Simplify 401(k) Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 034. Annual reports on file for 2024 to 2024.
Where the money went
Plans that moved money into this one:
- 2025: money from Retire Like a Boss 401(k) Plan moved in.
- 2025: money from Wescott Agri-products Inc 401(k) Plan moved in.
- 2025: money from Swan Mountain 401(k) Plan moved in.
- 2026: money from Carlos H. Monsalve, D.d.s., P.C. 401(k) Plan moved in.
- Filed 2024-2024Simplify 401(k) Pooled Employer Plan, Newport Group, Inc.
- TodaySimplify 401(k) Pooled Employer Plan still files. That is where to ask.
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 |
|---|---|---|---|
| 2024 | 30 | 5 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.