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403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC
Plan identification number 003

403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 MENTAL HEALTH CLINIC has sponsored the creation of one or more 401k plans.

Company Name:BLUE WATER MENTAL HEALTH CLINIC
Employer identification number (EIN):381518941
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MICHAEL DUFFY2024-06-20
0032022-01-01MICHAEL DUFFY2023-07-21
0032022-01-01MICHAEL DUFFY2023-10-23
0032021-01-01MICHAEL DUFFY2022-04-26
0032020-01-01MICHAEL DUFFY2021-07-27
0032019-01-01MICHAEL DUFFY2020-06-01
0032018-01-01MICHAEL DUFFY2019-10-01
0032017-01-01MICHAEL J. DUFFY, JR., ED.D.2018-04-13 MICHAEL J. DUFFY, JR., ED.D.2018-04-13
0032016-01-01MICHAEL J. DUFFY, JR., EDD2017-03-31
0032015-01-01MICHAEL J. DUFFY, JR., EDD2016-05-06
0032013-01-01MICHAEL J. DUFFY JR.2014-06-13
0032012-01-01MICHAEL J. DUFFY, JR.2013-07-29 MICHAEL J. DUFFY, JR.2013-07-29
0032011-01-01MICHAEL J. DUFFY, JR.2012-07-31 MICHAEL J. DUFFY, JR.2012-07-31
0032010-01-01DR. MICHAEL J. DUFFY JR. DR. MICHAEL J. DUFFY JR.2011-07-20
0032009-01-01DR. MICHAEL J. DUFFY JR. DR. MICHAEL J. DUFFY JR.2010-10-07

Plan Statistics for 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC

Measure Date Value
2025: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2025 401k membership
Total number of particpants at beginning of year2025-06-2329
Total number of particpants at end of year2025-06-2334
Number of Participants With Account Balances2025-06-2324
2024: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2024 401k membership
Total number of particpants at beginning of year2024-06-2028
Total number of particpants at end of year2024-06-2029
Number of Participants With Account Balances2024-06-2025
2010: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0121
Total participants2010-01-0121
Number of participants with account balances2010-01-0121
2009: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0121
Total participants2009-01-0121
Number of participants with account balances2009-01-0121

Financial Data on 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC

Measure Date Value
2025 : 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-230
Total liabilities as of the end of the plan year2025-06-230
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-23431536
Net assets as of the end of the plan year2025-06-23651921
Total assets as of the beginning of the plan year2025-06-23837851
Value of plan covered by a fidelity bond2025-06-2360000
Participant contributions to plan in this plan year2025-06-2398330
Other expenses paid from plan in this plan year2025-06-230
Other contributions to plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-23147276
Plan net income in this plan year2025-06-23-185930
Net assets as of the end of the plan year2025-06-23651921
Net assets as of the beginning of the plan year2025-06-23837851
Employer contributions to plan in this plan year2025-06-230
Fees paid to broker by Benefit Provider2025-06-2351
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-23253
2024 : 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2045785
Net assets as of the end of the plan year2024-06-20837851
Total assets as of the beginning of the plan year2024-06-20691527
Value of plan covered by a fidelity bond2024-06-2060000
Participant contributions to plan in this plan year2024-06-2067865
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2087721
Plan net income in this plan year2024-06-20146324
Net assets as of the end of the plan year2024-06-20837851
Net assets as of the beginning of the plan year2024-06-20691527
Employer contributions to plan in this plan year2024-06-2036523
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20178
2010 : 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2010 401k financial data
Total income from all sources2010-12-31$239,419
Expenses. Total of all expenses incurred2010-12-31$44,341
Benefits paid (including direct rollovers)2010-12-31$44,062
Total plan assets at end of year2010-12-31$1,057,783
Total plan assets at beginning of year2010-12-31$862,705
Total contributions received or receivable from participants2010-12-31$109,397
Contributions received from other sources (not participants or employers)2010-12-31$753
Other income received2010-12-31$129,269
Net income (gross income less expenses)2010-12-31$195,078
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,057,783
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$862,705
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$279

Form 5500 Responses for 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC

2010: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF BLUE WATER MENTAL HEALTH CLINIC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006983H
Policy instance 1

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