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BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

BRIDGEWAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIDGEWAY, INC.
Employer identification number (EIN):370984175
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DIANA PECK
0012016-07-01DIANA PECK
0012015-07-01DIANA PECK
0012014-07-01DIANA M. PECK
0012013-07-01DIANA M. PECK
0012012-07-01DIANA M. PECK DIANA M. PECK2014-02-11
0012011-07-01DIANA M. PECK DIANA M. PECK2013-03-22
0012009-07-01DIANA M. PECK DIANA M. PECK2011-03-31

Plan Statistics for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01425
Total number of active participants reported on line 7a of the Form 55002022-07-01303
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0168
Total of all active and inactive participants2022-07-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01373
Number of participants with account balances2022-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-015
2021: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01429
Total number of active participants reported on line 7a of the Form 55002021-07-01300
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0182
Total of all active and inactive participants2021-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01384
Number of participants with account balances2021-07-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-018
2020: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01449
Total number of active participants reported on line 7a of the Form 55002020-07-01284
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-01131
Total of all active and inactive participants2020-07-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01418
Number of participants with account balances2020-07-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01489
Total number of active participants reported on line 7a of the Form 55002019-07-01316
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-01102
Total of all active and inactive participants2019-07-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01421
Number of participants with account balances2019-07-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01512
Total number of active participants reported on line 7a of the Form 55002018-07-01366
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0194
Total of all active and inactive participants2018-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01463
Number of participants with account balances2018-07-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01513
Total number of active participants reported on line 7a of the Form 55002017-07-01396
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01113
Total of all active and inactive participants2017-07-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01512
Number of participants with account balances2017-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
2016: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01556
Total number of active participants reported on line 7a of the Form 55002016-07-01381
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01132
Total of all active and inactive participants2016-07-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01513
Number of participants with account balances2016-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0120
2015: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01661
Total number of active participants reported on line 7a of the Form 55002015-07-01448
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01108
Total of all active and inactive participants2015-07-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01556
Number of participants with account balances2015-07-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-018
2014: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01667
Total number of active participants reported on line 7a of the Form 55002014-07-01452
Number of other retired or separated participants entitled to future benefits2014-07-01203
Total of all active and inactive participants2014-07-01655
Total participants2014-07-01655
Number of participants with account balances2014-07-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01566
Total number of active participants reported on line 7a of the Form 55002013-07-01449
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01216
Total of all active and inactive participants2013-07-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01667
Number of participants with account balances2013-07-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0132
2012: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01565
Total number of active participants reported on line 7a of the Form 55002012-07-01379
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-01184
Total of all active and inactive participants2012-07-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01566
Number of participants with account balances2012-07-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0129
2011: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01542
Total number of active participants reported on line 7a of the Form 55002011-07-01364
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-01199
Total of all active and inactive participants2011-07-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01565
Number of participants with account balances2011-07-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0125
2009: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01547
Total number of active participants reported on line 7a of the Form 55002009-07-01383
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01155
Total of all active and inactive participants2009-07-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01538
Number of participants with account balances2009-07-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0143

Financial Data on BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$826,062
Total of all expenses incurred2023-06-30$527,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$502,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$387,625
Value of total assets at end of year2023-06-30$4,184,814
Value of total assets at beginning of year2023-06-30$3,886,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$25,280
Total interest from all sources2023-06-30$6,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$282,910
Participant contributions at end of year2023-06-30$68,630
Participant contributions at beginning of year2023-06-30$54,494
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Administrative expenses (other) incurred2023-06-30$9,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$298,226
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,184,814
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$3,886,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$15,580
Value of interest in pooled separate accounts at end of year2023-06-30$3,925,134
Value of interest in pooled separate accounts at beginning of year2023-06-30$3,660,720
Interest on participant loans2023-06-30$3,280
Interest earned on other investments2023-06-30$3,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$191,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$171,374
Net investment gain/loss from pooled separate accounts2023-06-30$431,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$104,715
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$502,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2023-06-30410746749
2022 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-229,035
Total of all expenses incurred2022-06-30$844,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$810,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$396,805
Value of total assets at end of year2022-06-30$3,886,588
Value of total assets at beginning of year2022-06-30$4,959,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$33,895
Total interest from all sources2022-06-30$4,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$291,553
Participant contributions at end of year2022-06-30$54,494
Participant contributions at beginning of year2022-06-30$26,940
Administrative expenses (other) incurred2022-06-30$3,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,073,355
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,886,588
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,959,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$30,430
Value of interest in pooled separate accounts at end of year2022-06-30$3,660,720
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,762,049
Interest on participant loans2022-06-30$1,719
Interest earned on other investments2022-06-30$2,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$171,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$170,954
Net investment gain/loss from pooled separate accounts2022-06-30$-630,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$105,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$810,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,486,798
Total of all expenses incurred2021-06-30$373,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$360,758
Value of total corrective distributions2021-06-30$814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$412,460
Value of total assets at end of year2021-06-30$4,959,943
Value of total assets at beginning of year2021-06-30$3,846,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$11,737
Total interest from all sources2021-06-30$4,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$295,075
Participant contributions at end of year2021-06-30$26,940
Participant contributions at beginning of year2021-06-30$39,982
