Sage Direct Inc.
Plan context: Sage Direct Inc. 401(K) Plan
EIN 38-3225335 • Grand Rapids, MI • 14 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$790,940
2024 Contributions
$113,146
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 | 15 | $790,940 | $113,146 | $7,543iApproximate average salary by contribution assumption: employee only about $188,577 at 4% or $125,718 at 6%; with 50% employer match about $125,718 at 4% or $83,812 at 6%; with 100% employer match about $94,288 at 4% or $62,859 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 15 | $790,940 | $113,146 | $7,543iApproximate average salary by contribution assumption: employee only about $188,577 at 4% or $125,718 at 6%; with 50% employer match about $125,718 at 4% or $83,812 at 6%; with 100% employer match about $94,288 at 4% or $62,859 at 6%. |
| 2023 | 1 | 13 | $696,380 | $90,507 | $6,962iApproximate average salary by contribution assumption: employee only about $174,052 at 4% or $116,035 at 6%; with 50% employer match about $116,035 at 4% or $77,356 at 6%; with 100% employer match about $87,026 at 4% or $58,017 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 13 | $696,380 | $90,507 | $6,962iApproximate average salary by contribution assumption: employee only about $174,052 at 4% or $116,035 at 6%; with 50% employer match about $116,035 at 4% or $77,356 at 6%; with 100% employer match about $87,026 at 4% or $58,017 at 6%. |
| 2022 | 1 | 15 | $1,355,110 | $149,757 | $9,984iApproximate average salary by contribution assumption: employee only about $249,595 at 4% or $166,397 at 6%; with 50% employer match about $166,397 at 4% or $110,931 at 6%; with 100% employer match about $124,797 at 4% or $83,198 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 15 | $1,355,110 | $149,757 | $9,984iApproximate average salary by contribution assumption: employee only about $249,595 at 4% or $166,397 at 6%; with 50% employer match about $166,397 at 4% or $110,931 at 6%; with 100% employer match about $124,797 at 4% or $83,198 at 6%. |
| 2021 | 1 | 14 | $1,462,213 | $133,653 | $9,547iApproximate average salary by contribution assumption: employee only about $238,666 at 4% or $159,111 at 6%; with 50% employer match about $159,111 at 4% or $106,074 at 6%; with 100% employer match about $119,333 at 4% or $79,555 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 14 | $1,462,213 | $133,653 | $9,547iApproximate average salary by contribution assumption: employee only about $238,666 at 4% or $159,111 at 6%; with 50% employer match about $159,111 at 4% or $106,074 at 6%; with 100% employer match about $119,333 at 4% or $79,555 at 6%. |
| 2020 | 1 | 14 | $1,188,809 | $126,667 | $9,048iApproximate average salary by contribution assumption: employee only about $226,191 at 4% or $150,794 at 6%; with 50% employer match about $150,794 at 4% or $100,529 at 6%; with 100% employer match about $113,096 at 4% or $75,397 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 14 | $1,188,809 | $126,667 | $9,048iApproximate average salary by contribution assumption: employee only about $226,191 at 4% or $150,794 at 6%; with 50% employer match about $150,794 at 4% or $100,529 at 6%; with 100% employer match about $113,096 at 4% or $75,397 at 6%. |
| 2019 | 1 | 14 | $960,720 | $116,383 | $8,313iApproximate average salary by contribution assumption: employee only about $207,827 at 4% or $138,551 at 6%; with 50% employer match about $138,551 at 4% or $92,367 at 6%; with 100% employer match about $103,913 at 4% or $69,276 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 14 | $960,720 | $116,383 | $8,313iApproximate average salary by contribution assumption: employee only about $207,827 at 4% or $138,551 at 6%; with 50% employer match about $138,551 at 4% or $92,367 at 6%; with 100% employer match about $103,913 at 4% or $69,276 at 6%. |
| 2018 | 1 | 14 | $696,017 | $104,815 | $7,487iApproximate average salary by contribution assumption: employee only about $187,170 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 14 | $696,017 | $104,815 | $7,487iApproximate average salary by contribution assumption: employee only about $187,170 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%. |
| 2017 | 1 | 12 | $665,903 | $86,443 | $7,204iApproximate average salary by contribution assumption: employee only about $180,090 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 12 | $665,903 | $86,443 | $7,204iApproximate average salary by contribution assumption: employee only about $180,090 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%. |
| 2016 | 1 | 7 | $513,921 | $88,852 | $12,693iApproximate average salary by contribution assumption: employee only about $317,329 at 4% or $211,552 at 6%; with 50% employer match about $211,552 at 4% or $141,035 at 6%; with 100% employer match about $158,664 at 4% or $105,776 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 7 | $513,921 | $88,852 | $12,693iApproximate average salary by contribution assumption: employee only about $317,329 at 4% or $211,552 at 6%; with 50% employer match about $211,552 at 4% or $141,035 at 6%; with 100% employer match about $158,664 at 4% or $105,776 at 6%. |
| 2015 | 1 | 12 | $397,900 | $83,341 | $6,945iApproximate average salary by contribution assumption: employee only about $173,627 at 4% or $115,751 at 6%; with 50% employer match about $115,751 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 12 | $397,900 | $83,341 | $6,945iApproximate average salary by contribution assumption: employee only about $173,627 at 4% or $115,751 at 6%; with 50% employer match about $115,751 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%. |
| 2014 | 1 | 12 | $347,105 | $82,260 | $6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 12 | $347,105 | $82,260 | $6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%. |
| 2013 | 1 | 11 | $250,321 | $78,547 | $7,141iApproximate average salary by contribution assumption: employee only about $178,516 at 4% or $119,011 at 6%; with 50% employer match about $119,011 at 4% or $79,340 at 6%; with 100% employer match about $89,258 at 4% or $59,505 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 11 | $250,321 | $78,547 | $7,141iApproximate average salary by contribution assumption: employee only about $178,516 at 4% or $119,011 at 6%; with 50% employer match about $119,011 at 4% or $79,340 at 6%; with 100% employer match about $89,258 at 4% or $59,505 at 6%. |
| 2012 | 1 | 10 | $148,344 | $72,167 | $7,217iApproximate average salary by contribution assumption: employee only about $180,418 at 4% or $120,278 at 6%; with 50% employer match about $120,278 at 4% or $80,186 at 6%; with 100% employer match about $90,209 at 4% or $60,139 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 10 | $148,344 | $72,167 | $7,217iApproximate average salary by contribution assumption: employee only about $180,418 at 4% or $120,278 at 6%; with 50% employer match about $120,278 at 4% or $80,186 at 6%; with 100% employer match about $90,209 at 4% or $60,139 at 6%. |
| 2011 | 1 | 5 | $69,256 | $69,723 | $13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,308 at 4% or $116,205 at 6%. |
| Sage Direct Inc. 401(K) Plan | - | 5 | $69,256 | $69,723 | $13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,308 at 4% or $116,205 at 6%. |