Civic Intelligence

Sageworks Inc.

Plan context: Sageworks Inc. 401(K) Plan

EIN 56-2054611 • Raleigh, NC • 20 filings • 4 plans

5565 Centerview Dr Ste 201Raleigh, NC 27606-3563
Current Snapshot

Latest Year

2018

2018 Participants

209

2018 Assets

$5,797,078

2018 Contributions

$1,686,876

Historical Graphs

Total Assets Over Time

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

$5,797,078$2,898,539$0200520122017YearValue
$5,797,078Latest year 2017

Participants Over Time

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

2091050200520112017YearValue
209Latest year 2017

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
201820$0$0-
Sageworks Inc. Employee Benefits Plan-0---
Sageworks Inc. 401(K) Plan-0---
20172209$5,797,078$1,686,876$8,071iApproximate average salary by contribution assumption: employee only about $201,779 at 4% or $134,520 at 6%; with 50% employer match about $134,520 at 4% or $89,680 at 6%; with 100% employer match about $100,890 at 4% or $67,260 at 6%.
Sageworks Inc. 401(K) Plan-196$5,797,078$1,686,876$8,607iApproximate average salary by contribution assumption: employee only about $215,163 at 4% or $143,442 at 6%; with 50% employer match about $143,442 at 4% or $95,628 at 6%; with 100% employer match about $107,581 at 4% or $71,721 at 6%.
Sageworks Inc. Employee Benefits Plan-209---
20162144$3,393,927$1,035,874$7,194iApproximate average salary by contribution assumption: employee only about $179,839 at 4% or $119,893 at 6%; with 50% employer match about $119,893 at 4% or $79,929 at 6%; with 100% employer match about $89,920 at 4% or $59,946 at 6%.
Sageworks Inc. 401(K) Plan-144$3,393,927$1,035,874$7,194iApproximate average salary by contribution assumption: employee only about $179,839 at 4% or $119,893 at 6%; with 50% employer match about $119,893 at 4% or $79,929 at 6%; with 100% employer match about $89,920 at 4% or $59,946 at 6%.
Sageworks Inc. Employee Benefits Plan-142---
20153136$5,006,434$1,320,554$9,710iApproximate average salary by contribution assumption: employee only about $242,749 at 4% or $161,833 at 6%; with 50% employer match about $161,833 at 4% or $107,888 at 6%; with 100% employer match about $121,374 at 4% or $80,916 at 6%.
Sageworks Inc. 401(K) Plan-128$2,504,976$661,091$5,165iApproximate average salary by contribution assumption: employee only about $129,119 at 4% or $86,080 at 6%; with 50% employer match about $86,080 at 4% or $57,386 at 6%; with 100% employer match about $64,560 at 4% or $43,040 at 6%.
Sageworks Inc. 401(K) Plan-128$2,501,458$659,463$5,152iApproximate average salary by contribution assumption: employee only about $128,801 at 4% or $85,868 at 6%; with 50% employer match about $85,868 at 4% or $57,245 at 6%; with 100% employer match about $64,401 at 4% or $42,934 at 6%.
Sageworks Inc. Employee Benefits Plan-136---
20142131$1,994,485$380,754$2,907iApproximate average salary by contribution assumption: employee only about $72,663 at 4% or $48,442 at 6%; with 50% employer match about $48,442 at 4% or $32,295 at 6%; with 100% employer match about $36,331 at 4% or $24,221 at 6%.
Sageworks Inc. 401(K) Plan-47$1,994,485$380,754$8,101iApproximate average salary by contribution assumption: employee only about $202,529 at 4% or $135,019 at 6%; with 50% employer match about $135,019 at 4% or $90,013 at 6%; with 100% employer match about $101,264 at 4% or $67,510 at 6%.
Sageworks Inc. Employee Benefits Plan-131---
2013137$1,539,001$266,080$7,191iApproximate average salary by contribution assumption: employee only about $179,784 at 4% or $119,856 at 6%; with 50% employer match about $119,856 at 4% or $79,904 at 6%; with 100% employer match about $89,892 at 4% or $59,928 at 6%.
Sageworks Inc. 401(K) Plan-37$1,539,001$266,080$7,191iApproximate average salary by contribution assumption: employee only about $179,784 at 4% or $119,856 at 6%; with 50% employer match about $119,856 at 4% or $79,904 at 6%; with 100% employer match about $89,892 at 4% or $59,928 at 6%.
2012131$991,259$214,582$6,922iApproximate average salary by contribution assumption: employee only about $173,050 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,911 at 6%; with 100% employer match about $86,525 at 4% or $57,683 at 6%.
Sageworks Inc. 401(K) Plan-31$991,259$214,582$6,922iApproximate average salary by contribution assumption: employee only about $173,050 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,911 at 6%; with 100% employer match about $86,525 at 4% or $57,683 at 6%.
2011125$694,648$179,235$7,169iApproximate average salary by contribution assumption: employee only about $179,235 at 4% or $119,490 at 6%; with 50% employer match about $119,490 at 4% or $79,660 at 6%; with 100% employer match about $89,618 at 4% or $59,745 at 6%.
Sageworks Inc. 401(K) Plan-25$694,648$179,235$7,169iApproximate average salary by contribution assumption: employee only about $179,235 at 4% or $119,490 at 6%; with 50% employer match about $119,490 at 4% or $79,660 at 6%; with 100% employer match about $89,618 at 4% or $59,745 at 6%.
2010128$657,353$176,817$6,315iApproximate average salary by contribution assumption: employee only about $157,872 at 4% or $105,248 at 6%; with 50% employer match about $105,248 at 4% or $70,165 at 6%; with 100% employer match about $78,936 at 4% or $52,624 at 6%.
Sageworks Inc. 401(K) Plan-28$657,353$176,817$6,315iApproximate average salary by contribution assumption: employee only about $157,872 at 4% or $105,248 at 6%; with 50% employer match about $105,248 at 4% or $70,165 at 6%; with 100% employer match about $78,936 at 4% or $52,624 at 6%.
2009138$567,638$181,973$4,789iApproximate average salary by contribution assumption: employee only about $119,719 at 4% or $79,813 at 6%; with 50% employer match about $79,813 at 4% or $53,208 at 6%; with 100% employer match about $59,860 at 4% or $39,906 at 6%.
Sageworks Inc. 401(K) Plan-38$567,638$181,973$4,789iApproximate average salary by contribution assumption: employee only about $119,719 at 4% or $79,813 at 6%; with 50% employer match about $79,813 at 4% or $53,208 at 6%; with 100% employer match about $59,860 at 4% or $39,906 at 6%.
2008134$343,531$184,688$5,432iApproximate average salary by contribution assumption: employee only about $135,800 at 4% or $90,533 at 6%; with 50% employer match about $90,533 at 4% or $60,356 at 6%; with 100% employer match about $67,900 at 4% or $45,267 at 6%.
Sageworks Inc. 401(K) Plan-34$343,531$184,688$5,432iApproximate average salary by contribution assumption: employee only about $135,800 at 4% or $90,533 at 6%; with 50% employer match about $90,533 at 4% or $60,356 at 6%; with 100% employer match about $67,900 at 4% or $45,267 at 6%.
2007157$0$0-
Sageworks Inc. 401(K) Plan-57---
2006151$192,299$142,666$2,797iApproximate average salary by contribution assumption: employee only about $69,934 at 4% or $46,623 at 6%; with 50% employer match about $46,623 at 4% or $31,082 at 6%; with 100% employer match about $34,967 at 4% or $23,311 at 6%.
Sageworks Inc. 401(K) Plan-51$192,299$142,666$2,797iApproximate average salary by contribution assumption: employee only about $69,934 at 4% or $46,623 at 6%; with 50% employer match about $46,623 at 4% or $31,082 at 6%; with 100% employer match about $34,967 at 4% or $23,311 at 6%.
2005136$42,585$43,040$1,196iApproximate average salary by contribution assumption: employee only about $29,889 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%.
Sageworks Inc. 401(K) Plan-36$42,585$43,040$1,196iApproximate average salary by contribution assumption: employee only about $29,889 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%.