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LIVE OAK MEMORIAL PARK RETIREMENT LLC 401k Plan overview

Plan NameLIVE OAK MEMORIAL PARK RETIREMENT LLC
Plan identification number 001

LIVE OAK MEMORIAL PARK RETIREMENT LLC 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 MEMORIAL PARK has sponsored the creation of one or more 401k plans.

Company Name:LIVE OAK MEMORIAL PARK
Employer identification number (EIN):272051368
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVE OAK MEMORIAL PARK RETIREMENT LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANNON DURST2024-07-21
0012022-01-01SHANNON DURST2023-07-22
0012021-01-01SHANNON DURST2022-07-27
0012020-01-01SHANNON DURST2021-07-31
0012019-01-01SHANNON DURST2020-07-10
0012018-01-01SDURST2019-07-23
0012017-01-01SHANNON DURST2018-07-23
0012016-01-01SHANNON DURST2017-06-29
0012015-01-01SDURST2016-10-04
0012014-01-01SHANNON DURST2015-07-29 SHANNON DURST2015-07-29

Plan Statistics for LIVE OAK MEMORIAL PARK RETIREMENT LLC

401k plan membership statisitcs for LIVE OAK MEMORIAL PARK RETIREMENT LLC

Measure Date Value
2025: LIVE OAK MEMORIAL PARK RETIREMENT LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-175
Total number of particpants at end of year2025-07-175
Number of Participants With Account Balances2025-07-171
2024: LIVE OAK MEMORIAL PARK RETIREMENT LLC 2024 401k membership
Total number of particpants at beginning of year2024-07-215
Total number of particpants at end of year2024-07-215
Number of Participants With Account Balances2024-07-211

Financial Data on LIVE OAK MEMORIAL PARK RETIREMENT LLC

Measure Date Value
2025 : LIVE OAK MEMORIAL PARK RETIREMENT LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17172
Net assets as of the end of the plan year2025-07-17518536
Total assets as of the beginning of the plan year2025-07-17354294
Value of plan covered by a fidelity bond2025-07-170
Participant contributions to plan in this plan year2025-07-170
Value of participant loans at end of plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17164414
Plan net income in this plan year2025-07-17164242
Net assets as of the end of the plan year2025-07-17518536
Net assets as of the beginning of the plan year2025-07-17354294
Employer contributions to plan in this plan year2025-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17172
2024 : LIVE OAK MEMORIAL PARK RETIREMENT LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-21169
Net assets as of the end of the plan year2024-07-21354294
Total assets as of the beginning of the plan year2024-07-21210650
Value of plan covered by a fidelity bond2024-07-210
Participant contributions to plan in this plan year2024-07-210
Value of participant loans at end of plan year2024-07-210
Other contributions to plan in this plan year2024-07-210
Other income to plan in this plan year2024-07-21143813
Plan net income in this plan year2024-07-21143644
Net assets as of the end of the plan year2024-07-21354294
Net assets as of the beginning of the plan year2024-07-21210650
Employer contributions to plan in this plan year2024-07-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-21169

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