Sagespring Wealth Partners LLC
Plan context: Sagespring Wealth Partners 401(K) Profit Sharing Plan
EIN 47-1471217 • 8 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
172
2024 Assets
$16,038,033
2024 Contributions
$2,301,039
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 | 2 | 172 | $16,038,033 | $2,301,039 | $13,378iApproximate average salary by contribution assumption: employee only about $334,453 at 4% or $222,969 at 6%; with 50% employer match about $222,969 at 4% or $148,646 at 6%; with 100% employer match about $167,227 at 4% or $111,484 at 6%. |
| Sagespring Wealth Partners 401(K) Profit Sharing Plan | - | 169 | $16,038,033 | $2,301,039 | $13,616iApproximate average salary by contribution assumption: employee only about $340,390 at 4% or $226,927 at 6%; with 50% employer match about $226,927 at 4% or $151,285 at 6%; with 100% employer match about $170,195 at 4% or $113,463 at 6%. |
| Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan | - | 172 | - | - | - |
| 2023 | 2 | 174 | $13,197,676 | $2,244,256 | $12,898iApproximate average salary by contribution assumption: employee only about $322,451 at 4% or $214,967 at 6%; with 50% employer match about $214,967 at 4% or $143,311 at 6%; with 100% employer match about $161,225 at 4% or $107,484 at 6%. |
| Sagespring Wealth Partners 401(K) Profit Sharing Plan | - | 168 | $13,197,676 | $2,244,256 | $13,359iApproximate average salary by contribution assumption: employee only about $333,967 at 4% or $222,644 at 6%; with 50% employer match about $222,644 at 4% or $148,430 at 6%; with 100% employer match about $166,983 at 4% or $111,322 at 6%. |
| Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan | - | 174 | - | - | - |
| 2022 | 2 | 166 | $9,782,605 | $2,150,681 | $12,956iApproximate average salary by contribution assumption: employee only about $323,898 at 4% or $215,932 at 6%; with 50% employer match about $215,932 at 4% or $143,955 at 6%; with 100% employer match about $161,949 at 4% or $107,966 at 6%. |
| Sagespring Wealth Partners 401(K) Profit Sharing Plan | - | 158 | $9,782,605 | $2,150,681 | $13,612iApproximate average salary by contribution assumption: employee only about $340,298 at 4% or $226,865 at 6%; with 50% employer match about $226,865 at 4% or $151,243 at 6%; with 100% employer match about $170,149 at 4% or $113,433 at 6%. |
| Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan | - | 166 | - | - | - |
| 2021 | 2 | 152 | $9,671,443 | $103,684 | $682iApproximate average salary by contribution assumption: employee only about $17,053 at 4% or $11,369 at 6%; with 50% employer match about $11,369 at 4% or $7,579 at 6%; with 100% employer match about $8,527 at 4% or $5,684 at 6%. |
| Sagespring Wealth Partners 401(K) Profit Sharing Plan | - | 152 | $9,671,443 | $103,684 | $682iApproximate average salary by contribution assumption: employee only about $17,053 at 4% or $11,369 at 6%; with 50% employer match about $11,369 at 4% or $7,579 at 6%; with 100% employer match about $8,527 at 4% or $5,684 at 6%. |
| Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan | - | 152 | - | - | - |