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BRIDGEWAY 401(K) PLAN 401k Plan overview

Plan NameBRIDGEWAY 401(K) PLAN
Plan identification number 001

BRIDGEWAY 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIDGEWAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIDGEWAY, INC.
Employer identification number (EIN):222224737
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWAY 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
0012017-01-01DONALD PELLIGRINO
0012016-01-01DONALD PELLIGRINO
0012015-01-01DONALD PELLIGRINO
0012014-01-01DONALD PELLIGRINO
0012013-01-01DONALD PELLIGRINO DONALD PELLIGRINO2014-10-15
0012012-01-01DONALD PELLIGRINO DONALD PELLIGRINO2013-10-14
0012011-01-01DONALD PELLIGRINO DONALD PELLIGRINO2012-10-15
0012010-01-01DONALD PELLIGRINO DONALD PELLIGRINO2011-10-31
0012009-01-01DONALD PELLIGRINO DONALD PELLIGRINO2010-10-15

Plan Statistics for BRIDGEWAY 401(K) PLAN

401k plan membership statisitcs for BRIDGEWAY 401(K) PLAN

Measure Date Value
2022: BRIDGEWAY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01476
Total number of active participants reported on line 7a of the Form 55002022-01-01456
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01483
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIDGEWAY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01471
Total number of active participants reported on line 7a of the Form 55002021-01-01439
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01455
Number of participants with account balances2021-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIDGEWAY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01509
Total number of active participants reported on line 7a of the Form 55002020-01-01655
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01665
Number of participants with account balances2020-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRIDGEWAY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01509
Total number of active participants reported on line 7a of the Form 55002019-01-01487
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01500
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRIDGEWAY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01519
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01504
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIDGEWAY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01547
Total number of active participants reported on line 7a of the Form 55002017-01-01502
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01519
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIDGEWAY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01524
Total number of active participants reported on line 7a of the Form 55002016-01-01535
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01547
Number of participants with account balances2016-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIDGEWAY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01482
Total number of active participants reported on line 7a of the Form 55002015-01-01499
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01506
Total participants2015-01-01506
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BRIDGEWAY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01340
Total number of active participants reported on line 7a of the Form 55002014-01-01297
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01303
Number of participants with account balances2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BRIDGEWAY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01329
Total number of active participants reported on line 7a of the Form 55002013-01-01318
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01325
Total participants2013-01-01325
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIDGEWAY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01338
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRIDGEWAY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01235
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01229
Number of participants with account balances2011-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRIDGEWAY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01229
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01216
Number of participants with account balances2010-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRIDGEWAY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01228
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01246
Total participants2009-01-01246
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRIDGEWAY 401(K) PLAN

