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JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN 401k Plan overview

Plan NameJOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN
Plan identification number 001

JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN ROMERO - STATE FARM INSURANCE AGENT has sponsored the creation of one or more 401k plans.

Company Name:JOHN ROMERO - STATE FARM INSURANCE AGENT
Employer identification number (EIN):113030615
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS HORNE2024-10-09
0012022-01-01JOHN ROMERO2023-07-19
0012021-01-01JOHN ROMERO2022-07-18
0012020-01-01JOHN ROMERO2021-06-14
0012019-01-01JOHN ROMERO2020-07-29
0012018-01-01JOHN ROMERO2019-07-31
0012017-01-01JOHN C ROMERO2018-07-18
0012016-01-01JOHN ROMERO2017-05-17
0012015-01-01JOHN ROMERO2016-07-26
0012014-01-01JOHN ROMERO2015-07-24
0012013-01-01JOHN ROMERO2014-07-22
0012012-01-01JOHN ROMERO AGENCY INC2013-07-31
0012011-01-01JOHN ROMERO AGENCY INC2012-07-31
0012010-01-01JOHN ROMERO AGENCY INC2011-06-22

Financial Data on JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN

Measure Date Value
2025 : JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-182419
Net assets as of the end of the plan year2025-07-18449277
Total assets as of the beginning of the plan year2025-07-18390622
Value of plan covered by a fidelity bond2025-07-1840000
Participant contributions to plan in this plan year2025-07-1813017
Value of participant loans at end of plan year2025-07-1810914
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1840405
Plan net income in this plan year2025-07-1858655
Net assets as of the end of the plan year2025-07-18449277
Net assets as of the beginning of the plan year2025-07-18390622
Value of contributions failed to transmitted timely2025-07-180
Employer contributions to plan in this plan year2025-07-187652
Fees paid to broker by Benefit Provider2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-182419
2024 : JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09242
Net assets as of the end of the plan year2024-10-09390622
Total assets as of the beginning of the plan year2024-10-09326889
Value of plan covered by a fidelity bond2024-10-0940000
Participant contributions to plan in this plan year2024-10-097910
Value of participant loans at end of plan year2024-10-0915073
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0950754
Plan net income in this plan year2024-10-0963733
Net assets as of the end of the plan year2024-10-09390622
Net assets as of the beginning of the plan year2024-10-09326889
Value of contributions failed to transmitted timely2024-10-091100
Employer contributions to plan in this plan year2024-10-095311
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09242
2022 : JOHN ROMERO - STATE FARM INSURANCE AGENT 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-18120
Net assets as of the end of the plan year2022-07-18358385
Total assets as of the beginning of the plan year2022-07-18306888
Value of plan covered by a fidelity bond2022-07-18125000
Participant contributions to plan in this plan year2022-07-1812851
Value of participant loans at end of plan year2022-07-1815361
Other expenses paid from plan in this plan year2022-07-180
Other contributions to plan in this plan year2022-07-180
Other income to plan in this plan year2022-07-1830096
Plan net income in this plan year2022-07-1851497
Net assets as of the end of the plan year2022-07-18358385
Net assets as of the beginning of the plan year2022-07-18306888
Employer contributions to plan in this plan year2022-07-188670
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-18120

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