401k Plan data: BRIDGE 2 SOLUTIONS 401K PLAN plan

BRIDGE 2 SOLUTIONS 401K PLAN 401k Plan overview

Plan Name	BRIDGE 2 SOLUTIONS 401K PLAN
Plan identification number	001

BRIDGE 2 SOLUTIONS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIDGE2SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRIDGE2SOLUTIONS, LLC

Employer identification number (EIN): 205091919

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGE 2 SOLUTIONS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2012-01-01 PEDRO L VAZQUEZ 2015-05-08 PEDRO L VAZQUEZ 2015-05-08
001 2011-01-01 PEDRO VAZQUEZ 2012-07-20
001 2010-01-01 PEDRO VAZQUEZ 2011-06-15
001 2009-01-01 PEDRO VAZQUEZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2012-01-01	PEDRO L VAZQUEZ	2015-05-08	PEDRO L VAZQUEZ	2015-05-08
001	2011-01-01	PEDRO VAZQUEZ	2012-07-20
001	2010-01-01	PEDRO VAZQUEZ	2011-06-15
001	2009-01-01	PEDRO VAZQUEZ

Plan Statistics for BRIDGE 2 SOLUTIONS 401K PLAN

401k plan membership statisitcs for BRIDGE 2 SOLUTIONS 401K PLAN

Measure Date Value
2020: BRIDGE 2 SOLUTIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 231
Number of retired or separated participants receiving benefits 2020-01-01 26
Number of other retired or separated participants entitled to future benefits 2020-01-01 57
Total of all active and inactive participants 2020-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 314
Number of participants with account balances 2020-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRIDGE 2 SOLUTIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 150
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 65
Total of all active and inactive participants 2019-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 232
Number of participants with account balances 2019-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BRIDGE 2 SOLUTIONS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 248
Number of participants with account balances 2018-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BRIDGE 2 SOLUTIONS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 219
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 263
Number of participants with account balances 2017-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2009: BRIDGE 2 SOLUTIONS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: BRIDGE 2 SOLUTIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	231
Number of retired or separated participants receiving benefits	2020-01-01	26
Number of other retired or separated participants entitled to future benefits	2020-01-01	57
Total of all active and inactive participants	2020-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	314
Number of participants with account balances	2020-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRIDGE 2 SOLUTIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	150
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	65
Total of all active and inactive participants	2019-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	232
Number of participants with account balances	2019-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BRIDGE 2 SOLUTIONS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	248
Number of participants with account balances	2018-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BRIDGE 2 SOLUTIONS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	219
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	263
Number of participants with account balances	2017-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2009: BRIDGE 2 SOLUTIONS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIDGE 2 SOLUTIONS 401K PLAN

