Sage 401(K) Retirement & Savings Plan — Form 5500 plan (Sage Hospitality Resources, LLC)
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) Retirement & Savings Plan is a benefit plan reported by Sage Hospitality Resources, LLC under EIN 84-1273343 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,468 participants and $70,551,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sage Hospitality Resources, LLC
- EIN
- 84-1273343
- Plan number
- 001
- Plan type
- 3
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 6,468
- End-of-year plan assets
- $70,551,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,468 | H, C | 20241010162719NAL0036423776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,551,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,551,008
- Net assets (BOY)
- $56,483,258
Income & contributions
- Employer contributions
- $1,389,525
- Participant contributions
- $6,773,209
- Total contributions
- $10,603,643
- Total income / additions
- $21,623,056
Expenses & distributions
- Benefits paid
- $7,088,290
- Administrative expenses
- $304,395
- Total expenses
- $7,555,306
- Net increase / (decrease)
- $14,067,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $219,145 | $0 | 2023 |
| First Western Trust Bank | INVESTMENT ADVISOR | $45,000 | $0 | 2023 |
| Plante And Moran Pllc | AUDITOR | $25,250 | $0 | 2023 |
| Broadridge Co | INVESTMENT ADVISOR | $15,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sage Hospitality Resources, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Minnesota Life Insurance Company — Schedule C compensation
- First Western Trust Bank — Schedule C compensation
- Plante And Moran Pllc — Schedule C compensation
- Broadridge Co — Schedule C compensation