Newport Group, Inc.

Walnut Creek, CA

California

Registered In

05/14/2010

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Newport Group, Inc. at 1350 Treat Blvd STE 300, Walnut Creek, CA 94597 lists Laura Ramanis and James Lucania of Dresher, PA as associates.

Registered In: California
Incorporation Date: 05/14/2010
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Stock Corporation - Out of State - Stock
Status: Active
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Csc - Lawyers Incorporating Service Registered 1505 Agent	251 LITTLE FALLS DR, WILMINGTON, DE 19808
Laura Ramanis CEO	200 DRYDEN RD, DRESHER, PA 19025
James Lucania Chief Financial Officer	200 DRYDEN RD, DRESHER, PA 19025
Joseph Dansky Secretary	200 DRYDEN RD, DRESHER, PA 19025

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1350 TREAT BLVD STE 300, WALNUT CREEK, CA 94597 View Map

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Financial Information for Newport Group, Inc.

Form 5500

NEWPORT GROUP, INC.

35 Iron Point Circle Suite 300, Folsom, CA 95630 (844) 749-9981 EIN:27-2037969 Plan Admin:Corey Martin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLUTZ FINANCIAL POOLED EMPLOYER PLAN Plan #012 Participants BOY/EOY2,903 / 3,386 Assets BOY/EOY$105,767,736 / $175,799,813	2022	LUTZ FINANCIAL POOLED EMPLOYER PLAN - Plan #012	2,903 / 3,386	$105,767,736 / $175,799,813
2022	Plan NameSAVEWISETM POOLED EMPLOYER PLAN Plan #016 Participants BOY/EOY6,212 / 8,521 Assets BOY/EOY$464,581 / $135,910,363	2022	SAVEWISETM POOLED EMPLOYER PLAN - Plan #016	6,212 / 8,521	$464,581 / $135,910,363
2022	Plan NameUNITY 401(K) POOLED EMPLOYER PLAN Plan #003 Participants BOY/EOY1,413 / 1,493 Assets BOY/EOY$145,958,560 / $104,720,669	2022	UNITY 401(K) POOLED EMPLOYER PLAN - Plan #003	1,413 / 1,493	$145,958,560 / $104,720,669
2022	Plan NameASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN Plan #002 Participants BOY/EOY5,097 / 4,331 Assets BOY/EOY$203,948,873 / $48,827,765	2022	ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN - Plan #002	5,097 / 4,331	$203,948,873 / $48,827,765
2022	Plan NameADVISOR MANAGED POOLED EMPLOYER PLAN Plan #014 Participants BOY/EOY187 / 429 Assets BOY/EOY$21,181,122 / $24,667,044	2022	ADVISOR MANAGED POOLED EMPLOYER PLAN - Plan #014	187 / 429	$21,181,122 / $24,667,044
2022	Plan NameALLWORTH FINANCIAL POOLED EMPLOYER PLAN Plan #004 Participants BOY/EOY324 / 243 Assets BOY/EOY$16,019,985 / $14,653,826	2022	ALLWORTH FINANCIAL POOLED EMPLOYER PLAN - Plan #004	324 / 243	$16,019,985 / $14,653,826
2022	Plan NameTRUECOURSE 401(K) POOLED EMPLOYER PLAN Plan #018 Participants BOY/EOY222 / 1,083 Assets BOY/EOY$1,351,393 / $10,033,735	2022	TRUECOURSE 401(K) POOLED EMPLOYER PLAN - Plan #018	222 / 1,083	$1,351,393 / $10,033,735
2022	Plan NameNEXT GENERATION 401(K) POOLED EMPLOYER PLAN Plan #009 Participants BOY/EOY350 / 382 Assets BOY/EOY$10,504,622 / $9,923,175	2022	NEXT GENERATION 401(K) POOLED EMPLOYER PLAN - Plan #009	350 / 382	$10,504,622 / $9,923,175
2022	Plan NameNATIONAL CHAMBER OF COMMERCE & SMALL BUSINESS POOLED EMPLOYER PLAN Plan #010 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $0	2022	NATIONAL CHAMBER OF COMMERCE & SMALL BUSINESS POOLED EMPLOYER PLAN - Plan #010	8 / 9	$0 / $0
2022	Plan NameNEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN Plan #502 Participants BOY/EOY509 / 0 Assets BOY/EOY$0 / $0	2022	NEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN - Plan #502	509 / 0	$0 / $0
2022	Plan NameALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN Plan #013 Participants BOY/EOY4 / 47 Assets BOY/EOY$0 / $0	2022	ALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN - Plan #013	4 / 47	$0 / $0
2022	Plan NameQUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN Plan #015 Participants BOY/EOY66 / 246 Assets BOY/EOY$0 / $0	2022	QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN - Plan #015	66 / 246	$0 / $0
2022	Plan NamePLANMEMBER POOLED EMPLOYER PLAN Plan #017 Participants BOY/EOY32 / 176 Assets BOY/EOY$0 / $0	2022	PLANMEMBER POOLED EMPLOYER PLAN - Plan #017	32 / 176	$0 / $0
2022	Plan NameRETIREMENT GROUP POOLED EMPLOYER PLAN Plan #005 Participants BOY/EOY112 / 123 Assets BOY/EOY$0 / $0	2022	RETIREMENT GROUP POOLED EMPLOYER PLAN - Plan #005	112 / 123	$0 / $0
2022	Plan NameNEWPORT GROUP VOLUNTARY BENEFIT PLAN Plan #503 Participants BOY/EOY229 / 0 Assets BOY/EOY$0 / $0	2022	NEWPORT GROUP VOLUNTARY BENEFIT PLAN - Plan #503	229 / 0	$0 / $0
2022	Plan NameRFG POOLED EMPLOYER PLAN Plan #011 Participants BOY/EOY111 / 215 Assets BOY/EOY$0 / $0	2022	RFG POOLED EMPLOYER PLAN - Plan #011	111 / 215	$0 / $0
2022	Plan NameNEWPORT GROUP EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY1,457 / 0 Assets BOY/EOY$0 / $0	2022	NEWPORT GROUP EMPLOYEE BENEFIT PLAN - Plan #501	1,457 / 0	$0 / $0
2022	Plan NameBUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN Plan #019 Participants BOY/EOY54 / 663 Assets BOY/EOY$0 / $0	2022	BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN - Plan #019	54 / 663	$0 / $0
2022	Plan NameDIRECT ADVISORS POOLED EMPLOYER PLAN Plan #006 Participants BOY/EOY0 / 198 Assets BOY/EOY$0 / $0	2022	DIRECT ADVISORS POOLED EMPLOYER PLAN - Plan #006	0 / 198	$0 / $0
2022	Plan NameHB 3(38) POOLED EMPLOYER PLAN Plan #007 Participants BOY/EOY13 / 349 Assets BOY/EOY$0 / $0	2022	HB 3(38) POOLED EMPLOYER PLAN - Plan #007	13 / 349	$0 / $0
2022	Plan NameMESIROW POOLED EMPLOYER PLAN Plan #008 Participants BOY/EOY13 / 1,358 Assets BOY/EOY$0 / $0	2022	MESIROW POOLED EMPLOYER PLAN - Plan #008	13 / 1,358	$0 / $0
2021	Plan NameNATIONAL CHAMBER OF COMMERCE & SMALL BUSINESS POOLED EMPLOYER PLAN Plan #010 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $0	2021	NATIONAL CHAMBER OF COMMERCE & SMALL BUSINESS POOLED EMPLOYER PLAN - Plan #010	0 / 8	$0 / $0
2021	Plan NameNEWPORT GROUP EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY1,312 / 0 Assets BOY/EOY$0 / $0	2021	NEWPORT GROUP EMPLOYEE BENEFIT PLAN - Plan #501	1,312 / 0	$0 / $0
2021	Plan NameLUTZ FINANCIAL POOLED EMPLOYER PLAN Plan #012 Participants BOY/EOY0 / 1,170 Assets BOY/EOY$0 / $0	2021	LUTZ FINANCIAL POOLED EMPLOYER PLAN - Plan #012	0 / 1,170	$0 / $0
2021	Plan NameALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN Plan #013 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $0	2021	ALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN - Plan #013	0 / 4	$0 / $0
2021	Plan NameQUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN Plan #015 Participants BOY/EOY0 / 30 Assets BOY/EOY$0 / $0	2021	QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN - Plan #015	0 / 30	$0 / $0
2021	Plan NameNEWPORT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1,849 / 0 Assets BOY/EOY$167,706,297 / $0	2021	NEWPORT GROUP, INC. 401(K) PLAN - Plan #001	1,849 / 0	$167,706,297 / $0
2021	Plan NameCFS CAPITAL POOLED EMPLOYER PLAN Plan #005 Participants BOY/EOY0 / 99 Assets BOY/EOY$0 / $0	2021	CFS CAPITAL POOLED EMPLOYER PLAN - Plan #005	0 / 99	$0 / $0
2021	Plan NameNEWPORT SECURE RETIREMENT POOLED EMPLOYER PLAN Plan #002 Participants BOY/EOY0 / 5,086 Assets BOY/EOY$0 / $0	2021	NEWPORT SECURE RETIREMENT POOLED EMPLOYER PLAN - Plan #002	0 / 5,086	$0 / $0
2021	Plan NameTRUECOURSE 401(K) POOLED EMPLOYER PLAN Plan #018 Participants BOY/EOY0 / 303 Assets BOY/EOY$0 / $0	2021	TRUECOURSE 401(K) POOLED EMPLOYER PLAN - Plan #018	0 / 303	$0 / $0
