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Plan Name | LIVE OAK-GOTTESMAN, LLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
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 |
Measure | Date | Value |
---|---|---|
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 |
---|---|---|
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 |
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 |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GH1346 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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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