Lutz Financial Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 012. Annual reports on file for 2021 to 2024.
Where the money went
Plans that moved money into this one:
- 2021: money from Linhart Construction, Inc. 401(k) Plan moved in.
- 2021: money from Nebraska Iowa Industrial Fasteners Corp 401(k) Plan moved in.
- 2021: money from Downey Drilling, Inc. Retirement Plan moved in.
- 2021: money from Yant Testing Supply and Equipment 401(k) Profit Sharing Plan & Trust moved in.
- 2021: money from Mckinnis, Inc Retirement Plan moved in.
- 2021: money from Crary, Huff, Ringgenberg, Hartnett & Storm PC 401k Plan - 2022 Final moved in.
- 2022: money from Gordon Electric, Inc. 401(k) Plan moved in.
- 2022: money from Green Cover Seed, LLC Retirement Plan moved in.
- 2022: money from Kea Constructors LLC Retirement Plan moved in.
- 2022: money from Construction Benefits Group Retirement Plan moved in.
- 2022: money from Ausman Law Firm, P.C., Llo 401(k) Plan moved in.
- 2022: money from Elkhorn West Construction Retirement Plan - 2022 Filing moved in.
- 2022: money from Yant Equipment, Inc. Salary Reduction Profit Sharing Plan moved in.
- 2022: money from Surgery Center of the Heartland LLC 401(k) Profit Sharing Plan moved in.
- 2022: money from Nvs Vet Partners, LLC, 401(k) Plan moved in.
- 2022: money from Health Care Information Systems, Inc. Employees' 401(k) Profit Sharing Plan moved in.
- 2022: money from Nebraska Micro-endodontics, LLC Retirement Plan moved in.
- 2022: money from Papillion Pediatric Dentistry 401(k) Savings Plan moved in.
- 2022: money from Wick's Truck Trailers, Inc. 401(k) Plan moved in.
- 2022: money from Metl-fab, Inc. Retirement Plan moved in.
- Filed 2021-2024Lutz Financial Pooled Employer Plan, Newport Group, Inc.
- TodayLutz Financial Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.
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
No unusual events.
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 | 1,170 | 228 | Filing |
| 2022 | 3,386 | 608 | Filing |
| 2023 | 5,038 | 809 | Filing |
| 2024 | 6,072 | 1,128 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.