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BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

BLUE WATER HOMES INC has sponsored the creation of one or more 401k plans.

Company Name:BLUE WATER HOMES INC
Employer identification number (EIN):260644310
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-06
0012022-01-01ERISA FIDUCIARY SERVICES INC2023-05-04

Plan Statistics for BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-074
Total number of particpants at end of year2025-04-074
Number of Participants With Account Balances2025-04-074
2024: BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-064
Total number of particpants at end of year2024-05-064
Number of Participants With Account Balances2024-05-064

Financial Data on BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-072525
Net assets as of the end of the plan year2025-04-07138713
Total assets as of the beginning of the plan year2025-04-0789985
Value of plan covered by a fidelity bond2025-04-0720000
Participant contributions to plan in this plan year2025-04-0729473
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-0714006
Plan net income in this plan year2025-04-0748728
Net assets as of the end of the plan year2025-04-07138713
Net assets as of the beginning of the plan year2025-04-0789985
Employer contributions to plan in this plan year2025-04-077774
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-072525
2024 : BLUE WATER HOMES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-061187
Net assets as of the end of the plan year2024-05-0689985
Total assets as of the beginning of the plan year2024-05-060
Value of plan covered by a fidelity bond2024-05-0620000
Participant contributions to plan in this plan year2024-05-0673606
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-068132
Plan net income in this plan year2024-05-0689985
Net assets as of the end of the plan year2024-05-0689985
Net assets as of the beginning of the plan year2024-05-060
Employer contributions to plan in this plan year2024-05-069434
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-061187

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