Sage Wealth Partners, LLC

Registered In: New Hampshire
Incorporation Date: 10/16/2019
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Good Standing
Phone: (603) 294-****
Email: ***@sagewpartners.com
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Memmesheimer, Kimberly J H, Esq Registered Agent	Seven RIVERS LAW OFFICE PLLC, BARRINGTON, NH 03825 (View Past Addresses)
Timothy G Dabrieo Member	75 PORTSMOUTH BLVD STE 120B, PORTSMOUTH, NH 03801
Anne Arbuthnot Member	75 PORTSMOUTH BLVD STE 120B, PORTSMOUTH, NH 03801

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75 PORTSMOUTH BLVD STE 120B, PORTSMOUTH, NH 03801 View Map

Financial Information for Sage Wealth Partners, LLC

Form 5500

75 Portsmouth Blvd Suite 120b, Portsmouth, Nh 03801 (603) 294-4121 EIN:84-3391079 Plan Admin:Timothy Dabrieo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAGE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$201,273 / $319,520	2023	SAGE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001	5 / 5	$201,273 / $319,520
2022	Plan NameSAGE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$170,874 / $201,273	2022	SAGE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001	4 / 4	$170,874 / $201,273
2021	Plan NameSAGE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$72,712 / $170,874	2021	SAGE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001	4 / 4	$72,712 / $170,874
2020	Plan NameSAGE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $72,712	2020	SAGE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001	4 / 4	$0 / $72,712

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SAGE WEALTH PARTNERS

75 Portsmouth Blvd Suite 120b, Portsmouth, Nh 03801-4690 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$62,300 Forgiven$62,957 LenderCitizens Bank, National Association Jobs4	04/30/2020	$62,300	$62,957	Citizens Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Sage Wealth Partners, LLC

Company Summary

Financial Information for Sage Wealth Partners, LLC

SAGE WEALTH PARTNERS, LLC

SAGE WEALTH PARTNERS