Civic Intelligence

SAGE INSURANCE GROUP INC

Plan context: Richards Group Retirement Plan

EIN 81-0995899 • Pewaukee, WI • 10 filings • 2 plans

N27w23960 Paul Rd Ste 5Pewaukee, WI 53072-6327
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$57,718

2024 Contributions

$18,987

Historical Graphs

Total Assets Over Time

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

$143,886$71,943$0201620212024YearValue
$57,718Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202412$57,718$0-
Richards Group Retirement Plan-2$57,718--
202322$143,886$0-
Richards Group Retirement Plan-2$71,943--
Richards Group Retirement Plan-2$71,943--
202212$57,802$0-
Richards Group Retirement Plan-2$57,802--
202112$98,346$0-
Richards Group Retirement Plan-2$98,346--
202012$0$0-
Richards Group Retirement Plan-2---
201912$59,931$0-
Richards Group Retirement Plan-2$59,931--
201812$59,583$0-
Richards Group Retirement Plan-2$59,583--
201712$55,059$18,987$9,494iApproximate average salary by contribution assumption: employee only about $237,338 at 4% or $158,225 at 6%; with 50% employer match about $158,225 at 4% or $105,483 at 6%; with 100% employer match about $118,669 at 4% or $79,113 at 6%.
Richards Group Retirement Plan-2$55,059$18,987$9,494iApproximate average salary by contribution assumption: employee only about $237,338 at 4% or $158,225 at 6%; with 50% employer match about $158,225 at 4% or $105,483 at 6%; with 100% employer match about $118,669 at 4% or $79,113 at 6%.
201611$75,000$192,582$192,582iApproximate average salary by contribution assumption: employee only about $4,814,550 at 4% or $3,209,700 at 6%; with 50% employer match about $3,209,700 at 4% or $2,139,800 at 6%; with 100% employer match about $2,407,275 at 4% or $1,604,850 at 6%.
Richards Group Retirement Plan-1$75,000$192,582$192,582iApproximate average salary by contribution assumption: employee only about $4,814,550 at 4% or $3,209,700 at 6%; with 50% employer match about $3,209,700 at 4% or $2,139,800 at 6%; with 100% employer match about $2,407,275 at 4% or $1,604,850 at 6%.