Mmhr 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, Mmhr 401(K) Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 025. The latest loaded filing year is 2023. The filing reports 1,374 participants and $30,696,673 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.7MPlan net assets, end of year$30,696,673
Participants1.4KCovered participants reported1,374
Assets / participant$22.3KComputed: assets ÷ participants$22,341 (computed)
Provider compensation$5.3K1 Schedule C provider row(s)$5,260
Plan sponsor
Newport Group, Inc.
EIN
27-2037969
Plan number
025
Plan type
3
Location
Folsom, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,374 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.7M total assets
Net assets$30.7MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$922.8K
Benefits paid / distributions$916.9K
Contributions
Employer$118.9K
Participant$544K
Full reported line items

Net assets

Total assets (EOY)
$30,696,673
Total liabilities (EOY)
$0
Net assets (EOY)
$30,696,673
Net assets (BOY)
$0

Income & contributions

Employer contributions
$118,940
Participant contributions
$544,022
Total contributions
$684,157
Total income / additions
$2,880,594

Expenses & distributions

Benefits paid
$916,935
Administrative expenses
$5,817
Total expenses
$922,752
Net increase / (decrease)
$1,957,842
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    PLAN SPONSOR · Direct $5.3K · Indirect $0

Related Form 5500 pages