2023 Form 5500 filing — Azurite Professional Community 401(K) And Profit Sharing 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 20250815134909NAL0010543489001) for Azurite Professional Community 401(K) And Profit Sharing Plan, reported by Azurite Professional Community, Inc. under EIN 93-4207776 and plan number 002. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815134909NAL0010543489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azurite Professional Community, Inc.
- EIN
- 93-4207776
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,221,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,221,831
- Employer contributions
- $804,113
- Participant contributions
- $1,478,291
- Total income / additions
- $8,110,421
- Benefits paid
- $2,857,437
- Administrative expenses
- $80,654
- Total expenses
- $2,938,091
- Net increase / (decrease)
- $5,172,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,673 | $0 |
| Cetera Advisor Networks Insurance S | OTHER SERVICES | $0 | $687 |
| Pattison Pension Specialists | OTHER SERVICES | $0 | $252 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |