Civic Intelligence

Newport Exchange Holdings Inc.

Plan context: Newport Exchange Holdings and Ota Franchise 401(K) Plan

EIN 20-0937489 • 6 filings • 1 plans

Current Snapshot

Latest Year

2020

2020 Participants

123

2020 Assets

$4,371,550

2020 Contributions

$385,527

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,834,521$2,917,261$0201520182020YearValue
$4,371,550Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3081540201520182020YearValue
123Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20201123$4,371,550$385,527$3,134iApproximate average salary by contribution assumption: employee only about $78,359 at 4% or $52,239 at 6%; with 50% employer match about $52,239 at 4% or $34,826 at 6%; with 100% employer match about $39,180 at 4% or $26,120 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-123$4,371,550$385,527$3,134iApproximate average salary by contribution assumption: employee only about $78,359 at 4% or $52,239 at 6%; with 50% employer match about $52,239 at 4% or $34,826 at 6%; with 100% employer match about $39,180 at 4% or $26,120 at 6%.
20191308$5,834,521$1,062,376$3,449iApproximate average salary by contribution assumption: employee only about $86,232 at 4% or $57,488 at 6%; with 50% employer match about $57,488 at 4% or $38,325 at 6%; with 100% employer match about $43,116 at 4% or $28,744 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-308$5,834,521$1,062,376$3,449iApproximate average salary by contribution assumption: employee only about $86,232 at 4% or $57,488 at 6%; with 50% employer match about $57,488 at 4% or $38,325 at 6%; with 100% employer match about $43,116 at 4% or $28,744 at 6%.
20181278$4,079,023$1,042,204$3,749iApproximate average salary by contribution assumption: employee only about $93,723 at 4% or $62,482 at 6%; with 50% employer match about $62,482 at 4% or $41,655 at 6%; with 100% employer match about $46,862 at 4% or $31,241 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-278$4,079,023$1,042,204$3,749iApproximate average salary by contribution assumption: employee only about $93,723 at 4% or $62,482 at 6%; with 50% employer match about $62,482 at 4% or $41,655 at 6%; with 100% employer match about $46,862 at 4% or $31,241 at 6%.
20171221$3,401,694$764,157$3,458iApproximate average salary by contribution assumption: employee only about $86,443 at 4% or $57,629 at 6%; with 50% employer match about $57,629 at 4% or $38,419 at 6%; with 100% employer match about $43,222 at 4% or $28,814 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-221$3,401,694$764,157$3,458iApproximate average salary by contribution assumption: employee only about $86,443 at 4% or $57,629 at 6%; with 50% employer match about $57,629 at 4% or $38,419 at 6%; with 100% employer match about $43,222 at 4% or $28,814 at 6%.
20161204$2,561,258$544,187$2,668iApproximate average salary by contribution assumption: employee only about $66,690 at 4% or $44,460 at 6%; with 50% employer match about $44,460 at 4% or $29,640 at 6%; with 100% employer match about $33,345 at 4% or $22,230 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-204$2,561,258$544,187$2,668iApproximate average salary by contribution assumption: employee only about $66,690 at 4% or $44,460 at 6%; with 50% employer match about $44,460 at 4% or $29,640 at 6%; with 100% employer match about $33,345 at 4% or $22,230 at 6%.
20151201$2,072,056$499,710$2,486iApproximate average salary by contribution assumption: employee only about $62,153 at 4% or $41,435 at 6%; with 50% employer match about $41,435 at 4% or $27,624 at 6%; with 100% employer match about $31,076 at 4% or $20,718 at 6%.
Newport Exchange Holdings and Ota Franchise 401(K) Plan-201$2,072,056$499,710$2,486iApproximate average salary by contribution assumption: employee only about $62,153 at 4% or $41,435 at 6%; with 50% employer match about $41,435 at 4% or $27,624 at 6%; with 100% employer match about $31,076 at 4% or $20,718 at 6%.