LIVE OAK BANKING COMPANY
Plan context: Live Oak Banking Company 401(K) Plan
EIN 80-0182298 • Wilmington, NC • 14 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,037
2024 Assets
$129,950,415
2024 Contributions
$17,899,306
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1,037 | $129,950,415 | $17,899,306 | $17,261iApproximate average salary by contribution assumption: employee only about $431,517 at 4% or $287,678 at 6%; with 50% employer match about $287,678 at 4% or $191,785 at 6%; with 100% employer match about $215,758 at 4% or $143,839 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 1,037 | $129,950,415 | $17,899,306 | $17,261iApproximate average salary by contribution assumption: employee only about $431,517 at 4% or $287,678 at 6%; with 50% employer match about $287,678 at 4% or $191,785 at 6%; with 100% employer match about $215,758 at 4% or $143,839 at 6%. |
| 2023 | 1 | 954 | $103,962,378 | $18,133,048 | $19,007iApproximate average salary by contribution assumption: employee only about $475,185 at 4% or $316,790 at 6%; with 50% employer match about $316,790 at 4% or $211,193 at 6%; with 100% employer match about $237,592 at 4% or $158,395 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 954 | $103,962,378 | $18,133,048 | $19,007iApproximate average salary by contribution assumption: employee only about $475,185 at 4% or $316,790 at 6%; with 50% employer match about $316,790 at 4% or $211,193 at 6%; with 100% employer match about $237,592 at 4% or $158,395 at 6%. |
| 2022 | 1 | 968 | $74,001,075 | $17,915,894 | $18,508iApproximate average salary by contribution assumption: employee only about $462,704 at 4% or $308,469 at 6%; with 50% employer match about $308,469 at 4% or $205,646 at 6%; with 100% employer match about $231,352 at 4% or $154,235 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 968 | $74,001,075 | $17,915,894 | $18,508iApproximate average salary by contribution assumption: employee only about $462,704 at 4% or $308,469 at 6%; with 50% employer match about $308,469 at 4% or $205,646 at 6%; with 100% employer match about $231,352 at 4% or $154,235 at 6%. |
| 2021 | 1 | 789 | $74,265,516 | $14,409,364 | $18,263iApproximate average salary by contribution assumption: employee only about $456,570 at 4% or $304,380 at 6%; with 50% employer match about $304,380 at 4% or $202,920 at 6%; with 100% employer match about $228,285 at 4% or $152,190 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 789 | $74,265,516 | $14,409,364 | $18,263iApproximate average salary by contribution assumption: employee only about $456,570 at 4% or $304,380 at 6%; with 50% employer match about $304,380 at 4% or $202,920 at 6%; with 100% employer match about $228,285 at 4% or $152,190 at 6%. |
| 2020 | 1 | 595 | $56,634,518 | $10,208,530 | $17,157iApproximate average salary by contribution assumption: employee only about $428,930 at 4% or $285,953 at 6%; with 50% employer match about $285,953 at 4% or $190,635 at 6%; with 100% employer match about $214,465 at 4% or $142,977 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 595 | $56,634,518 | $10,208,530 | $17,157iApproximate average salary by contribution assumption: employee only about $428,930 at 4% or $285,953 at 6%; with 50% employer match about $285,953 at 4% or $190,635 at 6%; with 100% employer match about $214,465 at 4% or $142,977 at 6%. |
| 2019 | 1 | 592 | $40,824,600 | $7,956,377 | $13,440iApproximate average salary by contribution assumption: employee only about $335,996 at 4% or $223,997 at 6%; with 50% employer match about $223,997 at 4% or $149,331 at 6%; with 100% employer match about $167,998 at 4% or $111,999 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 592 | $40,824,600 | $7,956,377 | $13,440iApproximate average salary by contribution assumption: employee only about $335,996 at 4% or $223,997 at 6%; with 50% employer match about $223,997 at 4% or $149,331 at 6%; with 100% employer match about $167,998 at 4% or $111,999 at 6%. |
| 2018 | 1 | 505 | $27,291,770 | $8,254,069 | $16,345iApproximate average salary by contribution assumption: employee only about $408,617 at 4% or $272,412 at 6%; with 50% employer match about $272,412 at 4% or $181,608 at 6%; with 100% employer match about $204,309 at 4% or $136,206 at 6%. |
| Live Oak Banking Company 401(K) Plan | - | 505 | $27,291,770 | $8,254,069 | $16,345iApproximate average salary by contribution assumption: employee only about $408,617 at 4% or $272,412 at 6%; with 50% employer match about $272,412 at 4% or $181,608 at 6%; with 100% employer match about $204,309 at 4% or $136,206 at 6%. |
| 2016 | 2 | 397 | $0 | $0 | - |
| Live Oak Bancshares Inc. Welfare Benefit Plan | - | 397 | - | - | - |
| Live Oak Bancshares Inc. Group Life and Disability Plan | - | 0 | - | - | - |
| 2015 | 2 | 312 | $0 | $0 | - |
| Live Oak Bancshares Inc. Welfare Benefit Plan | - | 305 | - | - | - |
| Live Oak Bancshares Inc. Group Life and Disability Plan | - | 312 | - | - | - |
| 2014 | 3 | 203 | $0 | $0 | - |
| Live Oak Bancshares Inc. Group Life and Disability Plan | - | 172 | - | - | - |
| Live Oak Bancshares Inc. Welfare Benefit Plan | - | 203 | - | - | - |
| LIVE OAK BANCSHARES, INC. GROUP LIFE PLAN | - | 0 | - | - | - |