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SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 401k Plan overview

Plan NameSELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT
Plan identification number 001

SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

RUSSELL O. NALLEY has sponsored the creation of one or more 401k plans.

Company Name:RUSSELL O. NALLEY
Employer identification number (EIN):742004719
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01RUSSELL O NALLEY
0012016-01-01RUSSELL O NALLEY
0012015-01-01RUSSELL O NALLEY
0012014-01-01RUSSELL O NALLEY
0012013-01-01RUSSELL O NALLEY
0012012-01-01RUSSELL O NALLEY
0012011-01-01RUSSELL O NALLEY
0012010-01-01RUSSELL O NALLEY
0012009-01-01RUSSELL O NALLEY

Plan Statistics for SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT

401k plan membership statisitcs for SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT

Measure Date Value
2018: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-013
2013: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-013
2012: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2010: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT

Measure Date Value
2018 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2018 401k financial data
Expenses. Total of all expenses incurred2018-12-31$395,118
Benefits paid (including direct rollovers)2018-12-31$395,118
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$395,118
Net income (gross income less expenses)2018-12-31$-395,118
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$395,118
2017 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2017 401k financial data
Total income from all sources2017-12-31$74,657
Expenses. Total of all expenses incurred2017-12-31$14,324
Benefits paid (including direct rollovers)2017-12-31$14,324
Total plan assets at end of year2017-12-31$395,118
Total plan assets at beginning of year2017-12-31$334,785
Other income received2017-12-31$74,657
Net income (gross income less expenses)2017-12-31$60,333
Net plan assets at end of year (total assets less liabilities)2017-12-31$395,118
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$334,785
2016 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2016 401k financial data
Total income from all sources2016-12-31$8,971
Expenses. Total of all expenses incurred2016-12-31$40,110
Benefits paid (including direct rollovers)2016-12-31$9,524
Total plan assets at end of year2016-12-31$334,785
Total plan assets at beginning of year2016-12-31$365,924
Expenses. Other expenses not covered elsewhere2016-12-31$30,586
Other income received2016-12-31$5,371
Net income (gross income less expenses)2016-12-31$-31,139
Net plan assets at end of year (total assets less liabilities)2016-12-31$334,785
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$365,924
Total contributions received or receivable from employer(s)2016-12-31$3,600
2015 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2015 401k financial data
Total income from all sources2015-12-31$17,946
Expenses. Total of all expenses incurred2015-12-31$8,586
Benefits paid (including direct rollovers)2015-12-31$8,586
Total plan assets at end of year2015-12-31$365,924
Total plan assets at beginning of year2015-12-31$356,564
Other income received2015-12-31$1,163
Net income (gross income less expenses)2015-12-31$9,360
Net plan assets at end of year (total assets less liabilities)2015-12-31$365,924
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$356,564
Total contributions received or receivable from employer(s)2015-12-31$16,783
2014 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2014 401k financial data
Total income from all sources2014-12-31$149,364
Expenses. Total of all expenses incurred2014-12-31$123,500
Benefits paid (including direct rollovers)2014-12-31$123,500
Total plan assets at end of year2014-12-31$356,564
Total plan assets at beginning of year2014-12-31$330,700
Other income received2014-12-31$130,656
Net income (gross income less expenses)2014-12-31$25,864
Net plan assets at end of year (total assets less liabilities)2014-12-31$356,564
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$330,700
Total contributions received or receivable from employer(s)2014-12-31$18,708
2013 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2013 401k financial data
Total income from all sources2013-12-31$42,233
Expenses. Total of all expenses incurred2013-12-31$32,826
Benefits paid (including direct rollovers)2013-12-31$32,826
Total plan assets at end of year2013-12-31$330,700
Total plan assets at beginning of year2013-12-31$321,293
Other income received2013-12-31$18,361
Net income (gross income less expenses)2013-12-31$9,407
Net plan assets at end of year (total assets less liabilities)2013-12-31$330,700
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$321,293
Total contributions received or receivable from employer(s)2013-12-31$23,872
2012 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2012 401k financial data
Total income from all sources2012-12-31$22,159
Total plan assets at end of year2012-12-31$321,293
Total plan assets at beginning of year2012-12-31$299,134
Other income received2012-12-31$-2,184
Net income (gross income less expenses)2012-12-31$22,159
Net plan assets at end of year (total assets less liabilities)2012-12-31$321,293
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$299,134
Total contributions received or receivable from employer(s)2012-12-31$24,343
2011 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2011 401k financial data
Total income from all sources2011-12-31$19,609
Total plan assets at end of year2011-12-31$299,134
Total plan assets at beginning of year2011-12-31$279,525
Other income received2011-12-31$-5,906
Net income (gross income less expenses)2011-12-31$19,609
Net plan assets at end of year (total assets less liabilities)2011-12-31$299,134
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$279,525
Total contributions received or receivable from employer(s)2011-12-31$25,515
2010 : SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2010 401k financial data
Total income from all sources2010-12-31$55,740
Total plan assets at end of year2010-12-31$279,525
Total plan assets at beginning of year2010-12-31$223,785
Other income received2010-12-31$29,153
Net income (gross income less expenses)2010-12-31$55,740
Net plan assets at end of year (total assets less liabilities)2010-12-31$279,525
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$223,785
Total contributions received or receivable from employer(s)2010-12-31$26,587

Form 5500 Responses for SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT

2018: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SELF EMPLOYED IND TRUSTED RET PLAN OF STATE FARM INDEP CONT AGENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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