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THE SAGE GROUP, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SAGE GROUP, LLC PROFIT SHARING PLAN
Plan identification number 002

THE SAGE GROUP, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE SAGE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE SAGE GROUP, LLC
Employer identification number (EIN):954789209
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAGE GROUP, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01MARK VIDERGAUZ2019-09-05
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01ROBERT PRESBERG
0022012-01-01ROBERT PRESBERG
0022011-01-01ROBERT PRESBERG2012-10-08
0022010-01-01ROBERT PRESBERG2011-08-23

Financial Data on THE SAGE GROUP, LLC PROFIT SHARING PLAN

Measure Date Value
2025 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1127665
Net assets as of the end of the plan year2025-10-116115782
Total assets as of the beginning of the plan year2025-10-115147324
Value of plan covered by a fidelity bond2025-10-11500000
Other income to plan in this plan year2025-10-11996123
Plan net income in this plan year2025-10-11968458
Net assets as of the end of the plan year2025-10-116115782
Net assets as of the beginning of the plan year2025-10-115147324
2024 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-09221478
Net assets as of the end of the plan year2024-10-095147324
Total assets as of the beginning of the plan year2024-10-094497574
Value of plan covered by a fidelity bond2024-10-09500000
Other income to plan in this plan year2024-10-09871228
Plan net income in this plan year2024-10-09649750
Net assets as of the end of the plan year2024-10-095147324
Net assets as of the beginning of the plan year2024-10-094497574
2022 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-10157501
Net assets as of the end of the plan year2022-10-105347760
Total assets as of the beginning of the plan year2022-10-104383081
Value of plan covered by a fidelity bond2022-10-10500000
Other income to plan in this plan year2022-10-10761255
Plan net income in this plan year2022-10-10964679
Net assets as of the end of the plan year2022-10-105347760
Net assets as of the beginning of the plan year2022-10-104383081
Employer contributions to plan in this plan year2022-10-10360925
2018 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$202,616
Expenses. Total of all expenses incurred2018-12-31$13,038
Benefits paid (including direct rollovers)2018-12-31$13,038
Total plan assets at end of year2018-12-31$2,881,108
Total plan assets at beginning of year2018-12-31$2,691,530
Value of fidelity bond covering the plan2018-12-31$270,000
Other income received2018-12-31$-164,784
Net income (gross income less expenses)2018-12-31$189,578
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,881,108
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,691,530
Assets. Value of assets in partnership/joint-venture interests2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$367,400
2017 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,237,450
Expenses. Total of all expenses incurred2017-12-31$1,139,385
Benefits paid (including direct rollovers)2017-12-31$1,139,385
Total plan assets at end of year2017-12-31$2,691,530
Total plan assets at beginning of year2017-12-31$2,593,465
Value of fidelity bond covering the plan2017-12-31$270,000
Contributions received from other sources (not participants or employers)2017-12-31$49,807
Other income received2017-12-31$917,643
Net income (gross income less expenses)2017-12-31$98,065
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,691,530
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,593,465
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$4,732
Total contributions received or receivable from employer(s)2017-12-31$270,000
2016 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-198,517
Total plan assets at end of year2016-12-31$2,593,465
Total plan assets at beginning of year2016-12-31$2,791,982
Value of fidelity bond covering the plan2016-12-31$910,000
Other income received2016-12-31$-198,517
Net income (gross income less expenses)2016-12-31$-198,517
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,593,465
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,791,982
Assets. Value of participant loans2016-12-31$34,805
Assets. Value of assets in partnership/joint-venture interests2016-12-31$358,478
2015 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$124,828
Total plan assets at end of year2015-12-31$2,791,982
Total plan assets at beginning of year2015-12-31$2,667,154
Value of fidelity bond covering the plan2015-12-31$880,000
Contributions received from other sources (not participants or employers)2015-12-31$43,073
Other income received2015-12-31$81,755
Net income (gross income less expenses)2015-12-31$124,828
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,791,982
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,667,154
Assets. Value of participant loans2015-12-31$35,091
Assets. Value of assets in partnership/joint-venture interests2015-12-31$419,850
2014 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$447,097
Expenses. Total of all expenses incurred2014-12-31$634,111
Benefits paid (including direct rollovers)2014-12-31$634,111
Total plan assets at end of year2014-12-31$2,667,154
Total plan assets at beginning of year2014-12-31$2,854,168
Value of fidelity bond covering the plan2014-12-31$780,000
Other income received2014-12-31$115,589
Net income (gross income less expenses)2014-12-31$-187,014
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,667,154
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,854,168
Assets. Value of participant loans2014-12-31$67,192
Assets. Value of assets in partnership/joint-venture interests2014-12-31$439,850
Total contributions received or receivable from employer(s)2014-12-31$331,508
2013 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$69,930
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$2,854,168
Total plan assets at beginning of year2013-12-31$2,784,238
Value of fidelity bond covering the plan2013-12-31$780,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$69,930
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$69,930
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,854,168
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,784,238
Assets. Value of participant loans2013-12-31$65,048
Assets. Value of assets in partnership/joint-venture interests2013-12-31$439,172
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : THE SAGE GROUP, LLC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$313,211
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,784,238
Total plan assets at beginning of year2012-12-31$2,471,027
Value of fidelity bond covering the plan2012-12-31$780,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$313,211
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$313,211
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,784,238
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,471,027
Assets. Value of participant loans2012-12-31$22,203
Assets. Value of assets in partnership/joint-venture interests2012-12-31$544,172
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for THE SAGE GROUP, LLC PROFIT SHARING PLAN

2018: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SAGE GROUP, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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