Lutz Financial 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, Lutz Financial Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 012. The latest loaded filing year is 2023. The filing reports 4,866 participants and $291,679,383 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
012
Plan type
3
Location
Folsom, CA
Latest filing year
2023
Participants
4,866
End-of-year plan assets
$291,679,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,866H, C20251013095602NAL0002309298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,679,383
Total liabilities (EOY)
$0
Net assets (EOY)
$291,679,383
Net assets (BOY)
$175,799,813

Income & contributions

Employer contributions
$8,885,895
Participant contributions
$16,028,161
Total contributions
$29,832,085
Total income / additions
$63,511,027

Expenses & distributions

Benefits paid
$13,779,994
Administrative expenses
$731,897
Total expenses
$14,570,787
Net increase / (decrease)
$48,940,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lutz FinancialNONE$411,468not reported in the loaded dataset2023
Newport Group, Inc.PLAN SPONSOR$265,508$02023
Newport Trust CompanyAFFILIATE$54,921$02023

Related Form 5500 pages