Original filing (PDF)20250710144614NAL0009317200001

BEVERLY KIFER

Name: BEVERLY KIFER — LAWRENCE E KIFER STATE FARM PROTOTY PLAN FOR SELF EMPLOYED PENSION, Form 5500 (2024)
Creator: BEVERLY KIFER

Form 5500-SF

FILING_RECEIVED

LAWRENCE E KIFER STATE FARM PROTOTY PLAN FOR SELF EMPLOYED PENSION

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BEVERLY KIFER

EIN

75-1374031all filings

Address

1308 ALOHA RD · TOOL, TX · 751431252

Phone

(903) 432-4339

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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