Civic Intelligence

The Sagres Company

Plan context: The Sagres Company 401K Profit Sharing Plan & Trust

EIN 33-0575075 • LA Jolla, CA • 20 filings • 6 plans

PO Box 12688LA Jolla, CA 92039
Current Snapshot

Latest Year

2012

2012 Participants

36

2012 Assets

$3,613

2012 Contributions

$2,325

Historical Graphs

Total Assets Over Time

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

$494,530$247,265$0199920052011YearValue
$3,613Latest year 2011

Participants Over Time

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

36180199920052011YearValue
36Latest year 2011

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
201210$0$0-
The Sagres Company 401K Profit Sharing Plan & Trust-0$0$0-
2011136$3,613$2,325$65iApproximate average salary by contribution assumption: employee only about $1,615 at 4% or $1,076 at 6%; with 50% employer match about $1,076 at 4% or $718 at 6%; with 100% employer match about $807 at 4% or $538 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-36$3,613$2,325$65iApproximate average salary by contribution assumption: employee only about $1,615 at 4% or $1,076 at 6%; with 50% employer match about $1,076 at 4% or $718 at 6%; with 100% employer match about $807 at 4% or $538 at 6%.
201018$170,390$6,791$849iApproximate average salary by contribution assumption: employee only about $21,222 at 4% or $14,148 at 6%; with 50% employer match about $14,148 at 4% or $9,432 at 6%; with 100% employer match about $10,611 at 4% or $7,074 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-8$170,390$6,791$849iApproximate average salary by contribution assumption: employee only about $21,222 at 4% or $14,148 at 6%; with 50% employer match about $14,148 at 4% or $9,432 at 6%; with 100% employer match about $10,611 at 4% or $7,074 at 6%.
2009114$231,742$20,308$1,451iApproximate average salary by contribution assumption: employee only about $36,264 at 4% or $24,176 at 6%; with 50% employer match about $24,176 at 4% or $16,117 at 6%; with 100% employer match about $18,132 at 4% or $12,088 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-14$231,742$20,308$1,451iApproximate average salary by contribution assumption: employee only about $36,264 at 4% or $24,176 at 6%; with 50% employer match about $24,176 at 4% or $16,117 at 6%; with 100% employer match about $18,132 at 4% or $12,088 at 6%.
2007122$0$0-
The Sagres Company 401K Profit Sharing Plan & Trust-22---
2006225$300,204$81,752$3,270iApproximate average salary by contribution assumption: employee only about $81,752 at 4% or $54,501 at 6%; with 50% employer match about $54,501 at 4% or $36,334 at 6%; with 100% employer match about $40,876 at 4% or $27,251 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-25$252,311$81,752$3,270iApproximate average salary by contribution assumption: employee only about $81,752 at 4% or $54,501 at 6%; with 50% employer match about $54,501 at 4% or $36,334 at 6%; with 100% employer match about $40,876 at 4% or $27,251 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-1$47,893--
2005219$404,961$50,749$2,671iApproximate average salary by contribution assumption: employee only about $66,775 at 4% or $44,517 at 6%; with 50% employer match about $44,517 at 4% or $29,678 at 6%; with 100% employer match about $33,388 at 4% or $22,258 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-19$208,753$9,800$516iApproximate average salary by contribution assumption: employee only about $12,895 at 4% or $8,596 at 6%; with 50% employer match about $8,596 at 4% or $5,731 at 6%; with 100% employer match about $6,447 at 4% or $4,298 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-19$196,208$40,949$2,155iApproximate average salary by contribution assumption: employee only about $53,880 at 4% or $35,920 at 6%; with 50% employer match about $35,920 at 4% or $23,947 at 6%; with 100% employer match about $26,940 at 4% or $17,960 at 6%.
2004217$494,530$92,478$5,440iApproximate average salary by contribution assumption: employee only about $135,997 at 4% or $90,665 at 6%; with 50% employer match about $90,665 at 4% or $60,443 at 6%; with 100% employer match about $67,999 at 4% or $45,332 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-17$286,364$50,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-17$208,166$42,478$2,499iApproximate average salary by contribution assumption: employee only about $62,468 at 4% or $41,645 at 6%; with 50% employer match about $41,645 at 4% or $27,763 at 6%; with 100% employer match about $31,234 at 4% or $20,823 at 6%.
2003213$407,056$68,518$5,271iApproximate average salary by contribution assumption: employee only about $131,765 at 4% or $87,844 at 6%; with 50% employer match about $87,844 at 4% or $58,562 at 6%; with 100% employer match about $65,883 at 4% or $43,922 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-13$232,772$31,656$2,435iApproximate average salary by contribution assumption: employee only about $60,877 at 4% or $40,585 at 6%; with 50% employer match about $40,585 at 4% or $27,056 at 6%; with 100% employer match about $30,438 at 4% or $20,292 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-13$174,284$36,862$2,836iApproximate average salary by contribution assumption: employee only about $70,888 at 4% or $47,259 at 6%; with 50% employer match about $47,259 at 4% or $31,506 at 6%; with 100% employer match about $35,444 at 4% or $23,629 at 6%.
2002219$118,895$39,324$2,070iApproximate average salary by contribution assumption: employee only about $51,742 at 4% or $34,495 at 6%; with 50% employer match about $34,495 at 4% or $22,996 at 6%; with 100% employer match about $25,871 at 4% or $17,247 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-19$118,895$39,324$2,070iApproximate average salary by contribution assumption: employee only about $51,742 at 4% or $34,495 at 6%; with 50% employer match about $34,495 at 4% or $22,996 at 6%; with 100% employer match about $25,871 at 4% or $17,247 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-18---
2001221$0$0-
The Sagres Company 401K Profit Sharing Plan & Trust-21---
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-21---
2000218$92,370$75,087$4,172iApproximate average salary by contribution assumption: employee only about $104,288 at 4% or $69,525 at 6%; with 50% employer match about $69,525 at 4% or $46,350 at 6%; with 100% employer match about $52,144 at 4% or $34,763 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-18$92,370$75,087$4,172iApproximate average salary by contribution assumption: employee only about $104,288 at 4% or $69,525 at 6%; with 50% employer match about $69,525 at 4% or $46,350 at 6%; with 100% employer match about $52,144 at 4% or $34,763 at 6%.
THE SAGRES COMPANY DEFINED BENEFIT PENSION PLAN-16---
1999115$23,174$21,397$1,426iApproximate average salary by contribution assumption: employee only about $35,662 at 4% or $23,774 at 6%; with 50% employer match about $23,774 at 4% or $15,850 at 6%; with 100% employer match about $17,831 at 4% or $11,887 at 6%.
The Sagres Company 401K Profit Sharing Plan & Trust-15$23,174$21,397$1,426iApproximate average salary by contribution assumption: employee only about $35,662 at 4% or $23,774 at 6%; with 50% employer match about $23,774 at 4% or $15,850 at 6%; with 100% employer match about $17,831 at 4% or $11,887 at 6%.