SAGE WEALTH ADVISORY, LLC
Plan context: SAGE WEALTH ADVISORY, LLC
EIN 92-1716573 • Willmar, MN • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,429,434
2025 Contributions
$52,450
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 | 2 | $1,429,434 | $52,450 | $26,225iApproximate average salary by contribution assumption: employee only about $655,625 at 4% or $437,083 at 6%; with 50% employer match about $437,083 at 4% or $291,389 at 6%; with 100% employer match about $327,813 at 4% or $218,542 at 6%. |
| SAGE WEALTH ADVISORY, LLC | - | 2 | $1,429,434 | $52,450 | $26,225iApproximate average salary by contribution assumption: employee only about $655,625 at 4% or $437,083 at 6%; with 50% employer match about $437,083 at 4% or $291,389 at 6%; with 100% employer match about $327,813 at 4% or $218,542 at 6%. |
| 2024 | 1 | 2 | $1,126,954 | $1,119,932 | $559,966iApproximate average salary by contribution assumption: employee only about $13,999,150 at 4% or $9,332,767 at 6%; with 50% employer match about $9,332,767 at 4% or $6,221,844 at 6%; with 100% employer match about $6,999,575 at 4% or $4,666,383 at 6%. |
| SAGE WEALTH ADVISORY, LLC | - | 2 | $1,126,954 | $1,119,932 | $559,966iApproximate average salary by contribution assumption: employee only about $13,999,150 at 4% or $9,332,767 at 6%; with 50% employer match about $9,332,767 at 4% or $6,221,844 at 6%; with 100% employer match about $6,999,575 at 4% or $4,666,383 at 6%. |