Civic Intelligence

Sage Assurity Financial Inc.

Plan context: Sage 401(K) Retirement Plan

EIN 26-3188960 • San Ramon, CA • 13 filings • 2 plans

5565 Satinleaf WaySan Ramon, CA 94582
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$2,573,884

2023 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$3,066,886$1,533,443$0201420172022YearValue
$2,573,884Latest year 2022

Participants Over Time

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

530201420172022YearValue
2Latest year 2022

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
202310$0$0-
Sage 401(K) Retirement Plan-0$0--
202212$2,573,884$0-
Sage 401(K) Retirement Plan-2$2,573,884--
201912$3,066,886$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sage 401(K) Retirement Plan-2$3,066,886$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201822$2,331,090$272,896$136,448iApproximate average salary by contribution assumption: employee only about $3,411,200 at 4% or $2,274,133 at 6%; with 50% employer match about $2,274,133 at 4% or $1,516,089 at 6%; with 100% employer match about $1,705,600 at 4% or $1,137,067 at 6%.
Sage 401(K) Retirement Plan-2$2,331,090$272,896$136,448iApproximate average salary by contribution assumption: employee only about $3,411,200 at 4% or $2,274,133 at 6%; with 50% employer match about $2,274,133 at 4% or $1,516,089 at 6%; with 100% employer match about $1,705,600 at 4% or $1,137,067 at 6%.
Sage Assurity Financial Inc. Defined Benefit Pension Plan-0$0$0-
201722$2,722,435$48,240$24,120iApproximate average salary by contribution assumption: employee only about $603,000 at 4% or $402,000 at 6%; with 50% employer match about $402,000 at 4% or $268,000 at 6%; with 100% employer match about $301,500 at 4% or $201,000 at 6%.
Sage 401(K) Retirement Plan-2$2,371,354$48,240$24,120iApproximate average salary by contribution assumption: employee only about $603,000 at 4% or $402,000 at 6%; with 50% employer match about $402,000 at 4% or $268,000 at 6%; with 100% employer match about $301,500 at 4% or $201,000 at 6%.
Sage Assurity Financial Inc. Defined Benefit Pension Plan-2$351,081$0-
201622$2,273,286$105,804$52,902iApproximate average salary by contribution assumption: employee only about $1,322,550 at 4% or $881,700 at 6%; with 50% employer match about $881,700 at 4% or $587,800 at 6%; with 100% employer match about $661,275 at 4% or $440,850 at 6%.
Sage 401(K) Retirement Plan-2$1,983,044$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Sage Assurity Financial Inc. Defined Benefit Pension Plan-2$290,242$57,804$28,902iApproximate average salary by contribution assumption: employee only about $722,550 at 4% or $481,700 at 6%; with 50% employer match about $481,700 at 4% or $321,133 at 6%; with 100% employer match about $361,275 at 4% or $240,850 at 6%.
201522$2,167,815$100,836$50,418iApproximate average salary by contribution assumption: employee only about $1,260,450 at 4% or $840,300 at 6%; with 50% employer match about $840,300 at 4% or $560,200 at 6%; with 100% employer match about $630,225 at 4% or $420,150 at 6%.
Sage 401(K) Retirement Plan-2$1,906,031$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Sage Assurity Financial Inc. Defined Benefit Pension Plan-2$261,784$52,836$26,418iApproximate average salary by contribution assumption: employee only about $660,450 at 4% or $440,300 at 6%; with 50% employer match about $440,300 at 4% or $293,533 at 6%; with 100% employer match about $330,225 at 4% or $220,150 at 6%.
201425$1,951,927$1,012,314$202,463iApproximate average salary by contribution assumption: employee only about $5,061,570 at 4% or $3,374,380 at 6%; with 50% employer match about $3,374,380 at 4% or $2,249,587 at 6%; with 100% employer match about $2,530,785 at 4% or $1,687,190 at 6%.
Sage 401(K) Retirement Plan-5$1,751,501$811,888$162,378iApproximate average salary by contribution assumption: employee only about $4,059,440 at 4% or $2,706,293 at 6%; with 50% employer match about $2,706,293 at 4% or $1,804,196 at 6%; with 100% employer match about $2,029,720 at 4% or $1,353,147 at 6%.
Sage Assurity Financial Inc. Defined Benefit Pension Plan-2$200,426$200,426$100,213iApproximate average salary by contribution assumption: employee only about $2,505,325 at 4% or $1,670,217 at 6%; with 50% employer match about $1,670,217 at 4% or $1,113,478 at 6%; with 100% employer match about $1,252,663 at 4% or $835,108 at 6%.