Plan5500

Sequoia Consulting Group 401(K) Plan — Form 5500 plan (Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou)

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) Plan is a benefit plan reported by Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou under EIN 94-3397213 and plan number 002. The latest loaded filing year is 2023. The filing reports 845 participants and $89,910,373 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$89.9MPlan net assets, end of year$89,910,373
Participants845Covered participants reported
Assets / participant$106.4KComputed: assets ÷ participants$106,403 (computed)
Provider compensation$71.6K1 Schedule C provider row(s)$71,578
Plan sponsor
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou
EIN
94-3397213
Plan number
002
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    845 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$89.9M total assets
Net assets$89.9MLiabilities$0
Money in vs. money out
Total income / additions$34.4M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$4.5M
Participant$10.5M
Full reported line items

Net assets

Total assets (EOY)
$89,910,373
Total liabilities (EOY)
$0
Net assets (EOY)
$89,910,373
Net assets (BOY)
$61,280,977

Income & contributions

Employer contributions
$4,520,566
Participant contributions
$10,475,921
Total contributions
$20,675,906
Total income / additions
$34,449,996

Expenses & distributions

Benefits paid
$5,735,179
Administrative expenses
$71,578
Total expenses
$5,820,600
Net increase / (decrease)
$28,629,396
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$71.6K
    RECORDKEEPER · Direct $71.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Sequoia Consulting Group 401(K) Plan?
Sequoia Consulting Group 401(K) Plan is reported as sponsored by Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou (EIN 94-3397213, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sequoia Consulting Group 401(K) Plan?
The latest Form 5500 filing year loaded for Sequoia Consulting Group 401(K) Plan is 2023.
How many participants does Sequoia Consulting Group 401(K) Plan report?
Sequoia Consulting Group 401(K) Plan reports 845 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sequoia Consulting Group 401(K) Plan?
Sequoia Consulting Group 401(K) Plan reports $89,910,373 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages