401k Plan data: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN plan

BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 401k Plan overview

Plan Name	BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN
Plan identification number	001

BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN Benefits

401k Plan Type

Defined 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.
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 BANK has sponsored the creation of one or more 401k plans.

Company Name: BRIDGEWATER BANK

Employer identification number (EIN): 030572894

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SUSAN LINDMEIER 2018-06-18
001 2016-01-01 SUSAN LINDMEIER 2017-07-14 SUSAN LINDMEIER 2017-07-14
001 2015-01-01 SUSAN LINDMEIER 2016-07-20
001 2014-01-01 SUSAN LINDMEIER 2015-07-13 SUSAN LINDMEIER 2015-07-13
001 2013-01-01 RACHAEL PETERSEN 2014-04-24 RACHAEL PETERSEN 2014-04-24
001 2012-01-01 RACHAEL PETERSEN 2013-07-26 RACHAEL PETERSEN 2013-07-26
001 2011-01-01 RACHAEL PETERSEN 2012-06-18 RACHAEL PETERSEN 2012-06-18
001 2010-01-01 RACHAEL PETERSEN 2011-05-20 RACHAEL PETERSEN 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SUSAN LINDMEIER	2018-06-18
001	2016-01-01	SUSAN LINDMEIER	2017-07-14	SUSAN LINDMEIER	2017-07-14
001	2015-01-01	SUSAN LINDMEIER	2016-07-20
001	2014-01-01	SUSAN LINDMEIER	2015-07-13	SUSAN LINDMEIER	2015-07-13
001	2013-01-01	RACHAEL PETERSEN	2014-04-24	RACHAEL PETERSEN	2014-04-24
001	2012-01-01	RACHAEL PETERSEN	2013-07-26	RACHAEL PETERSEN	2013-07-26
001	2011-01-01	RACHAEL PETERSEN	2012-06-18	RACHAEL PETERSEN	2012-06-18
001	2010-01-01	RACHAEL PETERSEN	2011-05-20	RACHAEL PETERSEN	2011-05-20

Plan Statistics for BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN

401k plan membership statisitcs for BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN

Measure Date Value
2022: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 244
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 60
Total of all active and inactive participants 2022-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 304
Number of participants with account balances 2022-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 207
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 258
Number of participants with account balances 2021-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 178
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 211
Number of participants with account balances 2020-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 187
Number of participants with account balances 2019-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 154
Number of participants with account balances 2018-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10

Measure	Date	Value
2022: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	244
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	60
Total of all active and inactive participants	2022-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	304
Number of participants with account balances	2022-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	207
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	258
Number of participants with account balances	2021-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	178
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	211
Number of participants with account balances	2020-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	187
Number of participants with account balances	2019-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	154
Number of participants with account balances	2018-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10

Financial Data on BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN

Measure	Date	Value
2022 : BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-372,630
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,954,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,865,062
Value of total corrective distributions	2022-12-31	$2,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,386,887
Value of total assets at end of year	2022-12-31	$25,905,270
Value of total assets at beginning of year	2022-12-31	$28,232,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$87,448
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$443,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$443,989
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,014,587
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$522,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,327,477
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,905,270
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,232,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$63,215
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,365,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,674,314
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,732,382
Value of interest in common/collective trusts at beginning of year	2022-12-31	$883,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,187,144
Net investment gain or loss from common/collective trusts	2022-12-31	$-16,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,850,148
Employer contributions (assets) at end of year	2022-12-31	$807,371
Employer contributions (assets) at beginning of year	2022-12-31	$674,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,865,062
Contract administrator fees	2022-12-31	$24,233
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$7,804,840
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,825,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,745,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,238,493
Value of total assets at end of year	2021-12-31	$28,232,747
Value of total assets at beginning of year	2021-12-31	$22,253,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$79,972
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$384,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$384,781
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,716,055
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,005,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,979,411
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,232,747
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,253,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$58,719
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,674,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,645,488
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$883,993
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,052,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,173,376
Net investment gain or loss from common/collective trusts	2021-12-31	$8,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,516,779
Employer contributions (assets) at end of year	2021-12-31	$674,440
Employer contributions (assets) at beginning of year	2021-12-31	$555,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,745,457
Contract administrator fees	2021-12-31	$21,253
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$6,230,125
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$526,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$464,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,999,748
Value of total assets at end of year	2020-12-31	$22,253,336
Value of total assets at beginning of year	2020-12-31	$16,550,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$62,559
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$280,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$280,998
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,406,475
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$294,417
Total non interest bearing cash at beginning of year	2020-12-31	$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,703,210
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,253,336
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,550,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,645,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,353,602
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,052,463
Value of interest in common/collective trusts at beginning of year	2020-12-31	$769,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,914,751
Net investment gain or loss from common/collective trusts	2020-12-31	$34,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,298,856
Employer contributions (assets) at end of year	2020-12-31	$555,385
Employer contributions (assets) at beginning of year	2020-12-31	$426,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$464,356
Contract administrator fees	2020-12-31	$18,869
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$5,733,631
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$250,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$198,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,809,727
Value of total assets at end of year	2019-12-31	$16,550,126
Value of total assets at beginning of year	2019-12-31	$11,067,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,148
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$282,327
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,154,548
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$30,169
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$635,701
Total non interest bearing cash at end of year	2019-12-31	$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,482,995
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,550,126
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,067,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$38,272
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,353,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,948,007
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$769,100
Value of interest in common/collective trusts at beginning of year	2019-12-31	$689,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,620,956
Net investment gain or loss from common/collective trusts	2019-12-31	$20,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,019,478
Employer contributions (assets) at end of year	2019-12-31	$426,733
Employer contributions (assets) at beginning of year	2019-12-31	$399,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$198,488
Contract administrator fees	2019-12-31	$13,876
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,774,784
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$738,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$698,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,439,883
Value of total assets at end of year	2018-12-31	$11,067,131
Value of total assets at beginning of year	2018-12-31	$10,031,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,896
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$192,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$192,799
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$889,995
Participant contributions at end of year	2018-12-31	$30,169
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$372,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,035,823
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,067,131
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,031,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$33,394
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,948,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,848,204
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$689,119
Value of interest in common/collective trusts at beginning of year	2018-12-31	$183,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-875,249
Net investment gain or loss from common/collective trusts	2018-12-31	$17,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,177,085
Employer contributions (assets) at end of year	2018-12-31	$399,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$698,065
Contract administrator fees	2018-12-31	$7,502
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749

Form 5500 Responses for BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN

2022: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIDGEWATER BANK 401(K) SAFE HARBOR PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIDGEWATER BANK
Employer identification number (EIN):	030572894
NAIC Classification:	522110
NAIC Description:	Commercial Banking