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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

ACE HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACE HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):455354537
NAIC Classification:333410

Additional information about ACE HEATING & AIR CONDITIONING, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-05-22
Company Identification Number: 0801600031
Legal Registered Office Address: 6715 FM 2164

SANGER
United States of America (USA)
76266

More information about ACE HEATING & AIR CONDITIONING, 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
0012012-01-01MONTY 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$-329,630
Total income from all sources2021-12-31$37,016
Expenses. Total of all expenses incurred2021-12-31$7,234
Benefits paid (including direct rollovers)2021-12-31$5,832
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$299,848
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$11,350
Other income received2021-12-31$17,369
Net income (gross income less expenses)2021-12-31$29,782
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$299,848
Assets. Value of participant loans2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$8,297
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$44,490
Expenses. Total of all expenses incurred2020-12-31$18,362
Benefits paid (including direct rollovers)2020-12-31$17,127
Total plan assets at end of year2020-12-31$299,848
Total plan assets at beginning of year2020-12-31$273,720
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$12,656
Other income received2020-12-31$22,631
Net income (gross income less expenses)2020-12-31$26,128
Net plan assets at end of year (total assets less liabilities)2020-12-31$299,848
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$273,720
Assets. Value of participant loans2020-12-31$10,453
Assets. Value of employer securities2020-12-31$119,521
Total contributions received or receivable from employer(s)2020-12-31$9,203
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$52,297
Expenses. Total of all expenses incurred2019-12-31$18,906
Benefits paid (including direct rollovers)2019-12-31$17,548
Total plan assets at end of year2019-12-31$273,720
Total plan assets at beginning of year2019-12-31$240,329
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$14,810
Other income received2019-12-31$27,630
Net income (gross income less expenses)2019-12-31$33,391
Net plan assets at end of year (total assets less liabilities)2019-12-31$273,720
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$240,329
Assets. Value of participant loans2019-12-31$16,804
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$360
Assets. Value of employer securities2019-12-31$115,068
Total contributions received or receivable from employer(s)2019-12-31$9,857
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$-47,604
Expenses. Total of all expenses incurred2018-12-31$7,007
Benefits paid (including direct rollovers)2018-12-31$5,883
Total plan assets at end of year2018-12-31$240,329
Total plan assets at beginning of year2018-12-31$294,940
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$18,470
Other income received2018-12-31$-75,693
Net income (gross income less expenses)2018-12-31$-54,611
Net plan assets at end of year (total assets less liabilities)2018-12-31$240,329
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$294,940
Assets. Value of participant loans2018-12-31$5,259
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$9,944
Assets. Value of employer securities2018-12-31$112,700
Total contributions received or receivable from employer(s)2018-12-31$9,619
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,124
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$59,902
Expenses. Total of all expenses incurred2017-12-31$21,449
Benefits paid (including direct rollovers)2017-12-31$20,080
Total plan assets at end of year2017-12-31$294,940
Total plan assets at beginning of year2017-12-31$256,487
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$19,587
Other income received2017-12-31$26,916
Net income (gross income less expenses)2017-12-31$38,453
Net plan assets at end of year (total assets less liabilities)2017-12-31$294,940
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$256,487
Assets. Value of participant loans2017-12-31$6,476
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$507
Assets. Value of employer securities2017-12-31$180,600
Total contributions received or receivable from employer(s)2017-12-31$13,399
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,369
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-97,581
Expenses. Total of all expenses incurred2016-12-31$23,498
Benefits paid (including direct rollovers)2016-12-31$22,280
Total plan assets at end of year2016-12-31$256,487
Total plan assets at beginning of year2016-12-31$377,566
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$14,438
Other income received2016-12-31$-123,304
Net income (gross income less expenses)2016-12-31$-121,079
Net plan assets at end of year (total assets less liabilities)2016-12-31$256,487
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$377,566
Assets. Value of participant loans2016-12-31$7,841
Assets. Value of employer securities2016-12-31$166,500
Total contributions received or receivable from employer(s)2016-12-31$11,285
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$89,038
Expenses. Total of all expenses incurred2015-12-31$10,965
Benefits paid (including direct rollovers)2015-12-31$9,783
Total plan assets at end of year2015-12-31$377,566
Total plan assets at beginning of year2015-12-31$299,493
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$17,323
Other income received2015-12-31$58,112
Net income (gross income less expenses)2015-12-31$78,073
Net plan assets at end of year (total assets less liabilities)2015-12-31$377,566
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$299,493
Assets. Value of participant loans2015-12-31$10,105
Assets. Value of employer securities2015-12-31$294,800
Total contributions received or receivable from employer(s)2015-12-31$13,603
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,182
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$87,203
Expenses. Total of all expenses incurred2014-12-31$12,118
Benefits paid (including direct rollovers)2014-12-31$10,904
Total plan assets at end of year2014-12-31$299,493
Total plan assets at beginning of year2014-12-31$224,408
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$17,133
Other income received2014-12-31$56,648
Net income (gross income less expenses)2014-12-31$75,085
Net plan assets at end of year (total assets less liabilities)2014-12-31$299,493
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$224,408
Assets. Value of employer securities2014-12-31$235,685
Total contributions received or receivable from employer(s)2014-12-31$13,422
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,214
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$26,186
Expenses. Total of all expenses incurred2013-12-31$2,762
Benefits paid (including direct rollovers)2013-12-31$2,106
Total plan assets at end of year2013-12-31$224,408
Total plan assets at beginning of year2013-12-31$200,984
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$15,615
Other income received2013-12-31$-1,590
Net income (gross income less expenses)2013-12-31$23,424
Net plan assets at end of year (total assets less liabilities)2013-12-31$224,408
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$200,984
Assets. Value of employer securities2013-12-31$182,111
Total contributions received or receivable from employer(s)2013-12-31$12,161
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$656
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$201,149
Expenses. Total of all expenses incurred2012-12-31$165
Total plan assets at end of year2012-12-31$200,984
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$6,229
Contributions received from other sources (not participants or employers)2012-12-31$114,520
Other income received2012-12-31$75,584
Net income (gross income less expenses)2012-12-31$200,984
Net plan assets at end of year (total assets less liabilities)2012-12-31$200,984
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$186,593
Total contributions received or receivable from employer(s)2012-12-31$4,816
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$165

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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