Sequoia Group, Cpas, a Professional Corp.
Plan context: Sequoia Group Cpas a Professional Corp 401(K) P/S Plan
EIN 27-3262820 • City Of Industry, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,458,912
2024 Contributions
$127,940
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $2,458,912 | $127,940 | $18,277iApproximate average salary by contribution assumption: employee only about $456,929 at 4% or $304,619 at 6%; with 50% employer match about $304,619 at 4% or $203,079 at 6%; with 100% employer match about $228,464 at 4% or $152,310 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 7 | $1,238,086 | $21,500 | $3,071iApproximate average salary by contribution assumption: employee only about $76,786 at 4% or $51,190 at 6%; with 50% employer match about $51,190 at 4% or $34,127 at 6%; with 100% employer match about $38,393 at 4% or $25,595 at 6%. |
| Sequoia Group, Cpas, a Professional Corp. Cash Balance Plan | - | 4 | $1,220,826 | $106,440 | $26,610iApproximate average salary by contribution assumption: employee only about $665,250 at 4% or $443,500 at 6%; with 50% employer match about $443,500 at 4% or $295,667 at 6%; with 100% employer match about $332,625 at 4% or $221,750 at 6%. |
| 2023 | 2 | 8 | $2,086,680 | $268,707 | $33,588iApproximate average salary by contribution assumption: employee only about $839,709 at 4% or $559,806 at 6%; with 50% employer match about $559,806 at 4% or $373,204 at 6%; with 100% employer match about $419,855 at 4% or $279,903 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 8 | $1,055,817 | $83,714 | $10,464iApproximate average salary by contribution assumption: employee only about $261,606 at 4% or $174,404 at 6%; with 50% employer match about $174,404 at 4% or $116,269 at 6%; with 100% employer match about $130,803 at 4% or $87,202 at 6%. |
| Sequoia Group, Cpas, a Professional Corp. Cash Balance Plan | - | 5 | $1,030,863 | $184,993 | $36,999iApproximate average salary by contribution assumption: employee only about $924,965 at 4% or $616,643 at 6%; with 50% employer match about $616,643 at 4% or $411,096 at 6%; with 100% employer match about $462,483 at 4% or $308,322 at 6%. |
| 2022 | 2 | 10 | $1,845,552 | $182,625 | $18,263iApproximate average salary by contribution assumption: employee only about $456,563 at 4% or $304,375 at 6%; with 50% employer match about $304,375 at 4% or $202,917 at 6%; with 100% employer match about $228,281 at 4% or $152,188 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 10 | $1,088,709 | $48,400 | $4,840iApproximate average salary by contribution assumption: employee only about $121,000 at 4% or $80,667 at 6%; with 50% employer match about $80,667 at 4% or $53,778 at 6%; with 100% employer match about $60,500 at 4% or $40,333 at 6%. |
| Sequoia Group, Cpas, a Professional Corp. Cash Balance Plan | - | 5 | $756,843 | $134,225 | $26,845iApproximate average salary by contribution assumption: employee only about $671,125 at 4% or $447,417 at 6%; with 50% employer match about $447,417 at 4% or $298,278 at 6%; with 100% employer match about $335,563 at 4% or $223,708 at 6%. |
| 2021 | 2 | 12 | $1,904,990 | $504,694 | $42,058iApproximate average salary by contribution assumption: employee only about $1,051,446 at 4% or $700,964 at 6%; with 50% employer match about $700,964 at 4% or $467,309 at 6%; with 100% employer match about $525,723 at 4% or $350,482 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 12 | $1,231,211 | $171,730 | $14,311iApproximate average salary by contribution assumption: employee only about $357,771 at 4% or $238,514 at 6%; with 50% employer match about $238,514 at 4% or $159,009 at 6%; with 100% employer match about $178,885 at 4% or $119,257 at 6%. |
| Sequoia Group, Cpas, a Professional Corp. Cash Balance Plan | - | 12 | $673,779 | $332,964 | $27,747iApproximate average salary by contribution assumption: employee only about $693,675 at 4% or $462,450 at 6%; with 50% employer match about $462,450 at 4% or $308,300 at 6%; with 100% employer match about $346,838 at 4% or $231,225 at 6%. |
| 2020 | 2 | 12 | $1,243,424 | $475,488 | $39,624iApproximate average salary by contribution assumption: employee only about $990,600 at 4% or $660,400 at 6%; with 50% employer match about $660,400 at 4% or $440,267 at 6%; with 100% employer match about $495,300 at 4% or $330,200 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 12 | $911,443 | $143,507 | $11,959iApproximate average salary by contribution assumption: employee only about $298,973 at 4% or $199,315 at 6%; with 50% employer match about $199,315 at 4% or $132,877 at 6%; with 100% employer match about $149,486 at 4% or $99,658 at 6%. |