2021	Plan NameBUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN Plan #019 Participants BOY/EOY0 / 44 Assets BOY/EOY$0 / $0	2021	BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN - Plan #019	0 / 44	$0 / $0
2021	Plan NameMESIROW POOLED EMPLOYER PLAN Plan #008 Participants BOY/EOY11 / 10 Assets BOY/EOY$0 / $0	2021	MESIROW POOLED EMPLOYER PLAN - Plan #008	11 / 10	$0 / $0
2021	Plan NameNEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN Plan #502 Participants BOY/EOY350 / 0 Assets BOY/EOY$0 / $0	2021	NEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN - Plan #502	350 / 0	$0 / $0
2021	Plan NameUNITY 401(K) POOLED EMPLOYER PLAN Plan #003 Participants BOY/EOY0 / 1,348 Assets BOY/EOY$0 / $0	2021	UNITY 401(K) POOLED EMPLOYER PLAN - Plan #003	0 / 1,348	$0 / $0
2021	Plan NameALLWORTH FINANCIAL POOLED EMPLOYER PLAN Plan #004 Participants BOY/EOY0 / 328 Assets BOY/EOY$0 / $0	2021	ALLWORTH FINANCIAL POOLED EMPLOYER PLAN - Plan #004	0 / 328	$0 / $0
2021	Plan NameHB 3(38) POOLED EMPLOYER PLAN Plan #007 Participants BOY/EOY0 / 12 Assets BOY/EOY$0 / $0	2021	HB 3(38) POOLED EMPLOYER PLAN - Plan #007	0 / 12	$0 / $0
2021	Plan NameSAVEWISE POOLED EMPLOYER PLAN Plan #016 Participants BOY/EOY0 / 163 Assets BOY/EOY$0 / $0	2021	SAVEWISE POOLED EMPLOYER PLAN - Plan #016	0 / 163	$0 / $0
2021	Plan NameSAXON FINANCIAL SERVICES POOLED EMPLOYER PLAN Plan #011 Participants BOY/EOY0 / 106 Assets BOY/EOY$0 / $0	2021	SAXON FINANCIAL SERVICES POOLED EMPLOYER PLAN - Plan #011	0 / 106	$0 / $0
2021	Plan NameNEXT GENERATION 401(K) POOLED EMPLOYER PLAN Plan #009 Participants BOY/EOY0 / 346 Assets BOY/EOY$0 / $0	2021	NEXT GENERATION 401(K) POOLED EMPLOYER PLAN - Plan #009	0 / 346	$0 / $0
2021	Plan NamePLANMEMBER POOLED EMPLOYER PLAN Plan #017 Participants BOY/EOY0 / 33 Assets BOY/EOY$0 / $0	2021	PLANMEMBER POOLED EMPLOYER PLAN - Plan #017	0 / 33	$0 / $0
2020	Plan NameNEWPORT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1,780 / 1,849 Assets BOY/EOY$129,569,894 / $167,706,297	2020	NEWPORT GROUP, INC. 401(K) PLAN - Plan #001	1,780 / 1,849	$129,569,894 / $167,706,297
2020	Plan NameNEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN Plan #502 Participants BOY/EOY370 / 0 Assets BOY/EOY$0 / $0	2020	NEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN - Plan #502	370 / 0	$0 / $0
2020	Plan NameNEWPORT GROUP EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY1,306 / 0 Assets BOY/EOY$0 / $0	2020	NEWPORT GROUP EMPLOYEE BENEFIT PLAN - Plan #501	1,306 / 0	$0 / $0
2019	Plan NameNEWPORT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1,507 / 1,758 Assets BOY/EOY$94,916,976 / $129,569,894	2019	NEWPORT GROUP, INC. 401(K) PLAN - Plan #001	1,507 / 1,758	$94,916,976 / $129,569,894
2019	Plan NameNEWPORT GROUP EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY1,225 / 0 Assets BOY/EOY$0 / $0	2019	NEWPORT GROUP EMPLOYEE BENEFIT PLAN - Plan #501	1,225 / 0	$0 / $0
2019	Plan NameNEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN Plan #502 Participants BOY/EOY318 / 0 Assets BOY/EOY$0 / $0	2019	NEWPORT GROUP, INC. PRE-TAX FLEXIBLE BENEFITS PLAN - Plan #502	318 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Address Match:1350 Treat Blvd Walnut Creek, CA

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Address Match:1350 Treat Blvd Ste 300 Walnut Creek, CA

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Person/City Match:Laura Ramanis - Dresher, PA

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Person/City Match:James Lucania - Dresher, PA

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Person/City Match:Joseph Dansky - Dresher, PA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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