Sage Partners LLC
Plan context: Sage Partners LLC 401(K) Plan
EIN 46-3113665 • Middleburg Heights, OH • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,319,320
2025 Contributions
$108,317
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,319,320 | $108,317 | $21,663iApproximate average salary by contribution assumption: employee only about $541,585 at 4% or $361,057 at 6%; with 50% employer match about $361,057 at 4% or $240,704 at 6%; with 100% employer match about $270,793 at 4% or $180,528 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 5 | $1,319,320 | $108,317 | $21,663iApproximate average salary by contribution assumption: employee only about $541,585 at 4% or $361,057 at 6%; with 50% employer match about $361,057 at 4% or $240,704 at 6%; with 100% employer match about $270,793 at 4% or $180,528 at 6%. |
| 2024 | 2 | 5 | $1,067,850 | $114,364 | $22,873iApproximate average salary by contribution assumption: employee only about $571,820 at 4% or $381,213 at 6%; with 50% employer match about $381,213 at 4% or $254,142 at 6%; with 100% employer match about $285,910 at 4% or $190,607 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 5 | $1,067,217 | $95,382 | $19,076iApproximate average salary by contribution assumption: employee only about $476,910 at 4% or $317,940 at 6%; with 50% employer match about $317,940 at 4% or $211,960 at 6%; with 100% employer match about $238,455 at 4% or $158,970 at 6%. |
| SAGE PARTNERS LLC SOCA BENEFIT PLAN | - | 2 | $633 | $18,982 | $9,491iApproximate average salary by contribution assumption: employee only about $237,275 at 4% or $158,183 at 6%; with 50% employer match about $158,183 at 4% or $105,456 at 6%; with 100% employer match about $118,638 at 4% or $79,092 at 6%. |
| 2023 | 2 | 5 | $886,909 | $85,131 | $17,026iApproximate average salary by contribution assumption: employee only about $425,655 at 4% or $283,770 at 6%; with 50% employer match about $283,770 at 4% or $189,180 at 6%; with 100% employer match about $212,828 at 4% or $141,885 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 5 | $886,390 | $70,216 | $14,043iApproximate average salary by contribution assumption: employee only about $351,080 at 4% or $234,053 at 6%; with 50% employer match about $234,053 at 4% or $156,036 at 6%; with 100% employer match about $175,540 at 4% or $117,027 at 6%. |
| SAGE PARTNERS LLC SOCA BENEFIT PLAN | - | 2 | $519 | $14,915 | $7,458iApproximate average salary by contribution assumption: employee only about $186,438 at 4% or $124,292 at 6%; with 50% employer match about $124,292 at 4% or $82,861 at 6%; with 100% employer match about $93,219 at 4% or $62,146 at 6%. |
| 2022 | 2 | 5 | $732,890 | $70,795 | $14,159iApproximate average salary by contribution assumption: employee only about $353,975 at 4% or $235,983 at 6%; with 50% employer match about $235,983 at 4% or $157,322 at 6%; with 100% employer match about $176,988 at 4% or $117,992 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 5 | $732,585 | $60,940 | $12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%. |
| SAGE PARTNERS LLC SOCA BENEFIT PLAN | - | 2 | $305 | $9,855 | $4,928iApproximate average salary by contribution assumption: employee only about $123,188 at 4% or $82,125 at 6%; with 50% employer match about $82,125 at 4% or $54,750 at 6%; with 100% employer match about $61,594 at 4% or $41,063 at 6%. |
| 2021 | 1 | 5 | $806,514 | $59,380 | $11,876iApproximate average salary by contribution assumption: employee only about $296,900 at 4% or $197,933 at 6%; with 50% employer match about $197,933 at 4% or $131,956 at 6%; with 100% employer match about $148,450 at 4% or $98,967 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 5 | $806,514 | $59,380 | $11,876iApproximate average salary by contribution assumption: employee only about $296,900 at 4% or $197,933 at 6%; with 50% employer match about $197,933 at 4% or $131,956 at 6%; with 100% employer match about $148,450 at 4% or $98,967 at 6%. |
| 2020 | 1 | 4 | $662,475 | $48,449 | $12,112iApproximate average salary by contribution assumption: employee only about $302,806 at 4% or $201,871 at 6%; with 50% employer match about $201,871 at 4% or $134,581 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 4 | $662,475 | $48,449 | $12,112iApproximate average salary by contribution assumption: employee only about $302,806 at 4% or $201,871 at 6%; with 50% employer match about $201,871 at 4% or $134,581 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%. |
| 2019 | 1 | 4 | $538,711 | $39,993 | $9,998iApproximate average salary by contribution assumption: employee only about $249,956 at 4% or $166,638 at 6%; with 50% employer match about $166,638 at 4% or $111,092 at 6%; with 100% employer match about $124,978 at 4% or $83,319 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 4 | $538,711 | $39,993 | $9,998iApproximate average salary by contribution assumption: employee only about $249,956 at 4% or $166,638 at 6%; with 50% employer match about $166,638 at 4% or $111,092 at 6%; with 100% employer match about $124,978 at 4% or $83,319 at 6%. |
| 2018 | 1 | 4 | $421,581 | $39,214 | $9,804iApproximate average salary by contribution assumption: employee only about $245,088 at 4% or $163,392 at 6%; with 50% employer match about $163,392 at 4% or $108,928 at 6%; with 100% employer match about $122,544 at 4% or $81,696 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 4 | $421,581 | $39,214 | $9,804iApproximate average salary by contribution assumption: employee only about $245,088 at 4% or $163,392 at 6%; with 50% employer match about $163,392 at 4% or $108,928 at 6%; with 100% employer match about $122,544 at 4% or $81,696 at 6%. |
| 2017 | 1 | 4 | $409,626 | $38,449 | $9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 4 | $409,626 | $38,449 | $9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%. |
| 2016 | 1 | 4 | $325,731 | $47,969 | $11,992iApproximate average salary by contribution assumption: employee only about $299,806 at 4% or $199,871 at 6%; with 50% employer match about $199,871 at 4% or $133,247 at 6%; with 100% employer match about $149,903 at 4% or $99,935 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 4 | $325,731 | $47,969 | $11,992iApproximate average salary by contribution assumption: employee only about $299,806 at 4% or $199,871 at 6%; with 50% employer match about $199,871 at 4% or $133,247 at 6%; with 100% employer match about $149,903 at 4% or $99,935 at 6%. |
| 2015 | 1 | 3 | $257,485 | $32,145 | $10,715iApproximate average salary by contribution assumption: employee only about $267,875 at 4% or $178,583 at 6%; with 50% employer match about $178,583 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 3 | $257,485 | $32,145 | $10,715iApproximate average salary by contribution assumption: employee only about $267,875 at 4% or $178,583 at 6%; with 50% employer match about $178,583 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%. |
| 2014 | 1 | 3 | $229,422 | $223,682 | $74,561iApproximate average salary by contribution assumption: employee only about $1,864,017 at 4% or $1,242,678 at 6%; with 50% employer match about $1,242,678 at 4% or $828,452 at 6%; with 100% employer match about $932,008 at 4% or $621,339 at 6%. |
| Sage Partners LLC 401(K) Plan | - | 3 | $229,422 | $223,682 | $74,561iApproximate average salary by contribution assumption: employee only about $1,864,017 at 4% or $1,242,678 at 6%; with 50% employer match about $1,242,678 at 4% or $828,452 at 6%; with 100% employer match about $932,008 at 4% or $621,339 at 6%. |