Sage Technology Solutions Employee Benefit Plan — Form 5500 plan (Sage Technology Solutions, Inc)

Plain-English plan 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, Sage Technology Solutions Employee Benefit Plan is a benefit plan reported by Sage Technology Solutions, Inc under EIN 25-1900156 and plan number 501. The latest loaded filing year is 2023. The filing reports 73 participants and $55,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sage Technology Solutions, Inc
EIN
25-1900156
Plan number
501
Plan type
2
Location
Mount Joy, PA
Latest filing year
2023
Participants
73
End-of-year plan assets
$55,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202373I, C20250414070017NAL0000690803001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$55,435
Total liabilities (EOY)
$179,032
Net assets (EOY)
-$123,597
Net assets (BOY)
-$141,848

Income & contributions

Employer contributions
$620,879
Participant contributions
$215,333
Total income / additions
$848,331

Expenses & distributions

Benefits paid
$426,361
Administrative expenses
$19,446
Total expenses
$830,080
Net increase / (decrease)
$18,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highmark Blue Shield (Central)ADMIN$19,446not reported in the loaded dataset2023
Ap Benefit Advisors LLCBROKER$18,400not reported in the loaded dataset2023
The Benecon Group. LLCBROKER$17,805not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,400not reported in the loaded dataset2023

Related Form 5500 pages