2023 Form 5500 filing — Sage 401(K) Retirement & Savings 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 20241010162719NAL0036423776001) for Sage 401(K) Retirement & Savings Plan, reported by Sage Hospitality Resources, LLC under EIN 84-1273343 and plan number 001. It reports 6,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162719NAL0036423776001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sage Hospitality Resources, LLC
- EIN
- 84-1273343
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 6,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,551,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,551,008
- Employer contributions
- $1,389,525
- Participant contributions
- $6,773,209
- Total income / additions
- $21,623,056
- Benefits paid
- $7,088,290
- Administrative expenses
- $304,395
- Total expenses
- $7,555,306
- Net increase / (decrease)
- $14,067,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $219,145 | $0 |
| First Western Trust Bank | INVESTMENT ADVISOR | $45,000 | $0 |
| Plante And Moran Pllc | AUDITOR | $25,250 | $0 |
| Broadridge Co | INVESTMENT ADVISOR | $15,000 | $0 |