Civic Intelligence

Petersen Sage & Graves, P.A.

Plan context: Petersen Sage & Graves, P.A. 401K Profit Sharing Plan

EIN 41-1361569 • Duluth, MN • 27 filings • 10 plans

306 W Superior Street Suite 507Duluth, MN 55802
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$943,192

2020 Contributions

$42,782

Historical Graphs

Total Assets Over Time

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

$2,032,133$1,016,067$0199920102019YearValue
$943,192Latest year 2019

Participants Over Time

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

1370199920092019YearValue
6Latest year 2019

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
202010$0$0-
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-0$0--
201916$943,192-$3,155-
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$943,192-$3,155-
201816$1,136,488$42,782$7,130iApproximate average salary by contribution assumption: employee only about $178,258 at 4% or $118,839 at 6%; with 50% employer match about $118,839 at 4% or $79,226 at 6%; with 100% employer match about $89,129 at 4% or $59,419 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$1,136,488$42,782$7,130iApproximate average salary by contribution assumption: employee only about $178,258 at 4% or $118,839 at 6%; with 50% employer match about $118,839 at 4% or $79,226 at 6%; with 100% employer match about $89,129 at 4% or $59,419 at 6%.
201716$1,098,653$77,820$12,970iApproximate average salary by contribution assumption: employee only about $324,250 at 4% or $216,167 at 6%; with 50% employer match about $216,167 at 4% or $144,111 at 6%; with 100% employer match about $162,125 at 4% or $108,083 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$1,098,653$77,820$12,970iApproximate average salary by contribution assumption: employee only about $324,250 at 4% or $216,167 at 6%; with 50% employer match about $216,167 at 4% or $144,111 at 6%; with 100% employer match about $162,125 at 4% or $108,083 at 6%.
201616$915,648$78,601$13,100iApproximate average salary by contribution assumption: employee only about $327,504 at 4% or $218,336 at 6%; with 50% employer match about $218,336 at 4% or $145,557 at 6%; with 100% employer match about $163,752 at 4% or $109,168 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$915,648$78,601$13,100iApproximate average salary by contribution assumption: employee only about $327,504 at 4% or $218,336 at 6%; with 50% employer match about $218,336 at 4% or $145,557 at 6%; with 100% employer match about $163,752 at 4% or $109,168 at 6%.
201517$799,725$68,361$9,766iApproximate average salary by contribution assumption: employee only about $244,146 at 4% or $162,764 at 6%; with 50% employer match about $162,764 at 4% or $108,510 at 6%; with 100% employer match about $122,073 at 4% or $81,382 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-7$799,725$68,361$9,766iApproximate average salary by contribution assumption: employee only about $244,146 at 4% or $162,764 at 6%; with 50% employer match about $162,764 at 4% or $108,510 at 6%; with 100% employer match about $122,073 at 4% or $81,382 at 6%.
201416$804,754$72,046$12,008iApproximate average salary by contribution assumption: employee only about $300,192 at 4% or $200,128 at 6%; with 50% employer match about $200,128 at 4% or $133,419 at 6%; with 100% employer match about $150,096 at 4% or $100,064 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$804,754$72,046$12,008iApproximate average salary by contribution assumption: employee only about $300,192 at 4% or $200,128 at 6%; with 50% employer match about $200,128 at 4% or $133,419 at 6%; with 100% employer match about $150,096 at 4% or $100,064 at 6%.
201315$795,359$79,797$15,959iApproximate average salary by contribution assumption: employee only about $398,985 at 4% or $265,990 at 6%; with 50% employer match about $265,990 at 4% or $177,327 at 6%; with 100% employer match about $199,493 at 4% or $132,995 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-5$795,359$79,797$15,959iApproximate average salary by contribution assumption: employee only about $398,985 at 4% or $265,990 at 6%; with 50% employer match about $265,990 at 4% or $177,327 at 6%; with 100% employer match about $199,493 at 4% or $132,995 at 6%.
