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BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 401k Plan overview

Plan NameBRIDGEWATER ASSOCIATES, LP 401(K) PLAN
Plan identification number 001

BRIDGEWATER ASSOCIATES, LP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRIDGEWATER ASSOCIATES, LP has sponsored the creation of one or more 401k plans.

Company Name:BRIDGEWATER ASSOCIATES, LP
Employer identification number (EIN):271437501
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATE MANAHAN
0012016-01-01GREG FUNK
0012015-01-01GREG FUNK
0012014-01-01GREG FUNK
0012013-01-01JENNIFER VANDERWALL
0012012-01-01JENNIFER VANDERWALL
0012011-01-01ELLEN GERSTEIN
0012010-01-01DREW CREE

Plan Statistics for BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

401k plan membership statisitcs for BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

Measure Date Value
2022: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,750
Total number of active participants reported on line 7a of the Form 55002022-01-011,332
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,535
Total of all active and inactive participants2022-01-012,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,871
Number of participants with account balances2022-01-012,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,826
Total number of active participants reported on line 7a of the Form 55002021-01-011,183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,562
Total of all active and inactive participants2021-01-012,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,750
Number of participants with account balances2021-01-012,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,933
Total number of active participants reported on line 7a of the Form 55002020-01-011,302
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,521
Total of all active and inactive participants2020-01-012,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,826
Number of participants with account balances2020-01-012,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,811
Total number of active participants reported on line 7a of the Form 55002019-01-011,664
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,267
Total of all active and inactive participants2019-01-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,933
Number of participants with account balances2019-01-012,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,681
Total number of active participants reported on line 7a of the Form 55002018-01-011,750
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,059
Total of all active and inactive participants2018-01-012,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,811
Number of participants with account balances2018-01-012,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,360
Total number of active participants reported on line 7a of the Form 55002017-01-011,724
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01957
Total of all active and inactive participants2017-01-012,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,681
Number of participants with account balances2017-01-012,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0169
2016: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,173
Total number of active participants reported on line 7a of the Form 55002016-01-011,515
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01845
Total of all active and inactive participants2016-01-012,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,360
Number of participants with account balances2016-01-012,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01165
2015: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,938
Total number of active participants reported on line 7a of the Form 55002015-01-011,469
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01703
Total of all active and inactive participants2015-01-012,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,173
Number of participants with account balances2015-01-011,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01125
2014: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,762
Total number of active participants reported on line 7a of the Form 55002014-01-011,312
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01625
Total of all active and inactive participants2014-01-011,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,938
Number of participants with account balances2014-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01142
2013: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,681
Total number of active participants reported on line 7a of the Form 55002013-01-011,200
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01561
Total of all active and inactive participants2013-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,762
Number of participants with account balances2013-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01178
2012: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,368
Total number of active participants reported on line 7a of the Form 55002012-01-011,229
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01452
Total of all active and inactive participants2012-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,681
Number of participants with account balances2012-01-011,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01106
2011: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,107
Total number of active participants reported on line 7a of the Form 55002011-01-011,030
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01338
Total of all active and inactive participants2011-01-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,368
Number of participants with account balances2011-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01124
2010: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01857
Total number of active participants reported on line 7a of the Form 55002010-01-01885
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01222
Total of all active and inactive participants2010-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,107
Number of participants with account balances2010-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01102

