Civic Intelligence

Sage Financial Group Inc.

Plan context: Sage Financial 401K Plan

EIN 23-2663309 • West Conshohocken, PA • 26 filings • 1 plans

300 Barr Harbor DriveFive Tower Bridge Suite 200West Conshohocken, PA 19428-2998
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$12,416,005

2024 Contributions

$1,122,368

Historical Graphs

Total Assets Over Time

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

$12,416,005$6,208,003$0199920132024YearValue
$12,416,005Latest year 2024

Participants Over Time

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

35180199920122024YearValue
33Latest 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
2024133$12,416,005$1,122,368$34,011iApproximate average salary by contribution assumption: employee only about $850,279 at 4% or $566,853 at 6%; with 50% employer match about $566,853 at 4% or $377,902 at 6%; with 100% employer match about $425,139 at 4% or $283,426 at 6%.
Sage Financial 401K Plan-33$12,416,005$1,122,368$34,011iApproximate average salary by contribution assumption: employee only about $850,279 at 4% or $566,853 at 6%; with 50% employer match about $566,853 at 4% or $377,902 at 6%; with 100% employer match about $425,139 at 4% or $283,426 at 6%.
2023135$9,942,593$803,176$22,948iApproximate average salary by contribution assumption: employee only about $573,697 at 4% or $382,465 at 6%; with 50% employer match about $382,465 at 4% or $254,977 at 6%; with 100% employer match about $286,849 at 4% or $191,232 at 6%.
Sage Financial 401K Plan-35$9,942,593$803,176$22,948iApproximate average salary by contribution assumption: employee only about $573,697 at 4% or $382,465 at 6%; with 50% employer match about $382,465 at 4% or $254,977 at 6%; with 100% employer match about $286,849 at 4% or $191,232 at 6%.
2022132$8,428,177$555,009$17,344iApproximate average salary by contribution assumption: employee only about $433,601 at 4% or $289,067 at 6%; with 50% employer match about $289,067 at 4% or $192,711 at 6%; with 100% employer match about $216,800 at 4% or $144,534 at 6%.
Sage Financial 401K Plan-32$8,428,177$555,009$17,344iApproximate average salary by contribution assumption: employee only about $433,601 at 4% or $289,067 at 6%; with 50% employer match about $289,067 at 4% or $192,711 at 6%; with 100% employer match about $216,800 at 4% or $144,534 at 6%.
2021129$9,666,066$831,784$28,682iApproximate average salary by contribution assumption: employee only about $717,055 at 4% or $478,037 at 6%; with 50% employer match about $478,037 at 4% or $318,691 at 6%; with 100% employer match about $358,528 at 4% or $239,018 at 6%.
Sage Financial 401K Plan-29$9,666,066$831,784$28,682iApproximate average salary by contribution assumption: employee only about $717,055 at 4% or $478,037 at 6%; with 50% employer match about $478,037 at 4% or $318,691 at 6%; with 100% employer match about $358,528 at 4% or $239,018 at 6%.
2020125$7,733,032$547,476$21,899iApproximate average salary by contribution assumption: employee only about $547,476 at 4% or $364,984 at 6%; with 50% employer match about $364,984 at 4% or $243,323 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
Sage Financial 401K Plan-25$7,733,032$547,476$21,899iApproximate average salary by contribution assumption: employee only about $547,476 at 4% or $364,984 at 6%; with 50% employer match about $364,984 at 4% or $243,323 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
2019125$6,116,857$655,414$26,217iApproximate average salary by contribution assumption: employee only about $655,414 at 4% or $436,943 at 6%; with 50% employer match about $436,943 at 4% or $291,295 at 6%; with 100% employer match about $327,707 at 4% or $218,471 at 6%.
Sage Financial 401K Plan-25$6,116,857$655,414$26,217iApproximate average salary by contribution assumption: employee only about $655,414 at 4% or $436,943 at 6%; with 50% employer match about $436,943 at 4% or $291,295 at 6%; with 100% employer match about $327,707 at 4% or $218,471 at 6%.
2018124$4,379,966$399,459$16,644iApproximate average salary by contribution assumption: employee only about $416,103 at 4% or $277,402 at 6%; with 50% employer match about $277,402 at 4% or $184,935 at 6%; with 100% employer match about $208,052 at 4% or $138,701 at 6%.
