Plan5500

Bluewater Constructors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bluewater Constructors, 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 Constructors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bluewater Constructors, Inc. under EIN 74-1907870 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $21,481,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluewater Constructors, Inc.
EIN
74-1907870
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
224
End-of-year plan assets
$21,481,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241015113524NAL0029420145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,481,525
Total liabilities (EOY)
$862,097
Net assets (EOY)
$20,619,428
Net assets (BOY)
$27,562,548

Income & contributions

Total contributions
$0
Total income / additions
-$5,011,102

Expenses & distributions

Benefits paid
$1,892,340
Administrative expenses
$39,678
Total expenses
$1,932,018
Net increase / (decrease)
-$6,943,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Melton & Melton, LlpNONE$21,000not reported in the loaded dataset2023
Outlook Financial GroupADVISOR$18,190not reported in the loaded dataset2023

Related Form 5500 pages