401k Plan data: BWS 401(K) PROFIT SHARING PLAN plan

BWS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BWS 401(K) PROFIT SHARING PLAN
Plan identification number	001

BWS 401(K) PROFIT SHARING 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BRIDGEWAY WEALTH SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name: BRIDGEWAY WEALTH SERVICES LLC

Employer identification number (EIN): 270629723

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about BRIDGEWAY WEALTH SERVICES LLC

Jurisdiction of Incorporation: Idaho Secretary Of State

Incorporation Date:

Company Identification Number: W85278

More information about BRIDGEWAY WEALTH SERVICES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BWS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICHARD CHRISTENSEN 2024-02-23
001 2022-01-01 RICHARD CHRISTENSEN 2023-02-07
001 2021-01-01 RICHARD CHRISTENSEN 2022-03-03
001 2020-01-01 RICHARD CHRISTENSEN 2021-02-18
001 2019-01-01 RICHARD CHRISTENSEN 2020-03-24
001 2018-01-01 RICHARD CHRISTENSEN 2019-03-07
001 2017-01-01 RICHARD CHRISTENSEN 2018-03-10
001 2016-01-01 RICHARD CHRISTENSEN 2017-06-19
001 2015-01-01 RICHARD CHRISTENSEN 2016-07-20 RICHARD CHRISTENSEN 2016-07-20
001 2014-01-01 RICHARD CHRISTENSEN 2015-06-29
001 2013-01-01 RICHARD CHRISTENSEN 2014-06-23
001 2012-01-01 RICHARD CHRISTENSEN 2013-07-18
001 2011-01-01 RICHARD CHRISTENSEN 2012-06-19
001 2010-01-01 MICHAEL PATRICK 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RICHARD CHRISTENSEN	2024-02-23
001	2022-01-01	RICHARD CHRISTENSEN	2023-02-07
001	2021-01-01	RICHARD CHRISTENSEN	2022-03-03
001	2020-01-01	RICHARD CHRISTENSEN	2021-02-18
001	2019-01-01	RICHARD CHRISTENSEN	2020-03-24
001	2018-01-01	RICHARD CHRISTENSEN	2019-03-07
001	2017-01-01	RICHARD CHRISTENSEN	2018-03-10
001	2016-01-01	RICHARD CHRISTENSEN	2017-06-19
001	2015-01-01	RICHARD CHRISTENSEN	2016-07-20	RICHARD CHRISTENSEN	2016-07-20
001	2014-01-01	RICHARD CHRISTENSEN	2015-06-29
001	2013-01-01	RICHARD CHRISTENSEN	2014-06-23
001	2012-01-01	RICHARD CHRISTENSEN	2013-07-18
001	2011-01-01	RICHARD CHRISTENSEN	2012-06-19
001	2010-01-01	MICHAEL PATRICK	2011-07-06

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Company Name:	BRIDGEWAY WEALTH SERVICES LLC
Employer identification number (EIN):	270629723
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Idaho Secretary Of State
Incorporation Date:
Company Identification Number:	W85278