Civic Intelligence

Sage Hospice

Plan context: SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN

EIN 27-3332762 • Phoenix, AZ • 20 filings • 5 plans

1430 East Missouri Ave., Suite B155Phoenix, AZ 85014
Current Snapshot

Latest Year

2024

2024 Participants

506

2024 Assets

$593,338

2024 Contributions

$157,781

Historical Graphs

Total Assets Over Time

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

$593,338$296,669$0201320172020YearValue
$593,338Latest year 2020

Participants Over Time

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

5362680201320192024YearValue
506Latest 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
20241506$0$0-
Sage Hospice Medical Plan-506---
20231536$0$0-
Sage Hospice Medical Plan-536---
20221289$0$0-
Sage Hospice Medical Plan-289---
20213289$0$157,781$546iApproximate average salary by contribution assumption: employee only about $13,649 at 4% or $9,099 at 6%; with 50% employer match about $9,099 at 4% or $6,066 at 6%; with 100% employer match about $6,824 at 4% or $4,550 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-0$0$39,992-
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN-0$0$117,789-
Sage Hospice Medical Plan-289---
20203535$593,338$228,439$427iApproximate average salary by contribution assumption: employee only about $10,675 at 4% or $7,116 at 6%; with 50% employer match about $7,116 at 4% or $4,744 at 6%; with 100% employer match about $5,337 at 4% or $3,558 at 6%.
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN-22$303,301$148,442$6,747iApproximate average salary by contribution assumption: employee only about $168,684 at 4% or $112,456 at 6%; with 50% employer match about $112,456 at 4% or $74,971 at 6%; with 100% employer match about $84,342 at 4% or $56,228 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-25$290,037$79,997$3,200iApproximate average salary by contribution assumption: employee only about $79,997 at 4% or $53,331 at 6%; with 50% employer match about $53,331 at 4% or $35,554 at 6%; with 100% employer match about $39,999 at 4% or $26,666 at 6%.
Sage Hospice Medical Plan-535---
20193169$425,991$185,577$1,098iApproximate average salary by contribution assumption: employee only about $27,452 at 4% or $18,301 at 6%; with 50% employer match about $18,301 at 4% or $12,201 at 6%; with 100% employer match about $13,726 at 4% or $9,151 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-26$263,580$75,673$2,911iApproximate average salary by contribution assumption: employee only about $72,763 at 4% or $48,508 at 6%; with 50% employer match about $48,508 at 4% or $32,339 at 6%; with 100% employer match about $36,381 at 4% or $24,254 at 6%.
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN-21$162,411$109,904$5,234iApproximate average salary by contribution assumption: employee only about $130,838 at 4% or $87,225 at 6%; with 50% employer match about $87,225 at 4% or $58,150 at 6%; with 100% employer match about $65,419 at 4% or $43,613 at 6%.
Sage Hospice Medical Plan-169---
2018230$256,646$167,712$5,590iApproximate average salary by contribution assumption: employee only about $139,760 at 4% or $93,173 at 6%; with 50% employer match about $93,173 at 4% or $62,116 at 6%; with 100% employer match about $69,880 at 4% or $46,587 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-30$189,402$123,615$4,121iApproximate average salary by contribution assumption: employee only about $103,013 at 4% or $68,675 at 6%; with 50% employer match about $68,675 at 4% or $45,783 at 6%; with 100% employer match about $51,506 at 4% or $34,338 at 6%.
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN-22$67,244$44,097$2,004iApproximate average salary by contribution assumption: employee only about $50,110 at 4% or $33,407 at 6%; with 50% employer match about $33,407 at 4% or $22,271 at 6%; with 100% employer match about $25,055 at 4% or $16,703 at 6%.
2017119$110,313$35,942$1,892iApproximate average salary by contribution assumption: employee only about $47,292 at 4% or $31,528 at 6%; with 50% employer match about $31,528 at 4% or $21,019 at 6%; with 100% employer match about $23,646 at 4% or $15,764 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-19$110,313$35,942$1,892iApproximate average salary by contribution assumption: employee only about $47,292 at 4% or $31,528 at 6%; with 50% employer match about $31,528 at 4% or $21,019 at 6%; with 100% employer match about $23,646 at 4% or $15,764 at 6%.
2016111$62,931$23,974$2,179iApproximate average salary by contribution assumption: employee only about $54,486 at 4% or $36,324 at 6%; with 50% employer match about $36,324 at 4% or $24,216 at 6%; with 100% employer match about $27,243 at 4% or $18,162 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-11$62,931$23,974$2,179iApproximate average salary by contribution assumption: employee only about $54,486 at 4% or $36,324 at 6%; with 50% employer match about $36,324 at 4% or $24,216 at 6%; with 100% employer match about $27,243 at 4% or $18,162 at 6%.
2015110$38,547$17,717$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,528 at 6%; with 50% employer match about $29,528 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-10$38,547$17,717$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,528 at 6%; with 50% employer match about $29,528 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.
201427$22,761$14,007$2,001iApproximate average salary by contribution assumption: employee only about $50,025 at 4% or $33,350 at 6%; with 50% employer match about $33,350 at 4% or $22,233 at 6%; with 100% employer match about $25,013 at 4% or $16,675 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-7$22,761$9,151$1,307iApproximate average salary by contribution assumption: employee only about $32,682 at 4% or $21,788 at 6%; with 50% employer match about $21,788 at 4% or $14,525 at 6%; with 100% employer match about $16,341 at 4% or $10,894 at 6%.
A SERVANTS HEART HOSPICE LLC 401 K PROFIT SHARING PLAN TRUST-0$0$4,856-
201317$10,607$10,255$1,465iApproximate average salary by contribution assumption: employee only about $36,625 at 4% or $24,417 at 6%; with 50% employer match about $24,417 at 4% or $16,278 at 6%; with 100% employer match about $18,313 at 4% or $12,208 at 6%.
A SERVANTS HEART HOSPICE LLC 401 K PROFIT SHARING PLAN TRUST-7$10,607$10,255$1,465iApproximate average salary by contribution assumption: employee only about $36,625 at 4% or $24,417 at 6%; with 50% employer match about $24,417 at 4% or $16,278 at 6%; with 100% employer match about $18,313 at 4% or $12,208 at 6%.