SAGE FINANCIAL PARTNERS LLC
Plan context: SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 92-1138265 • Fresno, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$117,215
2025 Contributions
$43,038
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 | 3 | $117,215 | $43,038 | $14,346iApproximate average salary by contribution assumption: employee only about $358,650 at 4% or $239,100 at 6%; with 50% employer match about $239,100 at 4% or $159,400 at 6%; with 100% employer match about $179,325 at 4% or $119,550 at 6%. |
| SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $117,215 | $43,038 | $14,346iApproximate average salary by contribution assumption: employee only about $358,650 at 4% or $239,100 at 6%; with 50% employer match about $239,100 at 4% or $159,400 at 6%; with 100% employer match about $179,325 at 4% or $119,550 at 6%. |
| 2024 | 1 | 3 | $62,612 | $34,783 | $11,594iApproximate average salary by contribution assumption: employee only about $289,858 at 4% or $193,239 at 6%; with 50% employer match about $193,239 at 4% or $128,826 at 6%; with 100% employer match about $144,929 at 4% or $96,619 at 6%. |
| SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $62,612 | $34,783 | $11,594iApproximate average salary by contribution assumption: employee only about $289,858 at 4% or $193,239 at 6%; with 50% employer match about $193,239 at 4% or $128,826 at 6%; with 100% employer match about $144,929 at 4% or $96,619 at 6%. |
| 2023 | 1 | 3 | $24,887 | $22,551 | $7,517iApproximate average salary by contribution assumption: employee only about $187,925 at 4% or $125,283 at 6%; with 50% employer match about $125,283 at 4% or $83,522 at 6%; with 100% employer match about $93,963 at 4% or $62,642 at 6%. |
| SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $24,887 | $22,551 | $7,517iApproximate average salary by contribution assumption: employee only about $187,925 at 4% or $125,283 at 6%; with 50% employer match about $125,283 at 4% or $83,522 at 6%; with 100% employer match about $93,963 at 4% or $62,642 at 6%. |