Original filing (PDF)20250725150409NAL0006803841001

CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP

Name: CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP — CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP.

Plan sponsor

Name

CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP

EIN

23-1841096

Address

7340 NW US HWY 27 · SUITE 201 · OCALA, FL · 34482

Phone

(352) 622-4156

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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