Sage Cash Balance Conservative — Form 5500 plan (Dfe Returns)
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 Cash Balance Conservative is a benefit plan reported by Dfe Returns under EIN 36-6071399 and plan number 824. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dfe Returns
- EIN
- 36-6071399
- Plan number
- 824
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Net assets (BOY)
- -$1
Income & contributions
- Total income / additions
- $30,458
Expenses & distributions
- Net increase / (decrease)
- $30,458
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.
Frequently asked questions
- Who sponsors the Sage Cash Balance Conservative?
- Sage Cash Balance Conservative is reported as sponsored by Dfe Returns (EIN 36-6071399, plan number 824) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Sage Cash Balance Conservative?
- The latest Form 5500 filing year loaded for Sage Cash Balance Conservative is 2023.
- How many participants does Sage Cash Balance Conservative report?
- The participant count for Sage Cash Balance Conservative is not reported in the loaded dataset.
- What are the reported plan assets for Sage Cash Balance Conservative?
- End-of-year plan assets for Sage Cash Balance Conservative are not reported in the loaded dataset.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.