2023 Form 5500 filing — Sequoia One 401(K) Plan
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 20241015122517NAL0028411633001) for Sequoia One 401(K) Plan, reported by Sequoia One Peo, LLC under EIN 46-4716239 and plan number 001. It reports 43,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122517NAL0028411633001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sequoia One Peo, LLC
- EIN
- 46-4716239
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 43,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,022,278,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,022,278,751
- Employer contributions
- $52,539,355
- Participant contributions
- $250,829,398
- Total income / additions
- $534,365,893
- Benefits paid
- $138,041,679
- Administrative expenses
- $1,362,435
- Total expenses
- $139,860,204
- Net increase / (decrease)
- $394,505,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Comapny | RECORDKEEPER | $1,938,127 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $800 | not reported in the loaded dataset |