GREGORY A MORRISON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENTREPRENEUR RETIREMENT PLAN OF AMERICA
| Measure | Date | Value |
|---|
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,433 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $24,524 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $24,345 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $22,091 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Other income received | 2019-12-31 | $2,433 |
| Net income (gross income less expenses) | 2019-12-31 | $-22,091 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,091 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $179 |
| 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 | $-126,637 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $175 |
| Total plan assets at end of year | 2018-12-31 | $22,091 |
| Total plan assets at beginning of year | 2018-12-31 | $148,903 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Other income received | 2018-12-31 | $-126,637 |
| Net income (gross income less expenses) | 2018-12-31 | $-126,812 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $22,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $148,903 |
| Assets. Value of employer securities | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $175 |
| 2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-4,903 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $172 |
| Total plan assets at end of year | 2017-12-31 | $148,903 |
| Total plan assets at beginning of year | 2017-12-31 | $153,978 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Other income received | 2017-12-31 | $-4,903 |
| Net income (gross income less expenses) | 2017-12-31 | $-5,075 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $148,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $153,978 |
| Assets. Value of employer securities | 2017-12-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $172 |
| 2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $43,666 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $161 |
| Total plan assets at end of year | 2016-12-31 | $153,978 |
| Total plan assets at beginning of year | 2016-12-31 | $110,473 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Other income received | 2016-12-31 | $43,666 |
| Net income (gross income less expenses) | 2016-12-31 | $43,505 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $153,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $110,473 |
| Assets. Value of employer securities | 2016-12-31 | $133,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $161 |
| 2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $2,757 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $160 |
| Total plan assets at end of year | 2015-12-31 | $110,473 |
| Total plan assets at beginning of year | 2015-12-31 | $107,876 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Other income received | 2015-12-31 | $2,757 |
| Net income (gross income less expenses) | 2015-12-31 | $2,597 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $110,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $107,876 |
| Assets. Value of employer securities | 2015-12-31 | $90,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $160 |
| 2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-9,722 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $157 |
| Total plan assets at end of year | 2014-12-31 | $107,876 |
| Total plan assets at beginning of year | 2014-12-31 | $117,755 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,300,000 |
| Other income received | 2014-12-31 | $-9,722 |
| Net income (gross income less expenses) | 2014-12-31 | $-9,879 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $107,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $117,755 |
| Assets. Value of employer securities | 2014-12-31 | $87,910 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $157 |
| 2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-12,615 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $287 |
| Total plan assets at end of year | 2013-12-31 | $117,755 |
| Total plan assets at beginning of year | 2013-12-31 | $130,657 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,962,138 |
| Other income received | 2013-12-31 | $-12,615 |
| Net income (gross income less expenses) | 2013-12-31 | $-12,902 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $117,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $130,657 |
| Assets. Value of employer securities | 2013-12-31 | $98,875 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $287 |
| 2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $130,670 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $13 |
| Total plan assets at end of year | 2012-12-31 | $130,657 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $738,532 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $130,575 |
| Other income received | 2012-12-31 | $95 |
| Net income (gross income less expenses) | 2012-12-31 | $130,657 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $130,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13 |
| 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 | Yes |
| 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 |
