2023 Form 5500 filing — State Farm Prototype Retirement Plan For State Farm Agents

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418155814NAL0003391971001) for State Farm Prototype Retirement Plan For State Farm Agents, reported by Michael D Breeding under EIN 43-1276170 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,055,831
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240418155814NAL0003391971001
Plan sponsor
Michael D Breeding
EIN
43-1276170
Plan number
001
Location
Springfield, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$607.2K
Total expenses$163.2K
Benefits paid / distributions$163.2K
Contributions
Employer$65.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,055,831
Net assets (EOY)
$4,055,831
Employer contributions
$65,355
Total income / additions
$607,234
Benefits paid
$163,195
Total expenses
$163,195
Net increase / (decrease)
$444,039

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240418155814NAL0003391971001 cover?
It is the 2023 Form 5500 filing for State Farm Prototype Retirement Plan For State Farm Agents, reported by Michael D Breeding (EIN 43-1276170).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages