Civic Intelligence

Sagevest Wealth Management Inc.

Plan context: Sagevest Wealth Management 401K Plan and Trust

EIN 20-8574983 • Mclean, VA • 12 filings • 1 plans

1320 Old Chain Bridge Rd Suite 250Mclean, VA 22101
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,415,202

2024 Contributions

$122,425

Historical Graphs

Total Assets Over Time

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

$2,415,202$1,207,601$0201320192024YearValue
$2,415,202Latest year 2024

Participants Over Time

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

950201320192024YearValue
8Latest 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
202418$2,415,202$122,425$15,303iApproximate average salary by contribution assumption: employee only about $382,578 at 4% or $255,052 at 6%; with 50% employer match about $255,052 at 4% or $170,035 at 6%; with 100% employer match about $191,289 at 4% or $127,526 at 6%.
Sagevest Wealth Management 401K Plan and Trust-8$2,415,202$122,425$15,303iApproximate average salary by contribution assumption: employee only about $382,578 at 4% or $255,052 at 6%; with 50% employer match about $255,052 at 4% or $170,035 at 6%; with 100% employer match about $191,289 at 4% or $127,526 at 6%.
202319$2,114,152$149,484$16,609iApproximate average salary by contribution assumption: employee only about $415,233 at 4% or $276,822 at 6%; with 50% employer match about $276,822 at 4% or $184,548 at 6%; with 100% employer match about $207,617 at 4% or $138,411 at 6%.
Sagevest Wealth Management 401K Plan and Trust-9$2,114,152$149,484$16,609iApproximate average salary by contribution assumption: employee only about $415,233 at 4% or $276,822 at 6%; with 50% employer match about $276,822 at 4% or $184,548 at 6%; with 100% employer match about $207,617 at 4% or $138,411 at 6%.
202219$1,669,010$144,605$16,067iApproximate average salary by contribution assumption: employee only about $401,681 at 4% or $267,787 at 6%; with 50% employer match about $267,787 at 4% or $178,525 at 6%; with 100% employer match about $200,840 at 4% or $133,894 at 6%.
Sagevest Wealth Management 401K Plan and Trust-9$1,669,010$144,605$16,067iApproximate average salary by contribution assumption: employee only about $401,681 at 4% or $267,787 at 6%; with 50% employer match about $267,787 at 4% or $178,525 at 6%; with 100% employer match about $200,840 at 4% or $133,894 at 6%.
202118$1,912,771$156,678$19,585iApproximate average salary by contribution assumption: employee only about $489,619 at 4% or $326,413 at 6%; with 50% employer match about $326,413 at 4% or $217,608 at 6%; with 100% employer match about $244,809 at 4% or $163,206 at 6%.
Sagevest Wealth Management 401K Plan and Trust-8$1,912,771$156,678$19,585iApproximate average salary by contribution assumption: employee only about $489,619 at 4% or $326,413 at 6%; with 50% employer match about $326,413 at 4% or $217,608 at 6%; with 100% employer match about $244,809 at 4% or $163,206 at 6%.
202017$1,535,469$162,040$23,149iApproximate average salary by contribution assumption: employee only about $578,714 at 4% or $385,810 at 6%; with 50% employer match about $385,810 at 4% or $257,206 at 6%; with 100% employer match about $289,357 at 4% or $192,905 at 6%.
Sagevest Wealth Management 401K Plan and Trust-7$1,535,469$162,040$23,149iApproximate average salary by contribution assumption: employee only about $578,714 at 4% or $385,810 at 6%; with 50% employer match about $385,810 at 4% or $257,206 at 6%; with 100% employer match about $289,357 at 4% or $192,905 at 6%.
201916$1,571,345$89,372$14,895iApproximate average salary by contribution assumption: employee only about $372,383 at 4% or $248,256 at 6%; with 50% employer match about $248,256 at 4% or $165,504 at 6%; with 100% employer match about $186,192 at 4% or $124,128 at 6%.
