401k Plan data: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN plan

BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BRIDGEWAY, INC. 401(K) PROFIT SHARING 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

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

Company Name: BRIDGEWAY, INC.

Employer identification number (EIN): 370984175

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 DIANA PECK
001 2016-07-01 DIANA PECK
001 2015-07-01 DIANA PECK
001 2014-07-01 DIANA M. PECK
001 2013-07-01 DIANA M. PECK
001 2012-07-01 DIANA M. PECK DIANA M. PECK 2014-02-11
001 2011-07-01 DIANA M. PECK DIANA M. PECK 2013-03-22
001 2009-07-01 DIANA M. PECK DIANA M. PECK 2011-03-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	DIANA PECK
001	2016-07-01	DIANA PECK
001	2015-07-01	DIANA PECK
001	2014-07-01	DIANA M. PECK
001	2013-07-01	DIANA M. PECK
001	2012-07-01	DIANA M. PECK	DIANA M. PECK	2014-02-11
001	2011-07-01	DIANA M. PECK	DIANA M. PECK	2013-03-22
001	2009-07-01	DIANA M. PECK	DIANA M. PECK	2011-03-31

Plan Statistics for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 429
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 300
Number of retired or separated participants receiving benefits 2021-07-01 2
Number of other retired or separated participants entitled to future benefits 2021-07-01 82
Total of all active and inactive participants 2021-07-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 384
Number of participants with account balances 2021-07-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 8
2020: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 449
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 284
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 131
Total of all active and inactive participants 2020-07-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 418
Number of participants with account balances 2020-07-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 10
2019: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 489
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 316
Number of retired or separated participants receiving benefits 2019-07-01 2
Number of other retired or separated participants entitled to future benefits 2019-07-01 102
Total of all active and inactive participants 2019-07-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 421
Number of participants with account balances 2019-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 512
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 366
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 94
Total of all active and inactive participants 2018-07-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 463
Number of participants with account balances 2018-07-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 513
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 396
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 113
Total of all active and inactive participants 2017-07-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 512
Number of participants with account balances 2017-07-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 556
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 381
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 132
Total of all active and inactive participants 2016-07-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 513
Number of participants with account balances 2016-07-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 20
2015: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 661
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 448
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 108
Total of all active and inactive participants 2015-07-01 556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 556
Number of participants with account balances 2015-07-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 8
2014: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 667
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 452
Number of other retired or separated participants entitled to future benefits 2014-07-01 203
Total of all active and inactive participants 2014-07-01 655
Total participants 2014-07-01 655
Number of participants with account balances 2014-07-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 9
2013: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 566
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 449
Number of retired or separated participants receiving benefits 2013-07-01 2
Number of other retired or separated participants entitled to future benefits 2013-07-01 216
Total of all active and inactive participants 2013-07-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 667
Number of participants with account balances 2013-07-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 32
2012: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 565
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 379
Number of retired or separated participants receiving benefits 2012-07-01 3
Number of other retired or separated participants entitled to future benefits 2012-07-01 184
Total of all active and inactive participants 2012-07-01 566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 566
Number of participants with account balances 2012-07-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 29
2011: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 542
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 364
Number of retired or separated participants receiving benefits 2011-07-01 2
Number of other retired or separated participants entitled to future benefits 2011-07-01 199
Total of all active and inactive participants 2011-07-01 565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 565
Number of participants with account balances 2011-07-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 25
2009: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 547
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 383
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 155
Total of all active and inactive participants 2009-07-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 538
Number of participants with account balances 2009-07-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 43

Measure	Date	Value
2021: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	429
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	300
Number of retired or separated participants receiving benefits	2021-07-01	2
Number of other retired or separated participants entitled to future benefits	2021-07-01	82
Total of all active and inactive participants	2021-07-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	384
Number of participants with account balances	2021-07-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	8
2020: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	449
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	284
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	131
Total of all active and inactive participants	2020-07-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	418
Number of participants with account balances	2020-07-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	10
2019: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	489
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	316
Number of retired or separated participants receiving benefits	2019-07-01	2
Number of other retired or separated participants entitled to future benefits	2019-07-01	102
Total of all active and inactive participants	2019-07-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	421
Number of participants with account balances	2019-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	512
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	366
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	94
Total of all active and inactive participants	2018-07-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	463
Number of participants with account balances	2018-07-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	513
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	396
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	113
Total of all active and inactive participants	2017-07-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	512
Number of participants with account balances	2017-07-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	556
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	381
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	132
Total of all active and inactive participants	2016-07-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	513
Number of participants with account balances	2016-07-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	20
2015: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	661
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	448
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	108
Total of all active and inactive participants	2015-07-01	556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	556
Number of participants with account balances	2015-07-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	8
2014: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	667
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	452
Number of other retired or separated participants entitled to future benefits	2014-07-01	203
Total of all active and inactive participants	2014-07-01	655
Total participants	2014-07-01	655
Number of participants with account balances	2014-07-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	9
2013: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	566
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	449
Number of retired or separated participants receiving benefits	2013-07-01	2
Number of other retired or separated participants entitled to future benefits	2013-07-01	216
Total of all active and inactive participants	2013-07-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	667
Number of participants with account balances	2013-07-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	32
2012: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	565
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	379
Number of retired or separated participants receiving benefits	2012-07-01	3
Number of other retired or separated participants entitled to future benefits	2012-07-01	184
Total of all active and inactive participants	2012-07-01	566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	566
Number of participants with account balances	2012-07-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	29
2011: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	542
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	364
Number of retired or separated participants receiving benefits	2011-07-01	2
Number of other retired or separated participants entitled to future benefits	2011-07-01	199
Total of all active and inactive participants	2011-07-01	565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	565
Number of participants with account balances	2011-07-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	25
2009: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	547
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	383
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	155
Total of all active and inactive participants	2009-07-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	538
Number of participants with account balances	2009-07-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	43

