401k Plan data: BRIDGEWATER CREDIT UNION 401(K) PLAN plan

BRIDGEWATER CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	BRIDGEWATER CREDIT UNION 401(K) PLAN
Plan identification number	002

BRIDGEWATER CREDIT UNION 401(K) 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 CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: BRIDGEWATER CREDIT UNION

Employer identification number (EIN): 042030899

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWATER CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 MICHAEL VALLEY
002 2016-01-01 MICHAEL VALLEY
002 2015-01-01 LISA SPARLING
002 2014-01-01 LISA SPARLING
002 2013-01-01 JAHANAH MOHAMED
002 2012-01-01 PATRICIA MUNGER
002 2011-01-01 PATRICIA MUNGER
002 2009-01-01 DENNIS KENNEY

Plan Statistics for BRIDGEWATER CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for BRIDGEWATER CREDIT UNION 401(K) PLAN

Measure Date Value
2018: BRIDGEWATER CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 93
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 108
Total participants 2018-01-01 108
Number of participants with account balances 2018-01-01 86
2017: BRIDGEWATER CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 81
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 101
Total participants 2017-01-01 101
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: BRIDGEWATER CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 66
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 79
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BRIDGEWATER CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 95
Number of participants with account balances 2015-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BRIDGEWATER CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 91
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BRIDGEWATER CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 70
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 85
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: BRIDGEWATER CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: BRIDGEWATER CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 96
Number of participants with account balances 2011-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: BRIDGEWATER CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 73
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 92
Number of participants with account balances 2009-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2018: BRIDGEWATER CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	93
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	108
Total participants	2018-01-01	108
Number of participants with account balances	2018-01-01	86
2017: BRIDGEWATER CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	81
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	101
Total participants	2017-01-01	101
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: BRIDGEWATER CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	66
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	79
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BRIDGEWATER CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	95
Number of participants with account balances	2015-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BRIDGEWATER CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	91
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BRIDGEWATER CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	70
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	85
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: BRIDGEWATER CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: BRIDGEWATER CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	96
Number of participants with account balances	2011-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: BRIDGEWATER CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	73
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	92
Number of participants with account balances	2009-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on BRIDGEWATER CREDIT UNION 401(K) PLAN

