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  5. BRIDGEWAY WEALTH SERVICES, LLC

BRIDGEWAY WEALTH SERVICES, LLC

Company Details

Name: BRIDGEWAY WEALTH SERVICES, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 09 Jul 2009 (16 years ago)
Financial Date End: 31 Jul 2025
Entity Number: 265674
Place of Formation: IDAHO
File Number: 265674
ZIP code: 83616
County: Ada County
Principal Address: 1025 S BRIDGEWAY PLACE SUITE 200 EAGLE, ID 83616
Mailing Address: STE 200 1025 S BRIDGEWAY PL EAGLE, ID 83616-6825

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BWS 401K PROFIT SHARING PLAN 2023 270629723 2024-03-09 BRIDGEWAY WEALTH SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523110
Sponsor’s telephone number 2089919392
Plan sponsor’s address 1025 S. BRIDGEWAY PLACE, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2024-02-23
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2022 270629723 2023-02-08 BRIDGEWAY WEALTH SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523110
Sponsor’s telephone number 2089919392
Plan sponsor’s address 1025 S. BRIDGEWAY PLACE, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2023-02-07
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2021 270629723 2022-03-03 BRIDGEWAY WEALTH SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2022-03-03
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2020 270629723 2021-02-20 BRIDGEWAY WEALTH SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2021-02-18
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2019 270629723 2020-04-09 BRIDGEWAY WEALTH SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2020-03-24
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2018 270629723 2019-04-16 BRIDGEWAY WEALTH SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2019-03-07
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2017 270629723 2018-03-19 BRIDGEWAY WEALTH SERVICES LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2018-03-10
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2016 270629723 2017-06-23 BRIDGEWAY WEALTH SERVICES LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2017-06-19
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401K PROFIT SHARING PLAN 2015 270629723 2016-07-20 BRIDGEWAY WEALTH SERVICES LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGE WAY PL STE 200, EAGLE, ID, 836166825

Signature of
Role Plan administrator
Date 2016-07-20
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-20
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
BWS 401(K) PROFIT SHARING PLAN 2013 270629723 2014-06-23 BRIDGEWAY WEALTH SERVICES LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 523120
Sponsor’s telephone number 2089919390
Plan sponsor’s address 1025 S BRIDGEWAY PLACE, SUITE 200, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 270629723
Plan administrator’s name BRIDGEWAY WEALTH SERVICES LLC
Administrator’s telephone number 2089919390

Signature of
Role Plan administrator
Date 2014-06-23
Name of individual signing RICHARD CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JERRY SCARROW Agent 1025 S BRIDGEWAY PL STE 200, EAGLE, ID 83616

Manager

Name Role Address Appointed On
Jerry Scarrow Manager 1025 S BRIDGEWAY PLACE, EAGLE, ID 83616 2023-08-07
Richard V Christensen Manager 1025 S BRIDGEWAY PLACE, EAGLE, ID 83616 2021-07-28

Filing

Filing Name Filing Number Filing date
Annual Report 0005829321 2024-07-25
Annual Report 0005356237 2023-08-07
Annual Report 0004793998 2022-06-24
Annual Report 0004360343 2021-07-28
Annual Report 0003901928 2020-06-05
Annual Report 0003574619 2019-07-22
Annual Report 0002033172 2018-06-26
Annual Report 0002033170 2017-07-11
Annual Report 0002033168 2016-07-26
Annual Report 0002033166 2015-06-29

Related by officers

JERRY SCARROW

SC1 FINANCIAL, LLC SC2 HOLDINGS, LLC JESLA HOLDINGS, LLC

Jerry Scarrow

SC1 FINANCIAL, LLC SC2 HOLDINGS, LLC JESLA HOLDINGS, LLC

Richard V Christensen

RYC FINANCIAL, LLC

Related by address

STE 200 1025 S BRIDGEWAY PL EAGLE, ID 83616-6825

SC1 FINANCIAL, LLC

Date of last update: 08 Dec 2024

Sources: Idaho Secretary of State

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