· 2022–2024 · DOL EFAST2

JEFF COLEMAN - STATE FARM AGENCY — JEFF COLEMAN - STATE FARM AGENCY 401(K) PLAN, Form 5500 (2022)

Original filing (PDF)20230718091621NAL0000880930002

JEFF COLEMAN - STATE FARM AGENCY

Form 5500-SF

FILING_RECEIVED

JEFF COLEMAN - STATE FARM AGENCY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

JEFF COLEMAN - STATE FARM AGENCY

EIN

74-2992077all filings

Address

306 1ST STREET NORTH · PFLUGERVILLE, TX · 78660

Phone

(512) 251-5331

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

DIAMOND MEMORIAL, LLC

DIAMOND MEMORIAL CASH BALANCE PLAN

$481K · 3 participants

HIPSON INVESTMENTS, LLC

HIPSON INVESTMENTS, LLC 401(K) PLAN

$481K · 5 participants

BEN LIPSCHITZ RETIREMENT PROFIT SHARING PLAN

$480K · 3 participants

NIHILL INSURANCE SERVICES LLC

NIHILL INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST

$480K · 7 participants

TRI-COUNTY AGENCY OF BRICK, INC.

TRI-COUNTY AGENCY OF BRICK, INC. DEFINED BENEFIT PENSION PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.