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LIVE OAK INC 401K PLAN 401k Plan overview

Plan NameLIVE OAK INC 401K PLAN
Plan identification number 001

LIVE OAK INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIVE OAK INC has sponsored the creation of one or more 401k plans.

Company Name:LIVE OAK INC
Employer identification number (EIN):201391168
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about LIVE OAK INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3043437

More information about LIVE OAK INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVE OAK INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CORINA M. TEOFILO MATTSON2024-04-11
0012022-01-01CORINA M. TEOFILO MATTSON2023-06-20
0012021-01-01CORINA M. TEOFILO MATTSON2022-09-07
0012020-01-01CORINA MATTSON2021-06-23
0012019-01-01CORINA MATTSON2020-07-08
0012018-01-01CORINA MATTSON2019-07-10
0012017-01-01CORINA MATTSON2018-09-24
0012016-01-01BRUCE KOFF2017-05-12
0012015-01-01BRUCE KOFF2016-05-10
0012014-01-01BRUCE KOFF2015-05-18 BRUCE KOFF2015-05-18
0012013-01-01BRUCE KOFF2014-04-29 BRUCE KOFF2014-04-29
0012012-01-01BRUCE KOFF2013-06-04 BRUCE KOFF2013-06-04
0012011-01-01BRUCE KOFF2012-06-04 BRUCE KOFF2012-06-04
0012010-01-01BRUCE KOFF2011-06-15 BRUCE KOFF2011-06-15

Financial Data on LIVE OAK INC 401K PLAN

Measure Date Value
2025 : LIVE OAK INC 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-290
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2980796
Net assets as of the end of the plan year2025-04-291152312
Total assets as of the beginning of the plan year2025-04-29922855
Value of plan covered by a fidelity bond2025-04-292000000
Participant contributions to plan in this plan year2025-04-29114156
Other contributions to plan in this plan year2025-04-292068
Other income to plan in this plan year2025-04-29125506
Plan net income in this plan year2025-04-29229457
Net assets as of the end of the plan year2025-04-291152312
Net assets as of the beginning of the plan year2025-04-29922855
Employer contributions to plan in this plan year2025-04-2968523
Fees paid to broker by Benefit Provider2025-04-298243
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29635
2024 : LIVE OAK INC 401K PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-110
Total expenses incurred by plan in this plan year2024-04-1162043
Net assets as of the end of the plan year2024-04-11922855
Total assets as of the beginning of the plan year2024-04-11667159
Value of plan covered by a fidelity bond2024-04-111000000
Participant contributions to plan in this plan year2024-04-1196883
Other contributions to plan in this plan year2024-04-1130573
Other income to plan in this plan year2024-04-11133088
Plan net income in this plan year2024-04-11255696
Net assets as of the end of the plan year2024-04-11922855
Net assets as of the beginning of the plan year2024-04-11667159
Employer contributions to plan in this plan year2024-04-1157195
Fees paid to broker by Benefit Provider2024-04-116027
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-11655
2022 : LIVE OAK INC 401K PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-070
Total liabilities as of the beginning of the plan year2022-09-070
Total expenses incurred by plan in this plan year2022-09-07256059
Net assets as of the end of the plan year2022-09-07747277
Total assets as of the beginning of the plan year2022-09-07714300
Value of plan covered by a fidelity bond2022-09-0765000
Participant contributions to plan in this plan year2022-09-07107652
Other contributions to plan in this plan year2022-09-0721345
Other income to plan in this plan year2022-09-07104828
Plan net income in this plan year2022-09-0732977
Net assets as of the end of the plan year2022-09-07747277
Net assets as of the beginning of the plan year2022-09-07714300
Employer contributions to plan in this plan year2022-09-0755211
Fees paid to broker by Benefit Provider2022-09-076688
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-07518

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