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STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN 401k Plan overview

Plan NameSTATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN
Plan identification number 001

STATE FARM INSURANCE TERENCE ROBERTS AGE 401K 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

STATE FARM INSURANCE TERENCE ROBERT has sponsored the creation of one or more 401k plans.

Company Name:STATE FARM INSURANCE TERENCE ROBERT
Employer identification number (EIN):570914443
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERENCE ROBERTS2024-04-21
0012022-01-01TERENCE ROBERTS2023-04-20
0012021-01-01TERENCE ROBERTS2022-05-11
0012020-01-01TERENCE ROBERTS2021-10-13 TERENCE ROBERTS2021-10-13
0012019-01-01TERENCE ROBERTS2020-07-29
0012018-01-01TERENCE ROBERTS2019-07-18

Financial Data on STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN

Measure Date Value
2025 : STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-050
Total expenses incurred by plan in this plan year2025-04-0559
Net assets as of the end of the plan year2025-04-058180
Total assets as of the beginning of the plan year2025-04-056087
Participant contributions to plan in this plan year2025-04-051454
Other expenses paid from plan in this plan year2025-04-050
Other contributions to plan in this plan year2025-04-050
Other income to plan in this plan year2025-04-05698
Plan net income in this plan year2025-04-052093
Net assets as of the end of the plan year2025-04-058180
Net assets as of the beginning of the plan year2025-04-056087
Employer contributions to plan in this plan year2025-04-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0559
2024 : STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-210
Total expenses incurred by plan in this plan year2024-04-2141
Net assets as of the end of the plan year2024-04-216087
Total assets as of the beginning of the plan year2024-04-214045
Participant contributions to plan in this plan year2024-04-211293
Other expenses paid from plan in this plan year2024-04-210
Other contributions to plan in this plan year2024-04-210
Other income to plan in this plan year2024-04-21790
Plan net income in this plan year2024-04-212042
Net assets as of the end of the plan year2024-04-216087
Net assets as of the beginning of the plan year2024-04-214045
Employer contributions to plan in this plan year2024-04-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2141
2022 : STATE FARM INSURANCE TERENCE ROBERTS AGE 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1121
Net assets as of the end of the plan year2022-05-113389
Total assets as of the beginning of the plan year2022-05-111796
Participant contributions to plan in this plan year2022-05-111251
Other expenses paid from plan in this plan year2022-05-110
Other contributions to plan in this plan year2022-05-110
Other income to plan in this plan year2022-05-11363
Plan net income in this plan year2022-05-111593
Net assets as of the end of the plan year2022-05-113389
Net assets as of the beginning of the plan year2022-05-111796
Employer contributions to plan in this plan year2022-05-110
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1121

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