iApproximate average salary by contribution assumption: employee only about $284,015 at 4% or $189,343 at 6%; with 50% employer match about $189,343 at 4% or $126,229 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%. |
| 2023 | 3 | 8 | $1,614,062 | $168,413 | $21,052iApproximate average salary by contribution assumption: employee only about $526,291 at 4% or $350,860 at 6%; with 50% employer match about $350,860 at 4% or $233,907 at 6%; with 100% employer match about $263,145 at 4% or $175,430 at 6%. |
| Sage Research Consulting LLC Defined Benefit Plan | - | 5 | $993,021 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Sage Research Consulting LLC Profit Sharing Plan | - | 5 | $616,080 | $71,339 | $14,268iApproximate average salary by contribution assumption: employee only about $356,695 at 4% or $237,797 at 6%; with 50% employer match about $237,797 at 4% or $158,531 at 6%; with 100% employer match about $178,348 at 4% or $118,898 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 8 | $4,961 | $67,074 | $8,384iApproximate average salary by contribution assumption: employee only about $209,606 at 4% or $139,738 at 6%; with 50% employer match about $139,738 at 4% or $93,158 at 6%; with 100% employer match about $104,803 at 4% or $69,869 at 6%. |
| 2022 | 3 | 8 | $1,331,267 | $367,873 | $45,984iApproximate average salary by contribution assumption: employee only about $1,149,603 at 4% or $766,402 at 6%; with 50% employer match about $766,402 at 4% or $510,935 at 6%; with 100% employer match about $574,802 at 4% or $383,201 at 6%. |
| Sage Research Consulting LLC Defined Benefit Plan | - | 4 | $844,067 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Sage Research Consulting LLC Profit Sharing Plan | - | 4 | $483,072 | $128,319 | $32,080iApproximate average salary by contribution assumption: employee only about $801,994 at 4% or $534,663 at 6%; with 50% employer match about $534,663 at 4% or $356,442 at 6%; with 100% employer match about $400,997 at 4% or $267,331 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 8 | $4,128 | $39,554 | $4,944iApproximate average salary by contribution assumption: employee only about $123,606 at 4% or $82,404 at 6%; with 50% employer match about $82,404 at 4% or $54,936 at 6%; with 100% employer match about $61,803 at 4% or $41,202 at 6%. |
| 2021 | 3 | 4 | $1,157,667 | $380,833 | $95,208iApproximate average salary by contribution assumption: employee only about $2,380,206 at 4% or $1,586,804 at 6%; with 50% employer match about $1,586,804 at 4% or $1,057,869 at 6%; with 100% employer match about $1,190,103 at 4% or $793,402 at 6%. |
| Sage Research Consulting LLC Defined Benefit Plan | - | 2 | $748,936 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Sage Research Consulting LLC Profit Sharing Plan | - | 2 | $406,302 | $49,745 | $24,873iApproximate average salary by contribution assumption: employee only about $621,813 at 4% or $414,542 at 6%; with 50% employer match about $414,542 at 4% or $276,361 at 6%; with 100% employer match about $310,906 at 4% or $207,271 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 4 | $2,429 | $31,088 | $7,772iApproximate average salary by contribution assumption: employee only about $194,300 at 4% or $129,533 at 6%; with 50% employer match about $129,533 at 4% or $86,356 at 6%; with 100% employer match about $97,150 at 4% or $64,767 at 6%. |
| 2020 | 1 | 3 | $1,350 | $14,184 | $4,728iApproximate average salary by contribution assumption: employee only about $118,200 at 4% or $78,800 at 6%; with 50% employer match about $78,800 at 4% or $52,533 at 6%; with 100% employer match about $59,100 at 4% or $39,400 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 3 | $1,350 | $14,184 | $4,728iApproximate average salary by contribution assumption: employee only about $118,200 at 4% or $78,800 at 6%; with 50% employer match about $78,800 at 4% or $52,533 at 6%; with 100% employer match about $59,100 at 4% or $39,400 at 6%. |
| 2019 | 1 | 2 | $406 | $3,061 | $1,531iApproximate average salary by contribution assumption: employee only about $38,263 at 4% or $25,508 at 6%; with 50% employer match about $25,508 at 4% or $17,006 at 6%; with 100% employer match about $19,131 at 4% or $12,754 at 6%. |
| Sage Research Consulting Soca Benefit Plan | - | 2 | $406 | $3,061 | $1,531iApproximate average salary by contribution assumption: employee only about $38,263 at 4% or $25,508 at 6%; with 50% employer match about $25,508 at 4% or $17,006 at 6%; with 100% employer match about $19,131 at 4% or $12,754 at 6%. |