201216$658,447$63,712$10,619iApproximate average salary by contribution assumption: employee only about $265,467 at 4% or $176,978 at 6%; with 50% employer match about $176,978 at 4% or $117,985 at 6%; with 100% employer match about $132,733 at 4% or $88,489 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-6$658,447$63,712$10,619iApproximate average salary by contribution assumption: employee only about $265,467 at 4% or $176,978 at 6%; with 50% employer match about $176,978 at 4% or $117,985 at 6%; with 100% employer match about $132,733 at 4% or $88,489 at 6%.
201119$1,073,000$73,721$8,191iApproximate average salary by contribution assumption: employee only about $204,781 at 4% or $136,520 at 6%; with 50% employer match about $136,520 at 4% or $91,014 at 6%; with 100% employer match about $102,390 at 4% or $68,260 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-9$1,073,000$73,721$8,191iApproximate average salary by contribution assumption: employee only about $204,781 at 4% or $136,520 at 6%; with 50% employer match about $136,520 at 4% or $91,014 at 6%; with 100% employer match about $102,390 at 4% or $68,260 at 6%.
201019$1,103,455$93,983$10,443iApproximate average salary by contribution assumption: employee only about $261,064 at 4% or $174,043 at 6%; with 50% employer match about $174,043 at 4% or $116,028 at 6%; with 100% employer match about $130,532 at 4% or $87,021 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-9$1,103,455$93,983$10,443iApproximate average salary by contribution assumption: employee only about $261,064 at 4% or $174,043 at 6%; with 50% employer match about $174,043 at 4% or $116,028 at 6%; with 100% employer match about $130,532 at 4% or $87,021 at 6%.
200919$1,355,541$87,891$9,766iApproximate average salary by contribution assumption: employee only about $244,142 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,381 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-9$1,355,541$87,891$9,766iApproximate average salary by contribution assumption: employee only about $244,142 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,381 at 6%.
2008113$1,168,561$83,857$6,451iApproximate average salary by contribution assumption: employee only about $161,263 at 4% or $107,509 at 6%; with 50% employer match about $107,509 at 4% or $71,673 at 6%; with 100% employer match about $80,632 at 4% or $53,754 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-13$1,168,561$83,857$6,451iApproximate average salary by contribution assumption: employee only about $161,263 at 4% or $107,509 at 6%; with 50% employer match about $107,509 at 4% or $71,673 at 6%; with 100% employer match about $80,632 at 4% or $53,754 at 6%.
2007113$0$0-
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-13---
2006113$1,587,732$74,951$5,765iApproximate average salary by contribution assumption: employee only about $144,137 at 4% or $96,091 at 6%; with 50% employer match about $96,091 at 4% or $64,061 at 6%; with 100% employer match about $72,068 at 4% or $48,046 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-13$1,587,732$74,951$5,765iApproximate average salary by contribution assumption: employee only about $144,137 at 4% or $96,091 at 6%; with 50% employer match about $96,091 at 4% or $64,061 at 6%; with 100% employer match about $72,068 at 4% or $48,046 at 6%.
2005111$1,362,201$82,821$7,529iApproximate average salary by contribution assumption: employee only about $188,230 at 4% or $125,486 at 6%; with 50% employer match about $125,486 at 4% or $83,658 at 6%; with 100% employer match about $94,115 at 4% or $62,743 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-11$1,362,201$82,821$7,529iApproximate average salary by contribution assumption: employee only about $188,230 at 4% or $125,486 at 6%; with 50% employer match about $125,486 at 4% or $83,658 at 6%; with 100% employer match about $94,115 at 4% or $62,743 at 6%.
200419$1,258,057$72,941$8,105iApproximate average salary by contribution assumption: employee only about $202,614 at 4% or $135,076 at 6%; with 50% employer match about $135,076 at 4% or $90,051 at 6%; with 100% employer match about $101,307 at 4% or $67,538 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-9$1,258,057$72,941$8,105iApproximate average salary by contribution assumption: employee only about $202,614 at 4% or $135,076 at 6%; with 50% employer match about $135,076 at 4% or $90,051 at 6%; with 100% employer match about $101,307 at 4% or $67,538 at 6%.
