401k Plan data: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS plan

SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 401k Plan overview

Plan Name	SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS
Plan identification number	001

SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

GEORGE L SCHROEDER has sponsored the creation of one or more 401k plans.

Company Name: GEORGE L SCHROEDER

Employer identification number (EIN): 251440655

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GEORGE SCHROEDER 2023-09-19
001 2021-01-01 GEORGE SCHROEDER 2022-07-21
001 2020-01-01 GEORGE SCHROEDER 2021-09-28
001 2019-01-01 GEORGE SCHROEDER 2020-08-31
001 2018-01-01 GEORGE SCHROEDER 2019-07-26
001 2017-01-01
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	GEORGE SCHROEDER	2023-09-19
001	2021-01-01	GEORGE SCHROEDER	2022-07-21
001	2020-01-01	GEORGE SCHROEDER	2021-09-28
001	2019-01-01	GEORGE SCHROEDER	2020-08-31
001	2018-01-01	GEORGE SCHROEDER	2019-07-26
001	2017-01-01
001	2016-01-01

Plan Statistics for SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS

401k plan membership statisitcs for SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS

Measure Date Value
2022: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
2017: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
2016: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2

Measure	Date	Value
2022: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
2017: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
2016: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2

Financial Data on SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS

Measure	Date	Value
2022 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2022 401k financial data
Total income from all sources	2022-12-31	$13,047
Expenses. Total of all expenses incurred	2022-12-31	$10,250
Benefits paid (including direct rollovers)	2022-12-31	$10,189
Total plan assets at end of year	2022-12-31	$243,303
Total plan assets at beginning of year	2022-12-31	$240,506
Other income received	2022-12-31	$6,987
Net income (gross income less expenses)	2022-12-31	$2,797
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$243,303
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$240,506
Total contributions received or receivable from employer(s)	2022-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$61
2021 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2021 401k financial data
Total income from all sources	2021-12-31	$14,340
Expenses. Total of all expenses incurred	2021-12-31	$10,496
Benefits paid (including direct rollovers)	2021-12-31	$10,457
Total plan assets at end of year	2021-12-31	$240,506
Total plan assets at beginning of year	2021-12-31	$236,662
Other income received	2021-12-31	$8,280
Net income (gross income less expenses)	2021-12-31	$3,844
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$240,506
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$236,662
Total contributions received or receivable from employer(s)	2021-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$39
2020 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2020 401k financial data
Total income from all sources	2020-12-31	$14,352
Expenses. Total of all expenses incurred	2020-12-31	$10,003
Benefits paid (including direct rollovers)	2020-12-31	$9,942
Total plan assets at end of year	2020-12-31	$236,662
Total plan assets at beginning of year	2020-12-31	$232,313
Other income received	2020-12-31	$8,292
Net income (gross income less expenses)	2020-12-31	$4,349
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$236,662
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$232,313
Total contributions received or receivable from employer(s)	2020-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$61
2019 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2019 401k financial data
Total income from all sources	2019-12-31	$14,170
Expenses. Total of all expenses incurred	2019-12-31	$9,465
Benefits paid (including direct rollovers)	2019-12-31	$9,404
Total plan assets at end of year	2019-12-31	$232,313
Total plan assets at beginning of year	2019-12-31	$227,608
Other income received	2019-12-31	$8,110
Net income (gross income less expenses)	2019-12-31	$4,705
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$232,313
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$227,608
Total contributions received or receivable from employer(s)	2019-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$61
2018 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2018 401k financial data
Total income from all sources	2018-12-31	$7,454
Expenses. Total of all expenses incurred	2018-12-31	$2,438
Benefits paid (including direct rollovers)	2018-12-31	$2,377
Total plan assets at end of year	2018-12-31	$227,608
Total plan assets at beginning of year	2018-12-31	$222,592
Other income received	2018-12-31	$1,394
Net income (gross income less expenses)	2018-12-31	$5,016
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$227,608
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$222,592
Total contributions received or receivable from employer(s)	2018-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$61
2017 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2017 401k financial data
Total income from all sources	2017-12-31	$7,559
Expenses. Total of all expenses incurred	2017-12-31	$2,366
Benefits paid (including direct rollovers)	2017-12-31	$2,305
Total plan assets at end of year	2017-12-31	$222,592
Total plan assets at beginning of year	2017-12-31	$217,399
Other income received	2017-12-31	$1,499
Net income (gross income less expenses)	2017-12-31	$5,193
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$222,592
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$217,399
Total contributions received or receivable from employer(s)	2017-12-31	$6,060
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$61
2016 : SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2016 401k financial data
Total income from all sources	2016-12-31	$7,787
Expenses. Total of all expenses incurred	2016-12-31	$2,295
Benefits paid (including direct rollovers)	2016-12-31	$2,234
Total plan assets at end of year	2016-12-31	$217,399
Total plan assets at beginning of year	2016-12-31	$211,907
Other income received	2016-12-31	$1,667
Net income (gross income less expenses)	2016-12-31	$5,492
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$217,399
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$211,907
Total contributions received or receivable from employer(s)	2016-12-31	$6,120
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$61

Form 5500 Responses for SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS

2022: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: SELF EMPLOYED INDIVIDUALTTEE RETIREMENTS PLAN FOR STATE FARM INDEPENDENT AGENTS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-0876-2503

Policy instance

Insurance contract or identification number	LF-0876-2503
Number of Individuals Covered	2
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $61
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-0876-2503

Policy instance

Insurance contract or identification number	LF-0876-2503
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $39
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-0876-2503

Policy instance

Insurance contract or identification number	LF-0876-2503
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $61
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-0876-2503

Policy instance

Insurance contract or identification number	LF-0876-2503
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $61
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-0876-2503

Policy instance

Insurance contract or identification number	LF-0876-2503
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $61
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61
Insurance broker name	GEORGE L SCHROEDER

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Company Name:	GEORGE L SCHROEDER
Employer identification number (EIN):	251440655
NAIC Classification:	524290