Azurite Professional Community 401(K) And Profit Sharing Plan — Form 5500 plan (Azurite Professional Community, 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, Azurite Professional Community 401(K) And Profit Sharing Plan is a benefit plan reported by Azurite Professional Community, Inc. under EIN 93-4207776 and plan number 002. The latest loaded filing year is 2023. The filing reports 306 participants and $26,221,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azurite Professional Community, Inc.
- EIN
- 93-4207776
- Plan number
- 002
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $26,221,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20250815134909NAL0010543489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,221,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,221,831
- Net assets (BOY)
- $14,883,189
Income & contributions
- Employer contributions
- $804,113
- Participant contributions
- $1,478,291
- Total contributions
- $2,806,736
- Total income / additions
- $8,110,421
Expenses & distributions
- Benefits paid
- $2,857,437
- Administrative expenses
- $80,654
- Total expenses
- $2,938,091
- Net increase / (decrease)
- $5,172,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,673 | $0 | 2023 |
| Cetera Advisor Networks Insurance S | OTHER SERVICES | $0 | $687 | 2023 |
| Pattison Pension Specialists | OTHER SERVICES | $0 | $252 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Azurite Professional Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Principal Life Insurance Company — Schedule C compensation
- Cetera Advisor Networks Insurance S — Schedule C compensation
- Pattison Pension Specialists — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation