Civic Intelligence

SEQUOIA FINANCIAL GROUP

Plan context: Sequoia Financial Group LLC 401(K) Plan

EIN 34-1913858 • Akron, OH • 17 filings • 2 plans

3500 Embassy Pkwy, Suite 100Akron, OH 44333
Current Snapshot

Latest Year

2024

2024 Participants

295

2024 Assets

$34,415,216

2024 Contributions

$8,719,815

Historical Graphs

Total Assets Over Time

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

$34,415,216$17,207,608$0200420142024YearValue
$34,415,216Latest year 2024

Participants Over Time

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

2951480200320122024YearValue
295Latest 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
20241295$34,415,216$8,719,815$29,559iApproximate average salary by contribution assumption: employee only about $738,967 at 4% or $492,645 at 6%; with 50% employer match about $492,645 at 4% or $328,430 at 6%; with 100% employer match about $369,484 at 4% or $246,322 at 6%.
Sequoia Financial Group LLC 401(K) Plan-295$34,415,216$8,719,815$29,559iApproximate average salary by contribution assumption: employee only about $738,967 at 4% or $492,645 at 6%; with 50% employer match about $492,645 at 4% or $328,430 at 6%; with 100% employer match about $369,484 at 4% or $246,322 at 6%.
20231249$23,839,746$5,583,599$22,424iApproximate average salary by contribution assumption: employee only about $560,602 at 4% or $373,735 at 6%; with 50% employer match about $373,735 at 4% or $249,157 at 6%; with 100% employer match about $280,301 at 4% or $186,867 at 6%.
Sequoia Financial Group LLC 401(K) Plan-249$23,839,746$5,583,599$22,424iApproximate average salary by contribution assumption: employee only about $560,602 at 4% or $373,735 at 6%; with 50% employer match about $373,735 at 4% or $249,157 at 6%; with 100% employer match about $280,301 at 4% or $186,867 at 6%.
20221180$17,746,969$5,443,682$30,243iApproximate average salary by contribution assumption: employee only about $756,067 at 4% or $504,045 at 6%; with 50% employer match about $504,045 at 4% or $336,030 at 6%; with 100% employer match about $378,033 at 4% or $252,022 at 6%.
Sequoia Financial Group LLC 401(K) Plan-180$17,746,969$5,443,682$30,243iApproximate average salary by contribution assumption: employee only about $756,067 at 4% or $504,045 at 6%; with 50% employer match about $504,045 at 4% or $336,030 at 6%; with 100% employer match about $378,033 at 4% or $252,022 at 6%.
20211128$15,558,351$2,707,327$21,151iApproximate average salary by contribution assumption: employee only about $528,775 at 4% or $352,517 at 6%; with 50% employer match about $352,517 at 4% or $235,011 at 6%; with 100% employer match about $264,387 at 4% or $176,258 at 6%.
Sequoia Financial Group LLC 401(K) Plan-128$15,558,351$2,707,327$21,151iApproximate average salary by contribution assumption: employee only about $528,775 at 4% or $352,517 at 6%; with 50% employer match about $352,517 at 4% or $235,011 at 6%; with 100% employer match about $264,387 at 4% or $176,258 at 6%.
2020188$11,411,325$2,501,597$28,427iApproximate average salary by contribution assumption: employee only about $710,681 at 4% or $473,787 at 6%; with 50% employer match about $473,787 at 4% or $315,858 at 6%; with 100% employer match about $355,340 at 4% or $236,894 at 6%.
Sequoia Financial Group LLC 401(K) Plan-88$11,411,325$2,501,597$28,427iApproximate average salary by contribution assumption: employee only about $710,681 at 4% or $473,787 at 6%; with 50% employer match about $473,787 at 4% or $315,858 at 6%; with 100% employer match about $355,340 at 4% or $236,894 at 6%.
201510$0$0-
Sequoia Financial Group LLC 401(K) Plan-0$0$0-
2014135$408,283$45,569$1,302iApproximate average salary by contribution assumption: employee only about $32,549 at 4% or $21,700 at 6%; with 50% employer match about $21,700 at 4% or $14,466 at 6%; with 100% employer match about $16,275 at 4% or $10,850 at 6%.
Sequoia Financial Group LLC 401(K) Plan-35$408,283$45,569$1,302iApproximate average salary by contribution assumption: employee only about $32,549 at 4% or $21,700 at 6%; with 50% employer match about $21,700 at 4% or $14,466 at 6%; with 100% employer match about $16,275 at 4% or $10,850 at 6%.
2013129$350,938$41,830$1,442iApproximate average salary by contribution assumption: employee only about $36,060 at 4% or $24,040 at 6%; with 50% employer match about $24,040 at 4% or $16,027 at 6%; with 100% employer match about $18,030 at 4% or $12,020 at 6%.
Sequoia Financial Group LLC 401(K) Plan-29$350,938$41,830$1,442iApproximate average salary by contribution assumption: employee only about $36,060 at 4% or $24,040 at 6%; with 50% employer match about $24,040 at 4% or $16,027 at 6%; with 100% employer match about $18,030 at 4% or $12,020 at 6%.
2012124$283,345$0-
Sequoia Financial Group LLC 401(K) Plan-24$283,345--
2011120$372,862$50,110$2,506iApproximate average salary by contribution assumption: employee only about $62,638 at 4% or $41,758 at 6%; with 50% employer match about $41,758 at 4% or $27,839 at 6%; with 100% employer match about $31,319 at 4% or $20,879 at 6%.
Sequoia Financial Group LLC 401(K) Plan-20$372,862$50,110$2,506iApproximate average salary by contribution assumption: employee only about $62,638 at 4% or $41,758 at 6%; with 50% employer match about $41,758 at 4% or $27,839 at 6%; with 100% employer match about $31,319 at 4% or $20,879 at 6%.
2010113$319,987$46,516$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
Sequoia Financial Group LLC 401(K) Plan-13$319,987$46,516$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
2009113$241,146$0-
Sequoia Financial Group LLC 401(K) Plan-13$241,146$0-
2008120$0$0-
Sequoia Financial Group LLC 401(K) Plan-20---
2007120$0$0-
Sequoia Financial Group LLC 401(K) Plan-20---
2006113$0$0-
Sequoia Financial Group LLC 401(K) Plan-13---
2004112$114,858$95,236$7,936iApproximate average salary by contribution assumption: employee only about $198,408 at 4% or $132,272 at 6%; with 50% employer match about $132,272 at 4% or $88,181 at 6%; with 100% employer match about $99,204 at 4% or $66,136 at 6%.
Sequoia Financial Group LLC 401(K) Plan-12$114,858$95,236$7,936iApproximate average salary by contribution assumption: employee only about $198,408 at 4% or $132,272 at 6%; with 50% employer match about $132,272 at 4% or $88,181 at 6%; with 100% employer match about $99,204 at 4% or $66,136 at 6%.
2003113$0$0-
Sequoia Financial Group LLC 401(K) Plan-13---