2023 Form 5500 filing — Blue Water Developmental Housing 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250714132257NAL0001088545001) for Blue Water Developmental Housing 401(K) Plan, reported by Blue Water Developmental Housing under EIN 38-2140797 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714132257NAL0001088545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Water Developmental Housing
- EIN
- 38-2140797
- Plan number
- 001
- Location
- St. Clair, MI
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $527,535
- Total liabilities (EOY)
- $1,235
- Net assets (EOY)
- $526,300
- Participant contributions
- $330,669
- Total income / additions
- $411,930
- Benefits paid
- $52,281
- Administrative expenses
- $8,457
- Total expenses
- $64,732
- Net increase / (decrease)
- $347,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,456 | $0 |