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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

Additional information about BLUE WATER MENTAL HEALTH CLINIC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 811261

More information about BLUE WATER MENTAL HEALTH CLINIC

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
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
0032014-01-01MICHAEL DUFFY2015-04-15
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
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
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
Insurance contract or identification number006983H
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees58
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER SCHUPPE

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