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).
- EFAST2 acknowledgement
- 20250717084752NAL0000010417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Live Oak Preschool
- EIN
- 94-2430157
- Plan number
- 001
- Location
- Healdsburg, CA
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule I