Bridge Partners, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bridge Partners, 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, Bridge Partners, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bridge Partners, LLC under EIN 71-1008626 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $20,550,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridge Partners, LLC
- EIN
- 71-1008626
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $20,550,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20240819140814NAL0000852515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,550,664
- Total liabilities (EOY)
- $15,507
- Net assets (EOY)
- $20,535,157
- Net assets (BOY)
- $15,412,694
Income & contributions
- Employer contributions
- $333,444
- Participant contributions
- $2,758,732
- Total contributions
- $3,497,107
- Total income / additions
- $6,662,823
Expenses & distributions
- Benefits paid
- $1,520,488
- Administrative expenses
- $19,872
- Total expenses
- $1,540,360
- Net increase / (decrease)
- $5,122,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,708 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridge Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kirkland, WA
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation