Civic Intelligence

Sage Financial Advisors Inc

Plan context: Sage Financial Advisors Inc 401K Profit Sharing Plan

EIN 88-0349908 • Reno, NV • 17 filings • 1 plans

110 Country Estates Circle Suite 3Reno, NV 89511-0000
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,752,835

2022 Contributions

$116,000

Historical Graphs

Total Assets Over Time

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

$1,752,835$876,418$0200620142021YearValue
$1,752,835Latest year 2021

Participants Over Time

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

320200620142021YearValue
3Latest year 2021

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
202210$0$0-
Sage Financial Advisors Inc 401K Profit Sharing Plan-0$0--
202113$1,752,835$116,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$1,752,835$116,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
202013$1,370,851$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$1,370,851$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
201913$1,044,862$105,666$35,222iApproximate average salary by contribution assumption: employee only about $880,550 at 4% or $587,033 at 6%; with 50% employer match about $587,033 at 4% or $391,356 at 6%; with 100% employer match about $440,275 at 4% or $293,517 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$1,044,862$105,666$35,222iApproximate average salary by contribution assumption: employee only about $880,550 at 4% or $587,033 at 6%; with 50% employer match about $587,033 at 4% or $391,356 at 6%; with 100% employer match about $440,275 at 4% or $293,517 at 6%.
201813$727,518$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$727,518$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
201713$698,675$80,225$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$698,675$80,225$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
201613$538,788$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$538,788$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201513$426,746$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$426,746$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201413$366,965$72,750$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$366,965$72,750$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
201313$277,168$29,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-3$277,168$29,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
201212$229,440$36,048$18,024iApproximate average salary by contribution assumption: employee only about $450,600 at 4% or $300,400 at 6%; with 50% employer match about $300,400 at 4% or $200,267 at 6%; with 100% employer match about $225,300 at 4% or $150,200 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$229,440$36,048$18,024iApproximate average salary by contribution assumption: employee only about $450,600 at 4% or $300,400 at 6%; with 50% employer match about $300,400 at 4% or $200,267 at 6%; with 100% employer match about $225,300 at 4% or $150,200 at 6%.
201112$176,077$54,335$27,168iApproximate average salary by contribution assumption: employee only about $679,188 at 4% or $452,792 at 6%; with 50% employer match about $452,792 at 4% or $301,861 at 6%; with 100% employer match about $339,594 at 4% or $226,396 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$176,077$54,335$27,168iApproximate average salary by contribution assumption: employee only about $679,188 at 4% or $452,792 at 6%; with 50% employer match about $452,792 at 4% or $301,861 at 6%; with 100% employer match about $339,594 at 4% or $226,396 at 6%.
201012$124,309$26,027$13,014iApproximate average salary by contribution assumption: employee only about $325,338 at 4% or $216,892 at 6%; with 50% employer match about $216,892 at 4% or $144,594 at 6%; with 100% employer match about $162,669 at 4% or $108,446 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$124,309$26,027$13,014iApproximate average salary by contribution assumption: employee only about $325,338 at 4% or $216,892 at 6%; with 50% employer match about $216,892 at 4% or $144,594 at 6%; with 100% employer match about $162,669 at 4% or $108,446 at 6%.
200912$86,222$4,580$2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$86,222$4,580$2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%.
200812$56,115$16,038$8,019iApproximate average salary by contribution assumption: employee only about $200,475 at 4% or $133,650 at 6%; with 50% employer match about $133,650 at 4% or $89,100 at 6%; with 100% employer match about $100,238 at 4% or $66,825 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$56,115$16,038$8,019iApproximate average salary by contribution assumption: employee only about $200,475 at 4% or $133,650 at 6%; with 50% employer match about $133,650 at 4% or $89,100 at 6%; with 100% employer match about $100,238 at 4% or $66,825 at 6%.
200712$68,376$40,138$20,069iApproximate average salary by contribution assumption: employee only about $501,725 at 4% or $334,483 at 6%; with 50% employer match about $334,483 at 4% or $222,989 at 6%; with 100% employer match about $250,863 at 4% or $167,242 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$68,376$40,138$20,069iApproximate average salary by contribution assumption: employee only about $501,725 at 4% or $334,483 at 6%; with 50% employer match about $334,483 at 4% or $222,989 at 6%; with 100% employer match about $250,863 at 4% or $167,242 at 6%.
200612$30,026$28,175$14,088iApproximate average salary by contribution assumption: employee only about $352,188 at 4% or $234,792 at 6%; with 50% employer match about $234,792 at 4% or $156,528 at 6%; with 100% employer match about $176,094 at 4% or $117,396 at 6%.
Sage Financial Advisors Inc 401K Profit Sharing Plan-2$30,026$28,175$14,088iApproximate average salary by contribution assumption: employee only about $352,188 at 4% or $234,792 at 6%; with 50% employer match about $234,792 at 4% or $156,528 at 6%; with 100% employer match about $176,094 at 4% or $117,396 at 6%.