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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

BO SMITH ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BO SMITH ENTERPRISES, INC.
Employer identification number (EIN):452761777
NAIC Classification:811210
NAIC Description: Electronic and Precision Equipment Repair and Maintenance

Additional information about BO SMITH ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-07-12
Company Identification Number: 0801450763
Legal Registered Office Address: 1206 TANGLEWOOD DR

MANSFIELD
United States of America (USA)
76063

More information about BO SMITH ENTERPRISES, INC.

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
0012021-01-01
0012021-01-01MONTY WALKER
0012020-01-01
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
2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data
Transfers to/from the plan2021-12-31$-57,524
Total income from all sources2021-12-31$1,128
Expenses. Total of all expenses incurred2021-12-31$138
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$56,534
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$540
Other income received2021-12-31$444
Net income (gross income less expenses)2021-12-31$990
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$56,534
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$144
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$138
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$-16,649
Expenses. Total of all expenses incurred2020-12-31$137
Total plan assets at end of year2020-12-31$56,534
Total plan assets at beginning of year2020-12-31$73,320
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$720
Other income received2020-12-31$-17,561
Net income (gross income less expenses)2020-12-31$-16,786
Net plan assets at end of year (total assets less liabilities)2020-12-31$56,534
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$73,320
Assets. Value of employer securities2020-12-31$40,084
Total contributions received or receivable from employer(s)2020-12-31$192
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$137
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$23,624
Expenses. Total of all expenses incurred2019-12-31$140
Total plan assets at end of year2019-12-31$73,320
Total plan assets at beginning of year2019-12-31$49,836
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$480
Other income received2019-12-31$23,016
Net income (gross income less expenses)2019-12-31$23,484
Net plan assets at end of year (total assets less liabilities)2019-12-31$73,320
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$49,836
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$90
Assets. Value of employer securities2019-12-31$53,950
Total contributions received or receivable from employer(s)2019-12-31$128
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$140
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$19,629
Expenses. Total of all expenses incurred2018-12-31$135
Total plan assets at end of year2018-12-31$49,836
Total plan assets at beginning of year2018-12-31$30,342
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$19,629
Net income (gross income less expenses)2018-12-31$19,494
Net plan assets at end of year (total assets less liabilities)2018-12-31$49,836
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$30,342
Assets. Value of participant loans2018-12-31$583
Assets. Value of employer securities2018-12-31$33,800
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$135
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$6,959
Expenses. Total of all expenses incurred2017-12-31$132
Total plan assets at end of year2017-12-31$30,342
Total plan assets at beginning of year2017-12-31$23,515
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$6,959
Net income (gross income less expenses)2017-12-31$6,827
Net plan assets at end of year (total assets less liabilities)2017-12-31$30,342
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$23,515
Assets. Value of participant loans2017-12-31$1,555
Assets. Value of employer securities2017-12-31$13,400
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$132
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-57,481
Expenses. Total of all expenses incurred2016-12-31$120
Total plan assets at end of year2016-12-31$23,515
Total plan assets at beginning of year2016-12-31$81,116
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$-57,481
Net income (gross income less expenses)2016-12-31$-57,601
Net plan assets at end of year (total assets less liabilities)2016-12-31$23,515
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$81,116
Assets. Value of participant loans2016-12-31$1,919
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$141
Assets. Value of employer securities2016-12-31$8,200
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$120
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$-5,402
Expenses. Total of all expenses incurred2015-12-31$166
Total plan assets at end of year2015-12-31$81,116
Total plan assets at beginning of year2015-12-31$86,684
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-5,402
Net income (gross income less expenses)2015-12-31$-5,568
Net plan assets at end of year (total assets less liabilities)2015-12-31$81,116
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$86,684
Assets. Value of participant loans2015-12-31$3,641
Assets. Value of employer securities2015-12-31$66,625
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$166
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-22,629
Expenses. Total of all expenses incurred2014-12-31$109
Total plan assets at end of year2014-12-31$86,684
Total plan assets at beginning of year2014-12-31$109,422
Value of fidelity bond covering the plan2014-12-31$2,300,000
Other income received2014-12-31$-22,629
Net income (gross income less expenses)2014-12-31$-22,738
Net plan assets at end of year (total assets less liabilities)2014-12-31$86,684
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$109,422
Assets. Value of participant loans2014-12-31$2,321
Assets. Value of employer securities2014-12-31$72,222
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$109
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$56,555
Expenses. Total of all expenses incurred2013-12-31$113
Total plan assets at end of year2013-12-31$109,422
Total plan assets at beginning of year2013-12-31$52,980
Value of fidelity bond covering the plan2013-12-31$1,962,138
Other income received2013-12-31$56,555
Net income (gross income less expenses)2013-12-31$56,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$109,422
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$52,980
Assets. Value of participant loans2013-12-31$3,311
Assets. Value of employer securities2013-12-31$95,694
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$113
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Transfers to/from the plan2012-12-31$-68,437
Total income from all sources2012-12-31$53,030
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$52,980
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$738,532
Total contributions received or receivable from participants2012-12-31$25
Contributions received from other sources (not participants or employers)2012-12-31$68,368
Other income received2012-12-31$-15,388
Net income (gross income less expenses)2012-12-31$52,980
Net plan assets at end of year (total assets less liabilities)2012-12-31$52,980
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of participant loans2012-12-31$4,261
Assets. Value of employer securities2012-12-31$40,021
Total contributions received or receivable from employer(s)2012-12-31$25
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
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 filingNo
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
2013-01-01Submission 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
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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