Civic Intelligence

Sequoia Wealth Partners LLC

Plan context: Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan

EIN 27-4648396 • Columbus, NE • 14 filings • 1 plans

1453 29th AvenueColumbus, NE 68601
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,671,711

2024 Contributions

$77,475

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,671,711$835,856$0201120182024YearValue
$1,671,711Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201120182024YearValue
5Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$1,671,711$77,475$15,495iApproximate average salary by contribution assumption: employee only about $387,375 at 4% or $258,250 at 6%; with 50% employer match about $258,250 at 4% or $172,167 at 6%; with 100% employer match about $193,688 at 4% or $129,125 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$1,671,711$77,475$15,495iApproximate average salary by contribution assumption: employee only about $387,375 at 4% or $258,250 at 6%; with 50% employer match about $258,250 at 4% or $172,167 at 6%; with 100% employer match about $193,688 at 4% or $129,125 at 6%.
202315$1,432,313$99,447$19,889iApproximate average salary by contribution assumption: employee only about $497,235 at 4% or $331,490 at 6%; with 50% employer match about $331,490 at 4% or $220,993 at 6%; with 100% employer match about $248,618 at 4% or $165,745 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$1,432,313$99,447$19,889iApproximate average salary by contribution assumption: employee only about $497,235 at 4% or $331,490 at 6%; with 50% employer match about $331,490 at 4% or $220,993 at 6%; with 100% employer match about $248,618 at 4% or $165,745 at 6%.
202216$1,158,290$69,253$11,542iApproximate average salary by contribution assumption: employee only about $288,554 at 4% or $192,369 at 6%; with 50% employer match about $192,369 at 4% or $128,246 at 6%; with 100% employer match about $144,277 at 4% or $96,185 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-6$1,158,290$69,253$11,542iApproximate average salary by contribution assumption: employee only about $288,554 at 4% or $192,369 at 6%; with 50% employer match about $192,369 at 4% or $128,246 at 6%; with 100% employer match about $144,277 at 4% or $96,185 at 6%.
202115$1,281,973$66,540$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$1,281,973$66,540$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
202015$1,061,437$66,017$13,203iApproximate average salary by contribution assumption: employee only about $330,085 at 4% or $220,057 at 6%; with 50% employer match about $220,057 at 4% or $146,704 at 6%; with 100% employer match about $165,043 at 4% or $110,028 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$1,061,437$66,017$13,203iApproximate average salary by contribution assumption: employee only about $330,085 at 4% or $220,057 at 6%; with 50% employer match about $220,057 at 4% or $146,704 at 6%; with 100% employer match about $165,043 at 4% or $110,028 at 6%.
201915$867,435$61,605$12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$867,435$61,605$12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%.
201815$679,942$52,137$10,427iApproximate average salary by contribution assumption: employee only about $260,685 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$679,942$52,137$10,427iApproximate average salary by contribution assumption: employee only about $260,685 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
201715$701,595$81,917$16,383iApproximate average salary by contribution assumption: employee only about $409,585 at 4% or $273,057 at 6%; with 50% employer match about $273,057 at 4% or $182,038 at 6%; with 100% employer match about $204,793 at 4% or $136,528 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-5$701,595$81,917$16,383iApproximate average salary by contribution assumption: employee only about $409,585 at 4% or $273,057 at 6%; with 50% employer match about $273,057 at 4% or $182,038 at 6%; with 100% employer match about $204,793 at 4% or $136,528 at 6%.
201614$578,373$82,316$20,579iApproximate average salary by contribution assumption: employee only about $514,475 at 4% or $342,983 at 6%; with 50% employer match about $342,983 at 4% or $228,656 at 6%; with 100% employer match about $257,238 at 4% or $171,492 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$578,373$82,316$20,579iApproximate average salary by contribution assumption: employee only about $514,475 at 4% or $342,983 at 6%; with 50% employer match about $342,983 at 4% or $228,656 at 6%; with 100% employer match about $257,238 at 4% or $171,492 at 6%.
201514$443,810$83,782$20,946iApproximate average salary by contribution assumption: employee only about $523,638 at 4% or $349,092 at 6%; with 50% employer match about $349,092 at 4% or $232,728 at 6%; with 100% employer match about $261,819 at 4% or $174,546 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$443,810$83,782$20,946iApproximate average salary by contribution assumption: employee only about $523,638 at 4% or $349,092 at 6%; with 50% employer match about $349,092 at 4% or $232,728 at 6%; with 100% employer match about $261,819 at 4% or $174,546 at 6%.
201414$370,283$82,616$20,654iApproximate average salary by contribution assumption: employee only about $516,350 at 4% or $344,233 at 6%; with 50% employer match about $344,233 at 4% or $229,489 at 6%; with 100% employer match about $258,175 at 4% or $172,117 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$370,283$82,616$20,654iApproximate average salary by contribution assumption: employee only about $516,350 at 4% or $344,233 at 6%; with 50% employer match about $344,233 at 4% or $229,489 at 6%; with 100% employer match about $258,175 at 4% or $172,117 at 6%.
201314$272,669$78,772$19,693iApproximate average salary by contribution assumption: employee only about $492,325 at 4% or $328,217 at 6%; with 50% employer match about $328,217 at 4% or $218,811 at 6%; with 100% employer match about $246,163 at 4% or $164,108 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$272,669$78,772$19,693iApproximate average salary by contribution assumption: employee only about $492,325 at 4% or $328,217 at 6%; with 50% employer match about $328,217 at 4% or $218,811 at 6%; with 100% employer match about $246,163 at 4% or $164,108 at 6%.
201214$182,421$28,390$7,098iApproximate average salary by contribution assumption: employee only about $177,438 at 4% or $118,292 at 6%; with 50% employer match about $118,292 at 4% or $78,861 at 6%; with 100% employer match about $88,719 at 4% or $59,146 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$182,421$28,390$7,098iApproximate average salary by contribution assumption: employee only about $177,438 at 4% or $118,292 at 6%; with 50% employer match about $118,292 at 4% or $78,861 at 6%; with 100% employer match about $88,719 at 4% or $59,146 at 6%.
201114$144,252$29,449$7,362iApproximate average salary by contribution assumption: employee only about $184,056 at 4% or $122,704 at 6%; with 50% employer match about $122,704 at 4% or $81,803 at 6%; with 100% employer match about $92,028 at 4% or $61,352 at 6%.
Sequoia Wealth Partners LLC Safe Harbor 401(K) and Profit Sharing Plan-4$144,252$29,449$7,362iApproximate average salary by contribution assumption: employee only about $184,056 at 4% or $122,704 at 6%; with 50% employer match about $122,704 at 4% or $81,803 at 6%; with 100% employer match about $92,028 at 4% or $61,352 at 6%.
Sequoia Wealth Partners LLC | EIN 27-4648396 | 2024 Form 5500 Company Profile