Civic Intelligence

Bps Newport Financial Inc.

Plan context: BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN

EIN 33-0268613 • Newport Beach, CA • 16 filings • 3 plans

1427 High BluffNewport Beach, CA 92660
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$3,029

2012 Contributions

$22,000

Historical Graphs

Total Assets Over Time

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

$264,918$132,459$0199920062011YearValue
$3,029Latest year 2011

Participants Over Time

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

530199920052011YearValue
1Latest year 2011

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
201210$0$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-0$0$0-
201111$3,029$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-1$3,029$0-
201011$90,435$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-1$90,435$0-
200911$150,596$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-1$150,596$0-
200815$214,757$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-5$214,757--
200714$230,164$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-4$230,164--
200611$231,365$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-1$231,365--
200511$213,292$0-
BPS NEWPORT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-1$213,292--
200411$209,575$0-
BPS NEWPORT FINANCIAL, INC. 401K PROFIT SHARING PLAN-1$209,575--
200321$257,306$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
BPS NEWPORT FINANCIAL, INC. 401K PROFIT SHARING PLAN-1$257,306$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Bps Newport Financial Inc. Defined Benefit Pension Plan-0---
200221$264,918$265,538$265,538iApproximate average salary by contribution assumption: employee only about $6,638,450 at 4% or $4,425,633 at 6%; with 50% employer match about $4,425,633 at 4% or $2,950,422 at 6%; with 100% employer match about $3,319,225 at 4% or $2,212,817 at 6%.
BPS NEWPORT FINANCIAL, INC. 401K PROFIT SHARING PLAN-1$242,918$243,538$243,538iApproximate average salary by contribution assumption: employee only about $6,088,450 at 4% or $4,058,967 at 6%; with 50% employer match about $4,058,967 at 4% or $2,705,978 at 6%; with 100% employer match about $3,044,225 at 4% or $2,029,483 at 6%.
Bps Newport Financial Inc. Defined Benefit Pension Plan-1$22,000$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200111$0$0-
Bps Newport Financial Inc. Defined Benefit Pension Plan-1---
200011$0$0-
Bps Newport Financial Inc. Defined Benefit Pension Plan-1---
199911$229,777$77,537$77,537iApproximate average salary by contribution assumption: employee only about $1,938,425 at 4% or $1,292,283 at 6%; with 50% employer match about $1,292,283 at 4% or $861,522 at 6%; with 100% employer match about $969,213 at 4% or $646,142 at 6%.
Bps Newport Financial Inc. Defined Benefit Pension Plan-1$229,777$77,537$77,537iApproximate average salary by contribution assumption: employee only about $1,938,425 at 4% or $1,292,283 at 6%; with 50% employer match about $1,292,283 at 4% or $861,522 at 6%; with 100% employer match about $969,213 at 4% or $646,142 at 6%.