Civic Intelligence

SEQUOIA WEALTH ADVISORS

Plan context: SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST

EIN 45-1960382 • San Jose, CA • 13 filings • 1 plans

99 Almaden Boulevard, Suite 925San Jose, CA 95113
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,549,018

2025 Contributions

$211,708

Historical Graphs

Total Assets Over Time

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

$3,549,018$1,774,509$0201320192025YearValue
$3,549,018Latest year 2025

Participants Over Time

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

740201320192025YearValue
6Latest year 2025

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
202516$3,549,018$211,708$35,285iApproximate average salary by contribution assumption: employee only about $882,117 at 4% or $588,078 at 6%; with 50% employer match about $588,078 at 4% or $392,052 at 6%; with 100% employer match about $441,058 at 4% or $294,039 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-6$3,549,018$211,708$35,285iApproximate average salary by contribution assumption: employee only about $882,117 at 4% or $588,078 at 6%; with 50% employer match about $588,078 at 4% or $392,052 at 6%; with 100% employer match about $441,058 at 4% or $294,039 at 6%.
202416$2,858,295$204,276$34,046iApproximate average salary by contribution assumption: employee only about $851,150 at 4% or $567,433 at 6%; with 50% employer match about $567,433 at 4% or $378,289 at 6%; with 100% employer match about $425,575 at 4% or $283,717 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-6$2,858,295$204,276$34,046iApproximate average salary by contribution assumption: employee only about $851,150 at 4% or $567,433 at 6%; with 50% employer match about $567,433 at 4% or $378,289 at 6%; with 100% employer match about $425,575 at 4% or $283,717 at 6%.
202316$2,173,307$195,382$32,564iApproximate average salary by contribution assumption: employee only about $814,092 at 4% or $542,728 at 6%; with 50% employer match about $542,728 at 4% or $361,819 at 6%; with 100% employer match about $407,046 at 4% or $271,364 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-6$2,173,307$195,382$32,564iApproximate average salary by contribution assumption: employee only about $814,092 at 4% or $542,728 at 6%; with 50% employer match about $542,728 at 4% or $361,819 at 6%; with 100% employer match about $407,046 at 4% or $271,364 at 6%.
202215$1,609,964$173,013$34,603iApproximate average salary by contribution assumption: employee only about $865,065 at 4% or $576,710 at 6%; with 50% employer match about $576,710 at 4% or $384,473 at 6%; with 100% employer match about $432,533 at 4% or $288,355 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$1,609,964$173,013$34,603iApproximate average salary by contribution assumption: employee only about $865,065 at 4% or $576,710 at 6%; with 50% employer match about $576,710 at 4% or $384,473 at 6%; with 100% employer match about $432,533 at 4% or $288,355 at 6%.
202115$1,766,004$160,996$32,199iApproximate average salary by contribution assumption: employee only about $804,980 at 4% or $536,653 at 6%; with 50% employer match about $536,653 at 4% or $357,769 at 6%; with 100% employer match about $402,490 at 4% or $268,327 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$1,766,004$160,996$32,199iApproximate average salary by contribution assumption: employee only about $804,980 at 4% or $536,653 at 6%; with 50% employer match about $536,653 at 4% or $357,769 at 6%; with 100% employer match about $402,490 at 4% or $268,327 at 6%.
202015$1,287,703$147,453$29,491iApproximate average salary by contribution assumption: employee only about $737,265 at 4% or $491,510 at 6%; with 50% employer match about $491,510 at 4% or $327,673 at 6%; with 100% employer match about $368,633 at 4% or $245,755 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$1,287,703$147,453$29,491iApproximate average salary by contribution assumption: employee only about $737,265 at 4% or $491,510 at 6%; with 50% employer match about $491,510 at 4% or $327,673 at 6%; with 100% employer match about $368,633 at 4% or $245,755 at 6%.
201915$942,474$140,936$28,187iApproximate average salary by contribution assumption: employee only about $704,680 at 4% or $469,787 at 6%; with 50% employer match about $469,787 at 4% or $313,191 at 6%; with 100% employer match about $352,340 at 4% or $234,893 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$942,474$140,936$28,187iApproximate average salary by contribution assumption: employee only about $704,680 at 4% or $469,787 at 6%; with 50% employer match about $469,787 at 4% or $313,191 at 6%; with 100% employer match about $352,340 at 4% or $234,893 at 6%.
201815$634,988$127,936$25,587iApproximate average salary by contribution assumption: employee only about $639,680 at 4% or $426,453 at 6%; with 50% employer match about $426,453 at 4% or $284,302 at 6%; with 100% employer match about $319,840 at 4% or $213,227 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$634,988$127,936$25,587iApproximate average salary by contribution assumption: employee only about $639,680 at 4% or $426,453 at 6%; with 50% employer match about $426,453 at 4% or $284,302 at 6%; with 100% employer match about $319,840 at 4% or $213,227 at 6%.
201714$590,591$103,926$25,982iApproximate average salary by contribution assumption: employee only about $649,538 at 4% or $433,025 at 6%; with 50% employer match about $433,025 at 4% or $288,683 at 6%; with 100% employer match about $324,769 at 4% or $216,513 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-4$590,591$103,926$25,982iApproximate average salary by contribution assumption: employee only about $649,538 at 4% or $433,025 at 6%; with 50% employer match about $433,025 at 4% or $288,683 at 6%; with 100% employer match about $324,769 at 4% or $216,513 at 6%.
201617$444,233$138,004$19,715iApproximate average salary by contribution assumption: employee only about $492,871 at 4% or $328,581 at 6%; with 50% employer match about $328,581 at 4% or $219,054 at 6%; with 100% employer match about $246,436 at 4% or $164,290 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-7$444,233$138,004$19,715iApproximate average salary by contribution assumption: employee only about $492,871 at 4% or $328,581 at 6%; with 50% employer match about $328,581 at 4% or $219,054 at 6%; with 100% employer match about $246,436 at 4% or $164,290 at 6%.
201515$272,858$101,174$20,235iApproximate average salary by contribution assumption: employee only about $505,870 at 4% or $337,247 at 6%; with 50% employer match about $337,247 at 4% or $224,831 at 6%; with 100% employer match about $252,935 at 4% or $168,623 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$272,858$101,174$20,235iApproximate average salary by contribution assumption: employee only about $505,870 at 4% or $337,247 at 6%; with 50% employer match about $337,247 at 4% or $224,831 at 6%; with 100% employer match about $252,935 at 4% or $168,623 at 6%.
201415$178,722$88,656$17,731iApproximate average salary by contribution assumption: employee only about $443,280 at 4% or $295,520 at 6%; with 50% employer match about $295,520 at 4% or $197,013 at 6%; with 100% employer match about $221,640 at 4% or $147,760 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$178,722$88,656$17,731iApproximate average salary by contribution assumption: employee only about $443,280 at 4% or $295,520 at 6%; with 50% employer match about $295,520 at 4% or $197,013 at 6%; with 100% employer match about $221,640 at 4% or $147,760 at 6%.
201315$80,647$79,532$15,906iApproximate average salary by contribution assumption: employee only about $397,660 at 4% or $265,107 at 6%; with 50% employer match about $265,107 at 4% or $176,738 at 6%; with 100% employer match about $198,830 at 4% or $132,553 at 6%.
SEQUOIA WEALTH ADVISORS 401(K) PLAN & TRUST-5$80,647$79,532$15,906iApproximate average salary by contribution assumption: employee only about $397,660 at 4% or $265,107 at 6%; with 50% employer match about $265,107 at 4% or $176,738 at 6%; with 100% employer match about $198,830 at 4% or $132,553 at 6%.