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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

CORKS WINE & SPIRITS INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:CORKS WINE & SPIRITS INCORPORATED
Employer identification number (EIN):461289227
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

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$-177,274
Total income from all sources2021-12-31$4,501
Expenses. Total of all expenses incurred2021-12-31$335
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$173,108
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$4,501
Net income (gross income less expenses)2021-12-31$4,166
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$173,108
Assets. Value of employer securities2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$335
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$89,763
Expenses. Total of all expenses incurred2020-12-31$293
Total plan assets at end of year2020-12-31$173,108
Total plan assets at beginning of year2020-12-31$83,638
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$89,763
Net income (gross income less expenses)2020-12-31$89,470
Net plan assets at end of year (total assets less liabilities)2020-12-31$173,108
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$83,638
Assets. Value of employer securities2020-12-31$128,366
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$293
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$-169,305
Expenses. Total of all expenses incurred2019-12-31$290
Total plan assets at end of year2019-12-31$83,638
Total plan assets at beginning of year2019-12-31$253,233
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$1,400
Other income received2019-12-31$-170,985
Net income (gross income less expenses)2019-12-31$-169,595
Net plan assets at end of year (total assets less liabilities)2019-12-31$83,638
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$253,233
Assets. Value of employer securities2019-12-31$43,208
Total contributions received or receivable from employer(s)2019-12-31$280
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$290
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$-63,695
Expenses. Total of all expenses incurred2018-12-31$288
Total plan assets at end of year2018-12-31$253,233
Total plan assets at beginning of year2018-12-31$317,216
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-63,695
Net income (gross income less expenses)2018-12-31$-63,983
Net plan assets at end of year (total assets less liabilities)2018-12-31$253,233
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$317,216
Assets. Value of employer securities2018-12-31$220,900
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$288
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$-290,314
Expenses. Total of all expenses incurred2017-12-31$284
Total plan assets at end of year2017-12-31$317,216
Total plan assets at beginning of year2017-12-31$607,814
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$-290,314
Net income (gross income less expenses)2017-12-31$-290,598
Net plan assets at end of year (total assets less liabilities)2017-12-31$317,216
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$607,814
Assets. Value of employer securities2017-12-31$282,200
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$284
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-179,788
Expenses. Total of all expenses incurred2016-12-31$268
Total plan assets at end of year2016-12-31$607,814
Total plan assets at beginning of year2016-12-31$787,870
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$-179,788
Net income (gross income less expenses)2016-12-31$-180,056
Net plan assets at end of year (total assets less liabilities)2016-12-31$607,814
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$787,870
Assets. Value of employer securities2016-12-31$577,200
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$268
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$-95,560
Expenses. Total of all expenses incurred2015-12-31$267
Total plan assets at end of year2015-12-31$787,870
Total plan assets at beginning of year2015-12-31$883,697
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-95,560
Net income (gross income less expenses)2015-12-31$-95,827
Net plan assets at end of year (total assets less liabilities)2015-12-31$787,870
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$883,697
Assets. Value of employer securities2015-12-31$759,246
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$267
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$34,686
Expenses. Total of all expenses incurred2014-12-31$195
Total plan assets at end of year2014-12-31$883,697
Total plan assets at beginning of year2014-12-31$849,206
Value of fidelity bond covering the plan2014-12-31$2,300,000
Other income received2014-12-31$34,686
Net income (gross income less expenses)2014-12-31$34,491
Net plan assets at end of year (total assets less liabilities)2014-12-31$883,697
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$849,206
Assets. Value of employer securities2014-12-31$854,381
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$195
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$730,663
Expenses. Total of all expenses incurred2013-12-31$587
Total plan assets at end of year2013-12-31$849,206
Total plan assets at beginning of year2013-12-31$119,130
Value of fidelity bond covering the plan2013-12-31$1,962,138
Contributions received from other sources (not participants or employers)2013-12-31$554,314
Other income received2013-12-31$176,349
Net income (gross income less expenses)2013-12-31$730,076
Net plan assets at end of year (total assets less liabilities)2013-12-31$849,206
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$119,130
Assets. Value of employer securities2013-12-31$821,540
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$587
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$119,130
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$119,130
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$118,870
Other income received2012-12-31$260
Net income (gross income less expenses)2012-12-31$119,130
Net plan assets at end of year (total assets less liabilities)2012-12-31$119,130
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0

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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