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ENTREPRENEUR RETIREMENT PLAN OF AMERICA 401k Plan overview

Plan NameENTREPRENEUR RETIREMENT PLAN OF AMERICA
Plan identification number 001

ENTREPRENEUR RETIREMENT PLAN OF AMERICA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHORTECH, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHORTECH, INC.
Employer identification number (EIN):244715603
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01MONTY WALKER
0012016-01-01MONTY WALKER
0012015-01-01MONTY WALKER
0012014-01-01MONTY WALKER
0012013-01-01MONTY WALKER
0012012-01-01JEANNE B BRYANT

Financial Data on ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Measure Date Value
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$162,179
Expenses. Total of all expenses incurred2019-12-31$3,002,723
Benefits paid (including direct rollovers)2019-12-31$2,998,927
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$2,840,544
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$25,718
Other income received2019-12-31$118,520
Net income (gross income less expenses)2019-12-31$-2,840,544
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,840,544
Assets. Value of participant loans2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$52
Assets. Value of employer securities2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$17,941
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$909,959
Expenses. Total of all expenses incurred2018-12-31$18,400
Benefits paid (including direct rollovers)2018-12-31$15,441
Total plan assets at end of year2018-12-31$2,840,544
Total plan assets at beginning of year2018-12-31$1,948,985
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$43,071
Contributions received from other sources (not participants or employers)2018-12-31$29,483
Other income received2018-12-31$806,497
Net income (gross income less expenses)2018-12-31$891,559
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,840,544
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,948,985
Assets. Value of participant loans2018-12-31$2,211
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$469
Assets. Value of employer securities2018-12-31$2,313,797
Total contributions received or receivable from employer(s)2018-12-31$30,908
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$44,152
Expenses. Total of all expenses incurred2017-12-31$47,698
Benefits paid (including direct rollovers)2017-12-31$45,023
Total plan assets at end of year2017-12-31$1,948,985
Total plan assets at beginning of year2017-12-31$1,952,531
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$42,145
Other income received2017-12-31$-29,005
Net income (gross income less expenses)2017-12-31$-3,546
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,948,985
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,952,531
Assets. Value of participant loans2017-12-31$2,733
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$466
Assets. Value of employer securities2017-12-31$1,457,800
Total contributions received or receivable from employer(s)2017-12-31$31,012
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$603,310
Expenses. Total of all expenses incurred2016-12-31$2,171
Total plan assets at end of year2016-12-31$1,952,531
Total plan assets at beginning of year2016-12-31$1,351,392
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$44,515
Other income received2016-12-31$526,342
Net income (gross income less expenses)2016-12-31$601,139
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,952,531
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,351,392
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$769
Assets. Value of employer securities2016-12-31$1,559,800
Total contributions received or receivable from employer(s)2016-12-31$32,453
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,171
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$-724,343
Expenses. Total of all expenses incurred2015-12-31$60,412
Benefits paid (including direct rollovers)2015-12-31$58,130
Total plan assets at end of year2015-12-31$1,351,392
Total plan assets at beginning of year2015-12-31$2,136,147
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$39,969
Other income received2015-12-31$-794,516
Net income (gross income less expenses)2015-12-31$-784,755
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,351,392
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,136,147
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$907
Assets. Value of employer securities2015-12-31$1,064,156
Total contributions received or receivable from employer(s)2015-12-31$30,204
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$758,654
Expenses. Total of all expenses incurred2014-12-31$19,870
Benefits paid (including direct rollovers)2014-12-31$16,789
Total plan assets at end of year2014-12-31$2,136,147
Total plan assets at beginning of year2014-12-31$1,397,363
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$59,031
Other income received2014-12-31$657,853
Net income (gross income less expenses)2014-12-31$738,784
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,136,147
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,397,363
Assets. Value of employer securities2014-12-31$1,851,938
Total contributions received or receivable from employer(s)2014-12-31$41,770
Value of certain deemed distributions of participant loans2014-12-31$670
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Transfers to/from the plan2013-12-31$1,580,417
Total income from all sources2013-12-31$-182,037
Expenses. Total of all expenses incurred2013-12-31$1,017
Total plan assets at end of year2013-12-31$1,397,363
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$30,342
Other income received2013-12-31$-233,005
Net income (gross income less expenses)2013-12-31$-183,054
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,397,363
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$5,262
Assets. Value of employer securities2013-12-31$1,207,359
Total contributions received or receivable from employer(s)2013-12-31$20,626
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,017
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$780,535
Expenses. Total of all expenses incurred2012-12-31$2,459
Total plan assets at end of year2012-12-31$1,573,194
Total plan assets at beginning of year2012-12-31$795,118
Total contributions received or receivable from participants2012-12-31$11,342
Other income received2012-12-31$760,702
Net income (gross income less expenses)2012-12-31$778,076
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,573,194
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$795,118
Assets. Value of employer securities2012-12-31$1,452,375
Total contributions received or receivable from employer(s)2012-12-31$8,491
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,459

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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