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LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST 401k Plan overview

Plan NameLIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST
Plan identification number 002

LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LIVE OAK PROPERTIES
Employer identification number (EIN):231841096
NAIC Classification:112900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01FRANK GELINAS2024-08-08
0022022-01-01KENNETH SHAW2023-10-13 KENNETH SHAW2023-10-13
0022021-01-01KEN SHAW2022-10-30
0022020-01-01KENNETH SHAW2021-10-15 KENNETH SHAW2021-10-15
0022019-01-01KEN SHAW2020-10-14 KEN SHAW2020-10-14
0022018-01-01FRANK GELINAS2019-10-11 FRANK GELINAS2019-10-11
0022017-01-01KEN SHAW2018-07-31 KEN SHAW2018-07-31
0022016-01-01KEN SHAW2017-07-31 KEN SHAW2017-07-31
0022015-01-01KEN SHAW2016-07-29 KEN SHAW2016-07-29
0022014-01-01KENNETH E. SHAW2015-10-14 KENNETH E. SHAW2015-10-14
0022013-01-01KEN SHAW2014-07-30 KEN SHAW2014-07-30
0022012-01-01KEN SHAW2013-07-23 KEN SHAW2013-07-23
0022011-01-01KEN SHAW2012-10-12
0022010-01-01KEN SHAW2011-07-29

Financial Data on LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST

Measure Date Value
2025 : LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-25571549
Net assets as of the end of the plan year2025-07-256599236
Total assets as of the beginning of the plan year2025-07-256279196
Value of plan covered by a fidelity bond2025-07-25130000
Participant contributions to plan in this plan year2025-07-25163221
Value of participant loans at end of plan year2025-07-2547220
Other expenses paid from plan in this plan year2025-07-2552911
Other income to plan in this plan year2025-07-25517279
Plan net income in this plan year2025-07-25320040
Net assets as of the end of the plan year2025-07-256599236
Net assets as of the beginning of the plan year2025-07-256279196
Employer contributions to plan in this plan year2025-07-25211089
2024 : LIVE OAK STUD/LIVE OAK PROPERTIES 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-080
Total liabilities as of the end of the plan year2024-08-080
Total liabilities as of the beginning of the plan year2024-08-080
Total expenses incurred by plan in this plan year2024-08-08253345
Net assets as of the end of the plan year2024-08-086279196
Total assets as of the beginning of the plan year2024-08-085133331
Value of plan covered by a fidelity bond2024-08-08130000
Participant contributions to plan in this plan year2024-08-08168499
Value of participant loans at end of plan year2024-08-0870919
Other expenses paid from plan in this plan year2024-08-080
Other contributions to plan in this plan year2024-08-080
Other income to plan in this plan year2024-08-08811811
Plan net income in this plan year2024-08-081145865
Net assets as of the end of the plan year2024-08-086279196
Net assets as of the beginning of the plan year2024-08-085133331
Value of contributions failed to transmitted timely2024-08-08672
Employer contributions to plan in this plan year2024-08-08418900
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0848492

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