401k Plan data: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN plan

BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN
Plan identification number	001

BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

BRIDGEWOOD ADVISORS INC. has sponsored the creation of one or more 401k plans.

Company Name: BRIDGEWOOD ADVISORS INC.

Employer identification number (EIN): 451958030

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROB JANSEN 2023-08-30
001 2021-01-01 ROB JANSEN 2022-10-11
001 2020-01-01 ROB JANSEN 2021-09-08
001 2019-01-01
001 2018-01-01 ROB JANSEN
001 2017-01-01 ROB JANSEN
001 2016-01-01 ROB JANSEN
001 2015-01-01 ROB JANSEN
001 2014-01-01 ROB JANSEN
001 2013-01-01 ROB JANSEN
001 2012-01-01 ROB JANSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROB JANSEN	2023-08-30
001	2021-01-01	ROB JANSEN	2022-10-11
001	2020-01-01	ROB JANSEN	2021-09-08
001	2019-01-01
001	2018-01-01	ROB JANSEN
001	2017-01-01	ROB JANSEN
001	2016-01-01	ROB JANSEN
001	2015-01-01	ROB JANSEN
001	2014-01-01	ROB JANSEN
001	2013-01-01	ROB JANSEN
001	2012-01-01	ROB JANSEN

Plan Statistics for BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN

Measure Date Value
2019: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2019 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$435,911
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,709,204
Total plan assets at beginning of year	2019-12-31	$1,273,293
Value of fidelity bond covering the plan	2019-12-31	$170,921
Total contributions received or receivable from participants	2019-12-31	$38,000
Other income received	2019-12-31	$307,919
Net income (gross income less expenses)	2019-12-31	$435,911
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,709,204
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,273,293
Assets. Value of participant loans	2019-12-31	$44,560
Total contributions received or receivable from employer(s)	2019-12-31	$89,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$25,063
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,273,293
Total plan assets at beginning of year	2018-12-31	$1,248,230
Value of fidelity bond covering the plan	2018-12-31	$30,000
Total contributions received or receivable from participants	2018-12-31	$37,000
Other income received	2018-12-31	$-100,151
Net income (gross income less expenses)	2018-12-31	$25,063
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,273,293
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,248,230
Assets. Value of participant loans	2018-12-31	$45,577
Total contributions received or receivable from employer(s)	2018-12-31	$88,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$318,320
Expenses. Total of all expenses incurred	2017-12-31	$50
Total plan assets at end of year	2017-12-31	$1,248,230
Total plan assets at beginning of year	2017-12-31	$929,960
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$36,000
Other income received	2017-12-31	$194,951
Net income (gross income less expenses)	2017-12-31	$318,270
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,248,230
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$929,960
Assets. Value of participant loans	2017-12-31	$46,653
Total contributions received or receivable from employer(s)	2017-12-31	$87,369
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$177,557
Expenses. Total of all expenses incurred	2016-12-31	$50
Total plan assets at end of year	2016-12-31	$929,960
Total plan assets at beginning of year	2016-12-31	$752,453
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$36,000
Other income received	2016-12-31	$61,894
Net income (gross income less expenses)	2016-12-31	$177,507
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$929,960
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$752,453
Assets. Value of participant loans	2016-12-31	$47,296
Total contributions received or receivable from employer(s)	2016-12-31	$79,663
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$297,889
Expenses. Total of all expenses incurred	2015-12-31	$50
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$752,453
Total plan assets at beginning of year	2015-12-31	$454,614
Value of fidelity bond covering the plan	2015-12-31	$75,300
Total contributions received or receivable from participants	2015-12-31	$36,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$166,621
Other income received	2015-12-31	$12,873
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$297,839
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$752,453
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$454,614
Assets. Value of participant loans	2015-12-31	$48,212
Total contributions received or receivable from employer(s)	2015-12-31	$82,395
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$69,952
Expenses. Total of all expenses incurred	2014-12-31	$50
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$454,614
Total plan assets at beginning of year	2014-12-31	$384,712
Value of fidelity bond covering the plan	2014-12-31	$45,500
Total contributions received or receivable from participants	2014-12-31	$35,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$27,896
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$69,902
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$454,614
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$384,712
Assets. Value of participant loans	2014-12-31	$49,163
Total contributions received or receivable from employer(s)	2014-12-31	$7,056
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$168,987
Expenses. Total of all expenses incurred	2013-12-31	$85
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$384,712
Total plan assets at beginning of year	2013-12-31	$215,810
Value of fidelity bond covering the plan	2013-12-31	$38,500
Total contributions received or receivable from participants	2013-12-31	$35,000
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$59,297
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$168,902
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$384,712
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$215,810
Assets. Value of participant loans	2013-12-31	$50,000
Total contributions received or receivable from employer(s)	2013-12-31	$74,690
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$85
2012 : BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$215,810
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$215,810
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$22,000
Total contributions received or receivable from participants	2012-12-31	$34,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$101,798
Other income received	2012-12-31	$4,481
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$215,810
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$215,810
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$75,531
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN

2019: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BRIDGEWOOD ADVISORS INC.
Employer identification number (EIN):	451958030
NAIC Classification:	523900