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$18,558
Administrative expenses (other) incurred2021-06-30$11,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,113,489
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,959,943
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,846,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$4,762,049
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,617,758
Interest on participant loans2021-06-30$1,802
Interest earned on other investments2021-06-30$2,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$170,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$188,714
Net investment gain/loss from pooled separate accounts2021-06-30$1,070,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$98,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$360,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$513,692
Total of all expenses incurred2020-06-30$401,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$384,445
Value of total corrective distributions2020-06-30$1,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$361,978
Value of total assets at end of year2020-06-30$3,846,454
Value of total assets at beginning of year2020-06-30$3,734,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$15,290
Total interest from all sources2020-06-30$6,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$267,389
Participant contributions at end of year2020-06-30$39,982
Participant contributions at beginning of year2020-06-30$47,243
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,812
Administrative expenses (other) incurred2020-06-30$15,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$112,402
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,846,454
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,734,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$3,617,758
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,488,320
Interest on participant loans2020-06-30$3,197
Interest earned on other investments2020-06-30$3,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$188,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$198,489
Net investment gain/loss from pooled separate accounts2020-06-30$145,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$88,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$384,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$643,156
Total of all expenses incurred2019-06-30$752,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$735,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$504,006
Value of total assets at end of year2019-06-30$3,734,052
Value of total assets at beginning of year2019-06-30$3,843,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$16,390
Total interest from all sources2019-06-30$9,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$268,893
Participant contributions at end of year2019-06-30$47,243
Participant contributions at beginning of year2019-06-30$40,262
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$145,821
Administrative expenses (other) incurred2019-06-30$16,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-109,001
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,734,052
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,843,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$3,488,320
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,198,806
Interest on participant loans2019-06-30$2,467
Interest earned on other investments2019-06-30$6,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$198,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$603,985
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,526
Net investment gain/loss from pooled separate accounts2019-06-30$129,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$89,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$733,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$574,093
Total of all expenses incurred2018-06-30$447,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$428,425
Expenses. Certain deemed distributions of participant loans2018-06-30$2,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$315,760
Value of total assets at end of year2018-06-30$3,843,053
Value of total assets at beginning of year2018-06-30$3,716,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$16,908
Total interest from all sources2018-06-30$7,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$240,818
Participant contributions at end of year2018-06-30$40,262
Participant contributions at beginning of year2018-06-30$24,104
Administrative expenses (other) incurred2018-06-30$16,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$126,758
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,843,053
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,716,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$3,198,806
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,096,360
Interest on participant loans2018-06-30$1,344
Interest earned on other investments2018-06-30$6,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$603,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$595,831
Net investment gain/loss from pooled separate accounts2018-06-30$250,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$74,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$428,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,146,171
Total of all expenses incurred2017-06-30$546,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$526,434
Value of total corrective distributions2017-06-30$2,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$773,247
Value of total assets at end of year2017-06-30$3,716,295
Value of total assets at beginning of year2017-06-30$3,116,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,540
Total interest from all sources2017-06-30$1,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$226,984
Participant contributions at end of year2017-06-30$24,104
Participant contributions at beginning of year2017-06-30$24,447
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$462,053
Other income not declared elsewhere2017-06-30$5,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$600,035
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,716,295
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,116,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$3,096,360
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,901,956
Interest on participant loans2017-06-30$1,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$595,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$189,857
Net investment gain/loss from pooled separate accounts2017-06-30$365,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$84,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$526,434
Contract administrator fees2017-06-30$17,540
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$318,484
Total of all expenses incurred2016-06-30$608,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$584,805
Value of total corrective distributions2016-06-30$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$317,118
Value of total assets at end of year2016-06-30$3,116,260
Value of total assets at beginning of year2016-06-30$3,405,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$22,646
Total interest from all sources2016-06-30$814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$233,127
Participant contributions at end of year2016-06-30$24,447
Participant contributions at beginning of year2016-06-30$47,294
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$40,727
Other income not declared elsewhere2016-06-30$2,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-289,639
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,116,260
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,405,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$2,901,956
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,108,296
Interest on participant loans2016-06-30$814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$189,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$250,309
Net investment gain/loss from pooled separate accounts2016-06-30$-2,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$43,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$584,805
Contract administrator fees2016-06-30$22,646
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$407,101
Total of all expenses incurred2015-06-30$377,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$357,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$289,032
Value of total assets at end of year2015-06-30$3,405,899
Value of total assets at beginning of year2015-06-30$3,375,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$19,230
Total interest from all sources2015-06-30$2,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$206,146
Participant contributions at end of year2015-06-30$47,294
Participant contributions at beginning of year2015-06-30$79,127
Participant contributions at beginning of year2015-06-30$8,510
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$9,584
Other income not declared elsewhere2015-06-30$3,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$30,003
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,405,899
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,375,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$3,108,296
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,026,082
Interest on participant loans2015-06-30$2,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$250,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$259,085
Net investment gain/loss from pooled separate accounts2015-06-30$111,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$73,302
