SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 801 CRESCENT CENTRE DRIVE,,FRANKLIN,TN
  • Contact person: BRIAN HARDING
  • Phone: (615) 778-9093

Plan General Information

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is $13,197,676.00.This plan was established in 2021.

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is 185

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is $71,338.00

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is $14,925.00.

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is approximately $3,192.00
Investing in this additonal $3,192.00 for 20 years would give you extra $204,331.00, assuming a 10% annual return.

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN allocates $590,645.00 to match its employees' contributions, providing an employer match rate of 42.78% of their contributions

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is 34.91%.

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is 20.86%. This measures the effectiveness of the plan participants' investments in the year.

SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN is 0.23%.

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