Newport Equities LLC
Plan context: NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN
EIN 32-0028065 • Newport Beach, CA • 37 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,438,860
2024 Contributions
$15,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $2,438,860 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,364,302 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $74,558 | $0 | - |
| 2023 | 2 | 4 | $3,046,844 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,937,265 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $109,579 | $0 | - |
| 2022 | 2 | 5 | $2,935,821 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 5 | $2,826,296 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $109,525 | $0 | - |
| 2021 | 2 | 4 | $2,903,065 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,798,657 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $104,408 | $0 | - |
| 2020 | 2 | 4 | $2,891,203 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,787,193 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $104,010 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2019 | 2 | 4 | $2,751,296 | $12,900 | $3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,662,883 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $88,413 | $12,900 | $4,300iApproximate average salary by contribution assumption: employee only about $107,500 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,750 at 4% or $35,833 at 6%. |
| 2018 | 2 | 4 | $2,744,595 | $500,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $2,669,107 | $485,635 | $121,409iApproximate average salary by contribution assumption: employee only about $3,035,219 at 4% or $2,023,479 at 6%; with 50% employer match about $2,023,479 at 4% or $1,348,986 at 6%; with 100% employer match about $1,517,609 at 4% or $1,011,740 at 6%. |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $75,488 | $14,365 | $4,788iApproximate average salary by contribution assumption: employee only about $119,708 at 4% or $79,806 at 6%; with 50% employer match about $79,806 at 4% or $53,204 at 6%; with 100% employer match about $59,854 at 4% or $39,903 at 6%. |
| 2017 | 2 | 3 | $2,237,130 | $750,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $2,176,032 | $732,135 | $244,045iApproximate average salary by contribution assumption: employee only about $6,101,125 at 4% or $4,067,417 at 6%; with 50% employer match about $4,067,417 at 4% or $2,711,611 at 6%; with 100% employer match about $3,050,563 at 4% or $2,033,708 at 6%. |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $61,098 | $17,865 | $8,933iApproximate average salary by contribution assumption: employee only about $223,313 at 4% or $148,875 at 6%; with 50% employer match about $148,875 at 4% or $99,250 at 6%; with 100% employer match about $111,656 at 4% or $74,438 at 6%. |
| 2016 | 2 | 3 | $1,486,134 | $10,623 | $3,541iApproximate average salary by contribution assumption: employee only about $88,525 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,344 at 6%; with 100% employer match about $44,263 at 4% or $29,508 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,442,927 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $43,207 | $10,623 | $5,312iApproximate average salary by contribution assumption: employee only about $132,788 at 4% or $88,525 at 6%; with 50% employer match about $88,525 at 4% or $59,017 at 6%; with 100% employer match about $66,394 at 4% or $44,263 at 6%. |
| 2015 | 2 | 3 | $1,475,034 | $10,075 | $3,358iApproximate average salary by contribution assumption: employee only about $83,958 at 4% or $55,972 at 6%; with 50% employer match about $55,972 at 4% or $37,315 at 6%; with 100% employer match about $41,979 at 4% or $27,986 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,442,789 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $32,245 | $10,075 | $5,038iApproximate average salary by contribution assumption: employee only about $125,938 at 4% or $83,958 at 6%; with 50% employer match about $83,958 at 4% or $55,972 at 6%; with 100% employer match about $62,969 at 4% or $41,979 at 6%. |
| 2014 | 2 | 3 | $1,465,347 | $7,875 | $2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $1,442,644 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $22,703 | $7,875 | $2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%. |
| 2013 | 2 | 3 | $1,457,363 | $500,000 | $166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $1,442,536 | $495,049 | $247,525iApproximate average salary by contribution assumption: employee only about $6,188,113 at 4% or $4,125,408 at 6%; with 50% employer match about $4,125,408 at 4% or $2,750,272 at 6%; with 100% employer match about $3,094,056 at 4% or $2,062,704 at 6%. |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | $14,827 | $4,951 | $1,650iApproximate average salary by contribution assumption: employee only about $41,258 at 4% or $27,506 at 6%; with 50% employer match about $27,506 at 4% or $18,337 at 6%; with 100% employer match about $20,629 at 4% or $13,753 at 6%. |
| 2012 | 2 | 2 | $957,267 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $947,392 | $0 | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $9,875 | $0 | - |
| 2011 | 2 | 2 | $957,190 | $302,978 | $151,489iApproximate average salary by contribution assumption: employee only about $3,787,225 at 4% or $2,524,817 at 6%; with 50% employer match about $2,524,817 at 4% or $1,683,211 at 6%; with 100% employer match about $1,893,613 at 4% or $1,262,408 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $947,316 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $9,874 | $2,978 | $1,489iApproximate average salary by contribution assumption: employee only about $37,225 at 4% or $24,817 at 6%; with 50% employer match about $24,817 at 4% or $16,544 at 6%; with 100% employer match about $18,613 at 4% or $12,408 at 6%. |
| 2010 | 2 | 2 | $654,151 | $54,582 | $27,291iApproximate average salary by contribution assumption: employee only about $682,275 at 4% or $454,850 at 6%; with 50% employer match about $454,850 at 4% or $303,233 at 6%; with 100% employer match about $341,138 at 4% or $227,425 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $647,255 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 2 | $6,896 | $2,582 | $1,291iApproximate average salary by contribution assumption: employee only about $32,275 at 4% or $21,517 at 6%; with 50% employer match about $21,517 at 4% or $14,344 at 6%; with 100% employer match about $16,138 at 4% or $10,758 at 6%. |
| 2009 | 1 | 2 | $596,968 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLA | - | 2 | $596,968 | $0 | - |
| 2008 | 2 | 3 | $0 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| Newport Equities LLC 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $320,244 | $112,000 | $56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $320,244 | $112,000 | $56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%. |
| 2005 | 1 | 2 | $202,484 | $103,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |
| NEWPORT EQUITIES, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $202,484 | $103,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |