LIVE OAK COFFEE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIVE OAK COFFEE COMPANY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
| Total participants | 2022-06-01 | 1 |
| Number of participants with account balances | 2022-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
| 2021: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
| Total participants | 2021-06-01 | 1 |
| Number of participants with account balances | 2021-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 0 |
| 2020: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 0 |
| Total participants | 2020-06-01 | 1 |
| Number of participants with account balances | 2020-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 0 |
| 2019: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
| Total participants | 2019-06-01 | 1 |
| Number of participants with account balances | 2019-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
| 2018: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
| Total of all active and inactive participants | 2018-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
| Total participants | 2018-06-01 | 1 |
| Number of participants with account balances | 2018-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
| 2017: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
| Total participants | 2017-06-01 | 1 |
| Number of participants with account balances | 2017-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 0 |
| 2016: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 1 |
| Number of participants with account balances | 2016-06-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
| 2015: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-17 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-17 | 1 |
| Number of retired or separated participants receiving benefits | 2015-06-17 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-17 | 0 |
| Total of all active and inactive participants | 2015-06-17 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-17 | 0 |
| Total participants | 2015-06-17 | 1 |
| Number of participants with account balances | 2015-06-17 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-17 | 0 |
| Measure | Date | Value |
|---|
| 2023 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $-5,000 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $0 |
| Total plan assets at end of year | 2023-05-31 | $10,000 |
| Total plan assets at beginning of year | 2023-05-31 | $15,000 |
| Value of fidelity bond covering the plan | 2023-05-31 | $10,000 |
| Other income received | 2023-05-31 | $-5,000 |
| Net income (gross income less expenses) | 2023-05-31 | $-5,000 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $10,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $15,000 |
| Assets. Value of employer securities | 2023-05-31 | $10,000 |
| 2022 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-31 | $-10,000 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $0 |
| Total plan assets at end of year | 2022-05-31 | $15,000 |
| Total plan assets at beginning of year | 2022-05-31 | $25,000 |
| Value of fidelity bond covering the plan | 2022-05-31 | $10,000 |
| Other income received | 2022-05-31 | $-10,000 |
| Net income (gross income less expenses) | 2022-05-31 | $-10,000 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $15,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $25,000 |
| Assets. Value of employer securities | 2022-05-31 | $15,000 |
| 2021 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-05-31 | $-5,000 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $0 |
| Total plan assets at end of year | 2021-05-31 | $25,000 |
| Total plan assets at beginning of year | 2021-05-31 | $30,000 |
| Value of fidelity bond covering the plan | 2021-05-31 | $10,000 |
| Other income received | 2021-05-31 | $-5,000 |
| Net income (gross income less expenses) | 2021-05-31 | $-5,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $25,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $30,000 |
| Assets. Value of employer securities | 2021-05-31 | $25,000 |
| 2020 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $-10,000 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $0 |
| Total plan assets at end of year | 2020-05-31 | $30,000 |
| Total plan assets at beginning of year | 2020-05-31 | $40,000 |
| Value of fidelity bond covering the plan | 2020-05-31 | $10,000 |
| Other income received | 2020-05-31 | $-10,000 |
| Net income (gross income less expenses) | 2020-05-31 | $-10,000 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $30,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $40,000 |
| Assets. Value of employer securities | 2020-05-31 | $30,000 |
| 2019 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $-30,000 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $0 |
| Total plan assets at end of year | 2019-05-31 | $40,000 |
| Total plan assets at beginning of year | 2019-05-31 | $70,000 |
| Value of fidelity bond covering the plan | 2019-05-31 | $10,000 |
| Other income received | 2019-05-31 | $-30,000 |
| Net income (gross income less expenses) | 2019-05-31 | $-30,000 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $40,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $70,000 |
| Assets. Value of employer securities | 2019-05-31 | $40,000 |
| 2018 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $-1,000 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $0 |
| Total plan assets at end of year | 2018-05-31 | $70,000 |
| Total plan assets at beginning of year | 2018-05-31 | $71,000 |
| Total contributions received or receivable from participants | 2018-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-05-31 | $0 |
| Other income received | 2018-05-31 | $-1,000 |
| Net income (gross income less expenses) | 2018-05-31 | $-1,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $70,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $71,000 |
| Assets. Value of employer securities | 2018-05-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $0 |
| 2017 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $-9,000 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $0 |
| Total plan assets at end of year | 2017-05-31 | $71,000 |
| Total plan assets at beginning of year | 2017-05-31 | $80,000 |
| Value of fidelity bond covering the plan | 2017-05-31 | $10,000 |
| Total contributions received or receivable from participants | 2017-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-05-31 | $0 |
| Other income received | 2017-05-31 | $-9,000 |
| Net income (gross income less expenses) | 2017-05-31 | $-9,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $71,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $80,000 |
| Assets. Value of employer securities | 2017-05-31 | $71,000 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $0 |
| 2016 : LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $80,015 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $15 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $0 |
| Total plan assets at end of year | 2016-05-31 | $80,000 |
| Total contributions received or receivable from participants | 2016-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-05-31 | $89,905 |
| Other income received | 2016-05-31 | $-9,890 |
| Net income (gross income less expenses) | 2016-05-31 | $80,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $80,000 |
| Assets. Value of employer securities | 2016-05-31 | $80,000 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $15 |
| 2022: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LIVE OAK COFFEE COMPANY RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-06-17 | Type of plan entity | Single employer plan |
| 2015-06-17 | First time form 5500 has been submitted | Yes |
| 2015-06-17 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-06-17 | Plan funding arrangement – Trust | Yes |
| 2015-06-17 | Plan benefit arrangement - Trust | Yes |
