Original filing (PDF)20250505220126NAL0006273619019

LIVE OAK ENDOSCOPY CENTER

Name: LIVE OAK ENDOSCOPY CENTER — LIVE OAK ENDOSCOPY CENTER 401(K) PLAN, Form 5500 (2024)
Creator: LIVE OAK ENDOSCOPY CENTER

Form 5500-SF

FILING_RECEIVED

LIVE OAK ENDOSCOPY CENTER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIVE OAK ENDOSCOPY CENTER.

Plan sponsor

Name

LIVE OAK ENDOSCOPY CENTER

EIN

01-0709517all filings

Address

275 18TH STREET, SUITE 101 · VERO BEACH, FL · 32960

Phone

(954) 323-8572

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SPINE ALIGN NORTHWEST

SPINE ALIGN NW 401K

$47K · 3 participants

DEYI ZHENG MD INC

DEYI ZHENG MD INC 401K PLAN

$47K · 4 participants

TRACI THOMPSON MD PA

TRACI THOMPSON MD PA 401(K) PLAN

$47K · 5 participants

ATAC MEDICAL CARE, P.C.

ATAC MEDICAL CARE, P.C. 401(K) PROFIT SHARING PLAN

$47K · 6 participants

DR LASER MEDSPA PC

DR LASER MEDSPA 401K

$47K · 66 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.