Civic Intelligence

Stx LLC

Plan context: Sage Tree LLC Cash Balance Pension Plan & Trust

EIN 20-8704795 • Naperville, IL • 16 filings • 3 plans

931 W. 75th Street, Suite 137 - #10Naperville, IL 60565
Current Snapshot

Latest Year

2017

2017 Participants

17

2017 Assets

$1,632,544

2017 Contributions

$89,000

Historical Graphs

Total Assets Over Time

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

$2,942,869$1,471,435$0200820122016YearValue
$1,632,544Latest year 2016

Participants Over Time

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

20100200820122016YearValue
17Latest year 2016

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
201710$0$0-
Sage Tree LLC Cash Balance Pension Plan & Trust-0$0--
2016217$1,632,544$89,000$5,235iApproximate average salary by contribution assumption: employee only about $130,882 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,627 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-17$1,632,544$89,000$5,235iApproximate average salary by contribution assumption: employee only about $130,882 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,627 at 6%.
SAGE TREE LLC 401(K) PLAN-0$0--
2015220$2,942,869$591,681$29,584iApproximate average salary by contribution assumption: employee only about $739,601 at 4% or $493,068 at 6%; with 50% employer match about $493,068 at 4% or $328,712 at 6%; with 100% employer match about $369,801 at 4% or $246,534 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-17$1,473,849$332,523$19,560iApproximate average salary by contribution assumption: employee only about $489,004 at 4% or $326,003 at 6%; with 50% employer match about $326,003 at 4% or $217,335 at 6%; with 100% employer match about $244,502 at 4% or $163,001 at 6%.
SAGE TREE LLC 401(K) PLAN-20$1,469,020$259,158$12,958iApproximate average salary by contribution assumption: employee only about $323,948 at 4% or $215,965 at 6%; with 50% employer match about $215,965 at 4% or $143,977 at 6%; with 100% employer match about $161,974 at 4% or $107,983 at 6%.
2014218$2,380,688$496,400$27,578iApproximate average salary by contribution assumption: employee only about $689,444 at 4% or $459,630 at 6%; with 50% employer match about $459,630 at 4% or $306,420 at 6%; with 100% employer match about $344,722 at 4% or $229,815 at 6%.
SAGE TREE LLC 401(K) PLAN-18$1,232,570$250,586$13,921iApproximate average salary by contribution assumption: employee only about $348,036 at 4% or $232,024 at 6%; with 50% employer match about $232,024 at 4% or $154,683 at 6%; with 100% employer match about $174,018 at 4% or $116,012 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-14$1,148,118$245,814$17,558iApproximate average salary by contribution assumption: employee only about $438,954 at 4% or $292,636 at 6%; with 50% employer match about $292,636 at 4% or $195,090 at 6%; with 100% employer match about $219,477 at 4% or $146,318 at 6%.
2013216$1,806,612$434,170$27,136iApproximate average salary by contribution assumption: employee only about $678,391 at 4% or $452,260 at 6%; with 50% employer match about $452,260 at 4% or $301,507 at 6%; with 100% employer match about $339,195 at 4% or $226,130 at 6%.
SAGE TREE LLC 401(K) PLAN-16$946,338$219,170$13,698iApproximate average salary by contribution assumption: employee only about $342,453 at 4% or $228,302 at 6%; with 50% employer match about $228,302 at 4% or $152,201 at 6%; with 100% employer match about $171,227 at 4% or $114,151 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-11$860,274$215,000$19,545iApproximate average salary by contribution assumption: employee only about $488,636 at 4% or $325,758 at 6%; with 50% employer match about $325,758 at 4% or $217,172 at 6%; with 100% employer match about $244,318 at 4% or $162,879 at 6%.
2012212$1,180,880$426,051$35,504iApproximate average salary by contribution assumption: employee only about $887,606 at 4% or $591,738 at 6%; with 50% employer match about $591,738 at 4% or $394,492 at 6%; with 100% employer match about $443,803 at 4% or $295,869 at 6%.
SAGE TREE LLC 401(K) PLAN-12$602,833$176,551$14,713iApproximate average salary by contribution assumption: employee only about $367,815 at 4% or $245,210 at 6%; with 50% employer match about $245,210 at 4% or $163,473 at 6%; with 100% employer match about $183,907 at 4% or $122,605 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-9$578,047$249,500$27,722iApproximate average salary by contribution assumption: employee only about $693,056 at 4% or $462,037 at 6%; with 50% employer match about $462,037 at 4% or $308,025 at 6%; with 100% employer match about $346,528 at 4% or $231,019 at 6%.
2011211$695,462$502,442$45,677iApproximate average salary by contribution assumption: employee only about $1,141,914 at 4% or $761,276 at 6%; with 50% employer match about $761,276 at 4% or $507,517 at 6%; with 100% employer match about $570,957 at 4% or $380,638 at 6%.
SAGE TREE LLC 401(K) PLAN-11$378,462$185,442$16,858iApproximate average salary by contribution assumption: employee only about $421,459 at 4% or $280,973 at 6%; with 50% employer match about $280,973 at 4% or $187,315 at 6%; with 100% employer match about $210,730 at 4% or $140,486 at 6%.
Sage Tree LLC Cash Balance Pension Plan & Trust-8$317,000$317,000$39,625iApproximate average salary by contribution assumption: employee only about $990,625 at 4% or $660,417 at 6%; with 50% employer match about $660,417 at 4% or $440,278 at 6%; with 100% employer match about $495,313 at 4% or $330,208 at 6%.
201015$213,536$81,746$16,349iApproximate average salary by contribution assumption: employee only about $408,730 at 4% or $272,487 at 6%; with 50% employer match about $272,487 at 4% or $181,658 at 6%; with 100% employer match about $204,365 at 4% or $136,243 at 6%.
SAGE TREE LLC 401K PLAN-5$213,536$81,746$16,349iApproximate average salary by contribution assumption: employee only about $408,730 at 4% or $272,487 at 6%; with 50% employer match about $272,487 at 4% or $181,658 at 6%; with 100% employer match about $204,365 at 4% or $136,243 at 6%.
200915$112,170$3,934$787iApproximate average salary by contribution assumption: employee only about $19,670 at 4% or $13,113 at 6%; with 50% employer match about $13,113 at 4% or $8,742 at 6%; with 100% employer match about $9,835 at 4% or $6,557 at 6%.
SAGE TREE LLC 401K PLAN-5$112,170$3,934$787iApproximate average salary by contribution assumption: employee only about $19,670 at 4% or $13,113 at 6%; with 50% employer match about $13,113 at 4% or $8,742 at 6%; with 100% employer match about $9,835 at 4% or $6,557 at 6%.
200814$38,474$37,746$9,437iApproximate average salary by contribution assumption: employee only about $235,913 at 4% or $157,275 at 6%; with 50% employer match about $157,275 at 4% or $104,850 at 6%; with 100% employer match about $117,956 at 4% or $78,638 at 6%.
SAGE TREE LLC 401K PLAN-4$38,474$37,746$9,437iApproximate average salary by contribution assumption: employee only about $235,913 at 4% or $157,275 at 6%; with 50% employer match about $157,275 at 4% or $104,850 at 6%; with 100% employer match about $117,956 at 4% or $78,638 at 6%.