Financial Data on BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-229,035
Total of all expenses incurred	2022-06-30	$844,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$810,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$396,805
Value of total assets at end of year	2022-06-30	$3,886,588
Value of total assets at beginning of year	2022-06-30	$4,959,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$33,895
Total interest from all sources	2022-06-30	$4,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$291,553
Participant contributions at end of year	2022-06-30	$54,494
Participant contributions at beginning of year	2022-06-30	$26,940
Administrative expenses (other) incurred	2022-06-30	$3,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,073,355
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,886,588
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,959,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$30,430
Value of interest in pooled separate accounts at end of year	2022-06-30	$3,660,720
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$4,762,049
Interest on participant loans	2022-06-30	$1,719
Interest earned on other investments	2022-06-30	$2,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$171,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$170,954
Net investment gain/loss from pooled separate accounts	2022-06-30	$-630,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$105,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$810,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2022-06-30	410746749
2021 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$1,486,798
Total of all expenses incurred	2021-06-30	$373,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$360,758
Value of total corrective distributions	2021-06-30	$814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$412,460
Value of total assets at end of year	2021-06-30	$4,959,943
Value of total assets at beginning of year	2021-06-30	$3,846,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$11,737
Total interest from all sources	2021-06-30	$4,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$295,075
Participant contributions at end of year	2021-06-30	$26,940
Participant contributions at beginning of year	2021-06-30	$39,982
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$18,558
Administrative expenses (other) incurred	2021-06-30	$11,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,113,489
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,959,943
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,846,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$4,762,049
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$3,617,758
Interest on participant loans	2021-06-30	$1,802
Interest earned on other investments	2021-06-30	$2,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$170,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$188,714
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,070,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$98,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$360,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$513,692
Total of all expenses incurred	2020-06-30	$401,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$384,445
Value of total corrective distributions	2020-06-30	$1,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$361,978
Value of total assets at end of year	2020-06-30	$3,846,454
Value of total assets at beginning of year	2020-06-30	$3,734,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$15,290
Total interest from all sources	2020-06-30	$6,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$267,389
Participant contributions at end of year	2020-06-30	$39,982
Participant contributions at beginning of year	2020-06-30	$47,243
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$5,812
Administrative expenses (other) incurred	2020-06-30	$15,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$112,402
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,846,454
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,734,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$3,617,758
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$3,488,320
Interest on participant loans	2020-06-30	$3,197
Interest earned on other investments	2020-06-30	$3,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$188,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$198,489
Net investment gain/loss from pooled separate accounts	2020-06-30	$145,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$88,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$384,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$643,156
Total of all expenses incurred	2019-06-30	$752,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$735,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$504,006
Value of total assets at end of year	2019-06-30	$3,734,052
Value of total assets at beginning of year	2019-06-30	$3,843,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$16,390
Total interest from all sources	2019-06-30	$9,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$268,893
Participant contributions at end of year	2019-06-30	$47,243
Participant contributions at beginning of year	2019-06-30	$40,262
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$145,821
Administrative expenses (other) incurred	2019-06-30	$16,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-109,001
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,734,052
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$3,843,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$3,488,320
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,198,806
Interest on participant loans	2019-06-30	$2,467
Interest earned on other investments	2019-06-30	$6,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$198,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$603,985
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$2,526
Net investment gain/loss from pooled separate accounts	2019-06-30	$129,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$89,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$733,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$574,093
Total of all expenses incurred	2018-06-30	$447,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$428,425
Expenses. Certain deemed distributions of participant loans	2018-06-30	$2,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$315,760
Value of total assets at end of year	2018-06-30	$3,843,053
Value of total assets at beginning of year	2018-06-30	$3,716,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$16,908
Total interest from all sources	2018-06-30	$7,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$240,818
Participant contributions at end of year	2018-06-30	$40,262
Participant contributions at beginning of year	2018-06-30	$24,104
Administrative expenses (other) incurred	2018-06-30	$16,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$126,758
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$3,843,053
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,716,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,198,806
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,096,360
Interest on participant loans	2018-06-30	$1,344
Interest earned on other investments	2018-06-30	$6,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$603,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$595,831
Net investment gain/loss from pooled separate accounts	2018-06-30	$250,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$74,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$428,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,146,171
Total of all expenses incurred	2017-06-30	$546,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$526,434
Value of total corrective distributions	2017-06-30	$2,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$773,247
Value of total assets at end of year	2017-06-30	$3,716,295
Value of total assets at beginning of year	2017-06-30	$3,116,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$17,540
Total interest from all sources	2017-06-30	$1,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$226,984
Participant contributions at end of year	2017-06-30	$24,104
Participant contributions at beginning of year	2017-06-30	$24,447
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$462,053
Other income not declared elsewhere	2017-06-30	$5,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$600,035
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,716,295
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,116,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,096,360
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,901,956
Interest on participant loans	2017-06-30	$1,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$595,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$189,857
Net investment gain/loss from pooled separate accounts	2017-06-30	$365,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$84,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$526,434
Contract administrator fees	2017-06-30	$17,540
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$318,484
Total of all expenses incurred	2016-06-30	$608,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$584,805
Value of total corrective distributions	2016-06-30	$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$317,118
Value of total assets at end of year	2016-06-30	$3,116,260
Value of total assets at beginning of year	2016-06-30	$3,405,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$22,646
Total interest from all sources	2016-06-30	$814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$233,127
Participant contributions at end of year	2016-06-30	$24,447
Participant contributions at beginning of year	2016-06-30	$47,294
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$40,727
Other income not declared elsewhere	2016-06-30	$2,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-289,639
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,116,260
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,405,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,901,956
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,108,296
Interest on participant loans	2016-06-30	$814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$189,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$250,309
Net investment gain/loss from pooled separate accounts	2016-06-30	$-2,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$43,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$584,805
Contract administrator fees	2016-06-30	$22,646
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$407,101
Total of all expenses incurred	2015-06-30	$377,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$357,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$289,032
Value of total assets at end of year	2015-06-30	$3,405,899
Value of total assets at beginning of year	2015-06-30	$3,375,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$19,230
Total interest from all sources	2015-06-30	$2,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$400,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$206,146
Participant contributions at end of year	2015-06-30	$47,294
Participant contributions at beginning of year	2015-06-30	$79,127
Participant contributions at beginning of year	2015-06-30	$8,510
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$9,584
Other income not declared elsewhere	2015-06-30	$3,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$30,003
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,405,899
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,375,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,108,296
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,026,082
Interest on participant loans	2015-06-30	$2,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$250,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$259,085
Net investment gain/loss from pooled separate accounts	2015-06-30	$111,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$73,302
Employer contributions (assets) at beginning of year	2015-06-30	$3,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$357,868
Contract administrator fees	2015-06-30	$19,230
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$824,929
Total of all expenses incurred	2014-06-30	$591,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$571,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$346,841
Value of total assets at end of year	2014-06-30	$3,375,896
Value of total assets at beginning of year	2014-06-30	$3,142,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$19,791
Total interest from all sources	2014-06-30	$4,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$400,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$252,587
Participant contributions at end of year	2014-06-30	$79,127
Participant contributions at beginning of year	2014-06-30	$130,882
Participant contributions at end of year	2014-06-30	$8,510
Participant contributions at beginning of year	2014-06-30	$9,379
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,218
Other income not declared elsewhere	2014-06-30	$3,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$233,859
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,375,896
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,142,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,026,082
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,696,760
Interest on participant loans	2014-06-30	$4,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$259,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$301,688
Net investment gain/loss from pooled separate accounts	2014-06-30	$470,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$92,036
Employer contributions (assets) at end of year	2014-06-30	$3,092
Employer contributions (assets) at beginning of year	2014-06-30	$3,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$571,279
Contract administrator fees	2014-06-30	$19,791
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-06-30	410746749
2013 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$689,827
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$560,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$539,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$336,834
Value of total assets at end of year	2013-06-30	$3,142,037
Value of total assets at beginning of year	2013-06-30	$3,013,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$21,777
Total interest from all sources	2013-06-30	$5,466
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$248,081
Participant contributions at end of year	2013-06-30	$130,882
Participant contributions at beginning of year	2013-06-30	$138,138
Participant contributions at end of year	2013-06-30	$9,379
Participant contributions at beginning of year	2013-06-30	$9,702
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,821
Other income not declared elsewhere	2013-06-30	$4,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$129,035
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,142,037
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,013,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,696,760
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,582,565
Interest on participant loans	2013-06-30	$5,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$301,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$279,243
Net investment gain/loss from pooled separate accounts	2013-06-30	$342,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$86,932
Employer contributions (assets) at end of year	2013-06-30	$3,328
Employer contributions (assets) at beginning of year	2013-06-30	$3,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$539,015
Contract administrator fees	2013-06-30	$21,777
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-06-30	410746749
2012 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$442,072
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$515,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$483,746
Expenses. Certain deemed distributions of participant loans	2012-06-30	$11,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$457,868
Value of total assets at end of year	2012-06-30	$3,013,002
Value of total assets at beginning of year	2012-06-30	$3,086,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$20,616
Total interest from all sources	2012-06-30	$4,733
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$274,799
Participant contributions at end of year	2012-06-30	$138,138
Participant contributions at beginning of year	2012-06-30	$69,060
Participant contributions at end of year	2012-06-30	$9,702
Participant contributions at beginning of year	2012-06-30	$9,427
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$92,810
Other income not declared elsewhere	2012-06-30	$5,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-73,457
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,013,002
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,086,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,582,565
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,735,003
Interest on participant loans	2012-06-30	$4,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$279,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$269,710
Net investment gain/loss from pooled separate accounts	2012-06-30	$-26,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$90,259
Employer contributions (assets) at end of year	2012-06-30	$3,354
Employer contributions (assets) at beginning of year	2012-06-30	$3,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$483,746
Contract administrator fees	2012-06-30	$20,616
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CLIFTONLARSONALLEN
Accountancy firm EIN	2012-06-30	410746749
2011 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$873,564
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$173,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$154,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$370,028
Value of total assets at end of year	2011-06-30	$3,086,459
Value of total assets at beginning of year	2011-06-30	$2,386,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$18,711
Total interest from all sources	2011-06-30	$3,092
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$300,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$257,892
Participant contributions at end of year	2011-06-30	$69,060
Participant contributions at beginning of year	2011-06-30	$66,708
Participant contributions at end of year	2011-06-30	$9,427
Participant contributions at beginning of year	2011-06-30	$10,682
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$25,133
Other income not declared elsewhere	2011-06-30	$6,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$700,141
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,086,459
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,386,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,735,003
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,128,323
Interest on participant loans	2011-06-30	$3,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$269,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$177,244
Net investment gain/loss from pooled separate accounts	2011-06-30	$494,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$87,003
Employer contributions (assets) at end of year	2011-06-30	$3,259
Employer contributions (assets) at beginning of year	2011-06-30	$3,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$154,712
Contract administrator fees	2011-06-30	$18,711
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2011-06-30	410746749
2010 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

