401k Plan data: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN plan

THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

THREE BRIDGE WEALTH ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: THREE BRIDGE WEALTH ADVISORS, LLC

Employer identification number (EIN): 270566508

NAIC Classification: 523900

Additional information about THREE BRIDGE WEALTH ADVISORS, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200912610363

More information about THREE BRIDGE WEALTH ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRETT B. SHARKEY 2023-07-25
001 2021-01-01 BRETT B. SHARKEY 2022-07-21
001 2020-01-01 BRETT B. SHARKEY 2021-07-12
001 2019-01-01 FREDERICK J. MOLFINO, JR. 2020-07-20
001 2018-01-01 FREDERICK J. MOLFINO, JR. 2019-09-30
001 2017-01-01
001 2016-01-01
001 2016-01-01 FREDERICK J. MOLFINO, JR. 2018-09-20
001 2015-01-01
001 2014-01-01 FREDERICK J. MOLFINO, JR.
001 2014-01-01 FREDERICK J. MOLFINO, JR.
001 2013-01-01 FREDERICK J. MOLFINO, JR.
001 2012-01-01 FREDERICK J. MOLFINO, JR. 2013-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRETT B. SHARKEY	2023-07-25
001	2021-01-01	BRETT B. SHARKEY	2022-07-21
001	2020-01-01	BRETT B. SHARKEY	2021-07-12
001	2019-01-01	FREDERICK J. MOLFINO, JR.	2020-07-20
001	2018-01-01	FREDERICK J. MOLFINO, JR.	2019-09-30
001	2017-01-01
001	2016-01-01
001	2016-01-01	FREDERICK J. MOLFINO, JR.	2018-09-20
001	2015-01-01
001	2014-01-01	FREDERICK J. MOLFINO, JR.
001	2014-01-01	FREDERICK J. MOLFINO, JR.
001	2013-01-01	FREDERICK J. MOLFINO, JR.
001	2012-01-01	FREDERICK J. MOLFINO, JR.	2013-05-22

Plan Statistics for THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$262,237
Expenses. Total of all expenses incurred	2022-12-31	$96,128
Benefits paid (including direct rollovers)	2022-12-31	$93,652
Total plan assets at end of year	2022-12-31	$2,369,324
Total plan assets at beginning of year	2022-12-31	$2,203,215
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$100,594
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,476
Other income received	2022-12-31	$118,447
Net income (gross income less expenses)	2022-12-31	$166,109
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,369,324
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,203,215
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$845,059
Total contributions received or receivable from employer(s)	2022-12-31	$43,196
2021 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$556,690
Expenses. Total of all expenses incurred	2021-12-31	$407
Total plan assets at end of year	2021-12-31	$2,203,215
Total plan assets at beginning of year	2021-12-31	$1,646,932
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$52,383
Expenses. Other expenses not covered elsewhere	2021-12-31	$407
Contributions received from other sources (not participants or employers)	2021-12-31	$314,818
Other income received	2021-12-31	$166,328
Net income (gross income less expenses)	2021-12-31	$556,283
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,203,215
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,646,932
Assets. Value of participant loans	2021-12-31	$6,761
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$480,154
Total contributions received or receivable from employer(s)	2021-12-31	$23,161
2020 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$248,833
Expenses. Total of all expenses incurred	2020-12-31	$1,081
Total plan assets at end of year	2020-12-31	$1,646,932
Total plan assets at beginning of year	2020-12-31	$1,399,180
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$67,271
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,081
Other income received	2020-12-31	$148,810
Net income (gross income less expenses)	2020-12-31	$247,752
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,646,932
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,399,180
Assets. Value of participant loans	2020-12-31	$24,269
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$389,352
Total contributions received or receivable from employer(s)	2020-12-31	$32,752
2019 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$445,667
Expenses. Total of all expenses incurred	2019-12-31	$1,132
Total plan assets at end of year	2019-12-31	$1,399,180
Total plan assets at beginning of year	2019-12-31	$954,645
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$58,176
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,132
Contributions received from other sources (not participants or employers)	2019-12-31	$251,331
Other income received	2019-12-31	$113,656
Net income (gross income less expenses)	2019-12-31	$444,535
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,399,180
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$954,645
Assets. Value of participant loans	2019-12-31	$54,184
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$384,365
Total contributions received or receivable from employer(s)	2019-12-31	$22,504
2018 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$55,804
Expenses. Total of all expenses incurred	2018-12-31	$83,194
Benefits paid (including direct rollovers)	2018-12-31	$82,908
Total plan assets at end of year	2018-12-31	$954,645
Total plan assets at beginning of year	2018-12-31	$982,035
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$12,433
Expenses. Other expenses not covered elsewhere	2018-12-31	$286
Other income received	2018-12-31	$31,904
Net income (gross income less expenses)	2018-12-31	$-27,390
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$954,645
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$982,035
Assets. Value of participant loans	2018-12-31	$59,671
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$301,425
Total contributions received or receivable from employer(s)	2018-12-31	$11,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$108,237
Expenses. Total of all expenses incurred	2017-12-31	$1,376
Benefits paid (including direct rollovers)	2017-12-31	$1,330
Total plan assets at end of year	2017-12-31	$982,035
Total plan assets at beginning of year	2017-12-31	$875,174
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$24,900
Expenses. Other expenses not covered elsewhere	2017-12-31	$46
Other income received	2017-12-31	$46,997
Net income (gross income less expenses)	2017-12-31	$106,861
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$982,035
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$875,174
Assets. Value of participant loans	2017-12-31	$80,879
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$314,072
Total contributions received or receivable from employer(s)	2017-12-31	$36,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$192,274
Expenses. Total of all expenses incurred	2016-12-31	$426
Total plan assets at end of year	2016-12-31	$889,439
Total plan assets at beginning of year	2016-12-31	$697,591
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$49,916
Expenses. Other expenses not covered elsewhere	2016-12-31	$426
Other income received	2016-12-31	$93,006
Net income (gross income less expenses)	2016-12-31	$191,848
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$889,439
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$697,591
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$217,100
Total contributions received or receivable from employer(s)	2016-12-31	$49,352
2015 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$32,641
Expenses. Total of all expenses incurred	2015-12-31	$594
Total plan assets at end of year	2015-12-31	$697,591
Total plan assets at beginning of year	2015-12-31	$665,544
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$54,334
Assets. Value of loans (other than to participants)	2015-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$594
Other income received	2015-12-31	$-62,752
Net income (gross income less expenses)	2015-12-31	$32,047
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$697,591
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$665,544
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,000
Total contributions received or receivable from employer(s)	2015-12-31	$41,059
2014 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$325,590
Expenses. Total of all expenses incurred	2014-12-31	$595
Total plan assets at end of year	2014-12-31	$647,644
Total plan assets at beginning of year	2014-12-31	$322,649
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$54,560
Assets. Value of loans (other than to participants)	2014-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$595
Contributions received from other sources (not participants or employers)	2014-12-31	$204,275
Other income received	2014-12-31	$18,172
Net income (gross income less expenses)	2014-12-31	$324,995
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$647,644
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$322,649
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$40,965
Total contributions received or receivable from employer(s)	2014-12-31	$48,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$218,024
Expenses. Total of all expenses incurred	2013-12-31	$375
Total plan assets at end of year	2013-12-31	$322,649
Total plan assets at beginning of year	2013-12-31	$105,000
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$48,871
Assets. Value of loans (other than to participants)	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$375
Contributions received from other sources (not participants or employers)	2013-12-31	$84,648
Other income received	2013-12-31	$15,068
Net income (gross income less expenses)	2013-12-31	$217,649
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$322,649
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$105,000
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$50,000
Total contributions received or receivable from employer(s)	2013-12-31	$69,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

2022: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THREE BRIDGE WEALTH ADVISORS, LLC
Employer identification number (EIN):	270566508
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200912610363