Bridgewater Healthcare, Inc. 403(B) Retirement Plan — Form 5500 plan (Bridgewater Healthcare, 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, Bridgewater Healthcare, Inc. 403(B) Retirement Plan is a benefit plan reported by Bridgewater Healthcare, Inc. under EIN 52-1296839 and plan number 002. The latest loaded filing year is 2023. The filing reports 611 participants and $20,132,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bridgewater Healthcare, Inc.
EIN
52-1296839
Plan number
002
Plan type
2
Location
Bridgewater, VA
Latest filing year
2023
Participants
611
End-of-year plan assets
$20,132,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023611H, C20241014134236NAL0013380563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,132,399
Total liabilities (EOY)
$0
Net assets (EOY)
$20,132,399
Net assets (BOY)
$17,019,170

Income & contributions

Employer contributions
$564,630
Participant contributions
$697,341
Total contributions
$1,322,137
Total income / additions
$5,020,042

Expenses & distributions

Benefits paid
$1,904,332
Administrative expenses
$2,481
Total expenses
$1,906,813
Net increase / (decrease)
$3,113,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,481$02023

Related Form 5500 pages