Sequoia Consulting Group 401(K) — Form 5500 plan (Sequoia Consulting Group)
Plain-English plan 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 Consulting Group 401(K) is a benefit plan reported by Sequoia Consulting Group under EIN 46-1798608 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $9,234,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sequoia Consulting Group
- EIN
- 46-1798608
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $9,234,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241009181259NAL0018890817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,234,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,234,246
- Net assets (BOY)
- $6,025,358
Income & contributions
- Employer contributions
- $609,165
- Participant contributions
- $1,592,611
- Total contributions
- $2,519,603
- Total income / additions
- $3,782,589
Expenses & distributions
- Benefits paid
- $542,026
- Administrative expenses
- $29,932
- Total expenses
- $573,701
- Net increase / (decrease)
- $3,208,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Redhawk Wealth Advisors | NONE | $21,127 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $8,805 | $50 | 2023 |