Civic Intelligence

Sequoia Benefits LLC

Plan context: Sequoia Consulting Group 401(K) Plan

EIN 94-3397213 • San Mateo, CA • 29 filings • 6 plans

1850 Gateway DriveSuite 600San Mateo, CA 94404
Current Snapshot

Latest Year

2024

2024 Participants

821

2024 Assets

$115,469,327

2024 Contributions

$19,088,781

Historical Graphs

Total Assets Over Time

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

$115,469,327$57,734,664$0200420132024YearValue
$115,469,327Latest year 2024

Participants Over Time

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

8244120200220132024YearValue
821Latest 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
20242821$115,469,327$19,088,781$23,251iApproximate average salary by contribution assumption: employee only about $581,266 at 4% or $387,511 at 6%; with 50% employer match about $387,511 at 4% or $258,341 at 6%; with 100% employer match about $290,633 at 4% or $193,755 at 6%.
Sequoia Consulting Group 401(K) Plan-821$115,469,327$19,088,781$23,251iApproximate average salary by contribution assumption: employee only about $581,266 at 4% or $387,511 at 6%; with 50% employer match about $387,511 at 4% or $258,341 at 6%; with 100% employer match about $290,633 at 4% or $193,755 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-799---
20232824$89,910,373$20,675,906$25,092iApproximate average salary by contribution assumption: employee only about $627,303 at 4% or $418,202 at 6%; with 50% employer match about $418,202 at 4% or $278,801 at 6%; with 100% employer match about $313,651 at 4% or $209,101 at 6%.
Sequoia Consulting Group 401(K) Plan-786$89,910,373$20,675,906$26,305iApproximate average salary by contribution assumption: employee only about $657,631 at 4% or $438,420 at 6%; with 50% employer match about $438,420 at 4% or $292,280 at 6%; with 100% employer match about $328,815 at 4% or $219,210 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-824---
20222750$61,280,977$17,761,676$23,682iApproximate average salary by contribution assumption: employee only about $592,056 at 4% or $394,704 at 6%; with 50% employer match about $394,704 at 4% or $263,136 at 6%; with 100% employer match about $296,028 at 4% or $197,352 at 6%.
Sequoia Consulting Group 401(K) Plan-717$61,280,977$17,761,676$24,772iApproximate average salary by contribution assumption: employee only about $619,305 at 4% or $412,870 at 6%; with 50% employer match about $412,870 at 4% or $275,247 at 6%; with 100% employer match about $309,653 at 4% or $206,435 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-750---
20212541$56,380,906$11,744,499$21,709iApproximate average salary by contribution assumption: employee only about $542,722 at 4% or $361,815 at 6%; with 50% employer match about $361,815 at 4% or $241,210 at 6%; with 100% employer match about $271,361 at 4% or $180,907 at 6%.
Sequoia Consulting Group 401(K) Plan-494$56,380,906$11,744,499$23,774iApproximate average salary by contribution assumption: employee only about $594,357 at 4% or $396,238 at 6%; with 50% employer match about $396,238 at 4% or $264,159 at 6%; with 100% employer match about $297,179 at 4% or $198,119 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-541---
20202377$40,040,960$7,095,659$18,821iApproximate average salary by contribution assumption: employee only about $470,534 at 4% or $313,690 at 6%; with 50% employer match about $313,690 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,845 at 6%.
Sequoia Consulting Group 401(K) Plan-377$40,040,960$7,095,659$18,821iApproximate average salary by contribution assumption: employee only about $470,534 at 4% or $313,690 at 6%; with 50% employer match about $313,690 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,845 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-278---
20192350$29,770,367$6,563,001$18,751iApproximate average salary by contribution assumption: employee only about $468,786 at 4% or $312,524 at 6%; with 50% employer match about $312,524 at 4% or $208,349 at 6%; with 100% employer match about $234,393 at 4% or $156,262 at 6%.
Sequoia Consulting Group 401(K) Plan-350$29,770,367$6,563,001$18,751iApproximate average salary by contribution assumption: employee only about $468,786 at 4% or $312,524 at 6%; with 50% employer match about $312,524 at 4% or $208,349 at 6%; with 100% employer match about $234,393 at 4% or $156,262 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-252---
20182296$18,897,773$5,420,164$18,311iApproximate average salary by contribution assumption: employee only about $457,784 at 4% or $305,189 at 6%; with 50% employer match about $305,189 at 4% or $203,460 at 6%; with 100% employer match about $228,892 at 4% or $152,595 at 6%.
Sequoia Consulting Group 401(K) Plan-293$18,897,773$5,420,164$18,499iApproximate average salary by contribution assumption: employee only about $462,471 at 4% or $308,314 at 6%; with 50% employer match about $308,314 at 4% or $205,543 at 6%; with 100% employer match about $231,236 at 4% or $154,157 at 6%.
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-296---
20171252$0$0-