Measure	Date	Value
2020 : BRIDGE 2 SOLUTIONS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,450,654
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,489,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,423,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,593,401
Value of total assets at end of year	2020-12-31	$14,865,809
Value of total assets at beginning of year	2020-12-31	$11,904,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,134
Total interest from all sources	2020-12-31	$5,240
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$200,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$200,511
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,484,589
Participant contributions at end of year	2020-12-31	$114,874
Participant contributions at beginning of year	2020-12-31	$117,874
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$210,499
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,961,330
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,865,809
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,904,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,502,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,033,471
Interest on participant loans	2020-12-31	$5,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,138,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,716,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,651,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$898,313
Employer contributions (assets) at end of year	2020-12-31	$109,520
Employer contributions (assets) at beginning of year	2020-12-31	$36,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,423,190
Contract administrator fees	2020-12-31	$66,134
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BENNETT THRASHER
Accountancy firm EIN	2020-12-31	581673613
2019 : BRIDGE 2 SOLUTIONS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,968,434
Total income from all sources (including contributions)	2019-12-31	$3,968,434
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$957,687
Total of all expenses incurred	2019-12-31	$957,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$898,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$898,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,076,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,076,316
Value of total assets at end of year	2019-12-31	$11,904,479
Value of total assets at end of year	2019-12-31	$11,904,479
Value of total assets at beginning of year	2019-12-31	$8,893,732
Value of total assets at beginning of year	2019-12-31	$8,893,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$59,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$59,524
Total interest from all sources	2019-12-31	$5,817
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$195,502
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$195,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$195,502
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$195,502
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,396,583
Contributions received from participants	2019-12-31	$1,396,583
Participant contributions at end of year	2019-12-31	$117,874
Participant contributions at end of year	2019-12-31	$117,874
Participant contributions at beginning of year	2019-12-31	$74,546
Participant contributions at beginning of year	2019-12-31	$74,546
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,773
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,773
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,010,747
Value of net income/loss	2019-12-31	$3,010,747
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,904,479
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,904,479
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,893,732
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,893,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$59,524
Investment advisory and management fees	2019-12-31	$59,524
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,033,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,033,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,343,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,343,098
Interest on participant loans	2019-12-31	$5,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,716,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,716,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,456,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,456,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,690,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,690,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$632,960
Contributions received in cash from employer	2019-12-31	$632,960
Employer contributions (assets) at end of year	2019-12-31	$36,684
Employer contributions (assets) at end of year	2019-12-31	$36,684
Employer contributions (assets) at beginning of year	2019-12-31	$19,973
Employer contributions (assets) at beginning of year	2019-12-31	$19,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$898,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$898,163
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BENNETT THRASHER
Accountancy firm name	2019-12-31	BENNETT THRASHER
Accountancy firm EIN	2019-12-31	581673613
Accountancy firm EIN	2019-12-31	581673613
2018 : BRIDGE 2 SOLUTIONS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,722
Total income from all sources (including contributions)	2018-12-31	$1,950,745
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,355,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,306,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,339,534
Value of total assets at end of year	2018-12-31	$8,893,732
Value of total assets at beginning of year	2018-12-31	$8,300,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$49,091
Total interest from all sources	2018-12-31	$4,109
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,394,927
Participant contributions at end of year	2018-12-31	$74,545
Participant contributions at beginning of year	2018-12-31	$114,754
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$311,835
Other income not declared elsewhere	2018-12-31	$10,818
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$594,808
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,893,732
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,298,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$49,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,343,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,254,992
Interest on participant loans	2018-12-31	$4,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,456,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$879,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-403,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$632,772
Employer contributions (assets) at end of year	2018-12-31	$19,973
Employer contributions (assets) at beginning of year	2018-12-31	$51,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,306,846
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BENNETT THRASHER
Accountancy firm EIN	2018-12-31	581673613
2017 : BRIDGE 2 SOLUTIONS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$6,639,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,900,210
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$241,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$209,517
Value of total corrective distributions	2017-12-31	$7,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,370,945
Value of total assets at end of year	2017-12-31	$8,300,646
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,817
Total interest from all sources	2017-12-31	$7,609
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$521,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$521,656
Administrative expenses professional fees incurred	2017-12-31	$23,817
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$897,205
Participant contributions at end of year	2017-12-31	$114,754
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$28,471
Liabilities. Value of operating payables at end of year	2017-12-31	$1,722
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,659,157
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,298,924
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,254,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$3,043
Interest earned on other investments	2017-12-31	$4,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$879,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$445,269
Employer contributions (assets) at end of year	2017-12-31	$51,412
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$209,517
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BENNETT THRASHER
Accountancy firm EIN	2017-12-31	581673613
2009 : BRIDGE 2 SOLUTIONS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRIDGE 2 SOLUTIONS 401K PLAN

2020: BRIDGE 2 SOLUTIONS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRIDGE 2 SOLUTIONS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIDGE 2 SOLUTIONS 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIDGE 2 SOLUTIONS 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIDGE 2 SOLUTIONS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517286

Policy instance

Insurance contract or identification number	517286
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,904
Total amount of fees paid to insurance company	USD $6,213
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,913
Insurance broker organization code?	3
Amount paid for insurance broker fees	3842
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION FEES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517286

Policy instance

Insurance contract or identification number	517286
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,777
Total amount of fees paid to insurance company	USD $5,160
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,473
Insurance broker organization code?	3
Amount paid for insurance broker fees	3140
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION FEES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517286

Policy instance

Insurance contract or identification number	517286
Number of Individuals Covered	265
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,687
Total amount of fees paid to insurance company	USD $9,206
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,048
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION FEES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517286-000

Policy instance

Insurance contract or identification number	517286-000
Number of Individuals Covered	263
Insurance policy start date	2017-02-24
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,102
Total amount of fees paid to insurance company	USD $33,306
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	33306
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION FEES
Insurance broker organization code?	5
Insurance broker name	MORGAN STANLEY SMITH BARNEY HOLDING

Potentially related plans

BRIDGE 2 PARTNERS, INC. 401(K) PLAN [EIN = 851986154]

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Company Name:	BRIDGE2SOLUTIONS, LLC
Employer identification number (EIN):	205091919
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services