Stonebridge Financial Advisors, L.L.C.

Form 5500

STONEBRIDGE FINANCIAL ADVISORS LLC

1820 NW 118th Street Suite 150, Clive, Ia 50325 (515) 223-4202 EIN:42-1651886 Plan Admin:Rod Potratz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,084,129 / $2,151,988	2023	STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001	3 / 3	$1,084,129 / $2,151,988
2022	Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,012,023 / $1,084,129	2022	STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001	3 / 3	$2,012,023 / $1,084,129
2021	Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,470,657 / $2,012,023	2021	STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001	3 / 3	$1,470,657 / $2,012,023
2020	Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$721,309 / $1,470,657	2020	STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001	3 / 3	$721,309 / $1,470,657
2019	Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$518,471 / $721,309	2019	STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001	4 / 3	$518,471 / $721,309