Plan5500

Unity 401(K) Pooled Employer Plan — Form 5500 plan (Newport Group, Inc.)

Plain-English plan 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, Unity 401(K) Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,603 participants and $127,768,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newport Group, Inc.
EIN
27-2037969
Plan number
003
Plan type
3
Location
Folsom, CA
Latest filing year
2023
Participants
1,603
End-of-year plan assets
$127,768,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,603H, C20241007115329NAL0015122897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,768,388
Total liabilities (EOY)
$0
Net assets (EOY)
$127,768,388
Net assets (BOY)
$104,720,669

Income & contributions

Employer contributions
$1,763,080
Participant contributions
$6,013,694
Total contributions
$8,724,195
Total income / additions
$25,823,976

Expenses & distributions

Benefits paid
$9,704,766
Administrative expenses
$323,344
Total expenses
$10,099,861
Net increase / (decrease)
$15,724,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ns Capital LLCNONE$225,325not reported in the loaded dataset2023
Newport Group, Inc.PLAN SPONSOR$97,849$02023

Related Form 5500 pages