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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.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

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
Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history

Map & Locations

1350 TREAT BLVD STE 300, WALNUT CREEK, CA 94597 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

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.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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