GREENBRIDGE WEALTH MANAGEMENT
Plan context: GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
EIN 85-2016162 • Clearwater, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$462,027
2025 Contributions
$113,803
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 | 8 | $462,027 | $113,803 | $14,225iApproximate average salary by contribution assumption: employee only about $355,634 at 4% or $237,090 at 6%; with 50% employer match about $237,090 at 4% or $158,060 at 6%; with 100% employer match about $177,817 at 4% or $118,545 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $462,027 | $113,803 | $14,225iApproximate average salary by contribution assumption: employee only about $355,634 at 4% or $237,090 at 6%; with 50% employer match about $237,090 at 4% or $158,060 at 6%; with 100% employer match about $177,817 at 4% or $118,545 at 6%. |
| 2024 | 1 | 10 | $318,005 | $97,393 | $9,739iApproximate average salary by contribution assumption: employee only about $243,482 at 4% or $162,322 at 6%; with 50% employer match about $162,322 at 4% or $108,214 at 6%; with 100% employer match about $121,741 at 4% or $81,161 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $318,005 | $97,393 | $9,739iApproximate average salary by contribution assumption: employee only about $243,482 at 4% or $162,322 at 6%; with 50% employer match about $162,322 at 4% or $108,214 at 6%; with 100% employer match about $121,741 at 4% or $81,161 at 6%. |
| 2023 | 1 | 6 | $185,215 | $48,026 | $8,004iApproximate average salary by contribution assumption: employee only about $200,108 at 4% or $133,406 at 6%; with 50% employer match about $133,406 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,703 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $185,215 | $48,026 | $8,004iApproximate average salary by contribution assumption: employee only about $200,108 at 4% or $133,406 at 6%; with 50% employer match about $133,406 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,703 at 6%. |
| 2022 | 1 | 6 | $129,436 | $74,132 | $12,355iApproximate average salary by contribution assumption: employee only about $308,883 at 4% or $205,922 at 6%; with 50% employer match about $205,922 at 4% or $137,281 at 6%; with 100% employer match about $154,442 at 4% or $102,961 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $129,436 | $74,132 | $12,355iApproximate average salary by contribution assumption: employee only about $308,883 at 4% or $205,922 at 6%; with 50% employer match about $205,922 at 4% or $137,281 at 6%; with 100% employer match about $154,442 at 4% or $102,961 at 6%. |
| 2021 | 1 | 6 | $106,872 | $61,901 | $10,317iApproximate average salary by contribution assumption: employee only about $257,921 at 4% or $171,947 at 6%; with 50% employer match about $171,947 at 4% or $114,631 at 6%; with 100% employer match about $128,960 at 4% or $85,974 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN & TRUST | - | 6 | $106,872 | $61,901 | $10,317iApproximate average salary by contribution assumption: employee only about $257,921 at 4% or $171,947 at 6%; with 50% employer match about $171,947 at 4% or $114,631 at 6%; with 100% employer match about $128,960 at 4% or $85,974 at 6%. |
| 2020 | 1 | 5 | $36,637 | $35,178 | $7,036iApproximate average salary by contribution assumption: employee only about $175,890 at 4% or $117,260 at 6%; with 50% employer match about $117,260 at 4% or $78,173 at 6%; with 100% employer match about $87,945 at 4% or $58,630 at 6%. |
| GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $36,637 | $35,178 | $7,036iApproximate average salary by contribution assumption: employee only about $175,890 at 4% or $117,260 at 6%; with 50% employer match about $117,260 at 4% or $78,173 at 6%; with 100% employer match about $87,945 at 4% or $58,630 at 6%. |