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-252---
20161194$0$0-
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-194---
20151133$0$0-
Sequoia Benefits and Insurance Services LLC Welfare Benefits Plan-133---
2013155$4,121,993$920,539$16,737iApproximate average salary by contribution assumption: employee only about $418,427 at 4% or $278,951 at 6%; with 50% employer match about $278,951 at 4% or $185,967 at 6%; with 100% employer match about $209,213 at 4% or $139,476 at 6%.
Sequoia Benefits 401(K) Plan-55$4,121,993$920,539$16,737iApproximate average salary by contribution assumption: employee only about $418,427 at 4% or $278,951 at 6%; with 50% employer match about $278,951 at 4% or $185,967 at 6%; with 100% employer match about $209,213 at 4% or $139,476 at 6%.
2012148$2,572,459$507,002$10,563iApproximate average salary by contribution assumption: employee only about $264,064 at 4% or $176,042 at 6%; with 50% employer match about $176,042 at 4% or $117,362 at 6%; with 100% employer match about $132,032 at 4% or $88,021 at 6%.
Sequoia Benefits 401(K) Plan-48$2,572,459$507,002$10,563iApproximate average salary by contribution assumption: employee only about $264,064 at 4% or $176,042 at 6%; with 50% employer match about $176,042 at 4% or $117,362 at 6%; with 100% employer match about $132,032 at 4% or $88,021 at 6%.
2011139$1,881,638$353,903$9,074iApproximate average salary by contribution assumption: employee only about $226,861 at 4% or $151,241 at 6%; with 50% employer match about $151,241 at 4% or $100,827 at 6%; with 100% employer match about $113,430 at 4% or $75,620 at 6%.
Sequoia Benefits 401(K) Plan-39$1,881,638$353,903$9,074iApproximate average salary by contribution assumption: employee only about $226,861 at 4% or $151,241 at 6%; with 50% employer match about $151,241 at 4% or $100,827 at 6%; with 100% employer match about $113,430 at 4% or $75,620 at 6%.
2010128$1,620,970$367,092$13,110iApproximate average salary by contribution assumption: employee only about $327,761 at 4% or $218,507 at 6%; with 50% employer match about $218,507 at 4% or $145,671 at 6%; with 100% employer match about $163,880 at 4% or $109,254 at 6%.
Sequoia Benefits 401(K) Plan-28$1,620,970$367,092$13,110iApproximate average salary by contribution assumption: employee only about $327,761 at 4% or $218,507 at 6%; with 50% employer match about $218,507 at 4% or $145,671 at 6%; with 100% employer match about $163,880 at 4% or $109,254 at 6%.
2009125$1,115,696$241,329$9,653iApproximate average salary by contribution assumption: employee only about $241,329 at 4% or $160,886 at 6%; with 50% employer match about $160,886 at 4% or $107,257 at 6%; with 100% employer match about $120,665 at 4% or $80,443 at 6%.
Sequoia Benefits 401(K) Plan-25$1,115,696$241,329$9,653iApproximate average salary by contribution assumption: employee only about $241,329 at 4% or $160,886 at 6%; with 50% employer match about $160,886 at 4% or $107,257 at 6%; with 100% employer match about $120,665 at 4% or $80,443 at 6%.
2008122$643,722$206,067$9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,084 at 4% or $78,056 at 6%.
Sequoia Benefits 401(K) Plan-22$643,722$206,067$9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,084 at 4% or $78,056 at 6%.
2007116$0$0-
Sequoia Benefits 401(K) Plan-16---
200619$529,872$170,513$18,946iApproximate average salary by contribution assumption: employee only about $473,647 at 4% or $315,765 at 6%; with 50% employer match about $315,765 at 4% or $210,510 at 6%; with 100% employer match about $236,824 at 4% or $157,882 at 6%.
Sequoia Benefits 401(K) Plan-9$529,872$170,513$18,946iApproximate average salary by contribution assumption: employee only about $473,647 at 4% or $315,765 at 6%; with 50% employer match about $315,765 at 4% or $210,510 at 6%; with 100% employer match about $236,824 at 4% or $157,882 at 6%.
2005112$465,022$145,265$12,105iApproximate average salary by contribution assumption: employee only about $302,635 at 4% or $201,757 at 6%; with 50% employer match about $201,757 at 4% or $134,505 at 6%; with 100% employer match about $151,318 at 4% or $100,878 at 6%.
Sequoia Benefits 401(K) Plan-12$465,022$145,265$12,105iApproximate average salary by contribution assumption: employee only about $302,635 at 4% or $201,757 at 6%; with 50% employer match about $201,757 at 4% or $134,505 at 6%; with 100% employer match about $151,318 at 4% or $100,878 at 6%.
2004110$295,326$150,041$15,004iApproximate average salary by contribution assumption: employee only about $375,103 at 4% or $250,068 at 6%; with 50% employer match about $250,068 at 4% or $166,712 at 6%; with 100% employer match about $187,551 at 4% or $125,034 at 6%.
Sequoia Benefits 401(K) Plan-10$295,326$150,041$15,004iApproximate average salary by contribution assumption: employee only about $375,103 at 4% or $250,068 at 6%; with 50% employer match about $250,068 at 4% or $166,712 at 6%; with 100% employer match about $187,551 at 4% or $125,034 at 6%.
200317$0$0-
Sequoia Benefits 401(K) Plan-7---
200214$0$0-
Sequoia Benefits 401(K) Plan-4---