THE SAGE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SAGE CORPORATION GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2023 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $36,158 |
| Total income from all sources | 2023-12-31 | $5,495 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $225,266 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $-34,232 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $255,929 |
| Value of fidelity bond covering the plan | 2023-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $4,280 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $954 |
| Net income (gross income less expenses) | 2023-12-31 | $-219,771 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $219,771 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $4,541 |
| Value of corrective distributions | 2023-12-31 | $254,857 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $361 |
| 2022 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $36,158 |
| Total plan liabilities at beginning of year | 2022-12-31 | $70,907 |
| Total income from all sources | 2022-12-31 | $1,090,058 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,198,959 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $443,249 |
| Total plan assets at end of year | 2022-12-31 | $255,929 |
| Total plan assets at beginning of year | 2022-12-31 | $399,579 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $522,569 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $2,940 |
| Net income (gross income less expenses) | 2022-12-31 | $-108,901 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $219,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $328,672 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,087,118 |
| Value of corrective distributions | 2022-12-31 | $231,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,099 |
| 2021 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $70,907 |
| Total plan liabilities at beginning of year | 2021-12-31 | $47,782 |
| Total income from all sources | 2021-12-31 | $936,007 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $766,555 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $179,580 |
| Total plan assets at end of year | 2021-12-31 | $399,579 |
| Total plan assets at beginning of year | 2021-12-31 | $207,002 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $692,024 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $432,878 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $241,784 |
| Other income received | 2021-12-31 | $2,199 |
| Net income (gross income less expenses) | 2021-12-31 | $169,452 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $328,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $159,220 |
| Value of corrective distributions | 2021-12-31 | $142,304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,793 |
| 2020 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $47,782 |
| Total plan liabilities at beginning of year | 2020-12-31 | $52,016 |
| Total income from all sources | 2020-12-31 | $761,039 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $841,291 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $349,397 |
| Total plan assets at end of year | 2020-12-31 | $207,002 |
| Total plan assets at beginning of year | 2020-12-31 | $291,488 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $224,508 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $336,944 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $13,408 |
| Other income received | 2020-12-31 | $2,529 |
| Net income (gross income less expenses) | 2020-12-31 | $-80,252 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $159,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $239,472 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $520,594 |
| Value of corrective distributions | 2020-12-31 | $149,190 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,760 |
| 2019 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $52,016 |
| Total plan liabilities at beginning of year | 2019-12-31 | $65,388 |
| Total income from all sources | 2019-12-31 | $986,186 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,030,506 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $431,987 |
| Total plan assets at end of year | 2019-12-31 | $291,488 |
| Total plan assets at beginning of year | 2019-12-31 | $349,180 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $248,462 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $442,114 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $3,702 |
| Net income (gross income less expenses) | 2019-12-31 | $-44,320 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $239,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $283,792 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $734,022 |
| Value of corrective distributions | 2019-12-31 | $129,183 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $27,222 |
| 2018 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $65,388 |
| Total plan liabilities at beginning of year | 2018-12-31 | $54,323 |
| Total income from all sources | 2018-12-31 | $981,636 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $931,276 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $350,782 |
| Total plan assets at end of year | 2018-12-31 | $349,180 |
| Total plan assets at beginning of year | 2018-12-31 | $287,755 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $273,257 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $417,034 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $523 |
| Other income received | 2018-12-31 | $1,409 |
| Net income (gross income less expenses) | 2018-12-31 | $50,360 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $283,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $233,432 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $706,447 |
| Value of corrective distributions | 2018-12-31 | $139,136 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $24,324 |
| 2017 : THE SAGE CORPORATION GROUP MEDICAL PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $54,323 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,107,063 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $873,631 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $451,899 |
| Total plan assets at end of year | 2017-12-31 | $287,755 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $299,918 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $392,080 |
| Other income received | 2017-12-31 | $250 |
| Net income (gross income less expenses) | 2017-12-31 | $233,432 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $233,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $806,895 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $29,652 |
| 2023: THE SAGE CORPORATION GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE SAGE CORPORATION GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE SAGE CORPORATION GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE SAGE CORPORATION GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE SAGE CORPORATION GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE SAGE CORPORATION GROUP MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE SAGE CORPORATION GROUP MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
