Newport Capital Group LLC
Plan context: Newport Capital Group LLC 401(K) Plan
EIN 86-1109193 • Red Bank, NJ • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$3,870,883
2024 Contributions
$362,890
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 | 1 | 38 | $3,870,883 | $362,890 | $9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 38 | $3,870,883 | $362,890 | $9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| 2023 | 1 | 29 | $3,122,770 | $288,099 | $9,934iApproximate average salary by contribution assumption: employee only about $248,361 at 4% or $165,574 at 6%; with 50% employer match about $165,574 at 4% or $110,383 at 6%; with 100% employer match about $124,181 at 4% or $82,787 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 29 | $3,122,770 | $288,099 | $9,934iApproximate average salary by contribution assumption: employee only about $248,361 at 4% or $165,574 at 6%; with 50% employer match about $165,574 at 4% or $110,383 at 6%; with 100% employer match about $124,181 at 4% or $82,787 at 6%. |
| 2022 | 1 | 24 | $2,540,125 | $309,010 | $12,875iApproximate average salary by contribution assumption: employee only about $321,885 at 4% or $214,590 at 6%; with 50% employer match about $214,590 at 4% or $143,060 at 6%; with 100% employer match about $160,943 at 4% or $107,295 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 24 | $2,540,125 | $309,010 | $12,875iApproximate average salary by contribution assumption: employee only about $321,885 at 4% or $214,590 at 6%; with 50% employer match about $214,590 at 4% or $143,060 at 6%; with 100% employer match about $160,943 at 4% or $107,295 at 6%. |
| 2021 | 1 | 26 | $2,763,486 | $284,776 | $10,953iApproximate average salary by contribution assumption: employee only about $273,823 at 4% or $182,549 at 6%; with 50% employer match about $182,549 at 4% or $121,699 at 6%; with 100% employer match about $136,912 at 4% or $91,274 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 26 | $2,763,486 | $284,776 | $10,953iApproximate average salary by contribution assumption: employee only about $273,823 at 4% or $182,549 at 6%; with 50% employer match about $182,549 at 4% or $121,699 at 6%; with 100% employer match about $136,912 at 4% or $91,274 at 6%. |
| 2020 | 1 | 28 | $2,210,438 | $294,933 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,555 at 6%; with 50% employer match about $175,555 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 28 | $2,210,438 | $294,933 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,555 at 6%; with 50% employer match about $175,555 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |
| 2019 | 1 | 29 | $1,604,924 | $277,140 | $9,557iApproximate average salary by contribution assumption: employee only about $238,914 at 4% or $159,276 at 6%; with 50% employer match about $159,276 at 4% or $106,184 at 6%; with 100% employer match about $119,457 at 4% or $79,638 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 29 | $1,604,924 | $277,140 | $9,557iApproximate average salary by contribution assumption: employee only about $238,914 at 4% or $159,276 at 6%; with 50% employer match about $159,276 at 4% or $106,184 at 6%; with 100% employer match about $119,457 at 4% or $79,638 at 6%. |
| 2018 | 1 | 25 | $1,050,867 | $217,182 | $8,687iApproximate average salary by contribution assumption: employee only about $217,182 at 4% or $144,788 at 6%; with 50% employer match about $144,788 at 4% or $96,525 at 6%; with 100% employer match about $108,591 at 4% or $72,394 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 25 | $1,050,867 | $217,182 | $8,687iApproximate average salary by contribution assumption: employee only about $217,182 at 4% or $144,788 at 6%; with 50% employer match about $144,788 at 4% or $96,525 at 6%; with 100% employer match about $108,591 at 4% or $72,394 at 6%. |
| 2017 | 1 | 22 | $904,229 | $200,517 | $9,114iApproximate average salary by contribution assumption: employee only about $227,860 at 4% or $151,907 at 6%; with 50% employer match about $151,907 at 4% or $101,271 at 6%; with 100% employer match about $113,930 at 4% or $75,953 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 22 | $904,229 | $200,517 | $9,114iApproximate average salary by contribution assumption: employee only about $227,860 at 4% or $151,907 at 6%; with 50% employer match about $151,907 at 4% or $101,271 at 6%; with 100% employer match about $113,930 at 4% or $75,953 at 6%. |
| 2016 | 1 | 24 | $576,459 | $194,922 | $8,122iApproximate average salary by contribution assumption: employee only about $203,044 at 4% or $135,363 at 6%; with 50% employer match about $135,363 at 4% or $90,242 at 6%; with 100% employer match about $101,522 at 4% or $67,681 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 24 | $576,459 | $194,922 | $8,122iApproximate average salary by contribution assumption: employee only about $203,044 at 4% or $135,363 at 6%; with 50% employer match about $135,363 at 4% or $90,242 at 6%; with 100% employer match about $101,522 at 4% or $67,681 at 6%. |
| 2015 | 1 | 19 | $382,739 | $156,149 | $8,218iApproximate average salary by contribution assumption: employee only about $205,459 at 4% or $136,973 at 6%; with 50% employer match about $136,973 at 4% or $91,315 at 6%; with 100% employer match about $102,730 at 4% or $68,486 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 19 | $382,739 | $156,149 | $8,218iApproximate average salary by contribution assumption: employee only about $205,459 at 4% or $136,973 at 6%; with 50% employer match about $136,973 at 4% or $91,315 at 6%; with 100% employer match about $102,730 at 4% or $68,486 at 6%. |
| 2014 | 1 | 10 | $224,641 | $55,252 | $5,525iApproximate average salary by contribution assumption: employee only about $138,130 at 4% or $92,087 at 6%; with 50% employer match about $92,087 at 4% or $61,391 at 6%; with 100% employer match about $69,065 at 4% or $46,043 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 10 | $224,641 | $55,252 | $5,525iApproximate average salary by contribution assumption: employee only about $138,130 at 4% or $92,087 at 6%; with 50% employer match about $92,087 at 4% or $61,391 at 6%; with 100% employer match about $69,065 at 4% or $46,043 at 6%. |
| 2013 | 1 | 9 | $173,439 | $24,352 | $2,706iApproximate average salary by contribution assumption: employee only about $67,644 at 4% or $45,096 at 6%; with 50% employer match about $45,096 at 4% or $30,064 at 6%; with 100% employer match about $33,822 at 4% or $22,548 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 9 | $173,439 | $24,352 | $2,706iApproximate average salary by contribution assumption: employee only about $67,644 at 4% or $45,096 at 6%; with 50% employer match about $45,096 at 4% or $30,064 at 6%; with 100% employer match about $33,822 at 4% or $22,548 at 6%. |
| 2012 | 1 | 9 | $143,191 | $48,172 | $5,352iApproximate average salary by contribution assumption: employee only about $133,811 at 4% or $89,207 at 6%; with 50% employer match about $89,207 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 9 | $143,191 | $48,172 | $5,352iApproximate average salary by contribution assumption: employee only about $133,811 at 4% or $89,207 at 6%; with 50% employer match about $89,207 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%. |
| 2011 | 1 | 7 | $93,926 | $18,100 | $2,586iApproximate average salary by contribution assumption: employee only about $64,643 at 4% or $43,095 at 6%; with 50% employer match about $43,095 at 4% or $28,730 at 6%; with 100% employer match about $32,321 at 4% or $21,548 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 7 | $93,926 | $18,100 | $2,586iApproximate average salary by contribution assumption: employee only about $64,643 at 4% or $43,095 at 6%; with 50% employer match about $43,095 at 4% or $28,730 at 6%; with 100% employer match about $32,321 at 4% or $21,548 at 6%. |
| 2010 | 1 | 6 | $98,347 | $33,487 | $5,581iApproximate average salary by contribution assumption: employee only about $139,529 at 4% or $93,019 at 6%; with 50% employer match about $93,019 at 4% or $62,013 at 6%; with 100% employer match about $69,765 at 4% or $46,510 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 6 | $98,347 | $33,487 | $5,581iApproximate average salary by contribution assumption: employee only about $139,529 at 4% or $93,019 at 6%; with 50% employer match about $93,019 at 4% or $62,013 at 6%; with 100% employer match about $69,765 at 4% or $46,510 at 6%. |
| 2009 | 1 | 5 | $55,046 | $21,796 | $4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,653 at 6%; with 50% employer match about $72,653 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 5 | $55,046 | $21,796 | $4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,653 at 6%; with 50% employer match about $72,653 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%. |
| 2008 | 1 | 5 | $28,606 | $22,857 | $4,571iApproximate average salary by contribution assumption: employee only about $114,285 at 4% or $76,190 at 6%; with 50% employer match about $76,190 at 4% or $50,793 at 6%; with 100% employer match about $57,142 at 4% or $38,095 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 5 | $28,606 | $22,857 | $4,571iApproximate average salary by contribution assumption: employee only about $114,285 at 4% or $76,190 at 6%; with 50% employer match about $76,190 at 4% or $50,793 at 6%; with 100% employer match about $57,142 at 4% or $38,095 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Newport Capital Group LLC 401(K) Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $9,075 | $5,790 | $1,930iApproximate average salary by contribution assumption: employee only about $48,250 at 4% or $32,167 at 6%; with 50% employer match about $32,167 at 4% or $21,444 at 6%; with 100% employer match about $24,125 at 4% or $16,083 at 6%. |
| Newport Capital Group LLC 401(K) Plan | - | 3 | $9,075 | $5,790 | $1,930iApproximate average salary by contribution assumption: employee only about $48,250 at 4% or $32,167 at 6%; with 50% employer match about $32,167 at 4% or $21,444 at 6%; with 100% employer match about $24,125 at 4% or $16,083 at 6%. |