Who sponsors the Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?

Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan is reported as sponsored by Three Bridge Wealth Advisors, LLC (EIN 27-0566508, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan is 2023.

How many participants does Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan report?

Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan reports 10 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?

Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan reports $2,843,281 in end-of-year plan assets in its latest loaded Form 5500 filing.

Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Three Bridge Wealth Advisors, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Three Bridge Wealth Advisors, LLC under EIN 27-0566508 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,843,281 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,843,281

Participants10Covered participants reported

Assets / participant$284.3KComputed: assets ÷ participants$284,328 (computed)

Provider compensationNone reported

Plan sponsor: Three Bridge Wealth Advisors, LLC
EIN: 27-0566508
Plan number: 001
Plan type: 2
Location: Portola Valley, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
10 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets

Net assets$2.8MLiabilities$0

Money in vs. money out

Total income / additions$508.5K

Total expenses$34.5K

Benefits paid / distributions$32.8K

Contributions

Employer$53.6K

Participant$143.8K

Full reported line items

Net assets

Total assets (EOY): $2,843,281
Total liabilities (EOY): $0
Net assets (EOY): $2,843,281
Net assets (BOY): $2,369,324

Income & contributions

Employer contributions: $53,630
Participant contributions: $143,787
Total income / additions: $508,467

Expenses & distributions

Benefits paid: $32,768
Administrative expenses: $1,742
Total expenses: $34,510
Net increase / (decrease): $473,957

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

27%73%

Employer 27%Participant 73%

Total expenses ÷ net assets1%Computed ratio

Benefits paid ÷ total income6%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?: Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan is reported as sponsored by Three Bridge Wealth Advisors, LLC (EIN 27-0566508, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?: The latest Form 5500 filing year loaded for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan is 2023.
How many participants does Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan report?: Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan reports 10 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan?: Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan reports $2,843,281 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.