Financial Data on BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

Measure Date Value
2022 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-32,737,447
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,703,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,592,245
Value of total corrective distributions2022-12-31$58,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$44,085,050
Value of total assets at end of year2022-12-31$444,008,929
Value of total assets at beginning of year2022-12-31$504,449,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,997
Total interest from all sources2022-12-31$437,444
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,140,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,140,001
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,529,285
Participant contributions at end of year2022-12-31$2,490,596
Participant contributions at beginning of year2022-12-31$2,430,648
Assets. Other investments not covered elsewhere at end of year2022-12-31$52,395,204
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$56,708,379
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,829,282
Other income not declared elsewhere2022-12-31$-9,321,559
Administrative expenses (other) incurred2022-12-31$4,200
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$11,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,440,482
Value of net assets at end of year (total assets less liabilities)2022-12-31$444,008,929
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$504,449,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$66,873
Assets. partnership/joint venture interests at beginning of year2022-12-31$245,718
Investment advisory and management fees2022-12-31$47,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$366,346,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$427,003,266
Interest on participant loans2022-12-31$104,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,710,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$18,050,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$18,050,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$332,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,078,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,726,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,592,245
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$7,719,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$111,595,887
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$32,303,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,194,657
Value of total corrective distributions2021-12-31$57,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,700,511
Value of total assets at end of year2021-12-31$504,449,411
Value of total assets at beginning of year2021-12-31$432,876,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,944
Total interest from all sources2021-12-31$133,135
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,912,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,912,153
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$23,581,552
Participant contributions at end of year2021-12-31$2,430,648
Participant contributions at beginning of year2021-12-31$3,042,778
Assets. Other investments not covered elsewhere at end of year2021-12-31$56,708,379
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$50,828,161
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,733,184
Other income not declared elsewhere2021-12-31$4,735,639
Administrative expenses (other) incurred2021-12-31$3,175
Total non interest bearing cash at end of year2021-12-31$11,218
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$79,292,110
Value of net assets at end of year (total assets less liabilities)2021-12-31$504,449,411
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$432,876,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$245,718
Assets. partnership/joint venture interests at beginning of year2021-12-31$107,561
Investment advisory and management fees2021-12-31$48,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$427,003,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$357,024,785
Interest on participant loans2021-12-31$130,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,050,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,873,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,873,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,114,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,385,775
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,194,657
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$104,028,252
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,837,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,712,295
Value of total corrective distributions2020-12-31$73,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$53,935,942
Value of total assets at end of year2020-12-31$432,876,451
Value of total assets at beginning of year2020-12-31$352,685,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,121
Total interest from all sources2020-12-31$253,969
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,990,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,990,674
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$26,962,968
Participant contributions at end of year2020-12-31$3,042,778
Participant contributions at beginning of year2020-12-31$2,709,108
Assets. Other investments not covered elsewhere at end of year2020-12-31$50,828,161
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$34,793,174
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,697,334
Other income not declared elsewhere2020-12-31$7,450,830
Administrative expenses (other) incurred2020-12-31$7,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$80,191,152
Value of net assets at end of year (total assets less liabilities)2020-12-31$432,876,451
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$352,685,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$107,561
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,613
Investment advisory and management fees2020-12-31$44,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$357,024,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$295,602,339
Interest on participant loans2020-12-31$154,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,873,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,579,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,579,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$99,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,396,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$22,275,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,712,295
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$110,849,497
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,838,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,753,069
Value of total corrective distributions2019-12-31$52,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$54,620,967
Value of total assets at end of year2019-12-31$352,685,299
Value of total assets at beginning of year2019-12-31$260,673,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,272
Total interest from all sources2019-12-31$536,098
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,625,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,625,735
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,237,393
Participant contributions at end of year2019-12-31$2,709,108
Participant contributions at beginning of year2019-12-31$2,502,214
Assets. Other investments not covered elsewhere at end of year2019-12-31$34,793,174
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,191,063
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,275,726
Other income not declared elsewhere2019-12-31$4,283,095
Administrative expenses (other) incurred2019-12-31$8,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$92,011,367
Value of net assets at end of year (total assets less liabilities)2019-12-31$352,685,299
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$260,673,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,613
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$24,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$295,602,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$216,066,487
Interest on participant loans2019-12-31$127,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,579,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,914,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,914,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$408,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,783,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,107,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,753,069
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$32,541,911
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,074,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,041,292
Value of total corrective distributions2018-12-31$26,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$49,720,593