Sage Financial 401K Plan-24$4,379,966$399,459$16,644iApproximate average salary by contribution assumption: employee only about $416,103 at 4% or $277,402 at 6%; with 50% employer match about $277,402 at 4% or $184,935 at 6%; with 100% employer match about $208,052 at 4% or $138,701 at 6%.
2017131$4,577,298$360,011$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,166 at 4% or $96,777 at 6%.
Sage Financial 401K Plan-31$4,577,298$360,011$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,166 at 4% or $96,777 at 6%.
2016126$3,613,076$334,460$12,864iApproximate average salary by contribution assumption: employee only about $321,596 at 4% or $214,397 at 6%; with 50% employer match about $214,397 at 4% or $142,932 at 6%; with 100% employer match about $160,798 at 4% or $107,199 at 6%.
Sage Financial 401K Plan-26$3,613,076$334,460$12,864iApproximate average salary by contribution assumption: employee only about $321,596 at 4% or $214,397 at 6%; with 50% employer match about $214,397 at 4% or $142,932 at 6%; with 100% employer match about $160,798 at 4% or $107,199 at 6%.
2015127$3,045,775$594,678$22,025iApproximate average salary by contribution assumption: employee only about $550,628 at 4% or $367,085 at 6%; with 50% employer match about $367,085 at 4% or $244,723 at 6%; with 100% employer match about $275,314 at 4% or $183,543 at 6%.
Sage Financial 401K Plan-27$3,045,775$594,678$22,025iApproximate average salary by contribution assumption: employee only about $550,628 at 4% or $367,085 at 6%; with 50% employer match about $367,085 at 4% or $244,723 at 6%; with 100% employer match about $275,314 at 4% or $183,543 at 6%.
2014128$2,581,087$298,148$10,648iApproximate average salary by contribution assumption: employee only about $266,204 at 4% or $177,469 at 6%; with 50% employer match about $177,469 at 4% or $118,313 at 6%; with 100% employer match about $133,102 at 4% or $88,735 at 6%.
Sage Financial 401K Plan-28$2,581,087$298,148$10,648iApproximate average salary by contribution assumption: employee only about $266,204 at 4% or $177,469 at 6%; with 50% employer match about $177,469 at 4% or $118,313 at 6%; with 100% employer match about $133,102 at 4% or $88,735 at 6%.
2013126$2,195,144$283,632$10,909iApproximate average salary by contribution assumption: employee only about $272,723 at 4% or $181,815 at 6%; with 50% employer match about $181,815 at 4% or $121,210 at 6%; with 100% employer match about $136,362 at 4% or $90,908 at 6%.
Sage Financial 401K Plan-26$2,195,144$283,632$10,909iApproximate average salary by contribution assumption: employee only about $272,723 at 4% or $181,815 at 6%; with 50% employer match about $181,815 at 4% or $121,210 at 6%; with 100% employer match about $136,362 at 4% or $90,908 at 6%.
2012129$1,816,514$276,349$9,529iApproximate average salary by contribution assumption: employee only about $238,232 at 4% or $158,821 at 6%; with 50% employer match about $158,821 at 4% or $105,881 at 6%; with 100% employer match about $119,116 at 4% or $79,411 at 6%.
Sage Financial 401K Plan-29$1,816,514$276,349$9,529iApproximate average salary by contribution assumption: employee only about $238,232 at 4% or $158,821 at 6%; with 50% employer match about $158,821 at 4% or $105,881 at 6%; with 100% employer match about $119,116 at 4% or $79,411 at 6%.
2011128$1,649,280$263,258$9,402iApproximate average salary by contribution assumption: employee only about $235,052 at 4% or $156,701 at 6%; with 50% employer match about $156,701 at 4% or $104,467 at 6%; with 100% employer match about $117,526 at 4% or $78,351 at 6%.
Sage Financial 401K Plan-28$1,649,280$263,258$9,402iApproximate average salary by contribution assumption: employee only about $235,052 at 4% or $156,701 at 6%; with 50% employer match about $156,701 at 4% or $104,467 at 6%; with 100% employer match about $117,526 at 4% or $78,351 at 6%.
2010124$1,449,147$231,278$9,637iApproximate average salary by contribution assumption: employee only about $240,915 at 4% or $160,610 at 6%; with 50% employer match about $160,610 at 4% or $107,073 at 6%; with 100% employer match about $120,457 at 4% or $80,305 at 6%.
Sage Financial 401K Plan-24$1,449,147$231,278$9,637iApproximate average salary by contribution assumption: employee only about $240,915 at 4% or $160,610 at 6%; with 50% employer match about $160,610 at 4% or $107,073 at 6%; with 100% employer match about $120,457 at 4% or $80,305 at 6%.
2009121$1,080,023$194,740$9,273iApproximate average salary by contribution assumption: employee only about $231,833 at 4% or $154,556 at 6%; with 50% employer match about $154,556 at 4% or $103,037 at 6%; with 100% employer match about $115,917 at 4% or $77,278 at 6%.
Sage Financial 401K Plan-21$1,080,023$194,740$9,273iApproximate average salary by contribution assumption: employee only about $231,833 at 4% or $154,556 at 6%; with 50% employer match about $154,556 at 4% or $103,037 at 6%; with 100% employer match about $115,917 at 4% or $77,278 at 6%.
2008124$678,105$205,775$8,574iApproximate average salary by contribution assumption: employee only about $214,349 at 4% or $142,899 at 6%; with 50% employer match about $142,899 at 4% or $95,266 at 6%; with 100% employer match about $107,174 at 4% or $71,450 at 6%.
Sage Financial 401K Plan-24$678,105$205,775$8,574iApproximate average salary by contribution assumption: employee only about $214,349 at 4% or $142,899 at 6%; with 50% employer match about $142,899 at 4% or $95,266 at 6%; with 100% employer match about $107,174 at 4% or $71,450 at 6%.
2007122$0$0-
Sage Financial 401K Plan-22---
2006120$768,029$161,769$8,088iApproximate average salary by contribution assumption: employee only about $202,211 at 4% or $134,808 at 6%; with 50% employer match about $134,808 at 4% or $89,872 at 6%; with 100% employer match about $101,106 at 4% or $67,404 at 6%.
Sage Financial 401K Plan-20$768,029$161,769$8,088iApproximate average salary by contribution assumption: employee only about $202,211 at 4% or $134,808 at 6%; with 50% employer match about $134,808 at 4% or $89,872 at 6%; with 100% employer match about $101,106 at 4% or $67,404 at 6%.
2005117$639,816$275,670$16,216iApproximate average salary by contribution assumption: employee only about $405,397 at 4% or $270,265 at 6%; with 50% employer match about $270,265 at 4% or $180,176 at 6%; with 100% employer match about $202,699 at 4% or $135,132 at 6%.
Sage Financial 401K Plan-17$639,816$275,670$16,216iApproximate average salary by contribution assumption: employee only about $405,397 at 4% or $270,265 at 6%; with 50% employer match about $270,265 at 4% or $180,176 at 6%; with 100% employer match about $202,699 at 4% or $135,132 at 6%.
2004114$329,252$90,611$6,472iApproximate average salary by contribution assumption: employee only about $161,805 at 4% or $107,870 at 6%; with 50% employer match about $107,870 at 4% or $71,913 at 6%; with 100% employer match about $80,903 at 4% or $53,935 at 6%.
Sage Financial 401K Plan-14$329,252$90,611$6,472iApproximate average salary by contribution assumption: employee only about $161,805 at 4% or $107,870 at 6%; with 50% employer match about $107,870 at 4% or $71,913 at 6%; with 100% employer match about $80,903 at 4% or $53,935 at 6%.
2003114$0$0-
Sage Financial 401K Plan-14---
2002117$127,600$68,530$4,031iApproximate average salary by contribution assumption: employee only about $100,779 at 4% or $67,186 at 6%; with 50% employer match about $67,186 at 4% or $44,791 at 6%; with 100% employer match about $50,390 at 4% or $33,593 at 6%.
Sage Financial 401K Plan-17$127,600$68,530$4,031iApproximate average salary by contribution assumption: employee only about $100,779 at 4% or $67,186 at 6%; with 50% employer match about $67,186 at 4% or $44,791 at 6%; with 100% employer match about $50,390 at 4% or $33,593 at 6%.
2001111$0$0-
Sage Financial 401K Plan-11---
2000113$58,378$29,786$2,291iApproximate average salary by contribution assumption: employee only about $57,281 at 4% or $38,187 at 6%; with 50% employer match about $38,187 at 4% or $25,458 at 6%; with 100% employer match about $28,640 at 4% or $19,094 at 6%.
Sage Financial 401K Plan-13$58,378$29,786$2,291iApproximate average salary by contribution assumption: employee only about $57,281 at 4% or $38,187 at 6%; with 50% employer match about $38,187 at 4% or $25,458 at 6%; with 100% employer match about $28,640 at 4% or $19,094 at 6%.
1999130$82,949$50,490$1,683iApproximate average salary by contribution assumption: employee only about $42,075 at 4% or $28,050 at 6%; with 50% employer match about $28,050 at 4% or $18,700 at 6%; with 100% employer match about $21,038 at 4% or $14,025 at 6%.
Sage Financial 401K Plan-30$82,949$50,490$1,683iApproximate average salary by contribution assumption: employee only about $42,075 at 4% or $28,050 at 6%; with 50% employer match about $28,050 at 4% or $18,700 at 6%; with 100% employer match about $21,038 at 4% or $14,025 at 6%.