Civic Intelligence

SAGE MOUNTAIN ADVISORS, LLC

Plan context: SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN

EIN 83-2064784 • Atlanta, GA • 10 filings • 2 plans

945 East Paces Ferry Road NESuite 2660Atlanta, GA 30326
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,299,094

2025 Contributions

$234,014

Historical Graphs

Total Assets Over Time

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

$2,686,707$1,343,354$0202020232025YearValue
$1,299,094Latest year 2025

Participants Over Time

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

25130202020232025YearValue
16Latest 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
2025116$1,299,094$234,014$14,626iApproximate average salary by contribution assumption: employee only about $365,647 at 4% or $243,765 at 6%; with 50% employer match about $243,765 at 4% or $162,510 at 6%; with 100% employer match about $182,823 at 4% or $121,882 at 6%.
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN-16$1,299,094$234,014$14,626iApproximate average salary by contribution assumption: employee only about $365,647 at 4% or $243,765 at 6%; with 50% employer match about $243,765 at 4% or $162,510 at 6%; with 100% employer match about $182,823 at 4% or $121,882 at 6%.
2024225$2,686,707$744,920$29,797iApproximate average salary by contribution assumption: employee only about $744,920 at 4% or $496,613 at 6%; with 50% employer match about $496,613 at 4% or $331,076 at 6%; with 100% employer match about $372,460 at 4% or $248,307 at 6%.
SAGE MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN-25$1,706,390$505,210$20,208iApproximate average salary by contribution assumption: employee only about $505,210 at 4% or $336,807 at 6%; with 50% employer match about $336,807 at 4% or $224,538 at 6%; with 100% employer match about $252,605 at 4% or $168,403 at 6%.
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN-13$980,317$239,710$18,439iApproximate average salary by contribution assumption: employee only about $460,981 at 4% or $307,321 at 6%; with 50% employer match about $307,321 at 4% or $204,880 at 6%; with 100% employer match about $230,490 at 4% or $153,660 at 6%.
2023224$1,748,187$622,156$25,923iApproximate average salary by contribution assumption: employee only about $648,079 at 4% or $432,053 at 6%; with 50% employer match about $432,053 at 4% or $288,035 at 6%; with 100% employer match about $324,040 at 4% or $216,026 at 6%.
SAGE MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN-24$1,061,172$432,156$18,007iApproximate average salary by contribution assumption: employee only about $450,163 at 4% or $300,108 at 6%; with 50% employer match about $300,108 at 4% or $200,072 at 6%; with 100% employer match about $225,081 at 4% or $150,054 at 6%.
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN-10$687,015$190,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
2022220$937,636$595,797$29,790iApproximate average salary by contribution assumption: employee only about $744,746 at 4% or $496,498 at 6%; with 50% employer match about $496,498 at 4% or $330,998 at 6%; with 100% employer match about $372,373 at 4% or $248,249 at 6%.
SAGE MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN-20$499,373$343,133$17,157iApproximate average salary by contribution assumption: employee only about $428,916 at 4% or $285,944 at 6%; with 50% employer match about $285,944 at 4% or $190,629 at 6%; with 100% employer match about $214,458 at 4% or $142,972 at 6%.
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN-7$438,263$252,664$36,095iApproximate average salary by contribution assumption: employee only about $902,371 at 4% or $601,581 at 6%; with 50% employer match about $601,581 at 4% or $401,054 at 6%; with 100% employer match about $451,186 at 4% or $300,790 at 6%.
2021214$442,943$351,101$25,079iApproximate average salary by contribution assumption: employee only about $626,966 at 4% or $417,977 at 6%; with 50% employer match about $417,977 at 4% or $278,652 at 6%; with 100% employer match about $313,483 at 4% or $208,989 at 6%.
SAGE MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN-14$257,099$165,257$11,804iApproximate average salary by contribution assumption: employee only about $295,102 at 4% or $196,735 at 6%; with 50% employer match about $196,735 at 4% or $131,156 at 6%; with 100% employer match about $147,551 at 4% or $98,367 at 6%.
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN-5$185,844$185,844$37,169iApproximate average salary by contribution assumption: employee only about $929,220 at 4% or $619,480 at 6%; with 50% employer match about $619,480 at 4% or $412,987 at 6%; with 100% employer match about $464,610 at 4% or $309,740 at 6%.
2020110$75,282$43,677$4,368iApproximate average salary by contribution assumption: employee only about $109,193 at 4% or $72,795 at 6%; with 50% employer match about $72,795 at 4% or $48,530 at 6%; with 100% employer match about $54,596 at 4% or $36,398 at 6%.
SAGE MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN-10$75,282$43,677$4,368iApproximate average salary by contribution assumption: employee only about $109,193 at 4% or $72,795 at 6%; with 50% employer match about $72,795 at 4% or $48,530 at 6%; with 100% employer match about $54,596 at 4% or $36,398 at 6%.
SAGE MOUNTAIN ADVISORS, LLC | EIN 83-2064784 | 2025 Form 5500 Company Profile