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  2. Geoffrey B Shepherd - State Farm Insurance

Filings through Oct 24, 2026.

Geoffrey B Shepherd - State Farm Insurance

EIN 20-3912853-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$226K assets
Health & Benefits
0
Participants
5
800 DELONG AVE, SUITE 101 - NOVATO, CA 94945415-897-9681
Plans on this EIN
1 filing
#001401(k)-$226K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GEOFF SHEPHERD - STATE FARM INSURANCE AGENT 401(K) PLAN

401(k)

Assets$226K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GEOFF SHEPHERD - STATE FARM INSURANCE AGENT 401(K) PLAN401(k)$226K52025
  • GEOFF SHEPHERD - STATE FARM INSURANCE AGENT 401(K) PLAN$226K
    #001 · 401(k) · 20255
Retirement plans
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