Allworth Financial Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 004. Annual reports on file for 2021 to 2025.
Where the money went
- Filed 2021-2025Allworth Financial Pooled Employer Plan, Newport Group, Inc.
- EndedAllworth Financial Pooled Employer Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Newport Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2025: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2025: The employer decided to close the plan.
- 2025: Money moved out to another plan, but we couldn't find that plan's reports.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2021 | 328 | 51 | Filing |
| 2022 | 243 | 34 | Filing |
| 2023 | 412 | 43 | Filing |
| 2024 | 173 | 13 | Filing |
| 2025 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.