THREE BRIDGES PLANNING LLC
Plan context: THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-4600972 • Melbourne, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$647,592
2025 Contributions
$79,697
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $647,592 | $79,697 | $15,939iApproximate average salary by contribution assumption: employee only about $398,485 at 4% or $265,657 at 6%; with 50% employer match about $265,657 at 4% or $177,104 at 6%; with 100% employer match about $199,243 at 4% or $132,828 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $647,592 | $79,697 | $15,939iApproximate average salary by contribution assumption: employee only about $398,485 at 4% or $265,657 at 6%; with 50% employer match about $265,657 at 4% or $177,104 at 6%; with 100% employer match about $199,243 at 4% or $132,828 at 6%. |
| 2024 | 1 | 5 | $526,808 | $75,792 | $15,158iApproximate average salary by contribution assumption: employee only about $378,960 at 4% or $252,640 at 6%; with 50% employer match about $252,640 at 4% or $168,427 at 6%; with 100% employer match about $189,480 at 4% or $126,320 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $526,808 | $75,792 | $15,158iApproximate average salary by contribution assumption: employee only about $378,960 at 4% or $252,640 at 6%; with 50% employer match about $252,640 at 4% or $168,427 at 6%; with 100% employer match about $189,480 at 4% or $126,320 at 6%. |
| 2023 | 1 | 5 | $400,986 | $66,222 | $13,244iApproximate average salary by contribution assumption: employee only about $331,110 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $400,986 | $66,222 | $13,244iApproximate average salary by contribution assumption: employee only about $331,110 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%. |
| 2022 | 1 | 5 | $297,375 | $90,096 | $18,019iApproximate average salary by contribution assumption: employee only about $450,480 at 4% or $300,320 at 6%; with 50% employer match about $300,320 at 4% or $200,213 at 6%; with 100% employer match about $225,240 at 4% or $150,160 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $297,375 | $90,096 | $18,019iApproximate average salary by contribution assumption: employee only about $450,480 at 4% or $300,320 at 6%; with 50% employer match about $300,320 at 4% or $200,213 at 6%; with 100% employer match about $225,240 at 4% or $150,160 at 6%. |
| 2021 | 1 | 5 | $254,697 | $102,777 | $20,555iApproximate average salary by contribution assumption: employee only about $513,885 at 4% or $342,590 at 6%; with 50% employer match about $342,590 at 4% or $228,393 at 6%; with 100% employer match about $256,943 at 4% or $171,295 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $254,697 | $102,777 | $20,555iApproximate average salary by contribution assumption: employee only about $513,885 at 4% or $342,590 at 6%; with 50% employer match about $342,590 at 4% or $228,393 at 6%; with 100% employer match about $256,943 at 4% or $171,295 at 6%. |
| 2020 | 1 | 5 | $126,253 | $88,951 | $17,790iApproximate average salary by contribution assumption: employee only about $444,755 at 4% or $296,503 at 6%; with 50% employer match about $296,503 at 4% or $197,669 at 6%; with 100% employer match about $222,378 at 4% or $148,252 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $126,253 | $88,951 | $17,790iApproximate average salary by contribution assumption: employee only about $444,755 at 4% or $296,503 at 6%; with 50% employer match about $296,503 at 4% or $197,669 at 6%; with 100% employer match about $222,378 at 4% or $148,252 at 6%. |
| 2019 | 1 | 5 | $15,523 | $14,997 | $2,999iApproximate average salary by contribution assumption: employee only about $74,985 at 4% or $49,990 at 6%; with 50% employer match about $49,990 at 4% or $33,327 at 6%; with 100% employer match about $37,493 at 4% or $24,995 at 6%. |
| THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $15,523 | $14,997 | $2,999iApproximate average salary by contribution assumption: employee only about $74,985 at 4% or $49,990 at 6%; with 50% employer match about $49,990 at 4% or $33,327 at 6%; with 100% employer match about $37,493 at 4% or $24,995 at 6%. |