2023 Form 5500 filing — Retirement Plan For The Employees Of Sequoia Living Inc.

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 20241014131306NAL0046079072001) for Retirement Plan For The Employees Of Sequoia Living Inc., reported by Sequoia Living Inc. under EIN 94-1437728 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$67.6MReported net assets$67,613,726
Participants743
Provider compensation$89.2K2 Schedule C row(s)$89,227
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014131306NAL0046079072001
Plan sponsor
Sequoia Living Inc.
EIN
94-1437728
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$67.6M total assets
Net assets$67.6MLiabilities$0
Money in vs. money out
Total income / additions$10.7M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Full reported line items
Total assets (EOY)
$67,613,726
Total liabilities (EOY)
$0
Net assets (EOY)
$67,613,726
Total income / additions
$10,706,877
Benefits paid
$2,726,740
Administrative expenses
$90,021
Total expenses
$2,816,761
Net increase / (decrease)
$7,890,116
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Us Bank$79.5K
    NONE · Direct $79.5K · Indirect $0
  2. 2
    NONE · Direct $9.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014131306NAL0046079072001 cover?
It is the 2023 Form 5500 filing for Retirement Plan For The Employees Of Sequoia Living Inc., reported by Sequoia Living Inc. (EIN 94-1437728).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages