BLUE WATER WEALTH 401(K) PLAN 401k Plan overview

BLUE WATER WEALTH 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	BLUE WATER WEALTH, INC.
Employer identification number (EIN):	455320979
NAIC Classification:	523900

Additional information about BLUE WATER WEALTH, INC.

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2012-05-21
Company Identification Number:	85784198
Legal Registered Office Address:	121 SW MORRISON 11TH FL PORTLAND United States of America (USA) 97204

More information about BLUE WATER WEALTH, INC.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NANCY CONGDON	2024-07-18
001	2022-01-01	NANCY CONGDON	2023-07-31
001	2021-01-01	NANCY CONGDON	2022-12-21
001	2020-01-01	NANCY CONGDON	2021-10-12
001	2018-01-01	THERESE MCLAIN	2019-08-22
001	2017-01-01	NANCY CONGDON	2018-10-05
001	2016-01-01	NANCY CONDON	2017-10-06
001	2015-01-01	NANCY CONDON	2016-10-14
001	2014-01-01	NANCY CONDON	2015-10-13
001	2013-01-01	NANCY CONDON	2014-10-13

Plan Statistics for BLUE WATER WEALTH 401(K) PLAN

Measure	Date	Value
2025: BLUE WATER WEALTH 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-29	25
Total number of particpants at end of year	2025-08-29	23
Number of Participants With Account Balances	2025-08-29	23
2024: BLUE WATER WEALTH 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-18	27
Total number of particpants at end of year	2024-07-18	25
Number of Participants With Account Balances	2024-07-18	24

Financial Data on BLUE WATER WEALTH 401(K) PLAN

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• BLUE WATER COMPANIES, LLC 401(K) PLAN [EIN = 453951610]
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• BLUE WATER COUNSELING & CONSULTING, P. C. 401(K) PLAN [EIN = 811871072]
• BLUE WATER ELECTRIC LLC 401(K) PLAN [EIN = 203689504]

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