LIVE OAK BANKING COMPANY 401(K) PLAN

Plan Contact

  • Address: 1741 TIBURON DR,WILMINGTON,NC
  • Contact person: COURTNEY SPENCER
  • Phone: (910) 790-5867

Plan General Information

LIVE OAK BANKING COMPANY 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LIVE OAK BANKING COMPANY 401(K) PLAN is $103,962,378.00.This plan was established in 2018.

LIVE OAK BANKING COMPANY 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LIVE OAK BANKING COMPANY 401(K) PLAN is 1079

LIVE OAK BANKING COMPANY 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LIVE OAK BANKING COMPANY 401(K) PLAN is $96,350.00

LIVE OAK BANKING COMPANY 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LIVE OAK BANKING COMPANY 401(K) PLAN is $10,854.00.

LIVE OAK BANKING COMPANY 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LIVE OAK BANKING COMPANY 401(K) PLAN is approximately $6,069.00
Investing in this additonal $6,069.00 for 20 years would give you extra $388,443.00, assuming a 10% annual return.

LIVE OAK BANKING COMPANY 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, LIVE OAK BANKING COMPANY 401(K) PLAN allocates $6,548,915.00 to match its employees' contributions, providing an employer match rate of 69.55% of their contributions

LIVE OAK BANKING COMPANY 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LIVE OAK BANKING COMPANY 401(K) PLAN is 40.49%.

LIVE OAK BANKING COMPANY 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LIVE OAK BANKING COMPANY 401(K) PLAN is 20.32%. This measures the effectiveness of the plan participants' investments in the year.

LIVE OAK BANKING COMPANY 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LIVE OAK BANKING COMPANY 401(K) PLAN is 0.08%.

Enrollment Features

LIVE OAK BANKING COMPANY 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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