2023 Form 5500 filing — Twelve Points Pooled Employer Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251013103952NAL0002516770001) for Twelve Points Pooled Employer Plan, reported by Newport Group, Inc. under EIN 27-2037969 and plan number 028. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$23.4MReported net assets$23,433,016
Participants320
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20251013103952NAL0002516770001
Plan sponsor
Newport Group, Inc.
EIN
27-2037969
Plan number
028
Location
Folsom, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$475.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$15.7K
Participant$128.2K
Full reported line items
Total assets (EOY)
$23,433,016
Total liabilities (EOY)
$0
Net assets (EOY)
$23,433,016
Employer contributions
$15,699
Participant contributions
$128,178
Total income / additions
$475,720
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$475,720

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251013103952NAL0002516770001 cover?
It is the 2023 Form 5500 filing for Twelve Points Pooled Employer Plan, reported by Newport Group, Inc. (EIN 27-2037969).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages