401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRIGEPOINT CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRIGEPOINT CONSULTING, LLC

Employer identification number (EIN): 270052733

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 SPENCER BARCLAY
003 2016-01-01 SPENCER BARCLAY
003 2015-01-01 SPENCER BARCLAY
003 2014-01-01 SPENCER BARCLAY 2015-09-22
003 2013-01-01 SPENCER BARCLAY 2014-07-24
003 2012-07-01 D. TAYLOR WELCH 2013-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01	SPENCER BARCLAY
003	2016-01-01	SPENCER BARCLAY
003	2015-01-01	SPENCER BARCLAY
003	2014-01-01	SPENCER BARCLAY	2015-09-22
003	2013-01-01	SPENCER BARCLAY	2014-07-24
003	2012-07-01	D. TAYLOR WELCH	2013-08-19

Plan Statistics for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC

401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC

Measure Date Value
2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 50
Total of all active and inactive participants 2016-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 172
Number of participants with account balances 2016-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 156
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7

Measure	Date	Value
2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	50
Total of all active and inactive participants	2016-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	172
Number of participants with account balances	2016-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	156
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC

Measure	Date	Value
2017 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-20	$0
Total transfer of assets from this plan	2017-03-20	$7,024,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-20	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-20	$0
Total income from all sources (including contributions)	2017-03-20	$233,608
Total loss/gain on sale of assets	2017-03-20	$0
Total of all expenses incurred	2017-03-20	$75,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-20	$64,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-20	$72,453
Value of total assets at end of year	2017-03-20	$0
Value of total assets at beginning of year	2017-03-20	$6,865,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-20	$10,252
Total interest from all sources	2017-03-20	$95
Total dividends received (eg from common stock, registered investment company shares)	2017-03-20	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-20	No
Was this plan covered by a fidelity bond	2017-03-20	Yes
Value of fidelity bond cover	2017-03-20	$500,000
If this is an individual account plan, was there a blackout period	2017-03-20	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-20	$0
Were there any nonexempt tranactions with any party-in-interest	2017-03-20	No
Contributions received from participants	2017-03-20	$72,453
Participant contributions at end of year	2017-03-20	$0
Participant contributions at beginning of year	2017-03-20	$57,560
Total non interest bearing cash at end of year	2017-03-20	$0
Total non interest bearing cash at beginning of year	2017-03-20	$14,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-20	No
Value of net income/loss	2017-03-20	$158,462
Value of net assets at end of year (total assets less liabilities)	2017-03-20	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-03-20	$6,865,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-20	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-20	No
Were any leases to which the plan was party in default or uncollectible	2017-03-20	No
Interest on participant loans	2017-03-20	$95
Assets. Value of investments in 103.12 investment entities at end of year	2017-03-20	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-03-20	$6,793,958
Net gain/loss from 103.12 investment entities	2017-03-20	$161,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-20	No
Was there a failure to transmit to the plan any participant contributions	2017-03-20	No
Has the plan failed to provide any benefit when due under the plan	2017-03-20	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-20	$64,894
Contract administrator fees	2017-03-20	$10,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-03-20	Yes
Did the plan have assets held for investment	2017-03-20	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	2017-03-20	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-20	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-20	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-20	Disclaimer
Accountancy firm name	2017-03-20	BAS PARTNERS
Accountancy firm EIN	2017-03-20	208779390
2016 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,033,443
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$385,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$356,938
Value of total corrective distributions	2016-12-31	$937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,371,620
Value of total assets at end of year	2016-12-31	$6,865,953
Value of total assets at beginning of year	2016-12-31	$5,218,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,076
Total interest from all sources	2016-12-31	$2,927
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,033,697
Participant contributions at end of year	2016-12-31	$57,560
Participant contributions at beginning of year	2016-12-31	$67,779
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,508
Total non interest bearing cash at end of year	2016-12-31	$14,435
Total non interest bearing cash at beginning of year	2016-12-31	$22,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,647,492
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,865,953
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,218,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest on participant loans	2016-12-31	$2,927
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$6,793,958
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$5,128,319
Net gain/loss from 103.12 investment entities	2016-12-31	$658,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$312,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$356,938
Contract administrator fees	2016-12-31	$28,076
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAS PARTNERS
Accountancy firm EIN	2016-12-31	208779390
2015 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,193,364
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$574,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$548,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,261,592
Value of total assets at end of year	2015-12-31	$5,218,461
Value of total assets at beginning of year	2015-12-31	$4,599,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,639
Total interest from all sources	2015-12-31	$1,984
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$925,500
Participant contributions at end of year	2015-12-31	$67,779
Participant contributions at beginning of year	2015-12-31	$30,674
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$40,153
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$336,092
Total non interest bearing cash at end of year	2015-12-31	$22,363
Total non interest bearing cash at beginning of year	2015-12-31	$6,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$619,153
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,218,461
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,599,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest on participant loans	2015-12-31	$1,984
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$5,128,319
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$4,243,171
Net gain/loss from 103.12 investment entities	2015-12-31	$-70,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$279,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$548,572
Contract administrator fees	2015-12-31	$25,639
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2015-12-31	270851321

Form 5500 Responses for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC

2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BRIDGEPOINT CONSULTING, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIGEPOINT CONSULTING, LLC
Employer identification number (EIN):	270052733
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services