SAGE FINANCIAL SYSTEMS LLC
Plan context: SAGE FINANCIAL SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 88-2985454 • Columbia, SC • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$62,665
2025 Contributions
$57,607
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $62,665 | $57,607 | $7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,015 at 6%; with 50% employer match about $120,015 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%. |
| SAGE FINANCIAL SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $62,665 | $57,607 | $7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,015 at 6%; with 50% employer match about $120,015 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%. |
| 2024 | 1 | 5 | $1,674 | $1,713 | $343iApproximate average salary by contribution assumption: employee only about $8,565 at 4% or $5,710 at 6%; with 50% employer match about $5,710 at 4% or $3,807 at 6%; with 100% employer match about $4,283 at 4% or $2,855 at 6%. |
| SAGE FINANCIAL SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $1,674 | $1,713 | $343iApproximate average salary by contribution assumption: employee only about $8,565 at 4% or $5,710 at 6%; with 50% employer match about $5,710 at 4% or $3,807 at 6%; with 100% employer match about $4,283 at 4% or $2,855 at 6%. |