401k Plan data: ENTREPRENEUR RETIREMENT PLAN OF AMERICA plan

ENTREPRENEUR RETIREMENT PLAN OF AMERICA 401k Plan overview

Plan Name	ENTREPRENEUR RETIREMENT PLAN OF AMERICA
Plan identification number	001

ENTREPRENEUR RETIREMENT PLAN OF AMERICA Benefits

401k Plan Type

Defined 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

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

Company Name: WAYNE PERRY, INC.

Employer identification number (EIN): 454579328

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about WAYNE PERRY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-02-16

Company Identification Number: P12000016509

Legal Registered Office Address: 12670 NEW BRITTANY BLVD.

FORT MYERS

33907

More information about WAYNE PERRY, 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MONTY WALKER
001 2016-01-01 MONTY WALKER
001 2015-01-01 MONTY WALKER
001 2014-01-01 MONTY WALKER
001 2013-01-01 MONTY WALKER
001 2012-01-01 MONTY WALKER

Financial Data on ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Measure	Date	Value
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources	2020-12-31	$-4,819
Expenses. Total of all expenses incurred	2020-12-31	$114,050
Benefits paid (including direct rollovers)	2020-12-31	$113,440
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$118,869
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$3,516
Other income received	2020-12-31	$-8,617
Net income (gross income less expenses)	2020-12-31	$-118,869
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$118,869
Assets. Value of employer securities	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$282
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources	2019-12-31	$41,591
Expenses. Total of all expenses incurred	2019-12-31	$40,599
Benefits paid (including direct rollovers)	2019-12-31	$39,679
Total plan assets at end of year	2019-12-31	$118,869
Total plan assets at beginning of year	2019-12-31	$117,877
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$15,051
Other income received	2019-12-31	$23,665
Net income (gross income less expenses)	2019-12-31	$992
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$118,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$117,877
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$2,825
Assets. Value of employer securities	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$2,875
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources	2018-12-31	$-89,073
Expenses. Total of all expenses incurred	2018-12-31	$46,058
Benefits paid (including direct rollovers)	2018-12-31	$44,864
Total plan assets at end of year	2018-12-31	$117,877
Total plan assets at beginning of year	2018-12-31	$253,008
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$25,524
Other income received	2018-12-31	$-121,708
Net income (gross income less expenses)	2018-12-31	$-135,131
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$117,877
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$253,008
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$839
Assets. Value of employer securities	2018-12-31	$1
Total contributions received or receivable from employer(s)	2018-12-31	$7,111
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources	2017-12-31	$27,539
Expenses. Total of all expenses incurred	2017-12-31	$10,442
Benefits paid (including direct rollovers)	2017-12-31	$9,289
Total plan assets at end of year	2017-12-31	$253,008
Total plan assets at beginning of year	2017-12-31	$235,911
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$23,068
Other income received	2017-12-31	$-4,527
Net income (gross income less expenses)	2017-12-31	$17,097
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$253,008
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$235,911
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$3,140
Assets. Value of employer securities	2017-12-31	$114,000
Total contributions received or receivable from employer(s)	2017-12-31	$8,998
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources	2016-12-31	$39,780
Expenses. Total of all expenses incurred	2016-12-31	$71,676
Benefits paid (including direct rollovers)	2016-12-31	$70,508
Total plan assets at end of year	2016-12-31	$235,911
Total plan assets at beginning of year	2016-12-31	$267,807
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$24,564
Other income received	2016-12-31	$5,418
Net income (gross income less expenses)	2016-12-31	$-31,896
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$235,911
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$267,807
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$1,460
Assets. Value of employer securities	2016-12-31	$135,400
Total contributions received or receivable from employer(s)	2016-12-31	$9,798
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources	2015-12-31	$-208,687
Expenses. Total of all expenses incurred	2015-12-31	$995
Total plan assets at end of year	2015-12-31	$267,807
Total plan assets at beginning of year	2015-12-31	$477,489
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$29,256
Other income received	2015-12-31	$-248,766
Net income (gross income less expenses)	2015-12-31	$-209,682
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$267,807
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$477,489
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$2,212
Assets. Value of employer securities	2015-12-31	$141,700
Total contributions received or receivable from employer(s)	2015-12-31	$10,823
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$995
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources	2014-12-31	$130,316
Expenses. Total of all expenses incurred	2014-12-31	$824
Total plan assets at end of year	2014-12-31	$477,489
Total plan assets at beginning of year	2014-12-31	$347,997
Value of fidelity bond covering the plan	2014-12-31	$2,300,000
Total contributions received or receivable from participants	2014-12-31	$18,502
Contributions received from other sources (not participants or employers)	2014-12-31	$8,318
Other income received	2014-12-31	$95,133
Net income (gross income less expenses)	2014-12-31	$129,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$477,489
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$347,997
Assets. Value of employer securities	2014-12-31	$388,819
Total contributions received or receivable from employer(s)	2014-12-31	$8,363
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$824
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources	2013-12-31	$22,806
Expenses. Total of all expenses incurred	2013-12-31	$556
Total plan assets at end of year	2013-12-31	$347,997
Total plan assets at beginning of year	2013-12-31	$325,747
Value of fidelity bond covering the plan	2013-12-31	$1,962,138
Total contributions received or receivable from participants	2013-12-31	$24,246
Other income received	2013-12-31	$-11,644
Net income (gross income less expenses)	2013-12-31	$22,250
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$347,997
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$325,747
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$838
Assets. Value of employer securities	2013-12-31	$297,889
Total contributions received or receivable from employer(s)	2013-12-31	$10,204
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$556
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources	2012-12-31	$325,792
Expenses. Total of all expenses incurred	2012-12-31	$45
Total plan assets at end of year	2012-12-31	$325,747
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$738,532
Total contributions received or receivable from participants	2012-12-31	$10,671
Contributions received from other sources (not participants or employers)	2012-12-31	$116,187
Other income received	2012-12-31	$196,361
Net income (gross income less expenses)	2012-12-31	$325,747
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$325,747
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$312,290
Total contributions received or receivable from employer(s)	2012-12-31	$2,573
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$45

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

2020: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WAYNE PERRY, INC.
Employer identification number (EIN):	454579328
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-02-16
Company Identification Number:	P12000016509
Legal Registered Office Address:	12670 NEW BRITTANY BLVD. FORT MYERS 33907