Civic Intelligence

Sage Financial Advisors Inc.

Plan context: Sage Financial Advisors Inc. 401(K) Profit Sharing Plan

EIN 86-0930592 • Scottsdale, AZ • 14 filings • 1 plans

8980 E Raintree Drive, Suite 120Scottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,518,182

2024 Contributions

$126,531

Historical Graphs

Total Assets Over Time

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

$2,518,182$1,259,091$0201120182024YearValue
$2,518,182Latest year 2024

Participants Over Time

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

740201120182024YearValue
7Latest 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
202417$2,518,182$126,531$18,076iApproximate average salary by contribution assumption: employee only about $451,896 at 4% or $301,264 at 6%; with 50% employer match about $301,264 at 4% or $200,843 at 6%; with 100% employer match about $225,948 at 4% or $150,632 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-7$2,518,182$126,531$18,076iApproximate average salary by contribution assumption: employee only about $451,896 at 4% or $301,264 at 6%; with 50% employer match about $301,264 at 4% or $200,843 at 6%; with 100% employer match about $225,948 at 4% or $150,632 at 6%.
202317$2,101,934$60,148$8,593iApproximate average salary by contribution assumption: employee only about $214,814 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,473 at 6%; with 100% employer match about $107,407 at 4% or $71,605 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-7$2,101,934$60,148$8,593iApproximate average salary by contribution assumption: employee only about $214,814 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,473 at 6%; with 100% employer match about $107,407 at 4% or $71,605 at 6%.
202215$1,617,440$51,828$10,366iApproximate average salary by contribution assumption: employee only about $259,140 at 4% or $172,760 at 6%; with 50% employer match about $172,760 at 4% or $115,173 at 6%; with 100% employer match about $129,570 at 4% or $86,380 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$1,617,440$51,828$10,366iApproximate average salary by contribution assumption: employee only about $259,140 at 4% or $172,760 at 6%; with 50% employer match about $172,760 at 4% or $115,173 at 6%; with 100% employer match about $129,570 at 4% or $86,380 at 6%.
202115$1,919,344$105,156$21,031iApproximate average salary by contribution assumption: employee only about $525,780 at 4% or $350,520 at 6%; with 50% employer match about $350,520 at 4% or $233,680 at 6%; with 100% employer match about $262,890 at 4% or $175,260 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$1,919,344$105,156$21,031iApproximate average salary by contribution assumption: employee only about $525,780 at 4% or $350,520 at 6%; with 50% employer match about $350,520 at 4% or $233,680 at 6%; with 100% employer match about $262,890 at 4% or $175,260 at 6%.
202015$1,542,890$104,076$20,815iApproximate average salary by contribution assumption: employee only about $520,380 at 4% or $346,920 at 6%; with 50% employer match about $346,920 at 4% or $231,280 at 6%; with 100% employer match about $260,190 at 4% or $173,460 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$1,542,890$104,076$20,815iApproximate average salary by contribution assumption: employee only about $520,380 at 4% or $346,920 at 6%; with 50% employer match about $346,920 at 4% or $231,280 at 6%; with 100% employer match about $260,190 at 4% or $173,460 at 6%.
201915$1,087,936$100,010$20,002iApproximate average salary by contribution assumption: employee only about $500,050 at 4% or $333,367 at 6%; with 50% employer match about $333,367 at 4% or $222,244 at 6%; with 100% employer match about $250,025 at 4% or $166,683 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$1,087,936$100,010$20,002iApproximate average salary by contribution assumption: employee only about $500,050 at 4% or $333,367 at 6%; with 50% employer match about $333,367 at 4% or $222,244 at 6%; with 100% employer match about $250,025 at 4% or $166,683 at 6%.
201815$730,264$93,616$18,723iApproximate average salary by contribution assumption: employee only about $468,080 at 4% or $312,053 at 6%; with 50% employer match about $312,053 at 4% or $208,036 at 6%; with 100% employer match about $234,040 at 4% or $156,027 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$730,264$93,616$18,723iApproximate average salary by contribution assumption: employee only about $468,080 at 4% or $312,053 at 6%; with 50% employer match about $312,053 at 4% or $208,036 at 6%; with 100% employer match about $234,040 at 4% or $156,027 at 6%.
201715$674,601$270,191$54,038iApproximate average salary by contribution assumption: employee only about $1,350,955 at 4% or $900,637 at 6%; with 50% employer match about $900,637 at 4% or $600,424 at 6%; with 100% employer match about $675,478 at 4% or $450,318 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-5$674,601$270,191$54,038iApproximate average salary by contribution assumption: employee only about $1,350,955 at 4% or $900,637 at 6%; with 50% employer match about $900,637 at 4% or $600,424 at 6%; with 100% employer match about $675,478 at 4% or $450,318 at 6%.
201614$325,971$66,736$16,684iApproximate average salary by contribution assumption: employee only about $417,100 at 4% or $278,067 at 6%; with 50% employer match about $278,067 at 4% or $185,378 at 6%; with 100% employer match about $208,550 at 4% or $139,033 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-4$325,971$66,736$16,684iApproximate average salary by contribution assumption: employee only about $417,100 at 4% or $278,067 at 6%; with 50% employer match about $278,067 at 4% or $185,378 at 6%; with 100% employer match about $208,550 at 4% or $139,033 at 6%.
201513$240,603$83,098$27,699iApproximate average salary by contribution assumption: employee only about $692,483 at 4% or $461,656 at 6%; with 50% employer match about $461,656 at 4% or $307,770 at 6%; with 100% employer match about $346,242 at 4% or $230,828 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-3$240,603$83,098$27,699iApproximate average salary by contribution assumption: employee only about $692,483 at 4% or $461,656 at 6%; with 50% employer match about $461,656 at 4% or $307,770 at 6%; with 100% employer match about $346,242 at 4% or $230,828 at 6%.
201412$160,367$32,385$16,193iApproximate average salary by contribution assumption: employee only about $404,813 at 4% or $269,875 at 6%; with 50% employer match about $269,875 at 4% or $179,917 at 6%; with 100% employer match about $202,406 at 4% or $134,938 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-2$160,367$32,385$16,193iApproximate average salary by contribution assumption: employee only about $404,813 at 4% or $269,875 at 6%; with 50% employer match about $269,875 at 4% or $179,917 at 6%; with 100% employer match about $202,406 at 4% or $134,938 at 6%.
201312$101,297$31,574$15,787iApproximate average salary by contribution assumption: employee only about $394,675 at 4% or $263,117 at 6%; with 50% employer match about $263,117 at 4% or $175,411 at 6%; with 100% employer match about $197,338 at 4% or $131,558 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-2$101,297$31,574$15,787iApproximate average salary by contribution assumption: employee only about $394,675 at 4% or $263,117 at 6%; with 50% employer match about $263,117 at 4% or $175,411 at 6%; with 100% employer match about $197,338 at 4% or $131,558 at 6%.
201212$57,698$30,196$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-2$57,698$30,196$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
201112$29,132$29,131$14,566iApproximate average salary by contribution assumption: employee only about $364,138 at 4% or $242,758 at 6%; with 50% employer match about $242,758 at 4% or $161,839 at 6%; with 100% employer match about $182,069 at 4% or $121,379 at 6%.
Sage Financial Advisors Inc. 401(K) Profit Sharing Plan-2$29,132$29,131$14,566iApproximate average salary by contribution assumption: employee only about $364,138 at 4% or $242,758 at 6%; with 50% employer match about $242,758 at 4% or $161,839 at 6%; with 100% employer match about $182,069 at 4% or $121,379 at 6%.