Blue Water Developmental Housing 401(K) Plan — Form 5500 plan (Blue Water Developmental Housing)

Plain-English plan 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, Blue Water Developmental Housing 401(K) Plan is a benefit plan reported by Blue Water Developmental Housing under EIN 38-2140797 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $527,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Water Developmental Housing
EIN
38-2140797
Plan number
001
Plan type
2
Location
St. Clair, MI
Latest filing year
2023
Participants
266
End-of-year plan assets
$527,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20250714132257NAL0001088545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$527,535
Total liabilities (EOY)
$1,235
Net assets (EOY)
$526,300
Net assets (BOY)
$179,102

Income & contributions

Participant contributions
$330,669
Total contributions
$330,669
Total income / additions
$411,930

Expenses & distributions

Benefits paid
$52,281
Administrative expenses
$8,457
Total expenses
$64,732
Net increase / (decrease)
$347,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,456$02023

Related Form 5500 pages