Sage 401(K) Plan — Form 5500 plan (Sage Software 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 401(K) Plan is a benefit plan reported by Sage Software Inc. under EIN 54-1222526 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,502 participants and $392,435,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sage Software Inc.
- EIN
- 54-1222526
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrenceville, GA
- Latest filing year
- 2023
- Participants
- 3,502
- End-of-year plan assets
- $392,435,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,502 | H, C | 20241209161142NAL0009392097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $392,435,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,435,531
- Net assets (BOY)
- $333,937,945
Income & contributions
- Employer contributions
- $9,356,427
- Participant contributions
- $23,599,882
- Total contributions
- $37,580,720
- Total income / additions
- $94,179,080
Expenses & distributions
- Benefits paid
- $36,907,337
- Administrative expenses
- $448,386
- Total expenses
- $37,502,508
- Net increase / (decrease)
- $56,676,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $256,301 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $46,977 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $42,175 | not reported in the loaded dataset | 2023 |
| Afs Advisors, LLC | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $900 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sage Software Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Lawrenceville, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Afs Advisors, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Qdro Consultants — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation