Live Oak Preschool 403(B) Defined Benefit Plan — Form 5500 plan (Live Oak Preschool)
Plain-English plan 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 Preschool 403(B) Defined Benefit Plan is a benefit plan reported by Live Oak Preschool under EIN 94-2430157 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $136,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Live Oak Preschool
- EIN
- 94-2430157
- Plan number
- 001
- Plan type
- 2
- Location
- Healdsburg, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $136,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20250717084752NAL0000010417001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $136,040
- Net assets (EOY)
- $136,040
- Net assets (BOY)
- $110,588
Income & contributions
- Participant contributions
- $12,940
- Total income / additions
- $26,081
Expenses & distributions
- Benefits paid
- $629
- Total expenses
- $629
- Net increase / (decrease)
- $25,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.