2023 Form 5500 filing — Sage 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241209161142NAL0009392097001) for Sage 401(K) Plan, reported by Sage Software Inc. under EIN 54-1222526 and plan number 001. It reports 3,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209161142NAL0009392097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sage Software Inc.
- EIN
- 54-1222526
- Plan number
- 001
- Location
- Lawrenceville, GA
- Participants
- 3,502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,435,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,435,531
- Employer contributions
- $9,356,427
- Participant contributions
- $23,599,882
- Total income / additions
- $94,179,080
- Benefits paid
- $36,907,337
- Administrative expenses
- $448,386
- Total expenses
- $37,502,508
- Net increase / (decrease)
- $56,676,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $256,301 | $0 |
| Empower Advisory Group, LLC | NONE | $46,977 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $42,175 | not reported in the loaded dataset |
| Afs Advisors, LLC | NONE | $27,500 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $27,500 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $900 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $509 | not reported in the loaded dataset |