200329$1,767,464$71,257$7,917iApproximate average salary by contribution assumption: employee only about $197,936 at 4% or $131,957 at 6%; with 50% employer match about $131,957 at 4% or $87,972 at 6%; with 100% employer match about $98,968 at 4% or $65,979 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-9$1,767,464$71,257$7,917iApproximate average salary by contribution assumption: employee only about $197,936 at 4% or $131,957 at 6%; with 50% employer match about $131,957 at 4% or $87,972 at 6%; with 100% employer match about $98,968 at 4% or $65,979 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-0---
2002211$1,344,942$78,525$7,139iApproximate average salary by contribution assumption: employee only about $178,466 at 4% or $118,977 at 6%; with 50% employer match about $118,977 at 4% or $79,318 at 6%; with 100% employer match about $89,233 at 4% or $59,489 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-11$702,762$23,684$2,153iApproximate average salary by contribution assumption: employee only about $53,827 at 4% or $35,885 at 6%; with 50% employer match about $35,885 at 4% or $23,923 at 6%; with 100% employer match about $26,914 at 4% or $17,942 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-11$642,180$54,841$4,986iApproximate average salary by contribution assumption: employee only about $124,639 at 4% or $83,092 at 6%; with 50% employer match about $83,092 at 4% or $55,395 at 6%; with 100% employer match about $62,319 at 4% or $41,546 at 6%.
200129$1,671,876$79,754$8,862iApproximate average salary by contribution assumption: employee only about $221,539 at 4% or $147,693 at 6%; with 50% employer match about $147,693 at 4% or $98,462 at 6%; with 100% employer match about $110,769 at 4% or $73,846 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-9$910,905$25,206$2,801iApproximate average salary by contribution assumption: employee only about $70,017 at 4% or $46,678 at 6%; with 50% employer match about $46,678 at 4% or $31,119 at 6%; with 100% employer match about $35,008 at 4% or $23,339 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-9$760,971$54,548$6,061iApproximate average salary by contribution assumption: employee only about $151,522 at 4% or $101,015 at 6%; with 50% employer match about $101,015 at 4% or $67,343 at 6%; with 100% employer match about $75,761 at 4% or $50,507 at 6%.
200028$2,032,133$78,203$9,775iApproximate average salary by contribution assumption: employee only about $244,384 at 4% or $162,923 at 6%; with 50% employer match about $162,923 at 4% or $108,615 at 6%; with 100% employer match about $122,192 at 4% or $81,461 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-8$1,132,395$25,326$3,166iApproximate average salary by contribution assumption: employee only about $79,144 at 4% or $52,763 at 6%; with 50% employer match about $52,763 at 4% or $35,175 at 6%; with 100% employer match about $39,572 at 4% or $26,381 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-8$899,738$52,877$6,610iApproximate average salary by contribution assumption: employee only about $165,241 at 4% or $110,160 at 6%; with 50% employer match about $110,160 at 4% or $73,440 at 6%; with 100% employer match about $82,620 at 4% or $55,080 at 6%.
199928$1,985,251$68,742$8,593iApproximate average salary by contribution assumption: employee only about $214,819 at 4% or $143,213 at 6%; with 50% employer match about $143,213 at 4% or $95,475 at 6%; with 100% employer match about $107,409 at 4% or $71,606 at 6%.
Petersen Sage & Graves, P.A. Money Purchase Plan-8$1,080,448$20,997$2,625iApproximate average salary by contribution assumption: employee only about $65,616 at 4% or $43,744 at 6%; with 50% employer match about $43,744 at 4% or $29,163 at 6%; with 100% employer match about $32,808 at 4% or $21,872 at 6%.
Petersen Sage & Graves, P.A. 401K Profit Sharing Plan-8$904,803$47,745$5,968iApproximate average salary by contribution assumption: employee only about $149,203 at 4% or $99,469 at 6%; with 50% employer match about $99,469 at 4% or $66,313 at 6%; with 100% employer match about $74,602 at 4% or $49,734 at 6%.