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BRIDGE PARTNERS PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIDGE PARTNERS PROFIT SHARING PLAN
Plan identification number 001

BRIDGE PARTNERS PROFIT SHARING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:BRIDGE PARTNERS, LLC
Employer identification number (EIN):562383236
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGE PARTNERS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICTORIA CLARKE2018-03-23 VICTORIA CLARKE2018-03-23
0012016-01-01VICTORIA CLARKE2017-05-16 VICTORIA CLARKE2017-05-16
0012015-01-01VICTORIA CLARKE2016-03-29 VICTORIA CLARKE2016-03-29
0012014-01-01VICTORIA CLARKE2015-02-26 VICTORIA CLARKE2015-02-26
0012013-01-01VICTORIA CLARKE2014-04-28 VICTORIA CLARKE2014-04-28
0012012-01-01VICTORIA CLARKE2013-05-02
0012011-01-01VICTORIA CLARKE2012-06-25
0012010-01-01VICTORIA CLARKE2011-06-10 VICTORIA CLARKE2011-06-10

Plan Statistics for BRIDGE PARTNERS PROFIT SHARING PLAN

401k plan membership statisitcs for BRIDGE PARTNERS PROFIT SHARING PLAN

Measure Date Value
2025: BRIDGE PARTNERS PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1212
Total number of particpants at end of year2025-09-1216
Number of Participants With Account Balances2025-09-1216
2024: BRIDGE PARTNERS PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2213
Total number of particpants at end of year2024-08-2212
Number of Participants With Account Balances2024-08-2212

Financial Data on BRIDGE PARTNERS PROFIT SHARING PLAN

Measure Date Value
2025 : BRIDGE PARTNERS PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-120
Total liabilities as of the end of the plan year2025-09-120
Total liabilities as of the beginning of the plan year2025-09-120
Total expenses incurred by plan in this plan year2025-09-1276361
Net assets as of the end of the plan year2025-09-122415150
Total assets as of the beginning of the plan year2025-09-122055828
Value of plan covered by a fidelity bond2025-09-12250000
Participant contributions to plan in this plan year2025-09-12180454
Value of participant loans at end of plan year2025-09-1220393
Other expenses paid from plan in this plan year2025-09-120
Other contributions to plan in this plan year2025-09-120
Other income to plan in this plan year2025-09-12203695
Plan net income in this plan year2025-09-12359322
Net assets as of the end of the plan year2025-09-122415150
Net assets as of the beginning of the plan year2025-09-122055828
Employer contributions to plan in this plan year2025-09-1251534
Fees paid to broker by Benefit Provider2025-09-1214822
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1226189
2024 : BRIDGE PARTNERS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-220
Total liabilities as of the end of the plan year2024-08-220
Total liabilities as of the beginning of the plan year2024-08-220
Total expenses incurred by plan in this plan year2024-08-22640436
Net assets as of the end of the plan year2024-08-222055828
Total assets as of the beginning of the plan year2024-08-221787566
Value of plan covered by a fidelity bond2024-08-22250000
Participant contributions to plan in this plan year2024-08-22145126
Value of participant loans at end of plan year2024-08-22111
Other expenses paid from plan in this plan year2024-08-220
Other contributions to plan in this plan year2024-08-22468566
Other income to plan in this plan year2024-08-22188879
Plan net income in this plan year2024-08-22268262
Net assets as of the end of the plan year2024-08-222055828
Net assets as of the beginning of the plan year2024-08-221787566
Employer contributions to plan in this plan year2024-08-22106127
Fees paid to broker by Benefit Provider2024-08-2210800
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2220567

Potentially related plans

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