Civic Intelligence

New Sageview Advisory Group LLC

Plan context: Sageview Advisory Group 401(K)Plan

EIN 51-0492818 • Newport Beach, CA • 29 filings • 6 plans

4000 Macarthur Blvd, Suite 1050Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

259

2024 Assets

$65,163,741

2024 Contributions

$7,043,269

Historical Graphs

Total Assets Over Time

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

$65,163,741$32,581,871$0200420152024YearValue
$65,163,741Latest year 2024

Participants Over Time

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

2741370200420142024YearValue
259Latest year 2024

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
20241259$65,163,741$7,043,269$27,194iApproximate average salary by contribution assumption: employee only about $679,852 at 4% or $453,235 at 6%; with 50% employer match about $453,235 at 4% or $302,157 at 6%; with 100% employer match about $339,926 at 4% or $226,617 at 6%.
Sageview Advisory Group 401(K)Plan-259$65,163,741$7,043,269$27,194iApproximate average salary by contribution assumption: employee only about $679,852 at 4% or $453,235 at 6%; with 50% employer match about $453,235 at 4% or $302,157 at 6%; with 100% employer match about $339,926 at 4% or $226,617 at 6%.
20231274$54,844,047$11,402,628$41,615iApproximate average salary by contribution assumption: employee only about $1,040,386 at 4% or $693,591 at 6%; with 50% employer match about $693,591 at 4% or $462,394 at 6%; with 100% employer match about $520,193 at 4% or $346,795 at 6%.
Sageview Advisory Group 401(K)Plan-274$54,844,047$11,402,628$41,615iApproximate average salary by contribution assumption: employee only about $1,040,386 at 4% or $693,591 at 6%; with 50% employer match about $693,591 at 4% or $462,394 at 6%; with 100% employer match about $520,193 at 4% or $346,795 at 6%.
20221266$37,589,790$8,855,424$33,291iApproximate average salary by contribution assumption: employee only about $832,277 at 4% or $554,851 at 6%; with 50% employer match about $554,851 at 4% or $369,901 at 6%; with 100% employer match about $416,138 at 4% or $277,426 at 6%.
Sageview Advisory Group 401(K)Plan-266$37,589,790$8,855,424$33,291iApproximate average salary by contribution assumption: employee only about $832,277 at 4% or $554,851 at 6%; with 50% employer match about $554,851 at 4% or $369,901 at 6%; with 100% employer match about $416,138 at 4% or $277,426 at 6%.
20212182$36,334,729$5,265,583$28,932iApproximate average salary by contribution assumption: employee only about $723,294 at 4% or $482,196 at 6%; with 50% employer match about $482,196 at 4% or $321,464 at 6%; with 100% employer match about $361,647 at 4% or $241,098 at 6%.
Sageview Advisory Group 401(K)Plan-182$36,334,729$5,015,583$27,558iApproximate average salary by contribution assumption: employee only about $688,954 at 4% or $459,302 at 6%; with 50% employer match about $459,302 at 4% or $306,202 at 6%; with 100% employer match about $344,477 at 4% or $229,651 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-0$0$250,000-
20202109$31,776,202$3,339,761$30,640iApproximate average salary by contribution assumption: employee only about $766,000 at 4% or $510,667 at 6%; with 50% employer match about $510,667 at 4% or $340,445 at 6%; with 100% employer match about $383,000 at 4% or $255,333 at 6%.
Sageview Advisory Group 401(K)Plan-109$27,464,346$2,475,304$22,709iApproximate average salary by contribution assumption: employee only about $567,730 at 4% or $378,487 at 6%; with 50% employer match about $378,487 at 4% or $252,325 at 6%; with 100% employer match about $283,865 at 4% or $189,243 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-58$4,311,856$864,457$14,904iApproximate average salary by contribution assumption: employee only about $372,611 at 4% or $248,407 at 6%; with 50% employer match about $248,407 at 4% or $165,605 at 6%; with 100% employer match about $186,305 at 4% or $124,204 at 6%.
20192104$25,469,441$3,276,926$31,509iApproximate average salary by contribution assumption: employee only about $787,723 at 4% or $525,148 at 6%; with 50% employer match about $525,148 at 4% or $350,099 at 6%; with 100% employer match about $393,861 at 4% or $262,574 at 6%.
Sageview Advisory Group 401(K)Plan-104$22,258,453$2,132,844$20,508iApproximate average salary by contribution assumption: employee only about $512,703 at 4% or $341,802 at 6%; with 50% employer match about $341,802 at 4% or $227,868 at 6%; with 100% employer match about $256,351 at 4% or $170,901 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-57$3,210,988$1,144,082$20,072iApproximate average salary by contribution assumption: employee only about $501,790 at 4% or $334,527 at 6%; with 50% employer match about $334,527 at 4% or $223,018 at 6%; with 100% employer match about $250,895 at 4% or $167,263 at 6%.
20182115$18,439,669$3,132,129$27,236iApproximate average salary by contribution assumption: employee only about $680,898 at 4% or $453,932 at 6%; with 50% employer match about $453,932 at 4% or $302,621 at 6%; with 100% employer match about $340,449 at 4% or $226,966 at 6%.
Sageview Advisory Group 401(K)Plan-115$16,489,120$1,936,534$16,839iApproximate average salary by contribution assumption: employee only about $420,986 at 4% or $280,657 at 6%; with 50% employer match about $280,657 at 4% or $187,105 at 6%; with 100% employer match about $210,493 at 4% or $140,329 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-52$1,950,549$1,195,595$22,992iApproximate average salary by contribution assumption: employee only about $574,805 at 4% or $383,204 at 6%; with 50% employer match about $383,204 at 4% or $255,469 at 6%; with 100% employer match about $287,403 at 4% or $191,602 at 6%.
20172114$16,952,571$2,262,674$19,848iApproximate average salary by contribution assumption: employee only about $496,200 at 4% or $330,800 at 6%; with 50% employer match about $330,800 at 4% or $220,534 at 6%; with 100% employer match about $248,100 at 4% or $165,400 at 6%.
Sageview Advisory Group 401(K)Plan-114$16,106,716$2,262,674$19,848iApproximate average salary by contribution assumption: employee only about $496,200 at 4% or $330,800 at 6%; with 50% employer match about $330,800 at 4% or $220,534 at 6%; with 100% employer match about $248,100 at 4% or $165,400 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-33$845,855$0-
20162113$12,485,079$2,084,025$18,443iApproximate average salary by contribution assumption: employee only about $461,067 at 4% or $307,378 at 6%; with 50% employer match about $307,378 at 4% or $204,919 at 6%; with 100% employer match about $230,534 at 4% or $153,689 at 6%.
Sageview Advisory Group 401(K)Plan-113$11,758,743$2,084,025$18,443iApproximate average salary by contribution assumption: employee only about $461,067 at 4% or $307,378 at 6%; with 50% employer match about $307,378 at 4% or $204,919 at 6%; with 100% employer match about $230,534 at 4% or $153,689 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-33$726,336--
20152110$10,668,793$2,053,224$18,666iApproximate average salary by contribution assumption: employee only about $466,642 at 4% or $311,095 at 6%; with 50% employer match about $311,095 at 4% or $207,396 at 6%; with 100% employer match about $233,321 at 4% or $155,547 at 6%.
Sageview Advisory Group 401(K)Plan-110$10,005,384$1,700,628$15,460iApproximate average salary by contribution assumption: employee only about $386,506 at 4% or $257,671 at 6%; with 50% employer match about $257,671 at 4% or $171,781 at 6%; with 100% employer match about $193,253 at 4% or $128,835 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-37$663,409$352,596$9,530iApproximate average salary by contribution assumption: employee only about $238,241 at 4% or $158,827 at 6%; with 50% employer match about $158,827 at 4% or $105,885 at 6%; with 100% employer match about $119,120 at 4% or $79,414 at 6%.
20142100$9,244,117$1,969,859$19,699iApproximate average salary by contribution assumption: employee only about $492,465 at 4% or $328,310 at 6%; with 50% employer match about $328,310 at 4% or $218,873 at 6%; with 100% employer match about $246,232 at 4% or $164,155 at 6%.
Sageview Advisory Group 401(K)Plan-100$8,904,498$1,630,240$16,302iApproximate average salary by contribution assumption: employee only about $407,560 at 4% or $271,707 at 6%; with 50% employer match about $271,707 at 4% or $181,138 at 6%; with 100% employer match about $203,780 at 4% or $135,853 at 6%.
SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN-31$339,619$339,619$10,955iApproximate average salary by contribution assumption: employee only about $273,886 at 4% or $182,591 at 6%; with 50% employer match about $182,591 at 4% or $121,727 at 6%; with 100% employer match about $136,943 at 4% or $91,295 at 6%.
2013184$7,149,152$1,017,665$12,115iApproximate average salary by contribution assumption: employee only about $302,876 at 4% or $201,918 at 6%; with 50% employer match about $201,918 at 4% or $134,612 at 6%; with 100% employer match about $151,438 at 4% or $100,959 at 6%.
Sageview Advisory Group 401(K)Plan-84$7,149,152$1,017,665$12,115iApproximate average salary by contribution assumption: employee only about $302,876 at 4% or $201,918 at 6%; with 50% employer match about $201,918 at 4% or $134,612 at 6%; with 100% employer match about $151,438 at 4% or $100,959 at 6%.
