BRIDGEWATER CONSULTING GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIDGEWATER CONSULTING GROUP 401K
| Measure | Date | Value |
|---|
| 2025 : BRIDGEWATER CONSULTING GROUP 401K 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-18 | 484823 |
| Net assets as of the end of the plan year | 2025-06-18 | 3619753 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 2469536 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 247000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 738557 |
| Value of participant loans at end of plan year | 2025-06-18 | 74209 |
| Other contributions to plan in this plan year | 2025-06-18 | 563525 |
| Other income to plan in this plan year | 2025-06-18 | 332958 |
| Plan net income in this plan year | 2025-06-18 | 1150217 |
| Net assets as of the end of the plan year | 2025-06-18 | 3619753 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 2469536 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 1208 |
| 2024 : BRIDGEWATER CONSULTING GROUP 401K 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-13 | 602048 |
| Net assets as of the end of the plan year | 2024-07-13 | 2469536 |
| Total assets as of the beginning of the plan year | 2024-07-13 | 2020003 |
| Value of plan covered by a fidelity bond | 2024-07-13 | 202000 |
| Participant contributions to plan in this plan year | 2024-07-13 | 583578 |
| Value of participant loans at end of plan year | 2024-07-13 | 88293 |
| Other contributions to plan in this plan year | 2024-07-13 | 153905 |
| Other income to plan in this plan year | 2024-07-13 | 314098 |
| Plan net income in this plan year | 2024-07-13 | 449533 |
| Net assets as of the end of the plan year | 2024-07-13 | 2469536 |
| Net assets as of the beginning of the plan year | 2024-07-13 | 2020003 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-13 | 1025 |
| 2022 : BRIDGEWATER CONSULTING GROUP 401K 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $280,631 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $110,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $110,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $616,466 |
| Value of total assets at end of year | 2022-12-31 | $2,020,003 |
| Value of total assets at beginning of year | 2022-12-31 | $1,850,367 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $927 |
| Total interest from all sources | 2022-12-31 | $2,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $91,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $91,181 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $186,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $601,489 |
| Participant contributions at end of year | 2022-12-31 | $61,454 |
| Participant contributions at beginning of year | 2022-12-31 | $31,946 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $14,977 |
| Administrative expenses (other) incurred | 2022-12-31 | $927 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $169,636 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,020,003 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,850,367 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,184,364 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,236,991 |
| Interest on participant loans | 2022-12-31 | $2,073 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $774,185 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $581,430 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-338,895 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-90,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $110,068 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GLOBAL VALUE ADD INC |
| Accountancy firm EIN | 2022-12-31 | 263625428 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $280,631 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $110,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $110,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $616,466 |
| Value of total assets at end of year | 2022-01-01 | $2,020,003 |
| Value of total assets at beginning of year | 2022-01-01 | $1,850,367 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $927 |
| Total interest from all sources | 2022-01-01 | $2,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $91,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $91,181 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $186,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $601,489 |
| Participant contributions at end of year | 2022-01-01 | $61,454 |
| Participant contributions at beginning of year | 2022-01-01 | $31,946 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $14,977 |
| Administrative expenses (other) incurred | 2022-01-01 | $927 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $169,636 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,020,003 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,850,367 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,184,364 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,236,991 |
| Interest on participant loans | 2022-01-01 | $2,073 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $774,185 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $581,430 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-338,895 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-90,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $110,068 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GLOBAL VALUE ADD INC |
| Accountancy firm EIN | 2022-01-01 | 263625428 |
| 2021 : BRIDGEWATER CONSULTING GROUP 401K 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $826,882 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $220,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $219,543 |
| Value of total corrective distributions | 2021-12-31 | $386 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $559,658 |
| Value of total assets at end of year | 2021-12-31 | $1,850,367 |
| Value of total assets at beginning of year | 2021-12-31 | $1,243,714 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $300 |
| Total interest from all sources | 2021-12-31 | $3,004 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $108,540 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $108,540 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $125,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $559,658 |
| Participant contributions at end of year | 2021-12-31 | $31,946 |
| Participant contributions at beginning of year | 2021-12-31 | $50,447 |
| Administrative expenses (other) incurred | 2021-12-31 | $300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $606,653 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,850,367 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,243,714 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,236,991 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $708,602 |
| Interest on participant loans | 2021-12-31 | $3,004 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $581,430 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $484,665 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $43,157 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $112,523 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $219,543 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