Employer contributions (assets) at beginning of year2015-06-30$3,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$357,868
Contract administrator fees2015-06-30$19,230
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$824,929
Total of all expenses incurred2014-06-30$591,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$571,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$346,841
Value of total assets at end of year2014-06-30$3,375,896
Value of total assets at beginning of year2014-06-30$3,142,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$19,791
Total interest from all sources2014-06-30$4,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$252,587
Participant contributions at end of year2014-06-30$79,127
Participant contributions at beginning of year2014-06-30$130,882
Participant contributions at end of year2014-06-30$8,510
Participant contributions at beginning of year2014-06-30$9,379
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,218
Other income not declared elsewhere2014-06-30$3,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$233,859
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,375,896
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,142,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$3,026,082
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,696,760
Interest on participant loans2014-06-30$4,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$259,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$301,688
Net investment gain/loss from pooled separate accounts2014-06-30$470,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$92,036
Employer contributions (assets) at end of year2014-06-30$3,092
Employer contributions (assets) at beginning of year2014-06-30$3,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$571,279
Contract administrator fees2014-06-30$19,791
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$689,827
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$560,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$539,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$336,834
Value of total assets at end of year2013-06-30$3,142,037
Value of total assets at beginning of year2013-06-30$3,013,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,777
Total interest from all sources2013-06-30$5,466
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$248,081
Participant contributions at end of year2013-06-30$130,882
Participant contributions at beginning of year2013-06-30$138,138
Participant contributions at end of year2013-06-30$9,379
Participant contributions at beginning of year2013-06-30$9,702
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,821
Other income not declared elsewhere2013-06-30$4,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$129,035
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,142,037
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,013,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$2,696,760
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,582,565
Interest on participant loans2013-06-30$5,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$301,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$279,243
Net investment gain/loss from pooled separate accounts2013-06-30$342,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$86,932
Employer contributions (assets) at end of year2013-06-30$3,328
Employer contributions (assets) at beginning of year2013-06-30$3,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$539,015
Contract administrator fees2013-06-30$21,777
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$442,072
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$515,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$483,746
Expenses. Certain deemed distributions of participant loans2012-06-30$11,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$457,868
Value of total assets at end of year2012-06-30$3,013,002
Value of total assets at beginning of year2012-06-30$3,086,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$20,616
Total interest from all sources2012-06-30$4,733
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$274,799
Participant contributions at end of year2012-06-30$138,138
Participant contributions at beginning of year2012-06-30$69,060
Participant contributions at end of year2012-06-30$9,702
Participant contributions at beginning of year2012-06-30$9,427
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$92,810
Other income not declared elsewhere2012-06-30$5,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-73,457
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,013,002
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,086,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,582,565
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,735,003
Interest on participant loans2012-06-30$4,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$279,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$269,710
Net investment gain/loss from pooled separate accounts2012-06-30$-26,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$90,259
Employer contributions (assets) at end of year2012-06-30$3,354
Employer contributions (assets) at beginning of year2012-06-30$3,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$483,746
Contract administrator fees2012-06-30$20,616
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2012-06-30410746749
2011 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$873,564
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$173,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$154,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$370,028
Value of total assets at end of year2011-06-30$3,086,459
Value of total assets at beginning of year2011-06-30$2,386,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$18,711
Total interest from all sources2011-06-30$3,092
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$257,892
Participant contributions at end of year2011-06-30$69,060
Participant contributions at beginning of year2011-06-30$66,708
Participant contributions at end of year2011-06-30$9,427
Participant contributions at beginning of year2011-06-30$10,682
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$25,133
Other income not declared elsewhere2011-06-30$6,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$700,141
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,086,459
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,386,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$2,735,003
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,128,323
Interest on participant loans2011-06-30$3,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$269,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$177,244
Net investment gain/loss from pooled separate accounts2011-06-30$494,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$87,003
Employer contributions (assets) at end of year2011-06-30$3,259
Employer contributions (assets) at beginning of year2011-06-30$3,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$154,712
Contract administrator fees2011-06-30$18,711
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN

2022: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BRIDGEWAY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered244
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered246
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered284
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $9,832
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,832
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered277
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,655
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered260
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $9,229
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,229
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534
Policy instance 1
Insurance contract or identification number995534
Number of Individuals Covered268
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $9,364
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,364
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameQUEST CAPITAL STRATEGIES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Number of Individuals Covered281
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,822
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,822
Insurance broker organization code?3
Insurance broker nameBROOKLIGHT PLACE SECURITIES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Number of Individuals Covered667
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $8,282
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,045
Insurance broker organization code?3
Insurance broker nameBROOKLIGHT PLACE SECURITIES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,008
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,008
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Number of Individuals Covered566
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,259
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $7,259
Insurance broker organization code?3
Insurance broker nameSYMETRA INVESTMENT SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Number of Individuals Covered565
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $7,210
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995534-000
Policy instance 1
Insurance contract or identification number995534-000
Number of Individuals Covered542
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,804
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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