2023 Form 5500 filing — Sequoia Consulting Group 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009181259NAL0018890817001) for Sequoia Consulting Group 401(K), reported by Sequoia Consulting Group under EIN 46-1798608 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009181259NAL0018890817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sequoia Consulting Group
- EIN
- 46-1798608
- Plan number
- 001
- Location
- Encinitas, CA
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,234,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,234,246
- Employer contributions
- $609,165
- Participant contributions
- $1,592,611
- Total income / additions
- $3,782,589
- Benefits paid
- $542,026
- Administrative expenses
- $29,932
- Total expenses
- $573,701
- Net increase / (decrease)
- $3,208,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Redhawk Wealth Advisors | NONE | $21,127 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $8,805 | $50 |