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BLUE WATER STRATEGIES, LLC 401(K) PLAN 401k Plan overview

Plan NameBLUE WATER STRATEGIES, LLC 401(K) PLAN
Plan identification number 001

BLUE WATER STRATEGIES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BLUEWATER STRATEGIES, LLC
Employer identification number (EIN):010634325
NAIC Classification:541600

Additional information about BLUEWATER STRATEGIES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2008-05-29
Company Identification Number: L08000053051
Legal Registered Office Address: 1840 SW 22ND ST.

MIAMI

33145

More information about BLUEWATER STRATEGIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE WATER STRATEGIES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01MCKIE CAMPBELL2017-04-25
0012015-01-01MCKIE CAMPBELL2016-06-13
0012014-01-01MCKIE CAMPBELL2015-09-08
0012013-01-01
0012012-01-01KJERSTEN DRAGER2013-07-18 ERIC WASHBURN2013-07-30
0012011-01-01KJERSTEN DRAGER2012-10-10 ANDREW LUNDQUIST2012-10-10
0012010-01-01KJERSTEN DRAGER2011-10-12 ANDREW LUNDQUIST2011-10-12

Plan Statistics for BLUE WATER STRATEGIES, LLC 401(K) PLAN

401k plan membership statisitcs for BLUE WATER STRATEGIES, LLC 401(K) PLAN

Measure Date Value
2025: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-157
Total number of particpants at end of year2025-09-157
Number of Participants With Account Balances2025-09-157
2024: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-146
Total number of particpants at end of year2024-10-147
Number of Participants With Account Balances2024-10-147
2022: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-236
Total number of particpants at end of year2022-06-235
Number of Participants With Account Balances2022-06-235

Financial Data on BLUE WATER STRATEGIES, LLC 401(K) PLAN

Measure Date Value
2025 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-152900
Net assets as of the end of the plan year2025-09-151456120
Total assets as of the beginning of the plan year2025-09-151184671
Participant contributions to plan in this plan year2025-09-1582753
Value of participant loans at end of plan year2025-09-159271
Other income to plan in this plan year2025-09-15189796
Plan net income in this plan year2025-09-15271449
Net assets as of the end of the plan year2025-09-151456120
Net assets as of the beginning of the plan year2025-09-151184671
Employer contributions to plan in this plan year2025-09-151800
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-152900
2024 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-143093
Net assets as of the end of the plan year2024-10-141184671
Total assets as of the beginning of the plan year2024-10-14930417
Participant contributions to plan in this plan year2024-10-1472865
Value of participant loans at end of plan year2024-10-1416562
Other contributions to plan in this plan year2024-10-141949
Other income to plan in this plan year2024-10-14177675
Plan net income in this plan year2024-10-14254254
Net assets as of the end of the plan year2024-10-141184671
Net assets as of the beginning of the plan year2024-10-14930417
Employer contributions to plan in this plan year2024-10-144858
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-143063
2022 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-23404852
Net assets as of the end of the plan year2022-06-23971060
Total assets as of the beginning of the plan year2022-06-231065987
Value of plan covered by a fidelity bond2022-06-23100000
Participant contributions to plan in this plan year2022-06-2385000
Value of participant loans at end of plan year2022-06-2328349
Other income to plan in this plan year2022-06-23157570
Plan net income in this plan year2022-06-23-94927
Net assets as of the end of the plan year2022-06-23971060
Net assets as of the beginning of the plan year2022-06-231065987
Employer contributions to plan in this plan year2022-06-2367355
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-232780

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