Bridgewell 403(B) Plan — Form 5500 plan (Bridgewell, Incorporated)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bridgewell 403(B) Plan is a benefit plan reported by Bridgewell, Incorporated under EIN 04-2296940 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,086 participants and $14,361,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bridgewell, Incorporated
EIN
04-2296940
Plan number
002
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
1,086
End-of-year plan assets
$14,361,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,086H, C20250414152533NAL0001883169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,361,405
Total liabilities (EOY)
$0
Net assets (EOY)
$14,361,405
Net assets (BOY)
$11,690,250

Income & contributions

Employer contributions
$224,794
Participant contributions
$1,513,505
Total contributions
$1,903,463
Total income / additions
$3,592,577

Expenses & distributions

Benefits paid
$833,017
Administrative expenses
$88,405
Total expenses
$921,422
Net increase / (decrease)
$2,671,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORD KEEPER$88,405$02023
Onedigital Topco LLCSERVICE PROVIDER$0$25,7852023

Related Form 5500 pages