2023 Form 5500 filing — Azara Healthcare 401k 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 20241014091844NAL0051687810001) for Azara Healthcare 401k Plan, reported by Azara Healthcare, LLC. under EIN 45-2609523 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091844NAL0051687810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azara Healthcare, LLC.
- EIN
- 45-2609523
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,184,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,184,363
- Participant contributions
- $1,530,666
- Total income / additions
- $3,025,192
- Benefits paid
- $177,261
- Administrative expenses
- $22,878
- Total expenses
- $200,139
- Net increase / (decrease)
- $2,825,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $21,912 | $0 |
| Adp, Inc. | RECORD KEEPER | $965 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |