401k Plan data: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN plan

SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN
Plan identification number	001

SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

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

Company Name: SAGE PRODUCTS, LLC

Employer identification number (EIN): 364746429

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 NANCY ENGELS NANCY ENGELS 2017-02-16
001 2015-01-01 NANCY ENGELS NANCY ENGELS 2016-10-13
001 2014-01-01 NANCY ENGELS NANCY ENGELS 2015-10-01
001 2013-01-01 NANCY ENGELS NANCY ENGELS 2014-10-03
001 2012-01-01 RICHARD NAPONELLI RICHARD NAPONELLI 2013-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	NANCY ENGELS	NANCY ENGELS	2017-02-16
001	2015-01-01	NANCY ENGELS	NANCY ENGELS	2016-10-13
001	2014-01-01	NANCY ENGELS	NANCY ENGELS	2015-10-01
001	2013-01-01	NANCY ENGELS	NANCY ENGELS	2014-10-03
001	2012-01-01	RICHARD NAPONELLI	RICHARD NAPONELLI	2013-10-08

Plan Statistics for SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2016: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 830
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 768
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 778
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 50
Total of all active and inactive participants 2015-01-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 829
Number of participants with account balances 2015-01-01 749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 686
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 721
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 44
Total of all active and inactive participants 2014-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 766
Number of participants with account balances 2014-01-01 695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 705
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 634
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 45
Total of all active and inactive participants 2013-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 680
Number of participants with account balances 2013-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 675
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 622
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 53
Total of all active and inactive participants 2012-01-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 676
Number of participants with account balances 2012-01-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	830
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	768
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	778
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	50
Total of all active and inactive participants	2015-01-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	829
Number of participants with account balances	2015-01-01	749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	686
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	721
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	44
Total of all active and inactive participants	2014-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	766
Number of participants with account balances	2014-01-01	695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	705
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	634
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	45
Total of all active and inactive participants	2013-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	680
Number of participants with account balances	2013-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	675
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	622
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	53
Total of all active and inactive participants	2012-01-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	676
Number of participants with account balances	2012-01-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2016 : SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-05	$0
Total transfer of assets from this plan	2016-08-05	$89,262,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-05	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-05	$0
Total income from all sources (including contributions)	2016-08-05	$10,165,234
Total loss/gain on sale of assets	2016-08-05	$0
Total of all expenses incurred	2016-08-05	$7,437,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-05	$7,411,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-05	$5,943,921
Value of total assets at end of year	2016-08-05	$0
Value of total assets at beginning of year	2016-08-05	$86,535,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-05	$26,071
Total interest from all sources	2016-08-05	$183,184
Total dividends received (eg from common stock, registered investment company shares)	2016-08-05	$492,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-08-05	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-05	$492,300
Was this plan covered by a fidelity bond	2016-08-05	Yes
Value of fidelity bond cover	2016-08-05	$500,000
If this is an individual account plan, was there a blackout period	2016-08-05	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-05	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-05	No
Contributions received from participants	2016-08-05	$3,467,209
Participant contributions at end of year	2016-08-05	$0
Participant contributions at beginning of year	2016-08-05	$967,175
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-05	$193,817
Other income not declared elsewhere	2016-08-05	$28,225
Administrative expenses (other) incurred	2016-08-05	$26,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-05	No
Value of net income/loss	2016-08-05	$2,727,312
Value of net assets at end of year (total assets less liabilities)	2016-08-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-08-05	$86,535,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-05	No
Were any leases to which the plan was party in default or uncollectible	2016-08-05	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-05	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-05	$72,476,232
Interest on participant loans	2016-08-05	$24,589
Interest earned on other investments	2016-08-05	$158,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-05	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-05	$13,091,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-05	$3,517,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-05	No
Was there a failure to transmit to the plan any participant contributions	2016-08-05	No
Has the plan failed to provide any benefit when due under the plan	2016-08-05	No
Contributions received in cash from employer	2016-08-05	$2,282,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-05	$7,411,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-08-05	Yes
Did the plan have assets held for investment	2016-08-05	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-05	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-05	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-05	Disclaimer
Accountancy firm name	2016-08-05	WIPFLI, LLP
Accountancy firm EIN	2016-08-05	390758449
2015 : SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$8,045,657
