· 2022–2024 · DOL EFAST2

JOEL PONTON STATE FARM INSURANCE — JOEL PONTON STATE FARM INSURANCE 401K PLAN, Form 5500 (2023)

Original filing (PDF)20260122123317NAL0006569458001

JOEL PONTON STATE FARM INSURANCE

Form 5500-SF

FILING_RECEIVED

JOEL PONTON STATE FARM INSURANCE 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 14.2 mo

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan health score

Average plan with room to improve

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

75

Total plan cost

n/a

Plan health

31

Vendor & structure

100

Knocking points off

Filed 14.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JOEL PONTON STATE FARM INSURANCE

EIN

73-1632519all filings

Address

4079 N LOOP 1604 W · SUITE 101 · SAN ANTONIO, TX · 78257

Phone

(210) 349-1144

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RFM INSURANCE SOLUTIONS LLC

RFM INSURANCE SOLUTIONS LLC 401(K) P/S PLAN

$9K · 3 participants

GREATFORCE INSURANCE AGENTS LLC

GREATFORCE INSURANCE AGENTS LLC CBS BENEFIT PLAN

$9K · 4 participants

ERIC SPRING AGENCY

ERIC SPRING AGENCY LLC 401(K) PLAN

$9K · 6 participants

JULIE MCBEE AGENCY

JULIE MCBEE AGENCY 401(K) PLAN

$9K · 3 participants

GLOBAL HOMECARE SERVICES INC

GLOBAL HOMECARE SERVICES, INC

$9K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.