Original filing (PDF)20251015111734NAL0002310627001

JOHN BURNS, III STATE FARM AGENCY

Name: JOHN BURNS, III STATE FARM AGENCY — JOHN BURNS, III PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN BURNS, III STATE FARM AGENCY

Form 5500-SF

FILING_RECEIVED

JOHN BURNS, III PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN BURNS, III STATE FARM AGENCY.

Plan sponsor

Name

JOHN BURNS, III STATE FARM AGENCY

EIN

59-3076379

Address

P.O. BOX 3658 · LAKE CITY, FL · 32056

Phone

(386) 752-5866

Industry

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FARMERS & MERCHANTS MUTUAL FIRE INSURANCE COMPANY

FARMERS & MERCHANTS 401(K) PLAN

$1.3M · 7 participants

GECKO DRIVE INC

GECKO DRIVE INC 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 6 participants

FARMER'S MUTUAL INSURANCE COMPANY

FARMER'S MUTUAL LIFE INSURANCE COMPANY 401(K) RETIREMENT PLAN

$1.2M · 10 participants

HOSPITALITY MUTUAL INSURANCE CO.

HOSPITALITY MUTUAL INSURANCE COMPANY HEALTH PREMIUM PENSION PLAN

$1.2M · 17 participants

LIGHTHOUSE COMMERCIAL INSURANCE, INC.