Bridgeway, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bridgeway, Inc.)

Plain-English plan 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, Bridgeway, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bridgeway, Inc. under EIN 37-0984175 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $4,566,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bridgeway, Inc.
EIN
37-0984175
Plan number
001
Plan type
2
Location
Galesburg, IL
Latest filing year
2023
Participants
408
End-of-year plan assets
$4,566,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20250310153453NAL0016219969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,566,582
Net assets (EOY)
$4,566,582
Net assets (BOY)
$4,184,814

Income & contributions

Employer contributions
$117,674
Participant contributions
$323,078
Total contributions
$440,752
Total income / additions
$1,055,438

Expenses & distributions

Benefits paid
$640,938
Administrative expenses
$21,731
Total expenses
$673,670
Net increase / (decrease)
$381,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISORY - PLA$17,244not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$4,487$02023

Related Form 5500 pages