2023 Form 5500 filing — Bluewater Constructors, Inc. Employee Stock Ownership 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 20241015113524NAL0029420145001) for Bluewater Constructors, Inc. Employee Stock Ownership Plan, reported by Bluewater Constructors, Inc. under EIN 74-1907870 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113524NAL0029420145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluewater Constructors, Inc.
- EIN
- 74-1907870
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,481,525
- Total liabilities (EOY)
- $862,097
- Net assets (EOY)
- $20,619,428
- Total income / additions
- -$5,011,102
- Benefits paid
- $1,892,340
- Administrative expenses
- $39,678
- Total expenses
- $1,932,018
- Net increase / (decrease)
- -$6,943,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Melton & Melton, Llp | NONE | $21,000 | not reported in the loaded dataset |
| Outlook Financial Group | ADVISOR | $18,190 | not reported in the loaded dataset |