How big is Rick Sharpe's plan?

Rick Sharpe's plan reported $2.3M in assets for 2024.

Original filing (PDF)20250729154205NAL0003046817001

Rick Sharpe

Name: Rick Sharpe — Rick Sharpe Profit Sharing Plan, Form 5500 (2024)
Creator: Rick Sharpe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rick Sharpe Profit Sharing Plan

Defined-contribution retirement plan · Rick Sharpe's Rick Sharpe Profit Sharing Plan reported $2.3M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

James Sharpe signed Rick Sharpe's 2024 Form 5500 as plan administrator.

James Sharpe — 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

Rick Sharpe's EIN is 62-1042117.

EIN 62-1042117

Plan number 001

Plan year 2024

ACK ID 20250729154205NAL0003046817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rick Sharpe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rick Sharpe's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICK SHARPE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RICK SHARPE

DBA

STATE FARM INSURANCE

EIN

all filings

Address

380 WINDING RIDGE TRL · DAYTON, TN · 373217562

Phone

(423) 240-1650

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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