Bluewater Energy, Inc. 401 (K) Plan — Form 5500 plan (Bluewater Energy, Inc.)

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, Bluewater Energy, Inc. 401 (K) Plan is a benefit plan reported by Bluewater Energy, Inc. under EIN 45-3625898 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $6,529,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluewater Energy, Inc.
EIN
45-3625898
Plan number
001
Plan type
2
Location
Acworth, GA
Latest filing year
2023
Participants
231
End-of-year plan assets
$6,529,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241014162431NAL0046798688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,529,865
Total liabilities (EOY)
$21,953
Net assets (EOY)
$6,507,912
Net assets (BOY)
$5,816,488

Income & contributions

Employer contributions
$107,450
Participant contributions
$771,599
Total contributions
$941,697
Total income / additions
$2,075,853

Expenses & distributions

Benefits paid
$1,343,310
Administrative expenses
$24,999
Total expenses
$1,384,429
Net increase / (decrease)
$691,424

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$23,283$02023
Charles Schwab Trust CompanyNONE$1,716$02023

Related Form 5500 pages