· 2022–2024 · DOL EFAST2

KYLE ANGELLE STATE FARM INSURANCE — KYLE ANGELLE STATE FARM INSURANCE 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251015144448NAL0002593683001

KYLE ANGELLE STATE FARM INSURANCE

Form 5500-SF

FILING_RECEIVED

KYLE ANGELLE STATE FARM INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

11

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

61

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KYLE ANGELLE STATE FARM INSURANCE.

Plan sponsor

Name

KYLE ANGELLE STATE FARM INSURANCE

EIN

20-3890832all filings

Address

1990 COUNTRY PLACE PKWY · PEARLAND, TX · 77584

Phone

(713) 805-3064

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LEXINGTON INSURANCE AGENCY, INC.

LEXINGTON INSURANCE AGENCY 401(K) PLAN

$513K · 9 participants

STARR INSURANCE GROUP, LLC

STARR INSURANCE GROUP 401(K) PLAN

$514K · 18 participants

W J NORRIS, INC.

W J NORRIS, INC. 401(K) PLAN

$514K · 4 participants

WEALTH TRANSFER SOLUTIONS, INC. DBA SCOTT KEFFER INTERNATIONAL

SCOTT KEFFER INTL 401(K) PROFIT SHARING PLAN AND TRUST

$514K · 6 participants

HAY INSURANCE AGENCY, INC.

HAY INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.