Civic Intelligence

Donald Taylor

Plan context: Self Employed Individual Trusteed Retirement Plan for State Farm Agents

EIN 63-0587507 • Birmingham, AL • 16 filings • 3 plans

5502 Crestwood BlvdBirmingham, AL 35212-4131
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,136,336

2013 Contributions

$70,099

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,763,738$881,869$0199920082013YearValue
$1,136,336Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920062013YearValue
5Latest year 2013

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201315$1,136,336$70,099$14,020iApproximate average salary by contribution assumption: employee only about $350,495 at 4% or $233,663 at 6%; with 50% employer match about $233,663 at 4% or $155,776 at 6%; with 100% employer match about $175,248 at 4% or $116,832 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-5$1,136,336$70,099$14,020iApproximate average salary by contribution assumption: employee only about $350,495 at 4% or $233,663 at 6%; with 50% employer match about $233,663 at 4% or $155,776 at 6%; with 100% employer match about $175,248 at 4% or $116,832 at 6%.
201214$812,166$34,580$8,645iApproximate average salary by contribution assumption: employee only about $216,125 at 4% or $144,083 at 6%; with 50% employer match about $144,083 at 4% or $96,056 at 6%; with 100% employer match about $108,063 at 4% or $72,042 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$812,166$34,580$8,645iApproximate average salary by contribution assumption: employee only about $216,125 at 4% or $144,083 at 6%; with 50% employer match about $144,083 at 4% or $96,056 at 6%; with 100% employer match about $108,063 at 4% or $72,042 at 6%.
201115$824,635$29,440$5,888iApproximate average salary by contribution assumption: employee only about $147,200 at 4% or $98,133 at 6%; with 50% employer match about $98,133 at 4% or $65,422 at 6%; with 100% employer match about $73,600 at 4% or $49,067 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-5$824,635$29,440$5,888iApproximate average salary by contribution assumption: employee only about $147,200 at 4% or $98,133 at 6%; with 50% employer match about $98,133 at 4% or $65,422 at 6%; with 100% employer match about $73,600 at 4% or $49,067 at 6%.
201024$1,763,738$106,280$26,570iApproximate average salary by contribution assumption: employee only about $664,250 at 4% or $442,833 at 6%; with 50% employer match about $442,833 at 4% or $295,222 at 6%; with 100% employer match about $332,125 at 4% or $221,417 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$881,869$53,140$13,285iApproximate average salary by contribution assumption: employee only about $332,125 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,611 at 6%; with 100% employer match about $166,063 at 4% or $110,708 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$881,869$53,140$13,285iApproximate average salary by contribution assumption: employee only about $332,125 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,611 at 6%; with 100% employer match about $166,063 at 4% or $110,708 at 6%.
200913$729,336$53,562$17,854iApproximate average salary by contribution assumption: employee only about $446,350 at 4% or $297,567 at 6%; with 50% employer match about $297,567 at 4% or $198,378 at 6%; with 100% employer match about $223,175 at 4% or $148,783 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-3$729,336$53,562$17,854iApproximate average salary by contribution assumption: employee only about $446,350 at 4% or $297,567 at 6%; with 50% employer match about $297,567 at 4% or $198,378 at 6%; with 100% employer match about $223,175 at 4% or $148,783 at 6%.
200814$479,687$65,320$16,330iApproximate average salary by contribution assumption: employee only about $408,250 at 4% or $272,167 at 6%; with 50% employer match about $272,167 at 4% or $181,444 at 6%; with 100% employer match about $204,125 at 4% or $136,083 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$479,687$65,320$16,330iApproximate average salary by contribution assumption: employee only about $408,250 at 4% or $272,167 at 6%; with 50% employer match about $272,167 at 4% or $181,444 at 6%; with 100% employer match about $204,125 at 4% or $136,083 at 6%.
200713$0$0-
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-3---
200614$611,104$50,105$12,526iApproximate average salary by contribution assumption: employee only about $313,156 at 4% or $208,771 at 6%; with 50% employer match about $208,771 at 4% or $139,181 at 6%; with 100% employer match about $156,578 at 4% or $104,385 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$611,104$50,105$12,526iApproximate average salary by contribution assumption: employee only about $313,156 at 4% or $208,771 at 6%; with 50% employer match about $208,771 at 4% or $139,181 at 6%; with 100% employer match about $156,578 at 4% or $104,385 at 6%.
200514$533,395$49,338$12,335iApproximate average salary by contribution assumption: employee only about $308,363 at 4% or $205,575 at 6%; with 50% employer match about $205,575 at 4% or $137,050 at 6%; with 100% employer match about $154,181 at 4% or $102,788 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$533,395$49,338$12,335iApproximate average salary by contribution assumption: employee only about $308,363 at 4% or $205,575 at 6%; with 50% employer match about $205,575 at 4% or $137,050 at 6%; with 100% employer match about $154,181 at 4% or $102,788 at 6%.
200414$445,938$48,661$12,165iApproximate average salary by contribution assumption: employee only about $304,131 at 4% or $202,754 at 6%; with 50% employer match about $202,754 at 4% or $135,169 at 6%; with 100% employer match about $152,066 at 4% or $101,377 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$445,938$48,661$12,165iApproximate average salary by contribution assumption: employee only about $304,131 at 4% or $202,754 at 6%; with 50% employer match about $202,754 at 4% or $135,169 at 6%; with 100% employer match about $152,066 at 4% or $101,377 at 6%.
200314$317,829$47,283$11,821iApproximate average salary by contribution assumption: employee only about $295,519 at 4% or $197,013 at 6%; with 50% employer match about $197,013 at 4% or $131,342 at 6%; with 100% employer match about $147,759 at 4% or $98,506 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$317,829$47,283$11,821iApproximate average salary by contribution assumption: employee only about $295,519 at 4% or $197,013 at 6%; with 50% employer match about $197,013 at 4% or $131,342 at 6%; with 100% employer match about $147,759 at 4% or $98,506 at 6%.
200214$236,698$49,491$12,373iApproximate average salary by contribution assumption: employee only about $309,319 at 4% or $206,213 at 6%; with 50% employer match about $206,213 at 4% or $137,475 at 6%; with 100% employer match about $154,659 at 4% or $103,106 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4$236,698$49,491$12,373iApproximate average salary by contribution assumption: employee only about $309,319 at 4% or $206,213 at 6%; with 50% employer match about $206,213 at 4% or $137,475 at 6%; with 100% employer match about $154,659 at 4% or $103,106 at 6%.
200114$0$0-
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-4---
200013$0$0-
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-3---
199913$669,970$35,779$11,926iApproximate average salary by contribution assumption: employee only about $298,158 at 4% or $198,772 at 6%; with 50% employer match about $198,772 at 4% or $132,515 at 6%; with 100% employer match about $149,079 at 4% or $99,386 at 6%.
Self Employed Individual Trusteed Retirement Plan for State Farm Agents-3$669,970$35,779$11,926iApproximate average salary by contribution assumption: employee only about $298,158 at 4% or $198,772 at 6%; with 50% employer match about $198,772 at 4% or $132,515 at 6%; with 100% employer match about $149,079 at 4% or $99,386 at 6%.