The Sage Group, LLC

Form 5500

THE SAGE GROUP, LLC

11111 Santa Monica Blvd., STE 2200, Los Angeles, Ca 90025 (310) 478-7899 EIN:95-4789209 Plan Admin:Frederick Schmitt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE SAGE GROUP, LLC PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 16 Assets BOY/EOY$5,347,760 / $4,497,574	2022	THE SAGE GROUP, LLC PROFIT SHARING PLAN - Plan #002	16 / 16	$5,347,760 / $4,497,574
2022	Plan NameTHE SAGE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$0 / $0	2022	THE SAGE GROUP, LLC 401(K) PLAN - Plan #001	25 / 26	$0 / $0
2021	Plan NameTHE SAGE GROUP, LLC PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 17 Assets BOY/EOY$4,383,081 / $5,347,760	2021	THE SAGE GROUP, LLC PROFIT SHARING PLAN - Plan #002	17 / 17	$4,383,081 / $5,347,760
2021	Plan NameTHE SAGE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 25 Assets BOY/EOY$0 / $0	2021	THE SAGE GROUP, LLC 401(K) PLAN - Plan #001	28 / 25	$0 / $0
2020	Plan NameTHE SAGE GROUP, LLC PROFIT SHARING PLAN Plan #002 Participants BOY/EOY19 / 17 Assets BOY/EOY$3,763,806 / $4,383,081	2020	THE SAGE GROUP, LLC PROFIT SHARING PLAN - Plan #002	19 / 17	$3,763,806 / $4,383,081
2020	Plan NameTHE SAGE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 28 Assets BOY/EOY$0 / $0	2020	THE SAGE GROUP, LLC 401(K) PLAN - Plan #001	28 / 28	$0 / $0
2019	Plan NameTHE SAGE GROUP, LLC PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 19 Assets BOY/EOY$2,881,108 / $3,763,806	2019	THE SAGE GROUP, LLC PROFIT SHARING PLAN - Plan #002	18 / 19	$2,881,108 / $3,763,806
2019	Plan NameTHE SAGE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 28 Assets BOY/EOY$0 / $0	2019	THE SAGE GROUP, LLC 401(K) PLAN - Plan #001	31 / 28	$0 / $0