2023 Form 5500 filing — Blue Water Industries LLC 401(K) Savings 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 20241002124855NAL0008277985001) for Blue Water Industries LLC 401(K) Savings Plan, reported by Blue Water Industries LLC under EIN 82-3282506 and plan number 001. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.8MReported net assets$15,776,431
Participants459
Provider compensation$101.4K3 Schedule C row(s)$101,363
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002124855NAL0008277985001
Plan sponsor
Blue Water Industries LLC
EIN
82-3282506
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$5.9M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$1.8M
Participant$1.9M
Full reported line items
Total assets (EOY)
$15,776,431
Total liabilities (EOY)
$0
Net assets (EOY)
$15,776,431
Employer contributions
$1,820,905
Participant contributions
$1,948,120
Total income / additions
$5,901,556
Benefits paid
$1,857,399
Administrative expenses
$101,363
Total expenses
$1,974,028
Net increase / (decrease)
$3,927,528
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $43.7K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $33.4K
  3. 3
    INVESTMENT ADVISOR · Direct $24.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002124855NAL0008277985001 cover?
It is the 2023 Form 5500 filing for Blue Water Industries LLC 401(K) Savings Plan, reported by Blue Water Industries LLC (EIN 82-3282506).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages