Buckingham Strategic Partners Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 019. Annual reports on file for 2021 to 2024.
Where the money went
Plans that moved money into this one:
- 2021: money from Lance H. Hutchens, D.d.s., M.s., P.A. 401(k) Plan moved in.
- 2022: money from North Olympic Healthcare Network 401(k) Plan moved in.
- 2022: money from Mathias Masem M.d. 401(k) Plan moved in.
- 2022: money from Jeffrey E Kashner Dds Msd Pllc 401k Plan moved in.
- 2022: money from B&b Welding, Inc. Dba B&b Fabricators 401(k) Profit Sharing Plan moved in.
- 2022: money from Diablo Valley Endodontic Specialists 401(k) Plan moved in.
- 2022: money from Ballista Consulting 401(k) Plan moved in.
- 2023: money from A & J Precision Sheetmetal, Inc. Retirement Plan & Trust moved in.
- 2023: money from The S Group, Inc. 401(k) Profit Sharing Plan moved in.
- 2023: money from Plummer Alston Daniel Jr, Dds, Pllc 401(k) Profit Sharing Plan moved in.
- 2023: money from Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan moved in.
- 2023: money from Tension Member Technology Profit Sharing Plan moved in.
- 2023: money from Oilfield Electric Company, Inc. 401(k) Profit Sharing Plan moved in.
- 2023: money from Willadsen Enterprises 401(k) Plan I moved in.
- 2023: money from Willadsen Enterprises 401(k) Plan II moved in.
- 2023: money from Htf Aerospace, Inc. 401(k) Profit Sharing Plan moved in.
- 2024: money from Automatic Transmission Rebuilders Association Cash Or Deferred 401(k) Plan moved in.
- 2024: money from Winslett and Walls 401(k) Profit Sharing Plan moved in.
- 2024: money from Deana Cook, Dds 401(k) Profit Sharing Plan moved in.
- 2024: money from Dupree, Inc. 401(k) Plan moved in.
- Filed 2021-2024Buckingham Strategic Partners Pooled Employer Plan, Newport Group, Inc.
- TodayBuckingham Strategic Partners 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
- 2024: 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 | 44 | 0 | Filing |
| 2022 | 663 | 131 | Filing |
| 2023 | 986 | 145 | Filing |
| 2024 | 1,278 | 190 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.