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, Allworth Financial Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 004. The latest loaded filing year is 2023. The filing reports 355 participants and $21,689,688 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,689,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,689,688
- Net assets (BOY)
- $14,653,826
Income & contributions
- Employer contributions
- $755,742
- Participant contributions
- $1,201,603
- Total contributions
- $1,957,345
- Total income / additions
- $4,814,524
Expenses & distributions
- Benefits paid
- $173,450
- Administrative expenses
- $67,824
- Total expenses
- $242,008
- Net increase / (decrease)
- $4,572,516