2023 Form 5500 filing — Sage Technology Solutions Employee Benefit 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 20250414070017NAL0000690803001) for Sage Technology Solutions Employee Benefit Plan, reported by Sage Technology Solutions, Inc under EIN 25-1900156 and plan number 501. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414070017NAL0000690803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sage Technology Solutions, Inc
- EIN
- 25-1900156
- Plan number
- 501
- Location
- Mount Joy, PA
- Participants
- 73
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,435
- Total liabilities (EOY)
- $179,032
- Net assets (EOY)
- -$123,597
- Employer contributions
- $620,879
- Participant contributions
- $215,333
- Total income / additions
- $848,331
- Benefits paid
- $426,361
- Administrative expenses
- $19,446
- Total expenses
- $830,080
- Net increase / (decrease)
- $18,251
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Blue Shield (Central) | ADMIN | $19,446 | not reported in the loaded dataset |
| Ap Benefit Advisors LLC | BROKER | $18,400 | not reported in the loaded dataset |
| The Benecon Group. LLC | BROKER | $17,805 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,400 | not reported in the loaded dataset |