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

Plan NameSTATE FARM INSURANCE AGENT 401(K) PLAN
Plan identification number 001

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.
  • Plan covering Self-Employed individuals.
  • 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

TODD STEWART STATE FARM AGENCY has sponsored the creation of one or more 401k plans.

Company Name:TODD STEWART STATE FARM AGENCY
Employer identification number (EIN):521965023
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 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 HORNE2024-07-23
0012022-01-01CHRIS HORNE2023-07-19
0012021-01-01CHRIS HORNE2022-09-26
0012020-01-01TODD P STEWART2021-12-08 TODD P STEWART2021-12-08
0012019-01-01TODD P STEWART2020-05-13 TODD P STEWART2020-05-13
0012018-01-01TODD P STEWART2019-04-29 TODD STEWART2019-04-29
0012017-01-01TODD P STEWART2018-05-04 TODD STEWART2018-05-04
0012016-01-01TODD P STEWART2017-04-25
0012015-01-01TODD P STEWART2016-05-31
0012014-01-01TODD P STEWART2015-04-22 TODD P STEWART2015-04-22
0012013-01-01TODD P STEWART2014-05-15 TODD P STEWART2014-05-15

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

Measure Date Value
2025 : 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 year2025-07-183219
Net assets as of the end of the plan year2025-07-18245261
Total assets as of the beginning of the plan year2025-07-18190015
Value of plan covered by a fidelity bond2025-07-1820000
Participant contributions to plan in this plan year2025-07-1826462
Value of participant loans at end of plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1822710
Plan net income in this plan year2025-07-1855246
Net assets as of the end of the plan year2025-07-18245261
Net assets as of the beginning of the plan year2025-07-18190015
Value of contributions failed to transmitted timely2025-07-180
Employer contributions to plan in this plan year2025-07-189293
Fees paid to broker by Benefit Provider2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-181401
2024 : STATE FARM INSURANCE AGENT 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-233399
Net assets as of the end of the plan year2024-07-23190015
Total assets as of the beginning of the plan year2024-07-23141623
Value of plan covered by a fidelity bond2024-07-2320000
Participant contributions to plan in this plan year2024-07-2319180
Value of participant loans at end of plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2326112
Plan net income in this plan year2024-07-2348392
Net assets as of the end of the plan year2024-07-23190015
Net assets as of the beginning of the plan year2024-07-23141623
Value of contributions failed to transmitted timely2024-07-232938
Employer contributions to plan in this plan year2024-07-236499
Fees paid to broker by Benefit Provider2024-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23797
2022 : STATE FARM INSURANCE AGENT 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-260
Net assets as of the end of the plan year2022-09-26116293
Total assets as of the beginning of the plan year2022-09-26122468
Value of plan covered by a fidelity bond2022-09-2610000
Participant contributions to plan in this plan year2022-09-263936
Other income to plan in this plan year2022-09-26-11402
Plan net income in this plan year2022-09-26-6175
Net assets as of the end of the plan year2022-09-26116293
Net assets as of the beginning of the plan year2022-09-26122468
Employer contributions to plan in this plan year2022-09-261291

Potentially related plans

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