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LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN 401k Plan overview

Plan NameLIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN
Plan identification number 001

LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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 UTILITY INFRASTRUCTURE, LLC. has sponsored the creation of one or more 401k plans.

Company Name:LIVE OAK UTILITY INFRASTRUCTURE, LLC.
Employer identification number (EIN):841839806
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHERYL ROWE2024-06-11
0012022-01-01CHERYL ROWE2023-07-14 CHERYL ROWE2023-07-14

Financial Data on LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN

Measure Date Value
2024 : LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-120
Net assets as of the end of the plan year2024-06-12160129
Total assets as of the beginning of the plan year2024-06-1249369
Value of plan covered by a fidelity bond2024-06-12385000
Participant contributions to plan in this plan year2024-06-1233758
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-1214708
Other income to plan in this plan year2024-06-1219027
Plan net income in this plan year2024-06-12110760
Net assets as of the end of the plan year2024-06-12160129
Net assets as of the beginning of the plan year2024-06-1249369
Employer contributions to plan in this plan year2024-06-1243267
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-120

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