Azurite Professional Community Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Azurite Professional Community, Inc. under EIN 93-4207776 and plan number 003. The latest loaded filing year is 2023. The filing reports 367 participants and $23,538,133 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.1MPlan net assets, end of year$23,134,456
Participants367Covered participants reported
Assets / participant$64.1KComputed: assets ÷ participants$64,137 (computed)
Provider compensationNone reported
Plan sponsor
Azurite Professional Community, Inc.
EIN
93-4207776
Plan number
003
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H20250826153707NAL0015413680001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.5M total assets
Net assets$23.1MLiabilities$403.7K
Money in vs. money out
Total income / additions$9.9M
Total expenses$950.4K
Benefits paid / distributions$947.8K
Contributions
Employer$414.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$23,538,133
Total liabilities (EOY)
$403,677
Net assets (EOY)
$23,134,456
Net assets (BOY)
$14,152,620

Income & contributions

Employer contributions
$414,394
Total contributions
$414,394
Total income / additions
$9,932,269

Expenses & distributions

Benefits paid
$947,818
Administrative expenses
$2,615
Total expenses
$950,433
Net increase / (decrease)
$8,981,836
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages