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NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY) 401k Plan overview

Plan NameNICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY)
Plan identification number 002

NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY) 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.
  • 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

NICK JITIMA INSURANCE AND FINA has sponsored the creation of one or more 401k plans.

Company Name:NICK JITIMA INSURANCE AND FINA
Employer identification number (EIN):472243522
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01QIAN LIU2024-05-16
0022022-01-01CHRISTINE RIMER2023-05-27
0022021-01-01CHRISTINE RIMER2022-05-19

Financial Data on NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY)

Measure Date Value
2025 : NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY) 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-1619659
Net assets as of the end of the plan year2025-04-16120447
Total assets as of the beginning of the plan year2025-04-1685616
Value of plan covered by a fidelity bond2025-04-16917471694
Participant contributions to plan in this plan year2025-04-1626513
Value of participant loans at end of plan year2025-04-1612495
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-162061
Other income to plan in this plan year2025-04-1612008
Plan net income in this plan year2025-04-1634831
Net assets as of the end of the plan year2025-04-16120447
Net assets as of the beginning of the plan year2025-04-1685616
Value of contributions failed to transmitted timely2025-04-16143
Employer contributions to plan in this plan year2025-04-1613908
Fees paid to broker by Benefit Provider2025-04-160
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-16285
2024 : NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY) 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-169142
Net assets as of the end of the plan year2024-05-1685616
Total assets as of the beginning of the plan year2024-05-1636480
Value of plan covered by a fidelity bond2024-05-16705050000
Participant contributions to plan in this plan year2024-05-1632541
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-169405
Plan net income in this plan year2024-05-1649136
Net assets as of the end of the plan year2024-05-1685616
Net assets as of the beginning of the plan year2024-05-1636480
Value of contributions failed to transmitted timely2024-05-160
Employer contributions to plan in this plan year2024-05-1616332
Fees paid to broker by Benefit Provider2024-05-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-16142
2022 : NICK JITIMA INSURANCE AND FINANCIAL SERVICES INC. (STATE FARM AGENCY) 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-1918
Net assets as of the end of the plan year2022-05-1913835
Total assets as of the beginning of the plan year2022-05-190
Value of plan covered by a fidelity bond2022-05-19336000000
Participant contributions to plan in this plan year2022-05-198962
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-19327
Plan net income in this plan year2022-05-1913835
Net assets as of the end of the plan year2022-05-1913835
Net assets as of the beginning of the plan year2022-05-190
Value of contributions failed to transmitted timely2022-05-190
Employer contributions to plan in this plan year2022-05-194564
Fees paid to broker by Benefit Provider2022-05-190
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1918

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