Original filing (PDF)20250917132606NAL0000548433001

SHERELEE L. GOO STATE FARM INSURANCE

Name: SHERELEE L. GOO STATE FARM INSURANCE — SHERELEE L. GOO STATE FARM INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: SHERELEE L. GOO STATE FARM INSURANCE

Form 5500-SF

FILING_RECEIVED

SHERELEE L. GOO STATE FARM INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 SHERELEE L. GOO STATE FARM INSURANCE.

Plan sponsor

Name

SHERELEE L. GOO STATE FARM INSURANCE

EIN

68-0236785

Address

173 E BLITHEDALE AVE. · MILL VALLEY, CA · 949412029

Phone

(415) 383-8437

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

2025-09-17

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

YAEKEL & ASSOCIATES INSURANCE SERVICES, INC.

YAEKEL & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$4.2M · 19 participants

FORD INSURANCE AGENCY, INC

FORD INSURANCE AGENCY, INC 401K PROFIT SHARING PLAN

$4.2M · 26 participants

MICHAEL GRANT

MICHAEL GRANT PROFIT SHARING PLAN

$4.2M · 3 participants

CECIL W POWELL AND COMPANY

CECIL W POWELL AND COMPANY 401(K) PLAN

$4.2M · 42 participants

DIEDERICH INSURANCE AGENCY, LLC

DIEDERICH INSURANCE AGENCY, LLC 401(K) SALARY DEFERRAL PLAN