Azara Healthcare 401k Plan — Form 5500 plan (Azara Healthcare, LLC.)

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, Azara Healthcare 401k Plan is a benefit plan reported by Azara Healthcare, LLC. under EIN 45-2609523 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $8,184,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Azara Healthcare, LLC.
EIN
45-2609523
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
167
End-of-year plan assets
$8,184,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014091844NAL0051687810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,184,363
Total liabilities (EOY)
$0
Net assets (EOY)
$8,184,363
Net assets (BOY)
$5,359,310

Income & contributions

Participant contributions
$1,530,666
Total contributions
$1,904,604
Total income / additions
$3,025,192

Expenses & distributions

Benefits paid
$177,261
Administrative expenses
$22,878
Total expenses
$200,139
Net increase / (decrease)
$2,825,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$21,912$02023
Adp, Inc.RECORD KEEPER$965$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages