401k Plan data: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN plan

NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN
Plan identification number	001

NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEWPORT PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: NEWPORT PARTNERS, LLC

Employer identification number (EIN): 820564349

NAIC Classification: 541380
NAIC Description: Testing Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LIZA BOWLES 2024-07-11
001 2022-01-01 LIZA BOWLES 2023-06-29 LIZA BOWLES 2023-06-29
001 2021-01-01 LIZA BOWLES 2022-07-07
001 2020-01-01 LIZA BOWLES 2021-06-15
001 2019-01-01 LIZA BOWLES 2020-06-19
001 2018-01-01 LIZA BOWLES 2019-07-22 LIZA BOWLES 2019-07-22
001 2017-01-01 LIZA BOWLES 2018-06-11
001 2016-01-01 LIZA BOWLES 2017-06-27
001 2015-01-01 LIZA BOWLES 2016-07-06
001 2014-01-01 LIZA BOWLES 2015-05-14 LIZA BOWLES 2015-05-14
001 2013-01-01 LIZA BOWLES 2014-07-02
001 2012-01-01 LIZA BOWLES
001 2011-01-01 LIZA BOWLES
001 2009-01-01 LIZA BOWLES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LIZA BOWLES	2024-07-11
001	2022-01-01	LIZA BOWLES	2023-06-29	LIZA BOWLES	2023-06-29
001	2021-01-01	LIZA BOWLES	2022-07-07
001	2020-01-01	LIZA BOWLES	2021-06-15
001	2019-01-01	LIZA BOWLES	2020-06-19
001	2018-01-01	LIZA BOWLES	2019-07-22	LIZA BOWLES	2019-07-22
001	2017-01-01	LIZA BOWLES	2018-06-11
001	2016-01-01	LIZA BOWLES	2017-06-27
001	2015-01-01	LIZA BOWLES	2016-07-06
001	2014-01-01	LIZA BOWLES	2015-05-14	LIZA BOWLES	2015-05-14
001	2013-01-01	LIZA BOWLES	2014-07-02
001	2012-01-01	LIZA BOWLES
001	2011-01-01	LIZA BOWLES
001	2009-01-01	LIZA BOWLES

Plan Statistics for NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN

Measure Date Value
2012: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$304,866
Expenses. Total of all expenses incurred	2012-12-31	$314,991
Benefits paid (including direct rollovers)	2012-12-31	$314,571
Total plan assets at end of year	2012-12-31	$1,821,219
Total plan assets at beginning of year	2012-12-31	$1,831,344
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$86,842
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$187,279
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-10,125
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,821,219
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,831,344
Assets. Value of participant loans	2012-12-31	$18,460
Total contributions received or receivable from employer(s)	2012-12-31	$30,745
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$111,155
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,831,344
Total plan assets at beginning of year	2011-12-31	$1,720,189
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$77,699
Other income received	2011-12-31	$-49,909
Net income (gross income less expenses)	2011-12-31	$111,155
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,831,344
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,720,189
Total contributions received or receivable from employer(s)	2011-12-31	$83,365
2010 : NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$299,555
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,720,189
Total plan assets at beginning of year	2010-12-31	$1,420,634
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$74,333
Other income received	2010-12-31	$122,880
Net income (gross income less expenses)	2010-12-31	$299,555
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,720,189
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,420,634
Total contributions received or receivable from employer(s)	2010-12-31	$102,342

Form 5500 Responses for NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN

2012: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEWPORT PARTNERS LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

NEWPORT PARTNERS 401(K) PLAN [EIN = 330789277]

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Company Name:	NEWPORT PARTNERS, LLC
Employer identification number (EIN):	820564349
NAIC Classification:	541380
NAIC Description:	Testing Laboratories