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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

DAK SMITH, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAK SMITH, INC.
Employer identification number (EIN):463357166
NAIC Classification:323100

Additional information about DAK SMITH, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-08-02
Company Identification Number: 0801827173
Legal Registered Office Address: 26210 GLEN LOCH DR

SPRING
United States of America (USA)
77380

More information about DAK SMITH, 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

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$-646,501
Total income from all sources2021-12-31$36,038
Expenses. Total of all expenses incurred2021-12-31$1,437
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$611,900
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$9,875
Other income received2021-12-31$18,331
Net income (gross income less expenses)2021-12-31$34,601
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$611,900
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$7,832
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,437
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$103,108
Expenses. Total of all expenses incurred2020-12-31$1,687
Benefits paid (including direct rollovers)2020-12-31$481
Total plan assets at end of year2020-12-31$611,900
Total plan assets at beginning of year2020-12-31$510,479
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$10,323
Other income received2020-12-31$84,621
Net income (gross income less expenses)2020-12-31$101,421
Net plan assets at end of year (total assets less liabilities)2020-12-31$611,900
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$510,479
Assets. Value of employer securities2020-12-31$367,302
Total contributions received or receivable from employer(s)2020-12-31$8,164
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$-124,446
Expenses. Total of all expenses incurred2019-12-31$996
Total plan assets at end of year2019-12-31$510,479
Total plan assets at beginning of year2019-12-31$635,921
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$7,709
Contributions received from other sources (not participants or employers)2019-12-31$2,237
Other income received2019-12-31$-140,585
Net income (gross income less expenses)2019-12-31$-125,442
Net plan assets at end of year (total assets less liabilities)2019-12-31$510,479
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$635,921
Assets. Value of employer securities2019-12-31$304,965
Total contributions received or receivable from employer(s)2019-12-31$6,193
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$996
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$55,568
Expenses. Total of all expenses incurred2018-12-31$920
Total plan assets at end of year2018-12-31$635,921
Total plan assets at beginning of year2018-12-31$581,273
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$2,781
Other income received2018-12-31$50,562
Net income (gross income less expenses)2018-12-31$54,648
Net plan assets at end of year (total assets less liabilities)2018-12-31$635,921
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$581,273
Assets. Value of employer securities2018-12-31$473,040
Total contributions received or receivable from employer(s)2018-12-31$2,225
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$920
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$142,347
Expenses. Total of all expenses incurred2017-12-31$3,494
Benefits paid (including direct rollovers)2017-12-31$2,454
Total plan assets at end of year2017-12-31$581,273
Total plan assets at beginning of year2017-12-31$442,420
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$2,572
Other income received2017-12-31$137,695
Net income (gross income less expenses)2017-12-31$138,853
Net plan assets at end of year (total assets less liabilities)2017-12-31$581,273
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$442,420
Assets. Value of employer securities2017-12-31$415,500
Total contributions received or receivable from employer(s)2017-12-31$2,080
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-100,262
Expenses. Total of all expenses incurred2016-12-31$903
Total plan assets at end of year2016-12-31$442,420
Total plan assets at beginning of year2016-12-31$543,585
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$2,176
Other income received2016-12-31$-104,181
Net income (gross income less expenses)2016-12-31$-101,165
Net plan assets at end of year (total assets less liabilities)2016-12-31$442,420
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$543,585
Assets. Value of employer securities2016-12-31$293,150
Total contributions received or receivable from employer(s)2016-12-31$1,743
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$903
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$183,688
Expenses. Total of all expenses incurred2015-12-31$743
Total plan assets at end of year2015-12-31$543,585
Total plan assets at beginning of year2015-12-31$360,640
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$964
Other income received2015-12-31$181,952
Net income (gross income less expenses)2015-12-31$182,945
Net plan assets at end of year (total assets less liabilities)2015-12-31$543,585
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$360,640
Assets. Value of employer securities2015-12-31$407,640
Total contributions received or receivable from employer(s)2015-12-31$772
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$743
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-171,166
Expenses. Total of all expenses incurred2014-12-31$842
Total plan assets at end of year2014-12-31$360,640
Total plan assets at beginning of year2014-12-31$532,648
Value of fidelity bond covering the plan2014-12-31$2,300,000
Other income received2014-12-31$-171,166
Net income (gross income less expenses)2014-12-31$-172,008
Net plan assets at end of year (total assets less liabilities)2014-12-31$360,640
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$532,648
Assets. Value of employer securities2014-12-31$225,340
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$842
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$532,670
Expenses. Total of all expenses incurred2013-12-31$22
Total plan assets at end of year2013-12-31$532,648
Value of fidelity bond covering the plan2013-12-31$1,962,138
Contributions received from other sources (not participants or employers)2013-12-31$531,497
Other income received2013-12-31$1,173
Net income (gross income less expenses)2013-12-31$532,648
Net plan assets at end of year (total assets less liabilities)2013-12-31$532,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$405,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$22

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
2013-01-01First time form 5500 has been submittedYes
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

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