Civic Intelligence

LIVE OAK MANAGEMENT GROUP

Plan context: LIVE OAK MANAGEMENT GROUP 401(K) PLAN

EIN 81-5437681 • Bluffton, SC • 4 filings • 1 plans

18 Palmetto WaySuite BBluffton, SC 29910
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$302,717

2025 Contributions

$64,642

Historical Graphs

Total Assets Over Time

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

$302,717$151,359$0202220242025YearValue
$302,717Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest year 2025

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
202515$302,717$64,642$12,928iApproximate average salary by contribution assumption: employee only about $323,210 at 4% or $215,473 at 6%; with 50% employer match about $215,473 at 4% or $143,649 at 6%; with 100% employer match about $161,605 at 4% or $107,737 at 6%.
LIVE OAK MANAGEMENT GROUP 401(K) PLAN-5$302,717$64,642$12,928iApproximate average salary by contribution assumption: employee only about $323,210 at 4% or $215,473 at 6%; with 50% employer match about $215,473 at 4% or $143,649 at 6%; with 100% employer match about $161,605 at 4% or $107,737 at 6%.
202414$204,505$47,757$11,939iApproximate average salary by contribution assumption: employee only about $298,481 at 4% or $198,988 at 6%; with 50% employer match about $198,988 at 4% or $132,658 at 6%; with 100% employer match about $149,241 at 4% or $99,494 at 6%.
LIVE OAK MANAGEMENT GROUP 401(K) PLAN-4$204,505$47,757$11,939iApproximate average salary by contribution assumption: employee only about $298,481 at 4% or $198,988 at 6%; with 50% employer match about $198,988 at 4% or $132,658 at 6%; with 100% employer match about $149,241 at 4% or $99,494 at 6%.
202314$152,319$43,349$10,837iApproximate average salary by contribution assumption: employee only about $270,931 at 4% or $180,621 at 6%; with 50% employer match about $180,621 at 4% or $120,414 at 6%; with 100% employer match about $135,466 at 4% or $90,310 at 6%.
LIVE OAK MANAGEMENT GROUP 401(K) PLAN-4$152,319$43,349$10,837iApproximate average salary by contribution assumption: employee only about $270,931 at 4% or $180,621 at 6%; with 50% employer match about $180,621 at 4% or $120,414 at 6%; with 100% employer match about $135,466 at 4% or $90,310 at 6%.
202213$91,419$38,046$12,682iApproximate average salary by contribution assumption: employee only about $317,050 at 4% or $211,367 at 6%; with 50% employer match about $211,367 at 4% or $140,911 at 6%; with 100% employer match about $158,525 at 4% or $105,683 at 6%.
LIVE OAK MANAGEMENT GROUP 401(K) PLAN-3$91,419$38,046$12,682iApproximate average salary by contribution assumption: employee only about $317,050 at 4% or $211,367 at 6%; with 50% employer match about $211,367 at 4% or $140,911 at 6%; with 100% employer match about $158,525 at 4% or $105,683 at 6%.