Sagevest Wealth Management 401K Plan and Trust-6$1,571,345$89,372$14,895iApproximate average salary by contribution assumption: employee only about $372,383 at 4% or $248,256 at 6%; with 50% employer match about $248,256 at 4% or $165,504 at 6%; with 100% employer match about $186,192 at 4% or $124,128 at 6%.
201816$1,256,141$164,813$27,469iApproximate average salary by contribution assumption: employee only about $686,721 at 4% or $457,814 at 6%; with 50% employer match about $457,814 at 4% or $305,209 at 6%; with 100% employer match about $343,360 at 4% or $228,907 at 6%.
Sagevest Wealth Management 401K Plan and Trust-6$1,256,141$164,813$27,469iApproximate average salary by contribution assumption: employee only about $686,721 at 4% or $457,814 at 6%; with 50% employer match about $457,814 at 4% or $305,209 at 6%; with 100% employer match about $343,360 at 4% or $228,907 at 6%.
201715$1,157,374$138,948$27,790iApproximate average salary by contribution assumption: employee only about $694,740 at 4% or $463,160 at 6%; with 50% employer match about $463,160 at 4% or $308,773 at 6%; with 100% employer match about $347,370 at 4% or $231,580 at 6%.
Sagevest Wealth Management 401K Plan and Trust-5$1,157,374$138,948$27,790iApproximate average salary by contribution assumption: employee only about $694,740 at 4% or $463,160 at 6%; with 50% employer match about $463,160 at 4% or $308,773 at 6%; with 100% employer match about $347,370 at 4% or $231,580 at 6%.
201615$880,023$126,578$25,316iApproximate average salary by contribution assumption: employee only about $632,890 at 4% or $421,927 at 6%; with 50% employer match about $421,927 at 4% or $281,284 at 6%; with 100% employer match about $316,445 at 4% or $210,963 at 6%.
Sagevest Wealth Management 401K Plan and Trust-5$880,023$126,578$25,316iApproximate average salary by contribution assumption: employee only about $632,890 at 4% or $421,927 at 6%; with 50% employer match about $421,927 at 4% or $281,284 at 6%; with 100% employer match about $316,445 at 4% or $210,963 at 6%.
201514$706,715$68,483$17,121iApproximate average salary by contribution assumption: employee only about $428,019 at 4% or $285,346 at 6%; with 50% employer match about $285,346 at 4% or $190,231 at 6%; with 100% employer match about $214,009 at 4% or $142,673 at 6%.
Sagevest Wealth Management 401K Plan and Trust-4$706,715$68,483$17,121iApproximate average salary by contribution assumption: employee only about $428,019 at 4% or $285,346 at 6%; with 50% employer match about $285,346 at 4% or $190,231 at 6%; with 100% employer match about $214,009 at 4% or $142,673 at 6%.
201414$644,320$107,438$26,860iApproximate average salary by contribution assumption: employee only about $671,488 at 4% or $447,658 at 6%; with 50% employer match about $447,658 at 4% or $298,439 at 6%; with 100% employer match about $335,744 at 4% or $223,829 at 6%.
Sagevest Wealth Management 401K Plan and Trust-4$644,320$107,438$26,860iApproximate average salary by contribution assumption: employee only about $671,488 at 4% or $447,658 at 6%; with 50% employer match about $447,658 at 4% or $298,439 at 6%; with 100% employer match about $335,744 at 4% or $223,829 at 6%.
201313$517,632$498,192$166,064iApproximate average salary by contribution assumption: employee only about $4,151,600 at 4% or $2,767,733 at 6%; with 50% employer match about $2,767,733 at 4% or $1,845,156 at 6%; with 100% employer match about $2,075,800 at 4% or $1,383,867 at 6%.
Sagevest Wealth Management 401K Plan and Trust-3$517,632$498,192$166,064iApproximate average salary by contribution assumption: employee only about $4,151,600 at 4% or $2,767,733 at 6%; with 50% employer match about $2,767,733 at 4% or $1,845,156 at 6%; with 100% employer match about $2,075,800 at 4% or $1,383,867 at 6%.