Plan5500

Sequoia Living — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sequoia Living (EIN 94-1437728) is a plan sponsor located in San Francisco, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1437728
Location
San Francisco, CA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sequoia Living

  • 4 loaded plans hold $108.6M in reported assets.
  • The largest, Retirement Plan For The Employees Of Sequoia Living Inc., holds 62% of this company's reported plan assets.
  • Plans cover 2,350 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$108.6MSummed across loaded plans$108,561,339
Total reported assets$108.6M$108,561,339
Total reported participants2.4K2,350
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$108.6M total assets
Net assets$108.6MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.2M
Total income / additions$20.1M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.4M
Net increase / (decrease)$14.7M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Retirement Plan For The Employees Of Sequoia Living Inc.
Participants per plan588Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retirement Plan For The Employees Of Sequoia Living Inc.$67.6M
    Plan #001 · 743 participants · 2023
  2. 2
    Sequoia Living Inc. 403(B) Plan$32.9M
    Plan #003 · 1,024 participants · 2023
  3. 3
    Ncphs Tax Sheltered Annuity Plan$8.1M
    Plan #002 · 217 participants · 2023
  4. 4
    Sequoia Living Welfare Plannot reported in the loaded dataset
    Plan #503 · 366 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sequoia Living. Open one for its full reported snapshot.

  1. 2023
    Sequoia Living Welfare Plan366 participants · 2No schedules
    View filing →
  2. 2023
    Ncphs Tax Sheltered Annuity Plan217 participants · 2Sch HSch C
    View filing →
  3. 2023
    Retirement Plan For The Employees Of Sequoia Living Inc.743 participants · 2Sch HSch C
    View filing →
  4. 2023
    Sequoia Living Inc. 403(B) Plan1,024 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sequoia Living report on Form 5500?
Sequoia Living (EIN 94-1437728) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sequoia Living?
The Employer Identification Number (EIN) reported for Sequoia Living is 94-1437728.
What is the latest Form 5500 filing year for Sequoia Living?
The latest loaded Form 5500 filing year for Sequoia Living is 2023.

Related Form 5500 pages