Sage Publications, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sage Publications, 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 Publications, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sage Publications, Inc. under EIN 95-2454902 and plan number 002. The latest loaded filing year is 2023. The filing reports 971 participants and $131,387,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sage Publications, Inc.
- EIN
- 95-2454902
- Plan number
- 002
- Plan type
- 2
- Location
- Thousand Oaks, CA
- Latest filing year
- 2023
- Participants
- 971
- End-of-year plan assets
- $131,387,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 971 | H, C | 20241010150910NAL0040597378001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,387,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,387,058
- Net assets (BOY)
- $106,454,020
Income & contributions
- Employer contributions
- $5,519,342
- Participant contributions
- $7,064,949
- Total contributions
- $13,094,280
- Total income / additions
- $31,903,502
Expenses & distributions
- Benefits paid
- $6,808,100
- Administrative expenses
- $162,364
- Total expenses
- $6,970,464
- Net increase / (decrease)
- $24,933,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services LLC | SERVICE PROVIDER | $65,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $35,500 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $25,113 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $22,751 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin And Van Trigt L | SERVICE PROVIDER | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sage Publications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Thousand Oaks, CA
- Alliant Retirement Services LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Holthouse Carlin And Van Trigt L — Schedule C compensation