Plan5500

Live Oak, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Live Oak, FL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $23,050,413 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Live Oak

  • 7 loaded plans hold $23.1M in reported assets across 7 sponsors.
  • The largest, Advent Christian Village, Inc. 403(B) Plan, holds 49% of reported Live Oak plan assets.
  • Plans cover 1,371 participants — about 196 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.1MSummed across loaded plans$23,050,413
Total reported assets$23.1M$23,050,413
Total reported participants1.4K1,371
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.1M total assets
Net assets$23.1MLiabilities$0
Contributions & income
Employer contributions$280K
Participant contributions$721.2K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$6.1M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Live Oak, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Live Oak market comparison

Largest plan share of assets49%Advent Christian Village, Inc. 403(B) Plan
Participants per plan196Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Live Oak

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Advent Christian Village, Inc. 403(B) Plan$11.4M
    Advent Christian Village, Inc. · 2023
  2. 2
    Florida Sheriffs Youth Ranches, Inc. Employees' Pension Plan & Trust$8.8M
    Florida Sheriffs Youth Ranches, Inc. · 2023
  3. 3
    Jim Hinton Oil Company, Inc. Profit Sharing Plan & Trust$1.7M
    Jim Hinton Oil Company, Inc. · 2023
  4. 4
    Lkdjbd Investments, Inc. 401(K) Profit Sharing Plan$1.2M
    Lkdjbd Investments Inc · 2023
  5. 5
    H. Mantooth 401k Retirement Plan$0
    Herbert C Mantooth, Dds, Pa · 2023
  6. 6
    Suwannee Valley Electric Cooperative Welfare Benefit Plannot reported in the loaded dataset
    Suwannee Valley Electric Cooperative · 2023
  7. 7
    Binderholz Live Oak LLC Employee Benefits Plannot reported in the loaded dataset
    Binderholz Live Oak LLC · 2023

Largest plans in Live Oak → · Live Oak plans by participants → · Live Oak plans with financial data → · Live Oak plans with provider compensation → · $1B+ plans in Live Oak →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Live Oak, FL?
7 plan(s) reported by 7 sponsor(s) are loaded for Live Oak, FL.

Related Form 5500 pages