Civic Intelligence

Charles K. Stewart, D.V.M., P.A.

Plan context: Live Oak Animal Hospital Retirement Plan & Trust

EIN 20-4340587 • Vero Beach, FL • 17 filings • 3 plans

890 Old Dixie Hwy SWVero Beach, FL 32962
Current Snapshot

Latest Year

2019

2019 Participants

13

2019 Assets

$2,747,063

2019 Contributions

$72,778

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,760,594$1,380,297$0200620122018YearValue
$2,747,063Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580200620122018YearValue
13Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$0-
Live Oak Animal Hospital Retirement Plan & Trust-0$0$0-
2018113$2,747,063$72,778$5,598iApproximate average salary by contribution assumption: employee only about $139,958 at 4% or $93,305 at 6%; with 50% employer match about $93,305 at 4% or $62,203 at 6%; with 100% employer match about $69,979 at 4% or $46,653 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-13$2,747,063$72,778$5,598iApproximate average salary by contribution assumption: employee only about $139,958 at 4% or $93,305 at 6%; with 50% employer match about $93,305 at 4% or $62,203 at 6%; with 100% employer match about $69,979 at 4% or $46,653 at 6%.
2017113$2,760,594$81,908$6,301iApproximate average salary by contribution assumption: employee only about $157,515 at 4% or $105,010 at 6%; with 50% employer match about $105,010 at 4% or $70,007 at 6%; with 100% employer match about $78,758 at 4% or $52,505 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-13$2,760,594$81,908$6,301iApproximate average salary by contribution assumption: employee only about $157,515 at 4% or $105,010 at 6%; with 50% employer match about $105,010 at 4% or $70,007 at 6%; with 100% employer match about $78,758 at 4% or $52,505 at 6%.
2016115$2,603,431$139,703$9,314iApproximate average salary by contribution assumption: employee only about $232,838 at 4% or $155,226 at 6%; with 50% employer match about $155,226 at 4% or $103,484 at 6%; with 100% employer match about $116,419 at 4% or $77,613 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-15$2,603,431$139,703$9,314iApproximate average salary by contribution assumption: employee only about $232,838 at 4% or $155,226 at 6%; with 50% employer match about $155,226 at 4% or $103,484 at 6%; with 100% employer match about $116,419 at 4% or $77,613 at 6%.
2015114$2,459,110$83,902$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-14$2,459,110$83,902$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
2014113$2,425,600$74,202$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-13$2,425,600$74,202$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
2013115$2,308,997$52,739$3,516iApproximate average salary by contribution assumption: employee only about $87,898 at 4% or $58,599 at 6%; with 50% employer match about $58,599 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,299 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-15$2,308,997$52,739$3,516iApproximate average salary by contribution assumption: employee only about $87,898 at 4% or $58,599 at 6%; with 50% employer match about $58,599 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,299 at 6%.
2012111$2,037,869$43,737$3,976iApproximate average salary by contribution assumption: employee only about $99,402 at 4% or $66,268 at 6%; with 50% employer match about $66,268 at 4% or $44,179 at 6%; with 100% employer match about $49,701 at 4% or $33,134 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-11$2,037,869$43,737$3,976iApproximate average salary by contribution assumption: employee only about $99,402 at 4% or $66,268 at 6%; with 50% employer match about $66,268 at 4% or $44,179 at 6%; with 100% employer match about $49,701 at 4% or $33,134 at 6%.
2011112$1,822,384$150,250$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,120 at 6%; with 100% employer match about $156,510 at 4% or $104,340 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-12$1,822,384$150,250$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,120 at 6%; with 100% employer match about $156,510 at 4% or $104,340 at 6%.
201019$1,677,617$6,534$726iApproximate average salary by contribution assumption: employee only about $18,150 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-9$1,677,617$6,534$726iApproximate average salary by contribution assumption: employee only about $18,150 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%.
200919$1,554,127$181,314$20,146iApproximate average salary by contribution assumption: employee only about $503,650 at 4% or $335,767 at 6%; with 50% employer match about $335,767 at 4% or $223,844 at 6%; with 100% employer match about $251,825 at 4% or $167,883 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-9$1,554,127$181,314$20,146iApproximate average salary by contribution assumption: employee only about $503,650 at 4% or $335,767 at 6%; with 50% employer match about $335,767 at 4% or $223,844 at 6%; with 100% employer match about $251,825 at 4% or $167,883 at 6%.
2008211$1,311,610$45,694$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-11$1,170,487$45,694$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
LIVE OAK ANIMAL HOSPITAL DEFINED BENEFIT PENSION PLAN & TRUST-10$141,123--
200729$771,017$73,889$8,210iApproximate average salary by contribution assumption: employee only about $205,247 at 4% or $136,831 at 6%; with 50% employer match about $136,831 at 4% or $91,221 at 6%; with 100% employer match about $102,624 at 4% or $68,416 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-9$771,017$73,889$8,210iApproximate average salary by contribution assumption: employee only about $205,247 at 4% or $136,831 at 6%; with 50% employer match about $136,831 at 4% or $91,221 at 6%; with 100% employer match about $102,624 at 4% or $68,416 at 6%.
LIVE OAK ANIMAL HOSPITAL DEFINED BENEFIT PENSION PLAN & TRUST-9---
200629$850,038$125,835$13,982iApproximate average salary by contribution assumption: employee only about $349,542 at 4% or $233,028 at 6%; with 50% employer match about $233,028 at 4% or $155,352 at 6%; with 100% employer match about $174,771 at 4% or $116,514 at 6%.
Live Oak Animal Hospital Retirement Plan & Trust-9$683,506$69,396$7,711iApproximate average salary by contribution assumption: employee only about $192,767 at 4% or $128,511 at 6%; with 50% employer match about $128,511 at 4% or $85,674 at 6%; with 100% employer match about $96,383 at 4% or $64,256 at 6%.
LIVE OAK ANIMAL HOSPITAL DEFINED BENEFIT PENSION PLAN & TRUST-9$166,532$56,439$6,271iApproximate average salary by contribution assumption: employee only about $156,775 at 4% or $104,517 at 6%; with 50% employer match about $104,517 at 4% or $69,678 at 6%; with 100% employer match about $78,388 at 4% or $52,258 at 6%.