Sequoia Equities Inc. — 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 Equities Inc. (EIN 94-2223344) is a plan sponsor located in Walnut Creek, 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
- 94-2223344
- Location
- Walnut Creek, CA
- Loaded plans
- 6
- Total reported participants
- 1,394
- Total reported plan assets (EOY)
- $19,681,295
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Sequoia Equities 401(K) Plan | 001 | 520 | $19,681,295 | 2023 |
| Sequoia Equities, Inc. Group Eap | 505 | 285 | not reported in the loaded dataset | 2023 |
| Sequoia Equities, Inc. Group Medical Plan | 501 | 184 | not reported in the loaded dataset | 2023 |
| Sequoia Equities, Inc. Group Life Plan | 502 | 137 | not reported in the loaded dataset | 2023 |
| Sequoia Equities, Inc. Group Std Plan | 503 | 134 | not reported in the loaded dataset | 2023 |
| Sequoia Equities, Inc. Group Ltd Plan | 504 | 134 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Sequoia Equities 401(K) Plan | 520 | H, C | 20241014135200NAL0053828194001 |
| 2023 | Sequoia Equities, Inc. Group Medical Plan | 184 | — | 20260218121547NAL0009001235001 |
| 2023 | Sequoia Equities, Inc. Group Life Plan | 137 | — | 20260218121612NAL0009725378001 |
| 2023 | Sequoia Equities, Inc. Group Std Plan | 134 | — | 20260218121647NAL0009726162001 |
| 2023 | Sequoia Equities, Inc. Group Ltd Plan | 134 | — | 20260218121714NAL0009726834001 |
| 2023 | Sequoia Equities, Inc. Group Eap | 285 | — | 20260218121755NAL0009003411001 |