Civic Intelligence

Sage Associates Inc.

Plan context: Sage Associates Inc. Profit Sharing Plan

EIN 95-4127709 • Newport Beach, CA • 12 filings • 3 plans

1301 Dove Street, Suite 820Newport Beach, CA 92660
Current Snapshot

Latest Year

2014

2014 Participants

11

2014 Assets

$1,502,661

2014 Contributions

$47,080

Historical Graphs

Total Assets Over Time

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

$2,413,781$1,206,891$0200320082013YearValue
$1,502,661Latest year 2013

Participants Over Time

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

1580200320082013YearValue
11Latest year 2013

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
201410$0$47,080-
Sage Associates Inc. Profit Sharing Plan-0$0$47,080-
2013111$1,502,661$143,652$13,059iApproximate average salary by contribution assumption: employee only about $326,482 at 4% or $217,655 at 6%; with 50% employer match about $217,655 at 4% or $145,103 at 6%; with 100% employer match about $163,241 at 4% or $108,827 at 6%.
Sage Associates Inc. Profit Sharing Plan-11$1,502,661$143,652$13,059iApproximate average salary by contribution assumption: employee only about $326,482 at 4% or $217,655 at 6%; with 50% employer match about $217,655 at 4% or $145,103 at 6%; with 100% employer match about $163,241 at 4% or $108,827 at 6%.
2012114$1,857,182$295,213$21,087iApproximate average salary by contribution assumption: employee only about $527,166 at 4% or $351,444 at 6%; with 50% employer match about $351,444 at 4% or $234,296 at 6%; with 100% employer match about $263,583 at 4% or $175,722 at 6%.
Sage Associates Inc. Profit Sharing Plan-14$1,857,182$295,213$21,087iApproximate average salary by contribution assumption: employee only about $527,166 at 4% or $351,444 at 6%; with 50% employer match about $351,444 at 4% or $234,296 at 6%; with 100% employer match about $263,583 at 4% or $175,722 at 6%.
2011114$1,415,312$177,181$12,656iApproximate average salary by contribution assumption: employee only about $316,395 at 4% or $210,930 at 6%; with 50% employer match about $210,930 at 4% or $140,620 at 6%; with 100% employer match about $158,197 at 4% or $105,465 at 6%.
Sage Associates Inc. Profit Sharing Plan-14$1,415,312$177,181$12,656iApproximate average salary by contribution assumption: employee only about $316,395 at 4% or $210,930 at 6%; with 50% employer match about $210,930 at 4% or $140,620 at 6%; with 100% employer match about $158,197 at 4% or $105,465 at 6%.
2010115$1,280,945$180,301$12,020iApproximate average salary by contribution assumption: employee only about $300,502 at 4% or $200,334 at 6%; with 50% employer match about $200,334 at 4% or $133,556 at 6%; with 100% employer match about $150,251 at 4% or $100,167 at 6%.
Sage Associates Inc. Profit Sharing Plan-15$1,280,945$180,301$12,020iApproximate average salary by contribution assumption: employee only about $300,502 at 4% or $200,334 at 6%; with 50% employer match about $200,334 at 4% or $133,556 at 6%; with 100% employer match about $150,251 at 4% or $100,167 at 6%.
2009114$1,195,931$197,121$14,080iApproximate average salary by contribution assumption: employee only about $352,002 at 4% or $234,668 at 6%; with 50% employer match about $234,668 at 4% or $156,445 at 6%; with 100% employer match about $176,001 at 4% or $117,334 at 6%.
Sage Associates Inc. Profit Sharing Plan-14$1,195,931$197,121$14,080iApproximate average salary by contribution assumption: employee only about $352,002 at 4% or $234,668 at 6%; with 50% employer match about $234,668 at 4% or $156,445 at 6%; with 100% employer match about $176,001 at 4% or $117,334 at 6%.
2008111$1,772,923$202,520$18,411iApproximate average salary by contribution assumption: employee only about $460,273 at 4% or $306,848 at 6%; with 50% employer match about $306,848 at 4% or $204,566 at 6%; with 100% employer match about $230,136 at 4% or $153,424 at 6%.
Sage Associates Inc. Profit Sharing Plan-11$1,772,923$202,520$18,411iApproximate average salary by contribution assumption: employee only about $460,273 at 4% or $306,848 at 6%; with 50% employer match about $306,848 at 4% or $204,566 at 6%; with 100% employer match about $230,136 at 4% or $153,424 at 6%.
2007110$2,413,781$218,713$21,871iApproximate average salary by contribution assumption: employee only about $546,783 at 4% or $364,522 at 6%; with 50% employer match about $364,522 at 4% or $243,014 at 6%; with 100% employer match about $273,391 at 4% or $182,261 at 6%.
Sage Associates Inc. Profit Sharing Plan-10$2,413,781$218,713$21,871iApproximate average salary by contribution assumption: employee only about $546,783 at 4% or $364,522 at 6%; with 50% employer match about $364,522 at 4% or $243,014 at 6%; with 100% employer match about $273,391 at 4% or $182,261 at 6%.
2006111$2,037,998$202,217$18,383iApproximate average salary by contribution assumption: employee only about $459,584 at 4% or $306,389 at 6%; with 50% employer match about $306,389 at 4% or $204,260 at 6%; with 100% employer match about $229,792 at 4% or $153,195 at 6%.
Sage Associates Inc. Profit Sharing Plan-11$2,037,998$202,217$18,383iApproximate average salary by contribution assumption: employee only about $459,584 at 4% or $306,389 at 6%; with 50% employer match about $306,389 at 4% or $204,260 at 6%; with 100% employer match about $229,792 at 4% or $153,195 at 6%.
2005110$1,580,954$166,404$16,640iApproximate average salary by contribution assumption: employee only about $416,010 at 4% or $277,340 at 6%; with 50% employer match about $277,340 at 4% or $184,893 at 6%; with 100% employer match about $208,005 at 4% or $138,670 at 6%.
Sage Associates Inc. Profit Sharing Plan-10$1,580,954$166,404$16,640iApproximate average salary by contribution assumption: employee only about $416,010 at 4% or $277,340 at 6%; with 50% employer match about $277,340 at 4% or $184,893 at 6%; with 100% employer match about $208,005 at 4% or $138,670 at 6%.
2004110$1,281,089$153,545$15,355iApproximate average salary by contribution assumption: employee only about $383,863 at 4% or $255,908 at 6%; with 50% employer match about $255,908 at 4% or $170,606 at 6%; with 100% employer match about $191,931 at 4% or $127,954 at 6%.
Sage Associates Inc. Profit Sharing Plan-10$1,281,089$153,545$15,355iApproximate average salary by contribution assumption: employee only about $383,863 at 4% or $255,908 at 6%; with 50% employer match about $255,908 at 4% or $170,606 at 6%; with 100% employer match about $191,931 at 4% or $127,954 at 6%.
200317$977,359$107,101$15,300iApproximate average salary by contribution assumption: employee only about $382,504 at 4% or $255,002 at 6%; with 50% employer match about $255,002 at 4% or $170,002 at 6%; with 100% employer match about $191,252 at 4% or $127,501 at 6%.
Sage Associates Inc. Profit Sharing Plan-7$977,359$107,101$15,300iApproximate average salary by contribution assumption: employee only about $382,504 at 4% or $255,002 at 6%; with 50% employer match about $255,002 at 4% or $170,002 at 6%; with 100% employer match about $191,252 at 4% or $127,501 at 6%.