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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

SISTERS-IN-SPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SISTERS-IN-SPA, INC.
Employer identification number (EIN):455386948
NAIC Classification:812190

Additional information about SISTERS-IN-SPA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2012-05-29
Company Identification Number: P12000049562
Legal Registered Office Address: 12670 NEW BRITTANY BLVD., SUITE 101

FORT MYERS

33907

More information about SISTERS-IN-SPA, 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$-797,606
Total income from all sources2021-12-31$146,960
Expenses. Total of all expenses incurred2021-12-31$14,008
Benefits paid (including direct rollovers)2021-12-31$8,424
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$664,654
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$53,546
Other income received2021-12-31$62,329
Net income (gross income less expenses)2021-12-31$132,952
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$664,654
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$31,085
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,584
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$144,360
Expenses. Total of all expenses incurred2020-12-31$79,548
Benefits paid (including direct rollovers)2020-12-31$74,836
Total plan assets at end of year2020-12-31$664,654
Total plan assets at beginning of year2020-12-31$599,842
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$51,233
Other income received2020-12-31$63,683
Net income (gross income less expenses)2020-12-31$64,812
Net plan assets at end of year (total assets less liabilities)2020-12-31$664,654
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$599,842
Assets. Value of participant loans2020-12-31$763
Total contributions received or receivable from employer(s)2020-12-31$29,444
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,712
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$172,756
Expenses. Total of all expenses incurred2019-12-31$13,173
Benefits paid (including direct rollovers)2019-12-31$8,638
Total plan assets at end of year2019-12-31$599,842
Total plan assets at beginning of year2019-12-31$440,259
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$56,762
Other income received2019-12-31$81,506
Net income (gross income less expenses)2019-12-31$159,583
Net plan assets at end of year (total assets less liabilities)2019-12-31$599,842
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$440,259
Assets. Value of participant loans2019-12-31$17,113
Total contributions received or receivable from employer(s)2019-12-31$34,488
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,535
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$57,534
Expenses. Total of all expenses incurred2018-12-31$10,842
Benefits paid (including direct rollovers)2018-12-31$6,818
Total plan assets at end of year2018-12-31$440,259
Total plan assets at beginning of year2018-12-31$393,567
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$48,850
Other income received2018-12-31$-21,540
Net income (gross income less expenses)2018-12-31$46,692
Net plan assets at end of year (total assets less liabilities)2018-12-31$440,259
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$393,567
Assets. Value of participant loans2018-12-31$13,629
Total contributions received or receivable from employer(s)2018-12-31$30,224
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,024
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$109,113
Expenses. Total of all expenses incurred2017-12-31$41,105
Benefits paid (including direct rollovers)2017-12-31$36,902
Total plan assets at end of year2017-12-31$393,567
Total plan assets at beginning of year2017-12-31$325,559
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$43,177
Other income received2017-12-31$39,328
Net income (gross income less expenses)2017-12-31$68,008
Net plan assets at end of year (total assets less liabilities)2017-12-31$393,567
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$325,559
Assets. Value of participant loans2017-12-31$10,683
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$5,364
Total contributions received or receivable from employer(s)2017-12-31$26,608
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,203
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$49,873
Expenses. Total of all expenses incurred2016-12-31$2,630
Total plan assets at end of year2016-12-31$325,559
Total plan assets at beginning of year2016-12-31$278,316
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$15,115
Other income received2016-12-31$22,003
Net income (gross income less expenses)2016-12-31$47,243
Net plan assets at end of year (total assets less liabilities)2016-12-31$325,559
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$278,316
Assets. Value of participant loans2016-12-31$1,448
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$1,094
Total contributions received or receivable from employer(s)2016-12-31$12,755
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,630
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$63,303
Expenses. Total of all expenses incurred2015-12-31$875
Total plan assets at end of year2015-12-31$278,316
Total plan assets at beginning of year2015-12-31$215,888
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$11,352
Contributions received from other sources (not participants or employers)2015-12-31$6,520
Other income received2015-12-31$35,889
Net income (gross income less expenses)2015-12-31$62,428
Net plan assets at end of year (total assets less liabilities)2015-12-31$278,316
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$215,888
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$1,283
Assets. Value of employer securities2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$9,542
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$875
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-738
Expenses. Total of all expenses incurred2014-12-31$404
Benefits paid (including direct rollovers)2014-12-31$59
Total plan assets at end of year2014-12-31$215,888
Total plan assets at beginning of year2014-12-31$217,030
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$6,403
Other income received2014-12-31$-11,799
Net income (gross income less expenses)2014-12-31$-1,142
Net plan assets at end of year (total assets less liabilities)2014-12-31$215,888
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$217,030
Assets. Value of employer securities2014-12-31$197,390
Total contributions received or receivable from employer(s)2014-12-31$4,658
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$-29,744
Expenses. Total of all expenses incurred2013-12-31$226
Total plan assets at end of year2013-12-31$217,030
Total plan assets at beginning of year2013-12-31$247,000
Value of fidelity bond covering the plan2013-12-31$1,962,138
Other income received2013-12-31$-29,744
Net income (gross income less expenses)2013-12-31$-29,970
Net plan assets at end of year (total assets less liabilities)2013-12-31$217,030
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$247,000
Assets. Value of employer securities2013-12-31$209,971
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$226
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$247,000
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$247,000
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$738,532
Contributions received from other sources (not participants or employers)2012-12-31$246,904
Other income received2012-12-31$96
Net income (gross income less expenses)2012-12-31$247,000
Net plan assets at end of year (total assets less liabilities)2012-12-31$247,000
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$240,000

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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