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SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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 PUBLICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAGE PUBLICATIONS, INC.
Employer identification number (EIN):952454902
NAIC Classification:511190

Additional information about SAGE PUBLICATIONS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1966-06-16
Company Identification Number: C0510811
Legal Registered Office Address: 2455 Teller Rd

Thousand Oaks
United States of America (USA)
91320

More information about SAGE PUBLICATIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01CHRISTOPHER C. HICKOK2022-09-29 CHRISTOPHER C. HICKOK2022-09-29
0022020-01-01CHRISTOPHER C. HICKOK2021-09-07 CHRISTOPHER C. HICKOK2021-09-07
0022019-01-01CHRISTOPHER C. HICKOK2020-09-29 CHRISTOPHER C. HICKOK2020-09-29
0022018-01-01CHRISTOPHER C. HICKOK2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01CHRISTOPHER C. HICKOK
0022013-01-01BLAISE R. SIMQU
0022012-01-01BLAISE R. SIMQU
0022011-01-01BLAISE R. SIMQU
0022010-01-01BLAISE R. SIMQU
0022009-01-01BLAISE R. SIMQU

Plan Statistics for SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01934
Total number of active participants reported on line 7a of the Form 55002022-01-01701
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01260
Total of all active and inactive participants2022-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01971
Number of participants with account balances2022-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01944
Total number of active participants reported on line 7a of the Form 55002021-01-01660
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01274
Total of all active and inactive participants2021-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01934
Number of participants with account balances2021-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,010
Total number of active participants reported on line 7a of the Form 55002020-01-01674
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01270
Total of all active and inactive participants2020-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01944
Number of participants with account balances2020-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,071
Total number of active participants reported on line 7a of the Form 55002019-01-01726
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01276
Total of all active and inactive participants2019-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,010
Number of participants with account balances2019-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01941
Total number of active participants reported on line 7a of the Form 55002018-01-01792
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01270
Total of all active and inactive participants2018-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,071
Number of participants with account balances2018-01-011,030
2017: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01862
Total number of active participants reported on line 7a of the Form 55002017-01-01718
Number of retired or separated participants receiving benefits2017-01-01223
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01941
Number of participants with account balances2017-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01851
Total number of active participants reported on line 7a of the Form 55002016-01-01669
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01826
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01849
Total number of active participants reported on line 7a of the Form 55002015-01-01660
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01851
Number of participants with account balances2015-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01760
Total number of active participants reported on line 7a of the Form 55002014-01-01677
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01849
Number of participants with account balances2014-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01722
Total number of active participants reported on line 7a of the Form 55002013-01-01576
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01181
Total of all active and inactive participants2013-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01760
Number of participants with account balances2013-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01711
Total number of active participants reported on line 7a of the Form 55002012-01-01540
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01182
Total of all active and inactive participants2012-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01722
Number of participants with account balances2012-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01643
Total number of active participants reported on line 7a of the Form 55002011-01-01574
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01711
Number of participants with account balances2011-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01614
Total number of active participants reported on line 7a of the Form 55002010-01-01502
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01643
Number of participants with account balances2010-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01645
Total number of active participants reported on line 7a of the Form 55002009-01-01501
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01614
Number of participants with account balances2009-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,658,346
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,863,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,709,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,884,999
Value of total assets at end of year2022-12-31$106,454,020
Value of total assets at beginning of year2022-12-31$122,976,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$154,232
Total interest from all sources2022-12-31$187,733
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$66,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$66,096
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,010,728
Participant contributions at end of year2022-12-31$1,033,849
Participant contributions at beginning of year2022-12-31$1,088,530
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$874,271
Other income not declared elsewhere2022-12-31$21,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,522,146
Value of net assets at end of year (total assets less liabilities)2022-12-31$106,454,020
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$122,976,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,296,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,998,167
Value of interest in pooled separate accounts at end of year2022-12-31$81,692,394
Value of interest in pooled separate accounts at beginning of year2022-12-31$106,930,418
Interest on participant loans2022-12-31$56,646
Interest earned on other investments2022-12-31$131,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,431,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,451,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,061,023
Net investment gain or loss from common/collective trusts2022-12-31$242,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$2,507,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,709,568
Contract administrator fees2022-12-31$154,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$22,863,743
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,899,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,675,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,077,972
