Sage Harbor Advisors Inc.
Plan context: Sage Harbor Advisors Inc. Defined Benefit Pension Plan
EIN 76-0521113 • Houston, TX • 12 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$909,715
2018 Contributions
$305,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $909,715 | $305,000 | $305,000iApproximate average salary by contribution assumption: employee only about $7,625,000 at 4% or $5,083,333 at 6%; with 50% employer match about $5,083,333 at 4% or $3,388,889 at 6%; with 100% employer match about $3,812,500 at 4% or $2,541,667 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 1 | $909,715 | $305,000 | $305,000iApproximate average salary by contribution assumption: employee only about $7,625,000 at 4% or $5,083,333 at 6%; with 50% employer match about $5,083,333 at 4% or $3,388,889 at 6%; with 100% employer match about $3,812,500 at 4% or $2,541,667 at 6%. |
| 2017 | 1 | 3 | $719,774 | $324,000 | $108,000iApproximate average salary by contribution assumption: employee only about $2,700,000 at 4% or $1,800,000 at 6%; with 50% employer match about $1,800,000 at 4% or $1,200,000 at 6%; with 100% employer match about $1,350,000 at 4% or $900,000 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $719,774 | $324,000 | $108,000iApproximate average salary by contribution assumption: employee only about $2,700,000 at 4% or $1,800,000 at 6%; with 50% employer match about $1,800,000 at 4% or $1,200,000 at 6%; with 100% employer match about $1,350,000 at 4% or $900,000 at 6%. |
| 2016 | 1 | 3 | $351,592 | $94,690 | $31,563iApproximate average salary by contribution assumption: employee only about $789,083 at 4% or $526,056 at 6%; with 50% employer match about $526,056 at 4% or $350,704 at 6%; with 100% employer match about $394,542 at 4% or $263,028 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $351,592 | $94,690 | $31,563iApproximate average salary by contribution assumption: employee only about $789,083 at 4% or $526,056 at 6%; with 50% employer match about $526,056 at 4% or $350,704 at 6%; with 100% employer match about $394,542 at 4% or $263,028 at 6%. |
| 2015 | 1 | 3 | $278,742 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $278,742 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2014 | 1 | 2 | $180,852 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 2 | $180,852 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2013 | 1 | 3 | $80,000 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $80,000 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| 2010 | 1 | 0 | $0 | $32,000 | - |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 0 | $0 | $32,000 | - |
| 2009 | 1 | 2 | $216,659 | $32,181 | $16,091iApproximate average salary by contribution assumption: employee only about $402,263 at 4% or $268,175 at 6%; with 50% employer match about $268,175 at 4% or $178,783 at 6%; with 100% employer match about $201,131 at 4% or $134,088 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 2 | $216,659 | $32,181 | $16,091iApproximate average salary by contribution assumption: employee only about $402,263 at 4% or $268,175 at 6%; with 50% employer match about $268,175 at 4% or $178,783 at 6%; with 100% employer match about $201,131 at 4% or $134,088 at 6%. |
| 2008 | 1 | 2 | $213,534 | $22,250 | $11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 2 | $213,534 | $22,250 | $11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $222,243 | $76,660 | $25,553iApproximate average salary by contribution assumption: employee only about $638,833 at 4% or $425,889 at 6%; with 50% employer match about $425,889 at 4% or $283,926 at 6%; with 100% employer match about $319,417 at 4% or $212,944 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $222,243 | $76,660 | $25,553iApproximate average salary by contribution assumption: employee only about $638,833 at 4% or $425,889 at 6%; with 50% employer match about $425,889 at 4% or $283,926 at 6%; with 100% employer match about $319,417 at 4% or $212,944 at 6%. |
| 2005 | 1 | 3 | $134,881 | $120,519 | $40,173iApproximate average salary by contribution assumption: employee only about $1,004,325 at 4% or $669,550 at 6%; with 50% employer match about $669,550 at 4% or $446,367 at 6%; with 100% employer match about $502,163 at 4% or $334,775 at 6%. |
| Sage Harbor Advisors Inc. Defined Benefit Pension Plan | - | 3 | $134,881 | $120,519 | $40,173iApproximate average salary by contribution assumption: employee only about $1,004,325 at 4% or $669,550 at 6%; with 50% employer match about $669,550 at 4% or $446,367 at 6%; with 100% employer match about $502,163 at 4% or $334,775 at 6%. |