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 Financial Group, LLC 401(K) Plan is a benefit plan reported by Sequoia Financial Group, LLC under EIN 34-1913858 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $23,839,746 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,839,746
- Net assets (EOY)
- $23,839,746
- Net assets (BOY)
- $17,746,969
Income & contributions
- Employer contributions
- $1,633,251
- Participant contributions
- $3,287,368
- Total contributions
- $5,583,599
- Total income / additions
- $9,052,809
Expenses & distributions
- Benefits paid
- $2,882,309
- Administrative expenses
- $69,411
- Total expenses
- $2,960,032
- Net increase / (decrease)
- $6,092,777