How big is Jonathan Stewart State Farm Agency's plan?

Jonathan Stewart State Farm Agency's plan reported $34K in assets and 6 participants for 2024.

Original filing (PDF)20250926124646NAL0011818387001

Jonathan Stewart State Farm Agency

Name: Jonathan Stewart State Farm Agency — Jonathan, Form 5500 (2024)
Creator: Jonathan Stewart State Farm Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Stewart INS & FIN SVCS Inc. 401(k)

401(k) retirement plan · Jonathan Stewart State Farm Agency's Jonathan Stewart INS & FIN SVCS Inc. 401(k) held $34K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Jonathan Stewart signed Jonathan Stewart State Farm Agency's 2024 Form 5500 as plan administrator.

Jonathan Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jonathan Stewart State Farm Agency's EIN is 46-4940534.

EIN 46-4940534

Plan number 001

Plan year 2024

ACK ID 20250926124646NAL0011818387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan Stewart State Farm Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Stewart State Farm Agency's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Helping the score