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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

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

Company Name:WILLKAUL, INC.
Employer identification number (EIN):453958492
NAIC Classification:424400

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
0012012-01-01MONTY WALKER

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$-1,037,123
Total income from all sources2021-12-31$22,222
Expenses. Total of all expenses incurred2021-12-31$1,211
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,016,112
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$2,854
Other income received2021-12-31$17,083
Net income (gross income less expenses)2021-12-31$21,011
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$1,016,112
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$2,285
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,211
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$370,007
Expenses. Total of all expenses incurred2020-12-31$894
Total plan assets at end of year2020-12-31$1,016,112
Total plan assets at beginning of year2020-12-31$646,999
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$19,286
Other income received2020-12-31$344,552
Net income (gross income less expenses)2020-12-31$369,113
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,016,112
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$646,999
Assets. Value of employer securities2020-12-31$854,974
Total contributions received or receivable from employer(s)2020-12-31$6,169
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$894
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$-107,770
Expenses. Total of all expenses incurred2019-12-31$1,086
Benefits paid (including direct rollovers)2019-12-31$128
Total plan assets at end of year2019-12-31$646,999
Total plan assets at beginning of year2019-12-31$755,855
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$8,005
Other income received2019-12-31$-119,755
Net income (gross income less expenses)2019-12-31$-108,856
Net plan assets at end of year (total assets less liabilities)2019-12-31$646,999
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$755,855
Assets. Value of employer securities2019-12-31$525,319
Total contributions received or receivable from employer(s)2019-12-31$3,980
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$958
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$77,688
Expenses. Total of all expenses incurred2018-12-31$15,872
Benefits paid (including direct rollovers)2018-12-31$15,015
Total plan assets at end of year2018-12-31$755,855
Total plan assets at beginning of year2018-12-31$694,039
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$5,562
Other income received2018-12-31$67,238
Net income (gross income less expenses)2018-12-31$61,816
Net plan assets at end of year (total assets less liabilities)2018-12-31$755,855
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$694,039
Assets. Value of participant loans2018-12-31$0
Assets. Value of employer securities2018-12-31$665,160
Total contributions received or receivable from employer(s)2018-12-31$4,888
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$-808,775
Expenses. Total of all expenses incurred2017-12-31$792
Total plan assets at end of year2017-12-31$694,039
Total plan assets at beginning of year2017-12-31$1,503,606
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$5,623
Other income received2017-12-31$-819,370
Net income (gross income less expenses)2017-12-31$-809,567
Net plan assets at end of year (total assets less liabilities)2017-12-31$694,039
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,503,606
Assets. Value of participant loans2017-12-31$587
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$330
Assets. Value of employer securities2017-12-31$590,700
Total contributions received or receivable from employer(s)2017-12-31$4,972
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$792
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$393,065
Expenses. Total of all expenses incurred2016-12-31$701
Total plan assets at end of year2016-12-31$1,503,606
Total plan assets at beginning of year2016-12-31$1,111,242
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$5,592
Other income received2016-12-31$382,516
Net income (gross income less expenses)2016-12-31$392,364
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,503,606
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,111,242
Assets. Value of participant loans2016-12-31$72
Assets. Value of employer securities2016-12-31$1,424,000
Total contributions received or receivable from employer(s)2016-12-31$4,957
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$701
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$170,457
Expenses. Total of all expenses incurred2015-12-31$912
Benefits paid (including direct rollovers)2015-12-31$217
Total plan assets at end of year2015-12-31$1,111,242
Total plan assets at beginning of year2015-12-31$941,697
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$2,924
Other income received2015-12-31$164,937
Net income (gross income less expenses)2015-12-31$169,545
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,111,242
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$941,697
Assets. Value of participant loans2015-12-31$0
Assets. Value of employer securities2015-12-31$1,047,247
Total contributions received or receivable from employer(s)2015-12-31$2,596
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-169,295
Expenses. Total of all expenses incurred2014-12-31$28,055
Benefits paid (including direct rollovers)2014-12-31$27,298
Total plan assets at end of year2014-12-31$941,697
Total plan assets at beginning of year2014-12-31$1,139,047
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$7,391
Other income received2014-12-31$-180,582
Net income (gross income less expenses)2014-12-31$-197,350
Net plan assets at end of year (total assets less liabilities)2014-12-31$941,697
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,139,047
Assets. Value of participant loans2014-12-31$652
Assets. Value of employer securities2014-12-31$880,908
Total contributions received or receivable from employer(s)2014-12-31$3,896
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$757
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
Total income from all sources2013-12-31$215,088
Expenses. Total of all expenses incurred2013-12-31$1,161
Benefits paid (including direct rollovers)2013-12-31$540
Total plan assets at end of year2013-12-31$1,139,047
Total plan assets at beginning of year2013-12-31$925,120
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$24,256
Contributions received from other sources (not participants or employers)2013-12-31$4,435
Other income received2013-12-31$179,035
Net income (gross income less expenses)2013-12-31$213,927
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,139,047
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$925,120
Assets. Value of employer securities2013-12-31$1,066,363
Total contributions received or receivable from employer(s)2013-12-31$7,362
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$925,318
Expenses. Total of all expenses incurred2012-12-31$198
Total plan assets at end of year2012-12-31$925,120
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$18,120
Contributions received from other sources (not participants or employers)2012-12-31$400,304
Other income received2012-12-31$501,062
Net income (gross income less expenses)2012-12-31$925,120
Net plan assets at end of year (total assets less liabilities)2012-12-31$925,120
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$894,589
Total contributions received or receivable from employer(s)2012-12-31$5,832
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$198

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 entityMulitple employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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