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STATE FARM AGENCY SOCA BENEFIT PLAN 401k Plan overview

Plan NameSTATE FARM AGENCY SOCA BENEFIT PLAN
Plan identification number 501

STATE FARM AGENCY SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name:STATE FARM AGENCY
Employer identification number (EIN):823541125
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE FARM AGENCY SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01MATT APPENZELLER2024-07-30
5012022-01-01MATT APPENZELLER2023-07-31

Financial Data on STATE FARM AGENCY SOCA BENEFIT PLAN

Measure Date Value
2025 : STATE FARM AGENCY SOCA BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-29706
Total liabilities as of the beginning of the plan year2025-07-29645
Total expenses incurred by plan in this plan year2025-07-2930545
Net assets as of the end of the plan year2025-07-291093
Total assets as of the beginning of the plan year2025-07-29912
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-2915248
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29169
Plan net income in this plan year2025-07-29120
Net assets as of the end of the plan year2025-07-29387
Net assets as of the beginning of the plan year2025-07-29267
Employer contributions to plan in this plan year2025-07-2915248
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-291670
2024 : STATE FARM AGENCY SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-30645
Total liabilities as of the beginning of the plan year2024-07-30389
Total expenses incurred by plan in this plan year2024-07-3027563
Net assets as of the end of the plan year2024-07-30912
Total assets as of the beginning of the plan year2024-07-30505
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-3013773
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30167
Plan net income in this plan year2024-07-30151
Net assets as of the end of the plan year2024-07-30267
Net assets as of the beginning of the plan year2024-07-30116
Employer contributions to plan in this plan year2024-07-3013774
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-301895

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