Measure Date Value
2022 : BRIDGEWAY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$47,643
Total of all expenses incurred2022-12-31$417,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$391,071
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$485,429
Value of total assets at end of year2022-12-31$2,349,366
Value of total assets at beginning of year2022-12-31$2,719,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,566
Total interest from all sources2022-12-31$1,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$447,062
Participant contributions at end of year2022-12-31$18,569
Participant contributions at beginning of year2022-12-31$28,388
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-369,994
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,349,366
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,719,360
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,219,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,663,501
Interest on participant loans2022-12-31$1,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$111,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,099
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-438,817
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$4,372
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$391,071
Contract administrator fees2022-12-31$26,566
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : BRIDGEWAY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$660,755
Total of all expenses incurred2021-12-31$313,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$284,158
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$347,732
Value of total assets at end of year2021-12-31$2,719,360
Value of total assets at beginning of year2021-12-31$2,372,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,677
Total interest from all sources2021-12-31$677
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$336,165
Participant contributions at end of year2021-12-31$28,388
Participant contributions at beginning of year2021-12-31$8,341
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) 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$346,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,719,360
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,372,440
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,663,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,268,815
Interest on participant loans2021-12-31$677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$81,321
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$312,346
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
Employer contributions (assets) at end of year2021-12-31$4,372
Employer contributions (assets) at beginning of year2021-12-31$13,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$284,158
Contract administrator fees2021-12-31$29,677
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : BRIDGEWAY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$503,829
Total of all expenses incurred2020-12-31$542,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$518,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$248,062
Value of total assets at end of year2020-12-31$2,372,440
Value of total assets at beginning of year2020-12-31$2,411,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,331
Total interest from all sources2020-12-31$332
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$234,099
Participant contributions at end of year2020-12-31$8,341
Participant contributions at beginning of year2020-12-31$12,432
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-38,926
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,372,440
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,411,366
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,268,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,390,129
Interest on participant loans2020-12-31$332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$81,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,805
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$255,435
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$13,963
Employer contributions (assets) at end of year2020-12-31$13,963
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$518,424
Contract administrator fees2020-12-31$24,331
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 name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : BRIDGEWAY 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$674,162
Total of all expenses incurred2019-12-31$240,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$214,722
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$251,856
Value of total assets at end of year2019-12-31$2,411,366
Value of total assets at beginning of year2019-12-31$1,977,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,733
Total interest from all sources2019-12-31$397
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$221,358
Participant contributions at end of year2019-12-31$12,432
Participant contributions at beginning of year2019-12-31$4,272
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$433,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,411,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,977,659
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,390,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,951,597
Interest on participant loans2019-12-31$397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,790
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$421,909
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$916
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$214,722
Contract administrator fees2019-12-31$25,733
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 name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
2018 : BRIDGEWAY 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$154,886
Total of all expenses incurred2018-12-31$328,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$304,228
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$273,359
Value of total assets at end of year2018-12-31$1,977,659
Value of total assets at beginning of year2018-12-31$2,151,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,247
Total interest from all sources2018-12-31$351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$219,655
Participant contributions at end of year2018-12-31$4,272
Participant contributions at beginning of year2018-12-31$9,519
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,589
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,977,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,151,248
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$1,951,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,121,345
Interest on participant loans2018-12-31$351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,384
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-118,824
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$304,228
Contract administrator fees2018-12-31$24,247
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 name2018-12-31MARCUM, LLP
Accountancy firm EIN2018-12-31111986323
2017 : BRIDGEWAY 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$545,942
Total of all expenses incurred2017-12-31$171,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$149,925
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$254,360
Value of total assets at end of year2017-12-31$2,151,248
Value of total assets at beginning of year2017-12-31$1,777,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,954
Total interest from all sources2017-12-31$398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$234,325
Participant contributions at end of year2017-12-31$9,519
Participant contributions at beginning of year2017-12-31$9,958
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$374,063
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,151,248
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,777,185
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$2,121,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,748,933
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,294
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$291,184
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$0
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$149,925
Contract administrator fees2017-12-31$21,954
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 name2017-12-31MARCUM, LLP
Accountancy firm EIN2017-12-31111986323
2016 : BRIDGEWAY 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$358,867
Total of all expenses incurred2016-12-31$19,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$230,847
Value of total assets at end of year2016-12-31$1,777,185
Value of total assets at beginning of year2016-12-31$1,437,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,117
Total interest from all sources2016-12-31$649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$230,847
Participant contributions at end of year2016-12-31$9,958
Participant contributions at beginning of year2016-12-31$13,002
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$339,783
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,777,185
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,437,402
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
Investment advisory and management fees2016-12-31$17,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,748,933
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,408,021
Interest on participant loans2016-12-31$649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,379
Net investment gain/loss from pooled separate accounts2016-12-31$127,371
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,967
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 name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : BRIDGEWAY 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$211,528
Total of all expenses incurred2015-12-31$36,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,256
Value of total corrective distributions2015-12-31$10,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$222,429
Value of total assets at end of year2015-12-31$1,437,402
Value of total assets at beginning of year2015-12-31$1,262,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,165
Total interest from all sources2015-12-31$945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$195,622
Participant contributions at end of year2015-12-31$13,002
Participant contributions at beginning of year2015-12-31$25,233
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,807
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$174,594
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,437,402
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,262,808
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
Investment advisory and management fees2015-12-31$9,165
Value of interest in pooled separate accounts at end of year2015-12-31$1,408,021
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,237,575
Interest on participant loans2015-12-31$945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,379
Net investment gain/loss from pooled separate accounts2015-12-31$-11,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : BRIDGEWAY 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$211,798
Total of all expenses incurred2014-12-31$77,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$75,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$156,450
Value of total assets at end of year2014-12-31$1,262,808
Value of total assets at beginning of year2014-12-31$1,128,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,914
Total interest from all sources2014-12-31$1,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
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$130,886
Participant contributions at end of year2014-12-31$25,233
Participant contributions at beginning of year2014-12-31$34,798
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,564
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$134,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,262,808
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,128,668
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
Investment advisory and management fees2014-12-31$1,914
Value of interest in pooled separate accounts at end of year2014-12-31$1,237,575
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,093,870
Interest on participant loans2014-12-31$1,482
Net investment gain/loss from pooled separate accounts2014-12-31$53,866
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$75,744
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 name2014-12-31MARCUM LLP
Accountancy firm EIN2014-12-31111986323
2013 : BRIDGEWAY 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$377,722
Total of all expenses incurred2013-12-31$37,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,128
Value of total corrective distributions2013-12-31$1,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$240,273
Value of total assets at end of year2013-12-31$1,128,668
Value of total assets at beginning of year2013-12-31$788,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,220
Total interest from all sources2013-12-31$948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$86,551
Participant contributions at end of year2013-12-31$34,798
Participant contributions at beginning of year2013-12-31$24,096
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$153,722
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$339,735
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,128,668
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$788,933
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
Investment advisory and management fees2013-12-31$5,820
Value of interest in pooled separate accounts at end of year2013-12-31$1,093,870
Value of interest in pooled separate accounts at beginning of year2013-12-31$764,837
Income. Interest from loans (other than to participants)2013-12-31$948
Net investment gain/loss from pooled separate accounts2013-12-31$136,501
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,128
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 name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : BRIDGEWAY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$167,899
Total of all expenses incurred2012-12-31$32,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,300
Value of total corrective distributions2012-12-31$137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$85,120
Value of total assets at end of year2012-12-31$788,933
Value of total assets at beginning of year2012-12-31$653,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,786
Total interest from all sources2012-12-31$678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$85,120
Participant contributions at end of year2012-12-31$24,096
Participant contributions at beginning of year2012-12-31$19,388
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$135,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$788,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$653,257
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
Investment advisory and management fees2012-12-31$5,436
Value of interest in pooled separate accounts at end of year2012-12-31$764,837
Value of interest in pooled separate accounts at beginning of year2012-12-31$633,869
Income. Interest from loans (other than to participants)2012-12-31$678
Net investment gain/loss from pooled separate accounts2012-12-31$82,101
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,300
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 name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : BRIDGEWAY 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$71,399
Total of all expenses incurred2011-12-31$174,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$145,887
Expenses. Certain deemed distributions of participant loans2011-12-31$22,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$88,021
Value of total assets at end of year2011-12-31$653,257
Value of total assets at beginning of year2011-12-31$756,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,270
Total interest from all sources2011-12-31$2,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$800
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$88,021
Participant contributions at end of year2011-12-31$19,388
Participant contributions at beginning of year2011-12-31$63,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-103,473
Value of net assets at end of year (total assets less liabilities)2011-12-31$653,257
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$756,730
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
Investment advisory and management fees2011-12-31$5,470
Value of interest in pooled separate accounts at end of year2011-12-31$633,869
Value of interest in pooled separate accounts at beginning of year2011-12-31$693,301
Interest on participant loans2011-12-31$2,660
Net investment gain/loss from pooled separate accounts2011-12-31$-19,282
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$145,887
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 name2011-12-31CORNERSTONE ACCOUNTING GROUP LLP
Accountancy firm EIN2011-12-31222003236
2010 : BRIDGEWAY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$187,030
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$112,507
Value of total assets at end of year2010-12-31$756,730
Value of total assets at beginning of year2010-12-31$575,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,796
Total interest from all sources2010-12-31$3,403
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$749
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$112,507
Participant contributions at end of year2010-12-31$63,429
Participant contributions at beginning of year2010-12-31$42,931
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$181,234
Value of net assets at end of year (total assets less liabilities)2010-12-31$756,730
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$575,496
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
Investment advisory and management fees2010-12-31$5,047
Value of interest in pooled separate accounts at end of year2010-12-31$693,301
Value of interest in pooled separate accounts at beginning of year2010-12-31$532,565
Interest on participant loans2010-12-31$3,403
Net investment gain/loss from pooled separate accounts2010-12-31$71,120
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$0
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CORNERSTONE ACCOUNTING GROUP LLP
Accountancy firm EIN2010-12-31222003236
2009 : BRIDGEWAY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRIDGEWAY 401(K) PLAN

