Sager & Sager Associates
Plan context: Sager & Sager Associates Profit Sharing Plan
EIN 23-1715816 • Pottstown, PA • 38 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$14,574,356
2024 Contributions
$75,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $14,574,356 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 4 | $14,574,356 | - | - |
| 2023 | 1 | 4 | $16,569,502 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 4 | $16,569,502 | - | - |
| 2022 | 1 | 4 | $14,264,024 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 4 | $14,264,024 | - | - |
| 2021 | 1 | 4 | $16,207,690 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 4 | $16,207,690 | - | - |
| 2020 | 1 | 5 | $14,989,680 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 5 | $14,989,680 | - | - |
| 2019 | 1 | 7 | $14,763,591 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $14,763,591 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2018 | 1 | 7 | $13,708,414 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $13,708,414 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2017 | 1 | 7 | $14,366,848 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $14,366,848 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2016 | 1 | 7 | $14,138,331 | $117,350 | $16,764iApproximate average salary by contribution assumption: employee only about $419,107 at 4% or $279,405 at 6%; with 50% employer match about $279,405 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,702 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $14,138,331 | $117,350 | $16,764iApproximate average salary by contribution assumption: employee only about $419,107 at 4% or $279,405 at 6%; with 50% employer match about $279,405 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,702 at 6%. |
| 2015 | 1 | 8 | $14,129,593 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 8 | $14,129,593 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2014 | 1 | 8 | $14,491,822 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 8 | $14,491,822 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2013 | 1 | 8 | $14,162,065 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 8 | $14,162,065 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2012 | 1 | 7 | $14,105,817 | $573,582 | $81,940iApproximate average salary by contribution assumption: employee only about $2,048,507 at 4% or $1,365,671 at 6%; with 50% employer match about $1,365,671 at 4% or $910,448 at 6%; with 100% employer match about $1,024,254 at 4% or $682,836 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $14,105,817 | $573,582 | $81,940iApproximate average salary by contribution assumption: employee only about $2,048,507 at 4% or $1,365,671 at 6%; with 50% employer match about $1,365,671 at 4% or $910,448 at 6%; with 100% employer match about $1,024,254 at 4% or $682,836 at 6%. |
| 2011 | 2 | 7 | $13,431,724 | $264,970 | $37,853iApproximate average salary by contribution assumption: employee only about $946,321 at 4% or $630,881 at 6%; with 50% employer match about $630,881 at 4% or $420,587 at 6%; with 100% employer match about $473,161 at 4% or $315,440 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $13,431,724 | $246,406 | $35,201iApproximate average salary by contribution assumption: employee only about $880,021 at 4% or $586,681 at 6%; with 50% employer match about $586,681 at 4% or $391,121 at 6%; with 100% employer match about $440,011 at 4% or $293,340 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 0 | $0 | $18,564 | - |
| 2010 | 2 | 8 | $12,579,587 | $91,906 | $11,488iApproximate average salary by contribution assumption: employee only about $287,206 at 4% or $191,471 at 6%; with 50% employer match about $191,471 at 4% or $127,647 at 6%; with 100% employer match about $143,603 at 4% or $95,735 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $11,806,838 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 8 | $772,749 | $16,906 | $2,113iApproximate average salary by contribution assumption: employee only about $52,831 at 4% or $35,221 at 6%; with 50% employer match about $35,221 at 4% or $23,481 at 6%; with 100% employer match about $26,416 at 4% or $17,610 at 6%. |
| 2009 | 2 | 8 | $11,664,570 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | $10,962,068 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 8 | $702,502 | - | - |
| 2008 | 2 | 7 | $0 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 7 | - | - | - |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2007 | 2 | 9 | $0 | $0 | - |
| Sager & Sager Associates Profit Sharing Plan | - | 9 | - | - | - |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $660,793 | $0 | - |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | $660,793 | - | - |
| 2005 | 2 | 10 | $10,410,262 | $167,718 | $16,772iApproximate average salary by contribution assumption: employee only about $419,295 at 4% or $279,530 at 6%; with 50% employer match about $279,530 at 4% or $186,353 at 6%; with 100% employer match about $209,648 at 4% or $139,765 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 10 | $9,791,521 | $167,718 | $16,772iApproximate average salary by contribution assumption: employee only about $419,295 at 4% or $279,530 at 6%; with 50% employer match about $279,530 at 4% or $186,353 at 6%; with 100% employer match about $209,648 at 4% or $139,765 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | $618,741 | - | - |
| 2004 | 2 | 10 | $9,986,387 | $102,770 | $10,277iApproximate average salary by contribution assumption: employee only about $256,925 at 4% or $171,283 at 6%; with 50% employer match about $171,283 at 4% or $114,189 at 6%; with 100% employer match about $128,463 at 4% or $85,642 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 10 | $9,404,254 | $102,770 | $10,277iApproximate average salary by contribution assumption: employee only about $256,925 at 4% or $171,283 at 6%; with 50% employer match about $171,283 at 4% or $114,189 at 6%; with 100% employer match about $128,463 at 4% or $85,642 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | $582,133 | - | - |
| 2003 | 2 | 10 | $9,384,621 | $93,492 | $9,349iApproximate average salary by contribution assumption: employee only about $233,730 at 4% or $155,820 at 6%; with 50% employer match about $155,820 at 4% or $103,880 at 6%; with 100% employer match about $116,865 at 4% or $77,910 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 10 | $8,811,307 | $93,492 | $9,349iApproximate average salary by contribution assumption: employee only about $233,730 at 4% or $155,820 at 6%; with 50% employer match about $155,820 at 4% or $103,880 at 6%; with 100% employer match about $116,865 at 4% or $77,910 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | $573,314 | - | - |
| 2002 | 2 | 9 | $8,184,837 | $110,000 | $12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 9 | $8,184,837 | $110,000 | $12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | - | - | - |
| Sager & Sager Associates Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 2 | 9 | $6,850,583 | $103,131 | $11,459iApproximate average salary by contribution assumption: employee only about $286,475 at 4% or $190,983 at 6%; with 50% employer match about $190,983 at 4% or $127,322 at 6%; with 100% employer match about $143,238 at 4% or $95,492 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 9 | $6,850,583 | $103,131 | $11,459iApproximate average salary by contribution assumption: employee only about $286,475 at 4% or $190,983 at 6%; with 50% employer match about $190,983 at 4% or $127,322 at 6%; with 100% employer match about $143,238 at 4% or $95,492 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 6 | - | - | - |
| 1999 | 2 | 10 | $7,228,269 | $88,758 | $8,876iApproximate average salary by contribution assumption: employee only about $221,895 at 4% or $147,930 at 6%; with 50% employer match about $147,930 at 4% or $98,620 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%. |
| Sager & Sager Associates Profit Sharing Plan | - | 10 | $6,842,858 | $88,758 | $8,876iApproximate average salary by contribution assumption: employee only about $221,895 at 4% or $147,930 at 6%; with 50% employer match about $147,930 at 4% or $98,620 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%. |
| Sager and Sager Associates Defined Benefit Pension Plan | - | 7 | $385,411 | - | - |