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| Plan Name | BLUE WATER STRATEGIES, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | MCKIE CAMPBELL | 2017-04-25 | ||
| 001 | 2015-01-01 | MCKIE CAMPBELL | 2016-06-13 | ||
| 001 | 2014-01-01 | MCKIE CAMPBELL | 2015-09-08 | ||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | KJERSTEN DRAGER | 2013-07-18 | ERIC WASHBURN | 2013-07-30 |
| 001 | 2011-01-01 | KJERSTEN DRAGER | 2012-10-10 | ANDREW LUNDQUIST | 2012-10-10 |
| 001 | 2010-01-01 | KJERSTEN DRAGER | 2011-10-12 | ANDREW LUNDQUIST | 2011-10-12 |
| Measure | Date | Value |
|---|---|---|
| 2025: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-15 | 7 |
| Total number of particpants at end of year | 2025-09-15 | 7 |
| Number of Participants With Account Balances | 2025-09-15 | 7 |
| 2024: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-14 | 6 |
| Total number of particpants at end of year | 2024-10-14 | 7 |
| Number of Participants With Account Balances | 2024-10-14 | 7 |
| 2022: BLUE WATER STRATEGIES, LLC 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-23 | 6 |
| Total number of particpants at end of year | 2022-06-23 | 5 |
| Number of Participants With Account Balances | 2022-06-23 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-15 | 2900 |
| Net assets as of the end of the plan year | 2025-09-15 | 1456120 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 1184671 |
| Participant contributions to plan in this plan year | 2025-09-15 | 82753 |
| Value of participant loans at end of plan year | 2025-09-15 | 9271 |
| Other income to plan in this plan year | 2025-09-15 | 189796 |
| Plan net income in this plan year | 2025-09-15 | 271449 |
| Net assets as of the end of the plan year | 2025-09-15 | 1456120 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 1184671 |
| Employer contributions to plan in this plan year | 2025-09-15 | 1800 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 2900 |
| 2024 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 3093 |
| Net assets as of the end of the plan year | 2024-10-14 | 1184671 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 930417 |
| Participant contributions to plan in this plan year | 2024-10-14 | 72865 |
| Value of participant loans at end of plan year | 2024-10-14 | 16562 |
| Other contributions to plan in this plan year | 2024-10-14 | 1949 |
| Other income to plan in this plan year | 2024-10-14 | 177675 |
| Plan net income in this plan year | 2024-10-14 | 254254 |
| Net assets as of the end of the plan year | 2024-10-14 | 1184671 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 930417 |
| Employer contributions to plan in this plan year | 2024-10-14 | 4858 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 3063 |
| 2022 : BLUE WATER STRATEGIES, LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-23 | 404852 |
| Net assets as of the end of the plan year | 2022-06-23 | 971060 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 1065987 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 100000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 85000 |
| Value of participant loans at end of plan year | 2022-06-23 | 28349 |
| Other income to plan in this plan year | 2022-06-23 | 157570 |
| Plan net income in this plan year | 2022-06-23 | -94927 |
| Net assets as of the end of the plan year | 2022-06-23 | 971060 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 1065987 |
| Employer contributions to plan in this plan year | 2022-06-23 | 67355 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 2780 |