Sage Advisors, LLC

California
Registered In
07/29/2019
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction

Company Summary

Sage Advisors, LLC at 1738 Skylark Ln, Newport Beach, Ca 92660 lists Jordan D. Cole and Russell D. Cole of Edmonds, WA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Washington
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People

Registered Agents Inc Registered 1505 Agent
1401 21ST ST STE R, SACRAMENTO, CA 95811
Jordan D. Cole Manager
115 2ND AVE N STE 200, EDMONDS, WA 98020
Russell D. Cole Manager
115 2ND AVE N STE 200, EDMONDS, WA 98020
David Heia Manager
115 2ND AVE N STE 200, EDMONDS, WA 98020
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

1738 SKYLARK LN, NEWPORT BEACH, CA 92660 View Map
115 2ND AVE N STE 200, EDMONDS, WA 98020 (Mailing) View Map

Financials

Financial Information for Sage Advisors, LLC

Form 5500

SAGE ADVISORS, LLC

115 Second Ave N, Suite 200, Edmonds, Wa 98020 (206) 516-7991 EIN:91-2096023 Plan Admin:Jordan Cole
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,239,567 / $1,644,021 2023 SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 11 / 12 $1,239,567 / $1,644,021
2022 Plan NameSAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,299,436 / $1,239,567 2022 SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 11 $1,299,436 / $1,239,567
2021 Plan NameSAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$946,995 / $1,299,436 2021 SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 9 $946,995 / $1,299,436
2020 Plan NameSAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$696,414 / $946,995 2020 SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 9 $696,414 / $946,995
2019 Plan NameSAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$479,063 / $696,414 2019 SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 8 $479,063 / $696,414
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Sage Advisors LLC Registered in Florida
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Sage Advisors LLC Registered in Missouri
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Sage Advisors LLC Registered in Pennsylvania
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Sage Advisors, LLC Registered in Arizona
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Sage Advisors, LLC Registered in Washington
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Sage Advisors LLC Registered in Ohio
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Sage Advisors, LLC Registered in Alabama
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Sage Advisors, LLC Registered in Colorado
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Sage Advisors, LLC Registered in Texas
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Sage Advisors LLC Registered in Washington
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Sage Advisors LLC Registered in Massachusetts
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Sage Advisors, LLC Registered in Oregon
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Sage Advisors, LLC Registered in Florida
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Sage Advisors LLC Registered in Wisconsin
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Sage Advisors, LLC Registered in Nevada
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Sage Advisors, LLC Registered in California
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Sage Advisors, LLC Registered in Georgia
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Address Match:115 2nd Ave N Ste 200 Edmonds, WA
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Welco Lumber Company Registered in Idaho
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Address Match:115 2nd Ave N Edmonds, WA
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Wolfssl, Inc. Registered in Washington
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Pacific General Agency, Inc. Registered in Oregon
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Welco LLC Registered in Texas
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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