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NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 401k Plan overview

Plan NameNEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN
Plan identification number 001

NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN Benefits

401k Plan TypeDefined 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-WALDPORT ACQUISITION CORP. has sponsored the creation of one or more 401k plans.

Company Name:NEWPORT-WALDPORT ACQUISITION CORP.
Employer identification number (EIN):931282521
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about NEWPORT-WALDPORT ACQUISITION CORP.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1999-11-04
Company Identification Number: 71912688
Legal Registered Office Address: 4949 MEADOWS RD STE 400

LAKE OSWEGO
United States of America (USA)
97035

More information about NEWPORT-WALDPORT ACQUISITION CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GRANT FORREST
0012017-01-01GRANT FORREST
0012016-01-01GRANT FORREST
0012015-01-01GRANT FORREST
0012014-01-01GRANT FORREST
0012013-01-01GRANT FORREST
0012012-01-01GRANT FORREST
0012011-01-01GRANT FORREST
0012010-01-01GRANT FORREST
0012009-01-01GRANT FORREST

Plan Statistics for NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN

401k plan membership statisitcs for NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN

Measure Date Value
2022: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0140
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0142
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0140
Number of participants with account balances2021-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128
Total number of active participants reported on line 7a of the Form 55002019-01-0128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0128
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0125
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0127
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0125
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN

Measure Date Value
2022 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$790
Total income from all sources2022-12-31$-59,149
Expenses. Total of all expenses incurred2022-12-31$51,264
Benefits paid (including direct rollovers)2022-12-31$46,546
Total plan assets at end of year2022-12-31$6,202,585
Total plan assets at beginning of year2022-12-31$6,312,208
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$104,546
Other income received2022-12-31$-217,592
Net income (gross income less expenses)2022-12-31$-110,413
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,201,795
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,312,208
Assets. Value of employer securities2022-12-31$1,812,336
Total contributions received or receivable from employer(s)2022-12-31$53,897
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,718
2021 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,060,567
Expenses. Total of all expenses incurred2021-12-31$45,213
Benefits paid (including direct rollovers)2021-12-31$40,553
Total plan assets at end of year2021-12-31$6,312,208
Total plan assets at beginning of year2021-12-31$5,296,854
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$105,448
Expenses. Other expenses not covered elsewhere2021-12-31$4,660
Other income received2021-12-31$899,863
Net income (gross income less expenses)2021-12-31$1,015,354
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,312,208
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,296,854
Assets. Value of employer securities2021-12-31$1,620,788
Total contributions received or receivable from employer(s)2021-12-31$55,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,245,108
Expenses. Total of all expenses incurred2020-12-31$46,279
Benefits paid (including direct rollovers)2020-12-31$42,272
Total plan assets at end of year2020-12-31$5,296,854
Total plan assets at beginning of year2020-12-31$4,098,025
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$87,275
Other income received2020-12-31$1,098,825
Net income (gross income less expenses)2020-12-31$1,198,829
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,296,854
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,098,025
Assets. Value of employer securities2020-12-31$1,473,444
Total contributions received or receivable from employer(s)2020-12-31$59,008
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,007
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$4,957
Total income from all sources2019-12-31$931,617
Expenses. Total of all expenses incurred2019-12-31$187,832
Benefits paid (including direct rollovers)2019-12-31$184,352
Total plan assets at end of year2019-12-31$4,098,025
Total plan assets at beginning of year2019-12-31$3,359,197
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$80,876
Contributions received from other sources (not participants or employers)2019-12-31$5,672
Other income received2019-12-31$790,600
Net income (gross income less expenses)2019-12-31$743,785
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,098,025
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,354,240
Assets. Value of employer securities2019-12-31$1,224,596
Total contributions received or receivable from employer(s)2019-12-31$54,469
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$4,957
Total plan liabilities at beginning of year2018-12-31$4,454
Total income from all sources2018-12-31$273,228
Expenses. Total of all expenses incurred2018-12-31$2,692
Total plan assets at end of year2018-12-31$3,359,197
Total plan assets at beginning of year2018-12-31$3,088,158
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$50,822
Other income received2018-12-31$203,191
Net income (gross income less expenses)2018-12-31$270,536
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,354,240
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,083,704
Assets. Value of employer securities2018-12-31$1,141,101
Total contributions received or receivable from employer(s)2018-12-31$19,215
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$4,454
Total plan liabilities at beginning of year2017-12-31$5,015
Total income from all sources2017-12-31$449,167
Expenses. Total of all expenses incurred2017-12-31$6,676
Benefits paid (including direct rollovers)2017-12-31$6,676
Total plan assets at end of year2017-12-31$3,088,158
Total plan assets at beginning of year2017-12-31$2,646,228
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$46,934
Other income received2017-12-31$383,937
Net income (gross income less expenses)2017-12-31$442,491
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,083,704
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,641,213
Assets. Value of participant loans2017-12-31$0
Assets. Value of employer securities2017-12-31$949,553
Total contributions received or receivable from employer(s)2017-12-31$18,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$5,015
Total plan liabilities at beginning of year2016-12-31$3,905
Total income from all sources2016-12-31$380,528
Expenses. Total of all expenses incurred2016-12-31$1,846
Benefits paid (including direct rollovers)2016-12-31$746
Total plan assets at end of year2016-12-31$2,646,228
Total plan assets at beginning of year2016-12-31$2,266,436
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$39,899
Other income received2016-12-31$324,023
Net income (gross income less expenses)2016-12-31$378,682
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,641,213
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,262,531
Assets. Value of participant loans2016-12-31$550
Assets. Value of employer securities2016-12-31$851,323
Total contributions received or receivable from employer(s)2016-12-31$16,606
Value of corrective distributions2016-12-31$1,076
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,905
Total plan liabilities at beginning of year2015-12-31$3,829
Total income from all sources2015-12-31$154,155
Expenses. Total of all expenses incurred2015-12-31$635,184
Benefits paid (including direct rollovers)2015-12-31$635,152
Total plan assets at end of year2015-12-31$2,266,436
Total plan assets at beginning of year2015-12-31$2,747,389
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$39,177
Other income received2015-12-31$98,133
Net income (gross income less expenses)2015-12-31$-481,029
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,262,531
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,743,560
Assets. Value of participant loans2015-12-31$7,466
Assets. Value of employer securities2015-12-31$669,598
Total contributions received or receivable from employer(s)2015-12-31$16,845
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$32
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,829
Total plan liabilities at beginning of year2014-12-31$3,881
Total income from all sources2014-12-31$348,317
Expenses. Total of all expenses incurred2014-12-31$64
Total plan assets at end of year2014-12-31$2,747,389
Total plan assets at beginning of year2014-12-31$2,399,188
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$38,561
Contributions received from other sources (not participants or employers)2014-12-31$18,302
Other income received2014-12-31$274,020
Net income (gross income less expenses)2014-12-31$348,253
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,743,560
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,395,307
Assets. Value of participant loans2014-12-31$29,700
Assets. Value of employer securities2014-12-31$672,873
Total contributions received or receivable from employer(s)2014-12-31$17,434
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$64
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$3,881
Total plan liabilities at beginning of year2013-12-31$3,767
Total income from all sources2013-12-31$-5
Expenses. Total of all expenses incurred2013-12-31$28,276
Benefits paid (including direct rollovers)2013-12-31$28,212
Total plan assets at end of year2013-12-31$2,399,188
Total plan assets at beginning of year2013-12-31$2,427,355
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$36,212
Other income received2013-12-31$-52,595
Net income (gross income less expenses)2013-12-31$-28,281
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,395,307
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,423,588
Assets. Value of participant loans2013-12-31$56,128
Assets. Value of employer securities2013-12-31$843,254
Total contributions received or receivable from employer(s)2013-12-31$16,378
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$64
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,767
Total plan liabilities at beginning of year2012-12-31$3,658
Total income from all sources2012-12-31$363,308
Expenses. Total of all expenses incurred2012-12-31$60
Total plan assets at end of year2012-12-31$2,427,355
Total plan assets at beginning of year2012-12-31$2,063,998
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$34,591
Other income received2012-12-31$313,159
Net income (gross income less expenses)2012-12-31$363,248
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,423,588
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,060,340
Assets. Value of participant loans2012-12-31$74,710
Assets. Value of employer securities2012-12-31$1,199,656
Total contributions received or receivable from employer(s)2012-12-31$15,558
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$60
2011 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,658
Total plan liabilities at beginning of year2011-12-31$2,825
Total income from all sources2011-12-31$95,999
Expenses. Total of all expenses incurred2011-12-31$65,978
Benefits paid (including direct rollovers)2011-12-31$65,970
Total plan assets at end of year2011-12-31$2,063,998
Total plan assets at beginning of year2011-12-31$2,033,144
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$33,683
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$47,228
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$30,021
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,060,340
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,030,319
Assets. Value of participant loans2011-12-31$35,000
Assets. Value of employer securities2011-12-31$1,197,327
Total contributions received or receivable from employer(s)2011-12-31$15,088
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$2,825
Total plan liabilities at beginning of year2010-12-31$5,104
Total income from all sources2010-12-31$700,303
Expenses. Total of all expenses incurred2010-12-31$56,567
Benefits paid (including direct rollovers)2010-12-31$56,567
Total plan assets at end of year2010-12-31$2,033,144
Total plan assets at beginning of year2010-12-31$1,391,687
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$36,214
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$647,619
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$643,736
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,030,319
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,386,583
Assets. Value of participant loans2010-12-31$1,381
Assets. Value of employer securities2010-12-31$1,181,021
Total contributions received or receivable from employer(s)2010-12-31$16,470
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN

2022: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEWPORT-WALDPORT ACQUISITION CORP. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,391
Total amount of fees paid to insurance companyUSD $939
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,391
Insurance broker organization code?3
Amount paid for insurance broker fees939
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,023
Total amount of fees paid to insurance companyUSD $802
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,023
Insurance broker organization code?3
Amount paid for insurance broker fees802
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered15
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,860
Total amount of fees paid to insurance companyUSD $786
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,860
Insurance broker organization code?3
Amount paid for insurance broker fees786
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,104
Total amount of fees paid to insurance companyUSD $664
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,104
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,491
Total amount of fees paid to insurance companyUSD $523
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,491
Amount paid for insurance broker fees74
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,136
Total amount of fees paid to insurance companyUSD $414
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027666
Policy instance 1
Insurance contract or identification numberGA-027666
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,203
Total amount of fees paid to insurance companyUSD $320
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,463
Insurance broker organization code?3
Amount paid for insurance broker fees320
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC

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