Value of total assets at end of year2018-12-31$260,673,932
Value of total assets at beginning of year2018-12-31$240,207,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,475
Total interest from all sources2018-12-31$341,962
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,172,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,172,909
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$24,347,517
Participant contributions at end of year2018-12-31$2,502,214
Participant contributions at beginning of year2018-12-31$1,969,930
Assets. Other investments not covered elsewhere at end of year2018-12-31$25,191,063
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$21,633,365
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,421,868
Other income not declared elsewhere2018-12-31$-1,680,664
Administrative expenses (other) incurred2018-12-31$7,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$20,466,921
Value of net assets at end of year (total assets less liabilities)2018-12-31$260,673,932
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$240,207,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$216,066,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$205,620,211
Interest on participant loans2018-12-31$106,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,914,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,983,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,983,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$235,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,012,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,951,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,041,292
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$70,260,594
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,486,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,443,831
Value of total corrective distributions2017-12-31$38,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,023,738
Value of total assets at end of year2017-12-31$240,207,011
Value of total assets at beginning of year2017-12-31$181,433,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,600
Total interest from all sources2017-12-31$150,575
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,039,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,039,353
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$21,001,387
Participant contributions at end of year2017-12-31$1,969,930
Participant contributions at beginning of year2017-12-31$1,747,209
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,633,365
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,606,300
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,772,448
Other income not declared elsewhere2017-12-31$2,155,787
Administrative expenses (other) incurred2017-12-31$4,600
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$18,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$58,773,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$240,207,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$181,433,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$205,620,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$155,256,769
Interest on participant loans2017-12-31$75,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,983,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,804,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,804,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$74,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,891,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,249,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,443,831
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$40,527,352
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,126,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,072,061
Value of total corrective distributions2016-12-31$47,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,352,582
Value of total assets at end of year2016-12-31$181,433,157
Value of total assets at beginning of year2016-12-31$149,031,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,225
Total interest from all sources2016-12-31$97,483
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,131,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,131,745
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,593,689
Participant contributions at end of year2016-12-31$1,747,209
Participant contributions at beginning of year2016-12-31$1,432,431
Assets. Other investments not covered elsewhere at end of year2016-12-31$15,606,300
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,010,304
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,628,389
Other income not declared elsewhere2016-12-31$926,385
Administrative expenses (other) incurred2016-12-31$6,225
Total non interest bearing cash at end of year2016-12-31$18,383
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,401,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$181,433,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$149,031,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$155,256,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,995,658
Interest on participant loans2016-12-31$65,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,804,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,593,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,593,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,019,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,130,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,072,061
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$19,177,307
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,555,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,514,339
Value of total corrective distributions2015-12-31$38,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,856,381
Value of total assets at end of year2015-12-31$149,031,901
Value of total assets at beginning of year2015-12-31$136,410,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,700
Total interest from all sources2015-12-31$64,270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,497,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,497,347
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,730,931
Participant contributions at end of year2015-12-31$1,432,431
Participant contributions at beginning of year2015-12-31$1,115,116
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,010,304
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,399,679
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,583,189
Other income not declared elsewhere2015-12-31$-720,336
Administrative expenses (other) incurred2015-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,621,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$149,031,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$136,410,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$126,995,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$118,201,661
Interest on participant loans2015-12-31$50,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,593,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,693,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,693,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,520,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,542,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,514,339
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$28,506,669
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,249,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,241,646
Value of total corrective distributions2014-12-31$4,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,127,941
Value of total assets at end of year2014-12-31$136,410,395
Value of total assets at beginning of year2014-12-31$116,152,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,550
Total interest from all sources2014-12-31$38,815
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,347,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,347,188
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,622,861
Participant contributions at end of year2014-12-31$1,115,116
Participant contributions at beginning of year2014-12-31$786,986
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,399,679
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,029,391
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,912,852
Other income not declared elsewhere2014-12-31$320,834
Administrative expenses (other) incurred2014-12-31$3,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$20,257,430
Value of net assets at end of year (total assets less liabilities)2014-12-31$136,410,395
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$116,152,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$118,201,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,619,095
