2023 Form 5500 filing — Retirement Group 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 20241011175356NAL0023363441001) for Retirement Group Pooled Employer Plan, reported by Newport Group, Inc. under EIN 27-2037969 and plan number 005. It reports 645 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$6.5MReported net assets$6,518,632
Participants645
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241011175356NAL0023363441001
- Plan sponsor
- Newport Group, Inc.
- EIN
- 27-2037969
- Plan number
- 005
- Location
- Folsom, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,518,632
- Net assets (EOY)
- $6,518,632
- Employer contributions
- $713,085
- Participant contributions
- $1,311,987
- Total income / additions
- $4,413,264
- Benefits paid
- $112,717
- Total expenses
- $169,286
- Net increase / (decrease)
- $4,243,978