| Sequoia Group, Cpas, a Professional Corp. Cash Balance Plan | - | 11 | $331,981 | $331,981 | $30,180iApproximate average salary by contribution assumption: employee only about $754,502 at 4% or $503,002 at 6%; with 50% employer match about $503,002 at 4% or $335,334 at 6%; with 100% employer match about $377,251 at 4% or $251,501 at 6%. |
| 2019 | 1 | 8 | $685,414 | $160,096 | $20,012iApproximate average salary by contribution assumption: employee only about $500,300 at 4% or $333,533 at 6%; with 50% employer match about $333,533 at 4% or $222,356 at 6%; with 100% employer match about $250,150 at 4% or $166,767 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 8 | $685,414 | $160,096 | $20,012iApproximate average salary by contribution assumption: employee only about $500,300 at 4% or $333,533 at 6%; with 50% employer match about $333,533 at 4% or $222,356 at 6%; with 100% employer match about $250,150 at 4% or $166,767 at 6%. |
| 2018 | 1 | 9 | $452,194 | $166,929 | $18,548iApproximate average salary by contribution assumption: employee only about $463,692 at 4% or $309,128 at 6%; with 50% employer match about $309,128 at 4% or $206,085 at 6%; with 100% employer match about $231,846 at 4% or $154,564 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 9 | $452,194 | $166,929 | $18,548iApproximate average salary by contribution assumption: employee only about $463,692 at 4% or $309,128 at 6%; with 50% employer match about $309,128 at 4% or $206,085 at 6%; with 100% employer match about $231,846 at 4% or $154,564 at 6%. |
| 2017 | 1 | 6 | $297,780 | $129,561 | $21,594iApproximate average salary by contribution assumption: employee only about $539,838 at 4% or $359,892 at 6%; with 50% employer match about $359,892 at 4% or $239,928 at 6%; with 100% employer match about $269,919 at 4% or $179,946 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 6 | $297,780 | $129,561 | $21,594iApproximate average salary by contribution assumption: employee only about $539,838 at 4% or $359,892 at 6%; with 50% employer match about $359,892 at 4% or $239,928 at 6%; with 100% employer match about $269,919 at 4% or $179,946 at 6%. |
| 2016 | 1 | 6 | $148,322 | $50,133 | $8,356iApproximate average salary by contribution assumption: employee only about $208,888 at 4% or $139,258 at 6%; with 50% employer match about $139,258 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,629 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 6 | $148,322 | $50,133 | $8,356iApproximate average salary by contribution assumption: employee only about $208,888 at 4% or $139,258 at 6%; with 50% employer match about $139,258 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,629 at 6%. |
| 2015 | 1 | 6 | $99,454 | $44,748 | $7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 6 | $99,454 | $44,748 | $7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%. |
| 2014 | 1 | 7 | $57,216 | $49,375 | $7,054iApproximate average salary by contribution assumption: employee only about $176,339 at 4% or $117,560 at 6%; with 50% employer match about $117,560 at 4% or $78,373 at 6%; with 100% employer match about $88,170 at 4% or $58,780 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 7 | $57,216 | $49,375 | $7,054iApproximate average salary by contribution assumption: employee only about $176,339 at 4% or $117,560 at 6%; with 50% employer match about $117,560 at 4% or $78,373 at 6%; with 100% employer match about $88,170 at 4% or $58,780 at 6%. |
| 2013 | 1 | 4 | $27,369 | $27,076 | $6,769iApproximate average salary by contribution assumption: employee only about $169,225 at 4% or $112,817 at 6%; with 50% employer match about $112,817 at 4% or $75,211 at 6%; with 100% employer match about $84,613 at 4% or $56,408 at 6%. |
| Sequoia Group Cpas a Professional Corp 401(K) P/S Plan | - | 4 | $27,369 | $27,076 | $6,769iApproximate average salary by contribution assumption: employee only about $169,225 at 4% or $112,817 at 6%; with 50% employer match about $112,817 at 4% or $75,211 at 6%; with 100% employer match about $84,613 at 4% or $56,408 at 6%. |