Civic Intelligence

SAGAMORE GROUP LLC

Plan context: SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 82-2808824 • Bonita Springs, FL • 8 filings • 2 plans

27251 Ibis Cove CTBonita Springs, FL 34134-8754
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$591,139

2025 Contributions

$42,310

Historical Graphs

Total Assets Over Time

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

$591,139$295,570$0201820222025YearValue
$591,139Latest year 2025

Participants Over Time

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

420201820222025YearValue
4Latest year 2025

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
202514$591,139$42,310$10,578iApproximate average salary by contribution assumption: employee only about $264,438 at 4% or $176,292 at 6%; with 50% employer match about $176,292 at 4% or $117,528 at 6%; with 100% employer match about $132,219 at 4% or $88,146 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$591,139$42,310$10,578iApproximate average salary by contribution assumption: employee only about $264,438 at 4% or $176,292 at 6%; with 50% employer match about $176,292 at 4% or $117,528 at 6%; with 100% employer match about $132,219 at 4% or $88,146 at 6%.
202414$472,633$41,810$10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$472,633$41,810$10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%.
202314$340,398$52,061$13,015iApproximate average salary by contribution assumption: employee only about $325,381 at 4% or $216,921 at 6%; with 50% employer match about $216,921 at 4% or $144,614 at 6%; with 100% employer match about $162,691 at 4% or $108,460 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$340,398$52,061$13,015iApproximate average salary by contribution assumption: employee only about $325,381 at 4% or $216,921 at 6%; with 50% employer match about $216,921 at 4% or $144,614 at 6%; with 100% employer match about $162,691 at 4% or $108,460 at 6%.
202214$210,225$50,649$12,662iApproximate average salary by contribution assumption: employee only about $316,556 at 4% or $211,038 at 6%; with 50% employer match about $211,038 at 4% or $140,692 at 6%; with 100% employer match about $158,278 at 4% or $105,519 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$210,225$50,649$12,662iApproximate average salary by contribution assumption: employee only about $316,556 at 4% or $211,038 at 6%; with 50% employer match about $211,038 at 4% or $140,692 at 6%; with 100% employer match about $158,278 at 4% or $105,519 at 6%.
202114$232,412$54,962$13,741iApproximate average salary by contribution assumption: employee only about $343,513 at 4% or $229,008 at 6%; with 50% employer match about $229,008 at 4% or $152,672 at 6%; with 100% employer match about $171,756 at 4% or $114,504 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$232,412$54,962$13,741iApproximate average salary by contribution assumption: employee only about $343,513 at 4% or $229,008 at 6%; with 50% employer match about $229,008 at 4% or $152,672 at 6%; with 100% employer match about $171,756 at 4% or $114,504 at 6%.
202014$141,436$74,700$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$141,436$74,700$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
201914$32,985$29,699$7,425iApproximate average salary by contribution assumption: employee only about $185,619 at 4% or $123,746 at 6%; with 50% employer match about $123,746 at 4% or $82,497 at 6%; with 100% employer match about $92,809 at 4% or $61,873 at 6%.
SAGAMORE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$32,985$29,699$7,425iApproximate average salary by contribution assumption: employee only about $185,619 at 4% or $123,746 at 6%; with 50% employer match about $123,746 at 4% or $82,497 at 6%; with 100% employer match about $92,809 at 4% or $61,873 at 6%.
201814$701$728$182iApproximate average salary by contribution assumption: employee only about $4,550 at 4% or $3,033 at 6%; with 50% employer match about $3,033 at 4% or $2,022 at 6%; with 100% employer match about $2,275 at 4% or $1,517 at 6%.
SAGAMORE GROUP LLC 401 K PROFIT SHARING PLAN TRUST-4$701$728$182iApproximate average salary by contribution assumption: employee only about $4,550 at 4% or $3,033 at 6%; with 50% employer match about $3,033 at 4% or $2,022 at 6%; with 100% employer match about $2,275 at 4% or $1,517 at 6%.