What is the latest Form 5500 filing year for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou?

The latest loaded Form 5500 filing year for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou is 2023.

Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou — 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 Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou (EIN 94-3397213) is a plan sponsor located in San Mateo, 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: 94-3397213
Location: San Mateo, CA
Loaded plans: 2
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 Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou

2 loaded plans hold $89.9M in reported assets.
The largest, Sequoia Consulting Group 401(K) Plan, holds 100% of this company's reported plan assets.
Plans cover 1,599 reported participants.
1 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.9MSummed across loaded plans$89,910,373

Total reported assets$89.9M$89,910,373

Total reported participants1.6K1,599

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$89.9M total assets

Net assets$89.9MLiabilities$0

Contributions & income

Employer contributions$4.5M

Participant contributions$10.5M

Total income / additions$34.4M

Expenses & distributions

Benefits paid / distributions$5.7M

Total expenses$5.8M

Net increase / (decrease)$28.6M

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

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 assets100%Sequoia Consulting Group 401(K) Plan

Participants per plan800Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

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

1
Sequoia Consulting Group 401(K) Plan$89.9M
Plan #002 · 845 participants · 2023
2
Sequoia Benefits And Insurance Services, LLC Employee Health And Welfare Benefits Plannot reported in the loaded dataset
Plan #501 · 754 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 Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou. Open one for its full reported snapshot.

2023
Sequoia Benefits And Insurance Services, LLC Employee Health And Welfare Benefits Plan754 participants · 2No schedules
View filing →
2023
Sequoia Consulting Group 401(K) Plan845 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou report on Form 5500?: Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou (EIN 94-3397213) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou?: The Employer Identification Number (EIN) reported for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou is 94-3397213.
What is the latest Form 5500 filing year for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou?: The latest loaded Form 5500 filing year for Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou is 2023.