Value of total assets at end of year2021-12-31$122,976,166
Value of total assets at beginning of year2021-12-31$106,011,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$223,360
Total interest from all sources2021-12-31$60,367
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,594
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,501,265
Participant contributions at end of year2021-12-31$1,088,530
Participant contributions at beginning of year2021-12-31$1,059,684
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,964,499
Value of net assets at end of year (total assets less liabilities)2021-12-31$122,976,166
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$106,011,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$129,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,998,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$106,930,418
Value of interest in pooled separate accounts at beginning of year2021-12-31$93,475,820
Interest on participant loans2021-12-31$60,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,451,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,029,125
Net investment gain/loss from pooled separate accounts2021-12-31$14,712,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,507,068
Employer contributions (assets) at end of year2021-12-31$2,507,068
Employer contributions (assets) at beginning of year2021-12-31$2,447,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,675,884
Contract administrator fees2021-12-31$93,884
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,445
Total income from all sources (including contributions)2020-12-31$22,267,264
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,996,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,807,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,061,946
Value of total assets at end of year2020-12-31$106,011,667
Value of total assets at beginning of year2020-12-31$90,742,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$188,571
Total interest from all sources2020-12-31$70,317
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,213,924
Participant contributions at end of year2020-12-31$1,059,684
Participant contributions at beginning of year2020-12-31$1,185,810
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$400,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,271,103
Value of net assets at end of year (total assets less liabilities)2020-12-31$106,011,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$90,740,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$188,571
Value of interest in pooled separate accounts at end of year2020-12-31$93,475,820
Value of interest in pooled separate accounts at beginning of year2020-12-31$81,420,077
Interest on participant loans2020-12-31$70,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,029,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,609,342
Net investment gain/loss from pooled separate accounts2020-12-31$14,135,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,447,038
Employer contributions (assets) at end of year2020-12-31$2,447,038
Employer contributions (assets) at beginning of year2020-12-31$1,526,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,807,590
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58
Total income from all sources (including contributions)2019-12-31$24,017,150
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,471,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,265,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,508,153
Value of total assets at end of year2019-12-31$90,742,009
Value of total assets at beginning of year2019-12-31$71,194,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$205,533
Total interest from all sources2019-12-31$212,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,254,209
Participant contributions at end of year2019-12-31$1,185,810
Participant contributions at beginning of year2019-12-31$1,313,261
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,727,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,546,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,740,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,194,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$205,533
Value of interest in pooled separate accounts at end of year2019-12-31$81,420,077
Value of interest in pooled separate accounts at beginning of year2019-12-31$61,604,276
Interest on participant loans2019-12-31$75,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$137,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,609,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,847,930
Net investment gain/loss from pooled separate accounts2019-12-31$15,296,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,526,780
Employer contributions (assets) at end of year2019-12-31$1,526,780
Employer contributions (assets) at beginning of year2019-12-31$1,429,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,265,512
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
2018 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,436,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,535,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,355,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,829,676
Value of total assets at end of year2018-12-31$71,194,517
Value of total assets at beginning of year2018-12-31$72,293,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$179,833
Total interest from all sources2018-12-31$194,015
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,882,605
Participant contributions at end of year2018-12-31$1,313,261
Participant contributions at beginning of year2018-12-31$1,246,208
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,518,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$58
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,098,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,194,459
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$72,293,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$179,833
Value of interest in pooled separate accounts at end of year2018-12-31$61,604,276
Value of interest in pooled separate accounts at beginning of year2018-12-31$63,802,904
Interest on participant loans2018-12-31$69,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$124,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,847,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,900,569
Net investment gain/loss from pooled separate accounts2018-12-31$-4,587,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,429,050
Employer contributions (assets) at end of year2018-12-31$1,429,050
Employer contributions (assets) at beginning of year2018-12-31$1,343,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,355,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2018-12-31954345526
2017 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,783,368
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,647,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,499,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,170,721
Value of total assets at end of year2017-12-31$72,293,114
Value of total assets at beginning of year2017-12-31$59,157,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,562
Total interest from all sources2017-12-31$205,045
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,207,523
Participant contributions at end of year2017-12-31$1,246,208
Participant contributions at beginning of year2017-12-31$1,102,362
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,619,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,136,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$72,293,114
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,157,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$63,802,904
Value of interest in pooled separate accounts at beginning of year2017-12-31$51,338,506
Interest on participant loans2017-12-31$57,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$147,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,900,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,458,374
Net investment gain/loss from pooled separate accounts2017-12-31$9,407,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,343,433
Employer contributions (assets) at end of year2017-12-31$1,343,433
Employer contributions (assets) at beginning of year2017-12-31$1,257,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,499,741
Contract administrator fees2017-12-31$147,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$131
Total income from all sources (including contributions)2016-12-31$10,601,429
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,779,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,696,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,471,208
Value of total assets at end of year2016-12-31$59,157,049
Value of total assets at beginning of year2016-12-31$52,335,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,019
Total interest from all sources2016-12-31$161,094
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,899,662
Participant contributions at end of year2016-12-31$1,102,362
Participant contributions at beginning of year2016-12-31$1,190,982
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$313,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$6,821,858
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,157,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,335,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$51,338,506
Value of interest in pooled separate accounts at beginning of year2016-12-31$44,989,779
Interest on participant loans2016-12-31$57,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$103,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,458,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,052,291
Net investment gain/loss from pooled separate accounts2016-12-31$4,969,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,257,807
Employer contributions (assets) at end of year2016-12-31$1,257,807
Employer contributions (assets) at beginning of year2016-12-31$1,102,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,696,552
Contract administrator fees2016-12-31$83,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,089
Total income from all sources (including contributions)2015-12-31$5,617,159
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,018,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,971,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,871,262
Value of total assets at end of year2015-12-31$52,335,322
Value of total assets at beginning of year2015-12-31$49,740,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,489
Total interest from all sources2015-12-31$167,646
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,838,605
Participant contributions at end of year2015-12-31$1,190,982
Participant contributions at beginning of year2015-12-31$1,121,703
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$930,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,089
Other income not declared elsewhere2015-12-31$40,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,598,838
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,335,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,736,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$44,989,779
Value of interest in pooled separate accounts at beginning of year2015-12-31$44,177,225
Interest on participant loans2015-12-31$57,266
Interest earned on other investments2015-12-31$93
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$110,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,052,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,565,664
Net investment gain/loss from pooled separate accounts2015-12-31$-462,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,102,322
Employer contributions (assets) at end of year2015-12-31$1,102,270
Employer contributions (assets) at beginning of year2015-12-31$875,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,971,832
Contract administrator fees2015-12-31$46,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,282
Total income from all sources (including contributions)2014-12-31$7,284,437
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,118,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,078,198
Value of total corrective distributions2014-12-31$4,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,385,029
Value of total assets at end of year2014-12-31$49,740,442
Value of total assets at beginning of year2014-12-31$45,580,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,230
Total interest from all sources2014-12-31$153,584
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,201,866
Participant contributions at end of year2014-12-31$1,121,703
Participant contributions at beginning of year2014-12-31$1,220,041
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$307,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,165,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,736,353
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,570,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$44,177,225
Value of interest in pooled separate accounts at beginning of year2014-12-31$39,835,593
Interest on participant loans2014-12-31$54,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$99,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,565,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,166,083
Net investment gain/loss from pooled separate accounts2014-12-31$2,745,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$875,850
Employer contributions (assets) at end of year2014-12-31$875,850
Employer contributions (assets) at beginning of year2014-12-31$1,358,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,078,198
Contract administrator fees2014-12-31$36,230
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,282
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$12,142,240
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,783,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,751,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,597,454
Value of total assets at end of year2013-12-31$45,580,715
Value of total assets at beginning of year2013-12-31$36,211,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,801
Total interest from all sources2013-12-31$140,035
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,727,814
Participant contributions at end of year2013-12-31$1,220,041
Participant contributions at beginning of year2013-12-31$1,115,072
Participant contributions at end of year2013-12-31$500
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$511,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$3,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,358,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,570,433
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,211,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$39,835,593
Value of interest in pooled separate accounts at beginning of year2013-12-31$31,372,870
Interest on participant loans2013-12-31$54,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$85,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,166,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,747,961
Net investment gain/loss from pooled separate accounts2013-12-31$7,400,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,358,497
Employer contributions (assets) at end of year2013-12-31$1,358,498
Employer contributions (assets) at beginning of year2013-12-31$976,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,751,982
Contract administrator fees2013-12-31$31,801
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$7,701,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,133,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,112,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,770,409
Value of total assets at end of year2012-12-31$36,211,976
Value of total assets at beginning of year2012-12-31$30,643,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,284
Total interest from all sources2012-12-31$137,037
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,715,012
Participant contributions at end of year2012-12-31$1,115,072
Participant contributions at beginning of year2012-12-31$1,155,494
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$79,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,568,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,211,976
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,643,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$31,372,870
Value of interest in pooled separate accounts at beginning of year2012-12-31$25,885,778
Interest on participant loans2012-12-31$59,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$77,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,747,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,666,116
Net investment gain/loss from pooled separate accounts2012-12-31$3,794,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$976,073
Employer contributions (assets) at end of year2012-12-31$976,073
Employer contributions (assets) at beginning of year2012-12-31$936,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,112,430
Contract administrator fees2012-12-31$21,284
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2012-12-31954345526
2011 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,458,088
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,743,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,727,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,655,192
Value of total assets at end of year2011-12-31$30,643,907
Value of total assets at beginning of year2011-12-31$31,929,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,358
Total interest from all sources2011-12-31$121,385
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,351,027
Participant contributions at end of year2011-12-31$1,155,494
Participant contributions at beginning of year2011-12-31$1,019,071
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$360,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,285,382
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,643,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,929,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$25,885,778
Value of interest in pooled separate accounts at beginning of year2011-12-31$26,889,672
Interest on participant loans2011-12-31$44,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$77,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,666,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,178,800
Net investment gain/loss from pooled separate accounts2011-12-31$-1,318,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$943,635
Employer contributions (assets) at end of year2011-12-31$936,519
Employer contributions (assets) at beginning of year2011-12-31$1,841,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,727,112
Contract administrator fees2011-12-31$16,358
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2011-12-31954635567
2010 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,048,009
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,243,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,234,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,376,590
Value of total assets at end of year2010-12-31$31,929,289
Value of total assets at beginning of year2010-12-31$25,124,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,518
Total interest from all sources2010-12-31$125,163
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,137,129
Participant contributions at end of year2010-12-31$1,019,071
Participant contributions at beginning of year2010-12-31$893,885
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$2,982
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$397,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,804,440
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,929,289
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,124,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,468
Value of interest in pooled separate accounts at end of year2010-12-31$26,889,672
Value of interest in pooled separate accounts at beginning of year2010-12-31$20,128,530
Interest on participant loans2010-12-31$53,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$72,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,178,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,336,603
Net investment gain/loss from pooled separate accounts2010-12-31$3,546,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,841,746
Employer contributions (assets) at end of year2010-12-31$1,841,746
Employer contributions (assets) at beginning of year2010-12-31$1,762,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,234,051
Contract administrator fees2010-12-31$3,050
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2010-12-31954635567
2009 : SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number774773
Policy instance 1
Insurance contract or identification number774773
Number of Individuals Covered971
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 2
Insurance contract or identification number814065
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 1
Insurance contract or identification number814065
Number of Individuals Covered903
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 1
Insurance contract or identification number814065
Number of Individuals Covered926
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42,865
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees42865
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 1
Insurance contract or identification number814065
Number of Individuals Covered982
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,601
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees38601
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 1
Insurance contract or identification number814065
Number of Individuals Covered1015
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,191
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees36191
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814065
Policy instance 1
Insurance contract or identification number814065
Number of Individuals Covered899
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,479
Total amount of fees paid to insurance companyUSD $30,225
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30225
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $12,479
Insurance broker nameNIELSEN INSURANCE GROUP, INC.

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