Sequoia Wealth Management Group LLC

Form 5500

SEQUOIA WEALTH MANAGEMENT GROUP, LLC

625 Second Street Suite 101, Petaluma, Ca 94952 (707) 763-8600 EIN:27-2200726 Plan Admin:Matthew Schafer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,142,784 / $1,785,434	2022	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$2,142,784 / $1,785,434
2021	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,730,485 / $2,142,784	2021	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,730,485 / $2,142,784
2020	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,342,463 / $1,730,485	2020	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,342,463 / $1,730,485
2019	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$994,877 / $1,342,463	2019	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$994,877 / $1,342,463