Third Bridge 401(K) Profit Sharing Plan — Form 5500 plan (Third Bridge)
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, Third Bridge 401(K) Profit Sharing Plan is a benefit plan reported by Third Bridge under EIN 27-3035072 and plan number 001. The latest loaded filing year is 2023. The filing reports 780 participants and $14,415,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Bridge
- EIN
- 27-3035072
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 780
- End-of-year plan assets
- $14,415,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 780 | H, C | 20241011122119NAL0021836609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,415,126
- Net assets (EOY)
- $14,415,126
- Net assets (BOY)
- $11,137,338
Income & contributions
- Employer contributions
- $1,341,061
- Participant contributions
- $1,988,696
- Total contributions
- $3,399,577
- Total income / additions
- $5,705,623
Expenses & distributions
- Benefits paid
- $2,314,884
- Administrative expenses
- $112,951
- Total expenses
- $2,427,835
- Net increase / (decrease)
- $3,277,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $60,152 | not reported in the loaded dataset | 2023 |
| Ascensus | NONE | $60,152 | not reported in the loaded dataset | 2023 |
| Mma Securities, LLC | NONE | $36,629 | not reported in the loaded dataset | 2023 |
| Compass 360, LLC | THIRD PARTY ADMINISTRATO | $27,325 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | NONE | $19,685 | not reported in the loaded dataset | 2023 |
| Pension Assurance, Llp | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Third Bridge
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ascensus LLC — Schedule C compensation
- Ascensus — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation
- Compass 360, LLC — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation