2023 Form 5500 filing — Savewisetm 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 20241014114153NAL0044358368001) for Savewisetm Pooled Employer Plan, reported by Newport Group, Inc. under EIN 27-2037969 and plan number 016. It reports 20,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114153NAL0044358368001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Newport Group, Inc.
- EIN
- 27-2037969
- Plan number
- 016
- Location
- Folsom, CA
- Participants
- 20,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $347,202,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $347,202,202
- Employer contributions
- $15,855,826
- Participant contributions
- $40,860,599
- Total income / additions
- $109,230,295
- Benefits paid
- $36,059,710
- Administrative expenses
- $1,305,830
- Total expenses
- $37,566,543
- Net increase / (decrease)
- $71,663,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | PLAN SPONSOR | $771,851 | $0 |
| Creative Planning, LLC | NONE | $436,515 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $49,634 | not reported in the loaded dataset |
| Newport Trust Company | AFFILIATE | $47,830 | $0 |