Measure	Date	Value
2018 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$79,944
Expenses. Total of all expenses incurred	2018-12-31	$531,832
Benefits paid (including direct rollovers)	2018-12-31	$530,857
Total plan assets at end of year	2018-12-31	$3,205,616
Total plan assets at beginning of year	2018-12-31	$3,657,504
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$159,072
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-178,327
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-451,888
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,205,616
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,657,504
Assets. Value of participant loans	2018-12-31	$88,285
Total contributions received or receivable from employer(s)	2018-12-31	$99,199
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$975
2017 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$803,414
Expenses. Total of all expenses incurred	2017-12-31	$570,731
Benefits paid (including direct rollovers)	2017-12-31	$569,656
Total plan assets at end of year	2017-12-31	$3,657,504
Total plan assets at beginning of year	2017-12-31	$3,424,821
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$141,656
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$100,187
Other income received	2017-12-31	$473,974
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$232,683
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,657,504
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,424,821
Assets. Value of participant loans	2017-12-31	$119,307
Total contributions received or receivable from employer(s)	2017-12-31	$87,597
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,075
2016 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$550,961
Expenses. Total of all expenses incurred	2016-12-31	$668,735
Benefits paid (including direct rollovers)	2016-12-31	$667,635
Total plan assets at end of year	2016-12-31	$3,424,821
Total plan assets at beginning of year	2016-12-31	$3,542,595
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$150,229
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$55,301
Other income received	2016-12-31	$237,564
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-117,774
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,424,821
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,542,595
Assets. Value of participant loans	2016-12-31	$160,975
Total contributions received or receivable from employer(s)	2016-12-31	$107,867
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,100
2015 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$355,101
Expenses. Total of all expenses incurred	2015-12-31	$1,040,734
Benefits paid (including direct rollovers)	2015-12-31	$1,039,584
Total plan assets at end of year	2015-12-31	$3,542,595
Total plan assets at beginning of year	2015-12-31	$4,228,228
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$228,020
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$40,693
Other income received	2015-12-31	$-12,023
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-685,633
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,542,595
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,228,228
Assets. Value of participant loans	2015-12-31	$121,400
Total contributions received or receivable from employer(s)	2015-12-31	$98,411
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,150
2014 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$640,012
Expenses. Total of all expenses incurred	2014-12-31	$204,226
Benefits paid (including direct rollovers)	2014-12-31	$203,125
Total plan assets at end of year	2014-12-31	$4,228,228
Total plan assets at beginning of year	2014-12-31	$3,792,442
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$256,420
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$37,414
Other income received	2014-12-31	$178,466
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$435,786
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,228,228
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,792,442
Assets. Value of participant loans	2014-12-31	$114,420
Total contributions received or receivable from employer(s)	2014-12-31	$167,712
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,101
2013 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$849,407
Expenses. Total of all expenses incurred	2013-12-31	$346,203
Benefits paid (including direct rollovers)	2013-12-31	$345,489
Total plan assets at end of year	2013-12-31	$3,792,442
Total plan assets at beginning of year	2013-12-31	$3,289,238
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$234,493
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$57,931
Other income received	2013-12-31	$391,047
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$503,204
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,792,442
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,289,238
Assets. Value of participant loans	2013-12-31	$93,539
Total contributions received or receivable from employer(s)	2013-12-31	$165,936
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$675,825
Expenses. Total of all expenses incurred	2012-12-31	$180,417
Benefits paid (including direct rollovers)	2012-12-31	$179,791
Total plan assets at end of year	2012-12-31	$3,289,238
Total plan assets at beginning of year	2012-12-31	$2,793,830
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$214,321
Contributions received from other sources (not participants or employers)	2012-12-31	$13,290
Other income received	2012-12-31	$282,945
Net income (gross income less expenses)	2012-12-31	$495,408
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,289,238
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,793,830
Assets. Value of participant loans	2012-12-31	$70,172
Total contributions received or receivable from employer(s)	2012-12-31	$165,269
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$339,751
Expenses. Total of all expenses incurred	2011-12-31	$282,872
Benefits paid (including direct rollovers)	2011-12-31	$281,508
Total plan assets at end of year	2011-12-31	$2,793,830
Total plan assets at beginning of year	2011-12-31	$2,736,951
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$204,170
Contributions received from other sources (not participants or employers)	2011-12-31	$20,874
Other income received	2011-12-31	$-44,361
Net income (gross income less expenses)	2011-12-31	$56,879
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,793,830
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,736,951
Assets. Value of participant loans	2011-12-31	$91,503
Total contributions received or receivable from employer(s)	2011-12-31	$159,068
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$668,188
Expenses. Total of all expenses incurred	2010-12-31	$90,893
Benefits paid (including direct rollovers)	2010-12-31	$89,943
Total plan assets at end of year	2010-12-31	$2,736,951
Total plan assets at beginning of year	2010-12-31	$2,159,656
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$181,463
Contributions received from other sources (not participants or employers)	2010-12-31	$70,371
Other income received	2010-12-31	$265,996
Net income (gross income less expenses)	2010-12-31	$577,295
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,736,951
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,159,656
Assets. Value of participant loans	2010-12-31	$43,874
Total contributions received or receivable from employer(s)	2010-12-31	$150,358
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BRIDGEWATER CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRIDGEWATER CREDIT UNION 401(K) PLAN

2018: BRIDGEWATER CREDIT UNION 401(K) 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
2017: BRIDGEWATER CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIDGEWATER CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIDGEWATER CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIDGEWATER CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIDGEWATER CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIDGEWATER CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIDGEWATER CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIDGEWATER CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIDGEWATER CREDIT UNION
Employer identification number (EIN):	042030899
NAIC Classification:	522130
NAIC Description:	Credit Unions

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01
002	2017-01-01	MICHAEL VALLEY
002	2016-01-01	MICHAEL VALLEY
002	2015-01-01	LISA SPARLING
002	2014-01-01	LISA SPARLING
002	2013-01-01	JAHANAH MOHAMED
002	2012-01-01	PATRICIA MUNGER
002	2011-01-01	PATRICIA MUNGER
002	2009-01-01	DENNIS KENNEY