2023 Form 5500 filing — Bridgewell 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250414152533NAL0001883169001) for Bridgewell 403(B) Plan, reported by Bridgewell, Incorporated under EIN 04-2296940 and plan number 002. It reports 1,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414152533NAL0001883169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgewell, Incorporated
- EIN
- 04-2296940
- Plan number
- 002
- Location
- Peabody, MA
- Participants
- 1,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,361,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,361,405
- Employer contributions
- $224,794
- Participant contributions
- $1,513,505
- Total income / additions
- $3,592,577
- Benefits paid
- $833,017
- Administrative expenses
- $88,405
- Total expenses
- $921,422
- Net increase / (decrease)
- $2,671,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $88,405 | $0 |
| Onedigital Topco LLC | SERVICE PROVIDER | $0 | $25,785 |