2012178$5,328,333$1,013,896$12,999iApproximate average salary by contribution assumption: employee only about $324,967 at 4% or $216,644 at 6%; with 50% employer match about $216,644 at 4% or $144,430 at 6%; with 100% employer match about $162,483 at 4% or $108,322 at 6%.
Sageview Advisory Group 401(K)Plan-78$5,328,333$1,013,896$12,999iApproximate average salary by contribution assumption: employee only about $324,967 at 4% or $216,644 at 6%; with 50% employer match about $216,644 at 4% or $144,430 at 6%; with 100% employer match about $162,483 at 4% or $108,322 at 6%.
2011159$3,937,824$672,876$11,405iApproximate average salary by contribution assumption: employee only about $285,117 at 4% or $190,078 at 6%; with 50% employer match about $190,078 at 4% or $126,719 at 6%; with 100% employer match about $142,558 at 4% or $95,039 at 6%.
Sageview Advisory Group 401(K)Plan-59$3,937,824$672,876$11,405iApproximate average salary by contribution assumption: employee only about $285,117 at 4% or $190,078 at 6%; with 50% employer match about $190,078 at 4% or $126,719 at 6%; with 100% employer match about $142,558 at 4% or $95,039 at 6%.
2010154$3,396,699$1,229,730$22,773iApproximate average salary by contribution assumption: employee only about $569,319 at 4% or $379,546 at 6%; with 50% employer match about $379,546 at 4% or $253,031 at 6%; with 100% employer match about $284,660 at 4% or $189,773 at 6%.
Sageview Advisory Group 401(K)Plan-54$3,396,699$1,229,730$22,773iApproximate average salary by contribution assumption: employee only about $569,319 at 4% or $379,546 at 6%; with 50% employer match about $379,546 at 4% or $253,031 at 6%; with 100% employer match about $284,660 at 4% or $189,773 at 6%.
2009144$1,964,579$501,121$11,389iApproximate average salary by contribution assumption: employee only about $284,728 at 4% or $189,819 at 6%; with 50% employer match about $189,819 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,909 at 6%.
Sageview Advisory Group 401(K)Plan-44$1,964,579$501,121$11,389iApproximate average salary by contribution assumption: employee only about $284,728 at 4% or $189,819 at 6%; with 50% employer match about $189,819 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,909 at 6%.
2008130$1,074,737$321,124$10,704iApproximate average salary by contribution assumption: employee only about $267,603 at 4% or $178,402 at 6%; with 50% employer match about $178,402 at 4% or $118,935 at 6%; with 100% employer match about $133,802 at 4% or $89,201 at 6%.
Sageview Advisory Group 401(K)Plan-30$1,074,737$321,124$10,704iApproximate average salary by contribution assumption: employee only about $267,603 at 4% or $178,402 at 6%; with 50% employer match about $178,402 at 4% or $118,935 at 6%; with 100% employer match about $133,802 at 4% or $89,201 at 6%.
2007123$0$0-
Sageview Advisory Group 401(K)Plan-23---
2006116$835,538$132,926$8,308iApproximate average salary by contribution assumption: employee only about $207,697 at 4% or $138,465 at 6%; with 50% employer match about $138,465 at 4% or $92,310 at 6%; with 100% employer match about $103,848 at 4% or $69,232 at 6%.
Sageview Advisory Group 401(K)Plan-16$835,538$132,926$8,308iApproximate average salary by contribution assumption: employee only about $207,697 at 4% or $138,465 at 6%; with 50% employer match about $138,465 at 4% or $92,310 at 6%; with 100% employer match about $103,848 at 4% or $69,232 at 6%.
200519$669,984$98,232$10,915iApproximate average salary by contribution assumption: employee only about $272,867 at 4% or $181,911 at 6%; with 50% employer match about $181,911 at 4% or $121,274 at 6%; with 100% employer match about $136,433 at 4% or $90,956 at 6%.
Sageview Advisory Group 401(K)Plan-9$669,984$98,232$10,915iApproximate average salary by contribution assumption: employee only about $272,867 at 4% or $181,911 at 6%; with 50% employer match about $181,911 at 4% or $121,274 at 6%; with 100% employer match about $136,433 at 4% or $90,956 at 6%.
200415$551,974$74,712$14,942iApproximate average salary by contribution assumption: employee only about $373,560 at 4% or $249,040 at 6%; with 50% employer match about $249,040 at 4% or $166,027 at 6%; with 100% employer match about $186,780 at 4% or $124,520 at 6%.
Sageview Advisory Group 401(K)Plan-5$551,974$74,712$14,942iApproximate average salary by contribution assumption: employee only about $373,560 at 4% or $249,040 at 6%; with 50% employer match about $249,040 at 4% or $166,027 at 6%; with 100% employer match about $186,780 at 4% or $124,520 at 6%.