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JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN 401k Plan overview

Plan NameJOHN LUCAS STATE FARM AGENCY LLC 401K PLAN
Plan identification number 001

JOHN LUCAS STATE FARM AGENCY LLC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:JOHN LUCAS STATE FARM AGENCY LLC
Employer identification number (EIN):833492482
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN LUCAS2024-04-04

Plan Statistics for JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN

401k plan membership statisitcs for JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN

Measure Date Value
2025: JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-027
Total number of particpants at end of year2025-04-029
Number of Participants With Account Balances2025-04-029
2024: JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-046
Total number of particpants at end of year2024-04-047
Number of Participants With Account Balances2024-04-047

Financial Data on JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN

Measure Date Value
2025 : JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-020
Total expenses incurred by plan in this plan year2025-04-0255
Net assets as of the end of the plan year2025-04-0217121
Total assets as of the beginning of the plan year2025-04-023283
Participant contributions to plan in this plan year2025-04-027802
Other expenses paid from plan in this plan year2025-04-020
Other contributions to plan in this plan year2025-04-020
Other income to plan in this plan year2025-04-021277
Plan net income in this plan year2025-04-0213838
Net assets as of the end of the plan year2025-04-0217121
Net assets as of the beginning of the plan year2025-04-023283
Employer contributions to plan in this plan year2025-04-024814
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0255
2024 : JOHN LUCAS STATE FARM AGENCY LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-040
Total expenses incurred by plan in this plan year2024-04-041
Net assets as of the end of the plan year2024-04-043283
Total assets as of the beginning of the plan year2024-04-040
Participant contributions to plan in this plan year2024-04-041914
Other expenses paid from plan in this plan year2024-04-040
Other contributions to plan in this plan year2024-04-040
Other income to plan in this plan year2024-04-04190
Plan net income in this plan year2024-04-043283
Net assets as of the end of the plan year2024-04-043283
Net assets as of the beginning of the plan year2024-04-040
Employer contributions to plan in this plan year2024-04-041180
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-041

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