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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

The following addresses have been detected on the 401k submissions:

USA Mailing Address
126 N. JEFFERSON ST., STE 330
MILWAUKEE
WI
53202
Date first seen: 2007-01-01
Date last seen: 2020-07-31
USA Location Address
126 N. JEFFERSON ST., SUITE 330
MILWAUKEE
WI
532026157
Date first seen: 2018-10-08
Date last seen: 2020-08-26

BRIDGEWOOD ADVISORS INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001BRIDGEWOOD ADVISORS INC. 401(K) RETIREMENT PLAN2014-01-01 2012-01-01
002BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST2017-01-01 2017-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2019-12-30Employer Contributions $ 100,500 3 $ 33,500
2019-12-30Employee Contributions $ 100,500 3 $ 33,500
2019-01-17Employer Contributions $ 17,600 3 $ 5,867
2019-01-17Employee Contributions $ 17,600 3 $ 5,867
2018-10-15Employer Contributions $ 100,500 3 $ 33,500
2018-10-15Employee Contributions $ 100,500 3 $ 33,500
2018-02-20Employer Contributions $ 100,500 3 $ 33,500
2018-02-20Employee Contributions $ 100,500 3 $ 33,500

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