Logo

SAGE ADVISORS, LLC 401(K) PLAN 401k Plan overview

Plan NameSAGE ADVISORS, LLC 401(K) PLAN
Plan identification number 001

SAGE ADVISORS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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 ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SAGE ADVISORS, LLC
Employer identification number (EIN):471771919
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Additional information about SAGE ADVISORS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-09-04
Company Identification Number: 0802056985
Legal Registered Office Address: PO BOX 1867

PROSPER
United States of America (USA)
75078

More information about SAGE ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAGE ADVISORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER JAMES2024-10-03
0012022-01-01CHRISTOPHER JAMES2023-10-05
0012021-01-01ALICIA BOLLS2022-07-27
0012020-01-01ALICIA BOLLS2021-09-22
0012019-01-01ALICIA BOLLS2020-10-09
0012018-01-01ALICIA BOLLS2019-06-06
0012017-01-01ALICIA BOLLS2018-06-04
0012016-01-01ALICIA BOLLS2017-06-29
0012015-01-01ALICIA BOLLS2016-07-15

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1