2022: BRIDGEWAY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIDGEWAY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIDGEWAY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIDGEWAY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIDGEWAY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIDGEWAY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIDGEWAY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIDGEWAY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIDGEWAY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIDGEWAY 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BRIDGEWAY 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BRIDGEWAY 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BRIDGEWAY 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BRIDGEWAY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 1
Insurance contract or identification number35080378
Number of Individuals Covered88
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $465
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $465
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 1
Insurance contract or identification number35080378
Number of Individuals Covered81
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $286
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $286
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 1
Insurance contract or identification number35080378
Number of Individuals Covered60
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $473
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $473
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 1
Insurance contract or identification number35080378
Number of Individuals Covered500
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $95
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 1
Insurance contract or identification number35080378
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $97
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $97
Insurance broker organization code?3
Insurance broker nameRBC CAPITAL MARKETS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-05-18
Total amount of commissions paid to insurance brokerUSD $1,992
Total amount of fees paid to insurance companyUSD $265
Commission paid to Insurance BrokerUSD $1,992
Insurance broker organization code?3
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerDISTRIBUTION
Insurance broker nameINTAC ACTUARIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080378
Policy instance 2
Insurance contract or identification number35080378
Number of Individuals Covered59
Insurance policy start date2015-05-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $188
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $188
Insurance broker organization code?3
Insurance broker nameRBC CAPITAL MARKETS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,861
Total amount of fees paid to insurance companyUSD $375
Commission paid to Insurance BrokerUSD $4,280
Insurance broker organization code?3
Amount paid for insurance broker fees325
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameINTAC ACTUARIAL SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,884
Total amount of fees paid to insurance companyUSD $400
Commission paid to Insurance BrokerUSD $2,896
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
Insurance broker nameRBC CAPITAL MARKETS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered40
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,706
Total amount of fees paid to insurance companyUSD $350
Commission paid to Insurance BrokerUSD $2,706
Amount paid for insurance broker fees350
Insurance broker organization code?3
Insurance broker nameNPPG
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68376
Policy instance 1
Insurance contract or identification number68376
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,283
Total amount of fees paid to insurance companyUSD $263

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