2021: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534

Policy instance

Insurance contract or identification number	995534
Number of Individuals Covered	246
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534

Policy instance

Insurance contract or identification number	995534
Number of Individuals Covered	284
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $9,832
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $9,832
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534

Policy instance

Insurance contract or identification number	995534
Number of Individuals Covered	277
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $9,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,655
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534

Policy instance

Insurance contract or identification number	995534
Number of Individuals Covered	260
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $9,229
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $9,229
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534

Policy instance

Insurance contract or identification number	995534
Number of Individuals Covered	268
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $9,364
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $9,364
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	QUEST CAPITAL STRATEGIES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Number of Individuals Covered	281
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $7,822
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $7,822
Insurance broker organization code?	3
Insurance broker name	BROOKLIGHT PLACE SECURITIES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Number of Individuals Covered	667
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $8,282
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $2,045
Insurance broker organization code?	3
Insurance broker name	BROOKLIGHT PLACE SECURITIES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $8,008
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $8,008
Insurance broker organization code?	3
Insurance broker name	SIGNATOR FINANCIAL SERVICES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Number of Individuals Covered	566
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,259
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,259
Insurance broker organization code?	3
Insurance broker name	SYMETRA INVESTMENT SERVICES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Number of Individuals Covered	565
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $7,210
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995534-000

Policy instance

Insurance contract or identification number	995534-000
Number of Individuals Covered	542
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $6,804
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	BRIDGEWAY, INC.
Employer identification number (EIN):	370984175
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers