401k Plan data: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN plan

LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

LIVE OAK-GOTTESMAN, LLC has sponsored the creation of one or more 401k plans.

Company Name: LIVE OAK-GOTTESMAN, LLC

Employer identification number (EIN): 711024810

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 STEVEN YOUNKMAN 2017-10-14 STEVEN YOUNKMAN 2017-10-14
001 2015-01-01 STEVE YOUNKMAN 2016-09-19
001 2014-01-01 STEVE YOUNKMAN 2015-08-26
001 2013-01-01 STEVE YOUNKMAN 2014-09-04
001 2012-01-01 STEVE YOUNKMAN 2013-07-18
001 2011-01-01 STEVE YOUNKMAN 2012-07-19
001 2010-01-01 STEVE YOUNKMAN
001 2009-01-01 STEVE YOUNKMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	STEVEN YOUNKMAN	2017-10-14	STEVEN YOUNKMAN	2017-10-14
001	2015-01-01	STEVE YOUNKMAN	2016-09-19
001	2014-01-01	STEVE YOUNKMAN	2015-08-26
001	2013-01-01	STEVE YOUNKMAN	2014-09-04
001	2012-01-01	STEVE YOUNKMAN	2013-07-18
001	2011-01-01	STEVE YOUNKMAN	2012-07-19
001	2010-01-01	STEVE YOUNKMAN
001	2009-01-01	STEVE YOUNKMAN

Plan Statistics for LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-02 59
Total number of particpants at end of year 2025-09-02 54
Number of Participants With Account Balances 2025-09-02 47
2024: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-18 58
Total number of particpants at end of year 2024-09-18 59
Number of Participants With Account Balances 2024-09-18 52
2022: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-18 55
Total number of particpants at end of year 2022-07-18 55
Number of Participants With Account Balances 2022-07-18 47
2010: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 55
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 66
Number of participants with account balances 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 51
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-02	59
Total number of particpants at end of year	2025-09-02	54
Number of Participants With Account Balances	2025-09-02	47
2024: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-18	58
Total number of particpants at end of year	2024-09-18	59
Number of Participants With Account Balances	2024-09-18	52
2022: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-18	55
Total number of particpants at end of year	2022-07-18	55
Number of Participants With Account Balances	2022-07-18	47
2010: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	55
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	66
Number of participants with account balances	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	51
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-02	0
Total liabilities as of the end of the plan year	2025-09-02	0
Total liabilities as of the beginning of the plan year	2025-09-02	0
Total expenses incurred by plan in this plan year	2025-09-02	373184
Net assets as of the end of the plan year	2025-09-02	8538286
Total assets as of the beginning of the plan year	2025-09-02	7157677
Value of plan covered by a fidelity bond	2025-09-02	2000000
Participant contributions to plan in this plan year	2025-09-02	414874
Value of participant loans at end of plan year	2025-09-02	58086
Other expenses paid from plan in this plan year	2025-09-02	0
Other contributions to plan in this plan year	2025-09-02	128
Other income to plan in this plan year	2025-09-02	1133434
Plan net income in this plan year	2025-09-02	1380609
Net assets as of the end of the plan year	2025-09-02	8538286
Net assets as of the beginning of the plan year	2025-09-02	7157677
Value of contributions failed to transmitted timely	2025-09-02	7448
Employer contributions to plan in this plan year	2025-09-02	205357
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-02	26995
2024 : LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-18	0
Total liabilities as of the end of the plan year	2024-09-18	0
Total liabilities as of the beginning of the plan year	2024-09-18	0
Total expenses incurred by plan in this plan year	2024-09-18	193004
Net assets as of the end of the plan year	2024-09-18	7157677
Total assets as of the beginning of the plan year	2024-09-18	5341337
Value of plan covered by a fidelity bond	2024-09-18	2000000
Participant contributions to plan in this plan year	2024-09-18	473810
Value of participant loans at end of plan year	2024-09-18	49809
Other expenses paid from plan in this plan year	2024-09-18	0
Other contributions to plan in this plan year	2024-09-18	162693
Other income to plan in this plan year	2024-09-18	1150760
Plan net income in this plan year	2024-09-18	1816340
Net assets as of the end of the plan year	2024-09-18	7157677
Net assets as of the beginning of the plan year	2024-09-18	5341337
Value of contributions failed to transmitted timely	2024-09-18	7448
Employer contributions to plan in this plan year	2024-09-18	222081
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-18	26383
2022 : LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-18	1378
Total liabilities as of the end of the plan year	2022-07-18	6261
Total liabilities as of the beginning of the plan year	2022-07-18	0
Total expenses incurred by plan in this plan year	2022-07-18	146650
Net assets as of the end of the plan year	2022-07-18	5795195
Total assets as of the beginning of the plan year	2022-07-18	4754830
Value of plan covered by a fidelity bond	2022-07-18	2000000
Participant contributions to plan in this plan year	2022-07-18	388161
Value of participant loans at end of plan year	2022-07-18	45968
Other expenses paid from plan in this plan year	2022-07-18	0
Other contributions to plan in this plan year	2022-07-18	0
Other income to plan in this plan year	2022-07-18	613304
Plan net income in this plan year	2022-07-18	1032726
Net assets as of the end of the plan year	2022-07-18	5788934
Net assets as of the beginning of the plan year	2022-07-18	4754830
Value of contributions failed to transmitted timely	2022-07-18	16772
Employer contributions to plan in this plan year	2022-07-18	177911
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-18	24650
2010 : LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$458,928
Expenses. Total of all expenses incurred	2010-12-31	$19,255
Benefits paid (including direct rollovers)	2010-12-31	$19,255
Total plan assets at end of year	2010-12-31	$1,583,491
Total plan assets at beginning of year	2010-12-31	$1,143,818
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$209,716
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$10,123
Other income received	2010-12-31	$156,967
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$439,673
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,583,491
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,143,818
Assets. Value of participant loans	2010-12-31	$8,400
Total contributions received or receivable from employer(s)	2010-12-31	$82,122
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN

2010: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH1346
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97783
Policy instance	2

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Company Name:	LIVE OAK-GOTTESMAN, LLC
Employer identification number (EIN):	711024810
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)