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TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN 401k Plan overview

Plan NameTROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN
Plan identification number 001

TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP
Employer identification number (EIN):042997288
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARI K. TROWBRIDGE2024-07-30
0012022-01-01TARI K. TROWBRIDGE2023-06-26
0012021-01-01TARI K. TROWBRIDGE2022-09-29

Financial Data on TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN

Measure Date Value
2025 : TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2918049
Net assets as of the end of the plan year2025-04-29701115
Total assets as of the beginning of the plan year2025-04-29578545
Value of plan covered by a fidelity bond2025-04-2970100
Participant contributions to plan in this plan year2025-04-2931742
Other income to plan in this plan year2025-04-2962242
Plan net income in this plan year2025-04-29122570
Net assets as of the end of the plan year2025-04-29701115
Net assets as of the beginning of the plan year2025-04-29578545
Employer contributions to plan in this plan year2025-04-2946635
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-291334
2024 : TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-301048
Net assets as of the end of the plan year2024-07-30578545
Total assets as of the beginning of the plan year2024-07-30127606
Value of plan covered by a fidelity bond2024-07-3025000
Participant contributions to plan in this plan year2024-07-3032457
Other contributions to plan in this plan year2024-07-30315596
Other income to plan in this plan year2024-07-3059197
Plan net income in this plan year2024-07-30450939
Net assets as of the end of the plan year2024-07-30578545
Net assets as of the beginning of the plan year2024-07-30127606
Employer contributions to plan in this plan year2024-07-3044737
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-301048

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