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,882,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,821,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,224,544
Value of total assets at end of year	2015-12-31	$86,535,302
Value of total assets at beginning of year	2015-12-31	$81,372,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$61,054
Total interest from all sources	2015-12-31	$298,440
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,260,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,260,109
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$5,017,400
Participant contributions at end of year	2015-12-31	$967,175
Participant contributions at beginning of year	2015-12-31	$885,103
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$394,252
Other income not declared elsewhere	2015-12-31	$93,544
Administrative expenses (other) incurred	2015-12-31	$61,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,162,709
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$86,535,302
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$81,372,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$72,476,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$67,750,272
Interest on participant loans	2015-12-31	$40,954
Interest earned on other investments	2015-12-31	$257,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,091,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$12,737,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,830,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,812,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,821,894
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI, LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$11,965,813
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,296,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,257,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,779,474
Value of total assets at end of year	2014-12-31	$81,372,593
Value of total assets at beginning of year	2014-12-31	$73,702,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$38,625
Total interest from all sources	2014-12-31	$304,667
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$945,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$945,897
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,223,834
Participant contributions at end of year	2014-12-31	$885,103
Participant contributions at beginning of year	2014-12-31	$784,274
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$221,291
Other income not declared elsewhere	2014-12-31	$36,626
Administrative expenses (other) incurred	2014-12-31	$38,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$7,669,737
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$81,372,593
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$73,702,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$67,750,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$61,279,919
Interest on participant loans	2014-12-31	$41,866
Interest earned on other investments	2014-12-31	$262,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$12,737,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$11,638,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,899,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,334,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,257,451
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STEINBERG ADVISORS, LTD
Accountancy firm EIN	2014-12-31	364320168
2013 : SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$16,439,707
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,637,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,633,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,931,141
Value of total assets at end of year	2013-12-31	$73,702,856
Value of total assets at beginning of year	2013-12-31	$60,900,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,775
Total interest from all sources	2013-12-31	$262,498
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$963,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$963,730
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$3,837,907
Participant contributions at end of year	2013-12-31	$784,274
Participant contributions at beginning of year	2013-12-31	$865,158
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$116,451
Other income not declared elsewhere	2013-12-31	$9,360
Administrative expenses (other) incurred	2013-12-31	$3,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$12,802,463
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$73,702,856
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$60,900,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$61,279,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$50,124,666
Interest on participant loans	2013-12-31	$35,704
Interest earned on other investments	2013-12-31	$226,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$11,638,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,910,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,272,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,976,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,633,469
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEINBERG ADVISORS, LTD
Accountancy firm EIN	2013-12-31	364320168
2012 : SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$13,093,926
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,775,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,772,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,478,678
Value of total assets at end of year	2012-12-31	$60,900,393
Value of total assets at beginning of year	2012-12-31	$49,581,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,932
Total interest from all sources	2012-12-31	$285,601
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$984,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$984,087
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,517,878
Participant contributions at end of year	2012-12-31	$865,158
Participant contributions at beginning of year	2012-12-31	$709,605
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$167,471
Other income not declared elsewhere	2012-12-31	$2,509
Administrative expenses (other) incurred	2012-12-31	$2,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$11,318,784
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$60,900,393
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$49,581,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$50,124,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$40,281,848
Interest on participant loans	2012-12-31	$42,168
Interest earned on other investments	2012-12-31	$243,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,910,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,590,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,343,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,793,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,772,210
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STEINBERG ADVISORS, LTD
Accountancy firm EIN	2012-12-31	364320168

Form 5500 Responses for SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN

2016: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAGE PRODUCTS, LLC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SAGE PRODUCTS, LLC
Employer identification number (EIN):	364746429
NAIC Classification:	339110