?>
Logo

DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 401k Plan overview

Plan NameDWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS
Plan identification number 001

DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

DWAYNE E EDWARDS has sponsored the creation of one or more 401k plans.

Company Name:DWAYNE E EDWARDS
Employer identification number (EIN):480820605
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01
0012012-01-01LOIS EDWARDS
0012011-01-01DWAYNE EDWARDS
0012009-01-01DWAYNE E EDWARDS
0012009-01-01VELVA J IMEL VELVA J IMEL2010-08-06
0012009-01-01DWAYNE EDWARDS
0012009-01-01DWAYNE E EDWARDS2010-08-02 DWAYNE E EDWARDS2010-08-02
0012009-01-01DWAYNE E EDWARDS

Plan Statistics for DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS

401k plan membership statisitcs for DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS

Measure Date Value
2012: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS

Measure Date Value
2012 : DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2012 401k financial data
Total income from all sources2012-12-31$-2,464
Expenses. Total of all expenses incurred2012-12-31$12,503
Benefits paid (including direct rollovers)2012-12-31$12,503
Total plan assets at end of year2012-12-31$193,733
Total plan assets at beginning of year2012-12-31$208,700
Other income received2012-12-31$-3,784
Net income (gross income less expenses)2012-12-31$-14,967
Net plan assets at end of year (total assets less liabilities)2012-12-31$193,733
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$208,700
Total contributions received or receivable from employer(s)2012-12-31$1,320
2011 : DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2011 401k financial data
Total income from all sources2011-12-31$29,331
Expenses. Total of all expenses incurred2011-12-31$22,450
Benefits paid (including direct rollovers)2011-12-31$22,450
Total plan assets at end of year2011-12-31$208,700
Total plan assets at beginning of year2011-12-31$201,819
Other income received2011-12-31$28,011
Net income (gross income less expenses)2011-12-31$6,881
Net plan assets at end of year (total assets less liabilities)2011-12-31$208,700
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$201,819
Total contributions received or receivable from employer(s)2011-12-31$1,320
2010 : DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2010 401k financial data
Total income from all sources2010-12-31$25,863
Expenses. Total of all expenses incurred2010-12-31$20,500
Benefits paid (including direct rollovers)2010-12-31$20,500
Total plan assets at end of year2010-12-31$201,819
Total plan assets at beginning of year2010-12-31$196,456
Other income received2010-12-31$24,553
Net income (gross income less expenses)2010-12-31$5,363
Net plan assets at end of year (total assets less liabilities)2010-12-31$201,819
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$196,456
Total contributions received or receivable from employer(s)2010-12-31$1,310

Form 5500 Responses for DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS

2012: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DWAYNE E EDWARDS SELF-EMPLOYED INDIVIDUAL TTED RET PLAN FOR STATE FARM INDEPENDENT CONTRACTED AGENTS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0330-1604
Policy instance 1
Insurance contract or identification number0330-1604
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameSTATE FARM LIFE INSURANCE
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0648-5809
Policy instance 2
Insurance contract or identification number0648-5809
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameSTATE FARM LIFE INSURANCE
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0330-1604
Policy instance 1
Insurance contract or identification number0330-1604
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0648-5809
Policy instance 2
Insurance contract or identification number0648-5809
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0330-1604
Policy instance 1
Insurance contract or identification number0330-1604
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0648-5809
Policy instance 2
Insurance contract or identification number0648-5809
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?5
Insurance broker name

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3