401k Plan data: SEQUOIA BENEFITS 401(K) PLAN plan

SEQUOIA BENEFITS 401(K) PLAN 401k Plan overview

Plan Name	SEQUOIA BENEFITS 401(K) PLAN
Plan identification number	001

SEQUOIA BENEFITS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU has sponsored the creation of one or more 401k plans.

Company Name: SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU

Employer identification number (EIN): 943397213

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEQUOIA BENEFITS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 PAOLA MONCINI
001 2012-01-01 GREGORY GOLUB
001 2011-01-01 GREGORY GOLUB
001 2010-01-01 GREGORY GOLUB
001 2009-01-01 GREGORY GOLUB

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	PAOLA MONCINI
001	2012-01-01	GREGORY GOLUB
001	2011-01-01	GREGORY GOLUB
001	2010-01-01	GREGORY GOLUB
001	2009-01-01	GREGORY GOLUB

Plan Statistics for SEQUOIA BENEFITS 401(K) PLAN

401k plan membership statisitcs for SEQUOIA BENEFITS 401(K) PLAN

Measure Date Value
2013: SEQUOIA BENEFITS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 55
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 67
Number of participants with account balances 2013-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: SEQUOIA BENEFITS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 56
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: SEQUOIA BENEFITS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 47
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: SEQUOIA BENEFITS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 34
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SEQUOIA BENEFITS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: SEQUOIA BENEFITS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	55
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	67
Number of participants with account balances	2013-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: SEQUOIA BENEFITS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	56
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: SEQUOIA BENEFITS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	47
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: SEQUOIA BENEFITS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	34
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SEQUOIA BENEFITS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SEQUOIA BENEFITS 401(K) PLAN

Measure	Date	Value
2013 : SEQUOIA BENEFITS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,630,369
Expenses. Total of all expenses incurred	2013-12-31	$80,835
Benefits paid (including direct rollovers)	2013-12-31	$80,510
Total plan assets at end of year	2013-12-31	$4,121,993
Total plan assets at beginning of year	2013-12-31	$2,572,459
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$479,212
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$225,559
Other income received	2013-12-31	$709,830
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,549,534
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,121,993
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,572,459
Assets. Value of participant loans	2013-12-31	$43,321
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$215,768
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$325
2012 : SEQUOIA BENEFITS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$799,672
Expenses. Total of all expenses incurred	2012-12-31	$108,851
Benefits paid (including direct rollovers)	2012-12-31	$108,701
Total plan assets at end of year	2012-12-31	$2,572,459
Total plan assets at beginning of year	2012-12-31	$1,881,638
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$335,082
Contributions received from other sources (not participants or employers)	2012-12-31	$5,814
Other income received	2012-12-31	$292,670
Net income (gross income less expenses)	2012-12-31	$690,821
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,572,459
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,881,638
Assets. Value of participant loans	2012-12-31	$6,643
Total contributions received or receivable from employer(s)	2012-12-31	$166,106
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SEQUOIA BENEFITS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$299,744
Expenses. Total of all expenses incurred	2011-12-31	$39,076
Benefits paid (including direct rollovers)	2011-12-31	$38,949
Total plan assets at end of year	2011-12-31	$1,881,638
Total plan assets at beginning of year	2011-12-31	$1,620,970
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$228,836
Other income received	2011-12-31	$-54,159
Net income (gross income less expenses)	2011-12-31	$260,668
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,881,638
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,620,970
Assets. Value of participant loans	2011-12-31	$8,896
Total contributions received or receivable from employer(s)	2011-12-31	$125,067
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SEQUOIA BENEFITS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$581,385
Expenses. Total of all expenses incurred	2010-12-31	$76,111
Benefits paid (including direct rollovers)	2010-12-31	$75,959
Total plan assets at end of year	2010-12-31	$1,620,970
Total plan assets at beginning of year	2010-12-31	$1,115,696
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$196,900
Contributions received from other sources (not participants or employers)	2010-12-31	$62,394
Other income received	2010-12-31	$214,293
Net income (gross income less expenses)	2010-12-31	$505,274
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,620,970
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,115,696
Assets. Value of participant loans	2010-12-31	$14,342
Total contributions received or receivable from employer(s)	2010-12-31	$107,798
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SEQUOIA BENEFITS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SEQUOIA BENEFITS 401(K) PLAN

2013: SEQUOIA BENEFITS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SEQUOIA BENEFITS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SEQUOIA BENEFITS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SEQUOIA BENEFITS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SEQUOIA BENEFITS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU
Employer identification number (EIN):	943397213
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages