How big is JEFF Nelson State Farm Agent's plan?

JEFF Nelson State Farm Agent's plan reported $12K in assets and 1 participants for 2023.

Original filing (PDF)20240627094424NAL0010907137001

JEFF Nelson State Farm Agent

Name: JEFF Nelson State Farm Agent — JEFF Nelson State, Form 5500 (2023)
Creator: JEFF Nelson State Farm Agent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Nelson State Farm Agent Pension Plan and Trust

Defined-benefit pension plan · JEFF Nelson State Farm Agent's JEFF Nelson State Farm Agent Pension Plan and Trust held $12K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

JEFF Nelson State Farm Agent's EIN is 20-4659415.

EIN 20-4659415

Plan number 003

Plan year 2023

ACK ID 20240627094424NAL0010907137001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JEFF Nelson State Farm Agent from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JEFF Nelson State Farm Agent's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score