Sage Solutions Inc
Plan context: Schwab Qualified Retirement Plan - Profit Sharing Plan
EIN 54-1894409 • 24 filings • 7 plans
Current Snapshot
Latest Year
2009
2009 Participants
2
2009 Assets
$196,166
2009 Contributions
$7,811
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 |
|---|---|---|---|---|---|
| 2009 | 2 | 0 | $0 | $7,811 | - |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 0 | - | $4,686 | - |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 0 | - | $3,125 | - |
| 2008 | 2 | 2 | $196,166 | $24,471 | $12,236iApproximate average salary by contribution assumption: employee only about $305,888 at 4% or $203,925 at 6%; with 50% employer match about $203,925 at 4% or $135,950 at 6%; with 100% employer match about $152,944 at 4% or $101,963 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 2 | $117,828 | $14,683 | $7,342iApproximate average salary by contribution assumption: employee only about $183,538 at 4% or $122,358 at 6%; with 50% employer match about $122,358 at 4% or $81,572 at 6%; with 100% employer match about $91,769 at 4% or $61,179 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 2 | $78,338 | $9,788 | $4,894iApproximate average salary by contribution assumption: employee only about $122,350 at 4% or $81,567 at 6%; with 50% employer match about $81,567 at 4% or $54,378 at 6%; with 100% employer match about $61,175 at 4% or $40,783 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 2 | - | - | - |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $136,644 | $25,513 | $12,757iApproximate average salary by contribution assumption: employee only about $318,913 at 4% or $212,608 at 6%; with 50% employer match about $212,608 at 4% or $141,739 at 6%; with 100% employer match about $159,456 at 4% or $106,304 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 2 | $82,106 | $15,308 | $7,654iApproximate average salary by contribution assumption: employee only about $191,350 at 4% or $127,567 at 6%; with 50% employer match about $127,567 at 4% or $85,044 at 6%; with 100% employer match about $95,675 at 4% or $63,783 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 2 | $54,538 | $10,205 | $5,103iApproximate average salary by contribution assumption: employee only about $127,563 at 4% or $85,042 at 6%; with 50% employer match about $85,042 at 4% or $56,694 at 6%; with 100% employer match about $63,781 at 4% or $42,521 at 6%. |
| 2005 | 2 | 2 | $106,159 | $25,658 | $12,829iApproximate average salary by contribution assumption: employee only about $320,725 at 4% or $213,817 at 6%; with 50% employer match about $213,817 at 4% or $142,544 at 6%; with 100% employer match about $160,363 at 4% or $106,908 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 2 | $63,813 | $15,395 | $7,698iApproximate average salary by contribution assumption: employee only about $192,438 at 4% or $128,292 at 6%; with 50% employer match about $128,292 at 4% or $85,528 at 6%; with 100% employer match about $96,219 at 4% or $64,146 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 2 | $42,346 | $10,263 | $5,132iApproximate average salary by contribution assumption: employee only about $128,288 at 4% or $85,525 at 6%; with 50% employer match about $85,525 at 4% or $57,017 at 6%; with 100% employer match about $64,144 at 4% or $42,763 at 6%. |
| 2004 | 2 | 2 | $185,835 | $25,975 | $12,988iApproximate average salary by contribution assumption: employee only about $324,688 at 4% or $216,458 at 6%; with 50% employer match about $216,458 at 4% or $144,306 at 6%; with 100% employer match about $162,344 at 4% or $108,229 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 2 | $129,389 | $15,585 | $7,793iApproximate average salary by contribution assumption: employee only about $194,813 at 4% or $129,875 at 6%; with 50% employer match about $129,875 at 4% or $86,583 at 6%; with 100% employer match about $97,406 at 4% or $64,938 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 2 | $56,446 | $10,390 | $5,195iApproximate average salary by contribution assumption: employee only about $129,875 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,938 at 4% or $43,292 at 6%. |
| 2003 | 2 | 3 | $154,387 | $27,440 | $9,147iApproximate average salary by contribution assumption: employee only about $228,667 at 4% or $152,444 at 6%; with 50% employer match about $152,444 at 4% or $101,630 at 6%; with 100% employer match about $114,333 at 4% or $76,222 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 3 | $98,514 | $16,464 | $5,488iApproximate average salary by contribution assumption: employee only about $137,200 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,600 at 4% or $45,733 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 3 | $55,873 | $10,976 | $3,659iApproximate average salary by contribution assumption: employee only about $91,467 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%. |
| 2002 | 2 | 3 | $115,963 | $27,203 | $9,068iApproximate average salary by contribution assumption: employee only about $226,692 at 4% or $151,128 at 6%; with 50% employer match about $151,128 at 4% or $100,752 at 6%; with 100% employer match about $113,346 at 4% or $75,564 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 3 | $72,751 | $16,322 | $5,441iApproximate average salary by contribution assumption: employee only about $136,017 at 4% or $90,678 at 6%; with 50% employer match about $90,678 at 4% or $60,452 at 6%; with 100% employer match about $68,008 at 4% or $45,339 at 6%. |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 3 | $43,212 | $10,881 | $3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 3 | - | - | - |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 3 | 4 | $43,254 | $29,433 | $7,358iApproximate average salary by contribution assumption: employee only about $183,956 at 4% or $122,638 at 6%; with 50% employer match about $122,638 at 4% or $81,758 at 6%; with 100% employer match about $91,978 at 4% or $61,319 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 4 | $43,254 | $29,433 | $7,358iApproximate average salary by contribution assumption: employee only about $183,956 at 4% or $122,638 at 6%; with 50% employer match about $122,638 at 4% or $81,758 at 6%; with 100% employer match about $91,978 at 4% or $61,319 at 6%. |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 4 | - | - | - |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 4 | - | - | - |
| 1999 | 3 | 0 | $33,732 | $29,268 | - |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 0 | $12,077 | $10,975 | - |
| Schwab Qualified Retirement Plan - Profit Sharing Plan | - | 0 | $12,077 | $10,975 | - |
| Schwab Qualified Retirement Plan - Money Purchase Pension Plan | - | 0 | $9,578 | $7,318 | - |