Interest on participant loans2014-12-31$38,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,693,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,717,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,717,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,671,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,592,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,241,646
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,920,518
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,690,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,683,596
Value of total corrective distributions2013-12-31$4,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,777,029
Value of total assets at end of year2013-12-31$116,152,965
Value of total assets at beginning of year2013-12-31$94,922,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,400
Total interest from all sources2013-12-31$32,958
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,111,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,111,835
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,785,854
Participant contributions at end of year2013-12-31$786,986
Participant contributions at beginning of year2013-12-31$669,593
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,029,391
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,422,060
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,019,341
Other income not declared elsewhere2013-12-31$145,963
Administrative expenses (other) incurred2013-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,230,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$116,152,965
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,922,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$32,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,619,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$81,512,148
Interest on participant loans2013-12-31$32,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,717,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,286,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,286,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,852,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,971,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,683,596
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$26,203,477
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,377,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,366,526
Value of total corrective distributions2012-12-31$8,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,489,477
Value of total assets at end of year2012-12-31$94,922,815
Value of total assets at beginning of year2012-12-31$73,097,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,575
Total interest from all sources2012-12-31$27,644
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,274,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,274,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,768,878
Participant contributions at end of year2012-12-31$669,593
Participant contributions at beginning of year2012-12-31$633,582
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,422,060
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,655,999
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,350,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26,153
Other income not declared elsewhere2012-12-31$624,514
Administrative expenses (other) incurred2012-12-31$2,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,825,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,922,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,097,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$32,326
Assets. partnership/joint venture interests at beginning of year2012-12-31$106,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$81,512,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,400,369
Interest on participant loans2012-12-31$27,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,286,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,581,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,581,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,787,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,370,002
Employer contributions (assets) at beginning of year2012-12-31$692,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,366,526
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,236
Total income from all sources (including contributions)2011-12-31$18,030,768
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,852,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,850,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,567,776
Value of total assets at end of year2011-12-31$73,097,051
Value of total assets at beginning of year2011-12-31$58,921,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,875
Total interest from all sources2011-12-31$26,176
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,964,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,964,698
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,907,431
Participant contributions at end of year2011-12-31$633,582
Participant contributions at beginning of year2011-12-31$467,497
Participant contributions at beginning of year2011-12-31$644
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,655,999
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,123,826
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,300,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,236
Other income not declared elsewhere2011-12-31$103,324
Administrative expenses (other) incurred2011-12-31$1,875
Total non interest bearing cash at beginning of year2011-12-31$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$14,178,511
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,097,051
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,918,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$106,925
Assets. partnership/joint venture interests at beginning of year2011-12-31$14,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$61,400,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$51,086,518
Interest on participant loans2011-12-31$25,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,581,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,202,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,202,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,631,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,360,142
Employer contributions (assets) at end of year2011-12-31$692,283
Employer contributions (assets) at beginning of year2011-12-31$567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,850,382
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,561
Total income from all sources (including contributions)2010-12-31$19,982,008
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,697,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,691,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,762,216
Value of total assets at end of year2010-12-31$58,921,776
Value of total assets at beginning of year2010-12-31$40,657,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,822
Total interest from all sources2010-12-31$15,460
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,726,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,726,006
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,472,517
Participant contributions at end of year2010-12-31$467,497
Participant contributions at beginning of year2010-12-31$208,990
Participant contributions at end of year2010-12-31$644
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,123,826
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,658,897
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,661,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,561
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$5,822
Total non interest bearing cash at end of year2010-12-31$820
Total non interest bearing cash at beginning of year2010-12-31$95,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,284,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,918,540
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,633,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$14,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$51,086,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,800,603
Interest on participant loans2010-12-31$15,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,202,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,626,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,626,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,478,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,628,363
Employer contributions (assets) at end of year2010-12-31$567
Employer contributions (assets) at beginning of year2010-12-31$266,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,691,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ARTHUR F. BELL, JR. & ASSOC., LLC
Accountancy firm EIN2010-12-31521471836

Form 5500 Responses for BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

2022: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIDGEWATER ASSOCIATES, LP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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