2023 Form 5500 filing — Live Oak Preschool 403(B) Defined Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250717084752NAL0000010417001) for Live Oak Preschool 403(B) Defined Benefit Plan, reported by Live Oak Preschool under EIN 94-2430157 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$136KReported net assets$136,040
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250717084752NAL0000010417001
Plan sponsor
Live Oak Preschool
EIN
94-2430157
Plan number
001
Location
Healdsburg, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$136K total assets
Net assets$136KLiabilities
Money in vs. money out
Total income / additions$26.1K
Total expenses$629
Benefits paid / distributions$629
Contributions
EmployerNot reported
Participant$12.9K
Full reported line items
Total assets (EOY)
$136,040
Net assets (EOY)
$136,040
Participant contributions
$12,940
Total income / additions
$26,081
Benefits paid
$629
Total expenses
$629
Net increase / (decrease)
$25,452

Related Form 5500 pages