SEQUOIA CONSULTANTS, INC.
Plan context: SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-2374351 • Orange, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
50
2025 Assets
$2,630,617
2025 Contributions
$402,425
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 50 | $2,630,617 | $402,425 | $8,049iApproximate average salary by contribution assumption: employee only about $201,213 at 4% or $134,142 at 6%; with 50% employer match about $134,142 at 4% or $89,428 at 6%; with 100% employer match about $100,606 at 4% or $67,071 at 6%. |
| SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 50 | $2,630,617 | $402,425 | $8,049iApproximate average salary by contribution assumption: employee only about $201,213 at 4% or $134,142 at 6%; with 50% employer match about $134,142 at 4% or $89,428 at 6%; with 100% employer match about $100,606 at 4% or $67,071 at 6%. |
| 2024 | 1 | 48 | $1,948,411 | $377,773 | $7,870iApproximate average salary by contribution assumption: employee only about $196,757 at 4% or $131,171 at 6%; with 50% employer match about $131,171 at 4% or $87,447 at 6%; with 100% employer match about $98,378 at 4% or $65,586 at 6%. |
| SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 48 | $1,948,411 | $377,773 | $7,870iApproximate average salary by contribution assumption: employee only about $196,757 at 4% or $131,171 at 6%; with 50% employer match about $131,171 at 4% or $87,447 at 6%; with 100% employer match about $98,378 at 4% or $65,586 at 6%. |
| 2023 | 1 | 51 | $1,622,837 | $350,015 | $6,863iApproximate average salary by contribution assumption: employee only about $171,576 at 4% or $114,384 at 6%; with 50% employer match about $114,384 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%. |
| SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 51 | $1,622,837 | $350,015 | $6,863iApproximate average salary by contribution assumption: employee only about $171,576 at 4% or $114,384 at 6%; with 50% employer match about $114,384 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%. |
| 2022 | 1 | 48 | $1,254,482 | $313,184 | $6,525iApproximate average salary by contribution assumption: employee only about $163,117 at 4% or $108,744 at 6%; with 50% employer match about $108,744 at 4% or $72,496 at 6%; with 100% employer match about $81,558 at 4% or $54,372 at 6%. |
| SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 48 | $1,254,482 | $313,184 | $6,525iApproximate average salary by contribution assumption: employee only about $163,117 at 4% or $108,744 at 6%; with 50% employer match about $108,744 at 4% or $72,496 at 6%; with 100% employer match about $81,558 at 4% or $54,372 at 6%. |
| 2021 | 1 | 44 | $1,236,220 | $278,644 | $6,333iApproximate average salary by contribution assumption: employee only about $158,320 at 4% or $105,547 at 6%; with 50% employer match about $105,547 at 4% or $70,365 at 6%; with 100% employer match about $79,160 at 4% or $52,773 at 6%. |
| SEQUOIA CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 44 | $1,236,220 | $278,644 | $6,333iApproximate average salary by contribution assumption: employee only about $158,320 at 4% or $105,547 at 6%; with 50% employer match about $105,547 at 4% or $70,365 at 6%; with 100% employer match about $79,160 at 4% or $52,773 at 6%. |
| 2020 | 1 | 39 | $861,442 | $227,392 | $5,831iApproximate average salary by contribution assumption: employee only about $145,764 at 4% or $97,176 at 6%; with 50% employer match about $97,176 at 4% or $64,784 at 6%; with 100% employer match about $72,882 at 4% or $48,588 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 39 | $861,442 | $227,392 | $5,831iApproximate average salary by contribution assumption: employee only about $145,764 at 4% or $97,176 at 6%; with 50% employer match about $97,176 at 4% or $64,784 at 6%; with 100% employer match about $72,882 at 4% or $48,588 at 6%. |
| 2019 | 1 | 24 | $575,885 | $215,134 | $8,964iApproximate average salary by contribution assumption: employee only about $224,098 at 4% or $149,399 at 6%; with 50% employer match about $149,399 at 4% or $99,599 at 6%; with 100% employer match about $112,049 at 4% or $74,699 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 24 | $575,885 | $215,134 | $8,964iApproximate average salary by contribution assumption: employee only about $224,098 at 4% or $149,399 at 6%; with 50% employer match about $149,399 at 4% or $99,599 at 6%; with 100% employer match about $112,049 at 4% or $74,699 at 6%. |
| 2018 | 1 | 22 | $344,851 | $122,520 | $5,569iApproximate average salary by contribution assumption: employee only about $139,227 at 4% or $92,818 at 6%; with 50% employer match about $92,818 at 4% or $61,879 at 6%; with 100% employer match about $69,614 at 4% or $46,409 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 22 | $344,851 | $122,520 | $5,569iApproximate average salary by contribution assumption: employee only about $139,227 at 4% or $92,818 at 6%; with 50% employer match about $92,818 at 4% or $61,879 at 6%; with 100% employer match about $69,614 at 4% or $46,409 at 6%. |
| 2017 | 1 | 16 | $263,840 | $56,680 | $3,543iApproximate average salary by contribution assumption: employee only about $88,563 at 4% or $59,042 at 6%; with 50% employer match about $59,042 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,521 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 16 | $263,840 | $56,680 | $3,543iApproximate average salary by contribution assumption: employee only about $88,563 at 4% or $59,042 at 6%; with 50% employer match about $59,042 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,521 at 6%. |
| 2016 | 1 | 6 | $178,348 | $26,419 | $4,403iApproximate average salary by contribution assumption: employee only about $110,079 at 4% or $73,386 at 6%; with 50% employer match about $73,386 at 4% or $48,924 at 6%; with 100% employer match about $55,040 at 4% or $36,693 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 6 | $178,348 | $26,419 | $4,403iApproximate average salary by contribution assumption: employee only about $110,079 at 4% or $73,386 at 6%; with 50% employer match about $73,386 at 4% or $48,924 at 6%; with 100% employer match about $55,040 at 4% or $36,693 at 6%. |
| 2015 | 1 | 5 | $132,489 | $51,213 | $10,243iApproximate average salary by contribution assumption: employee only about $256,065 at 4% or $170,710 at 6%; with 50% employer match about $170,710 at 4% or $113,807 at 6%; with 100% employer match about $128,033 at 4% or $85,355 at 6%. |
| SEQUOIA CONSULTANTS INC. RETIREMENT TRUST | - | 5 | $132,489 | $51,213 | $10,243iApproximate average salary by contribution assumption: employee only about $256,065 at 4% or $170,710 at 6%; with 50% employer match about $170,710 at 4% or $113,807 at 6%; with 100% employer match about $128,033 at 4% or $85,355 at 6%. |