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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

M&M HOLDINGS I, INC. has sponsored the creation of one or more 401k plans.

Company Name:M&M HOLDINGS I, INC.
Employer identification number (EIN):463912030
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

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$-2,920,448
Total income from all sources2021-12-31$372,797
Expenses. Total of all expenses incurred2021-12-31$83,271
Benefits paid (including direct rollovers)2021-12-31$71,009
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$2,630,922
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$120,823
Contributions received from other sources (not participants or employers)2021-12-31$38,463
Other income received2021-12-31$134,890
Net income (gross income less expenses)2021-12-31$289,526
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$2,630,922
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$78,621
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,262
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$391,143
Expenses. Total of all expenses incurred2020-12-31$112,777
Benefits paid (including direct rollovers)2020-12-31$102,026
Total plan assets at end of year2020-12-31$2,630,922
Total plan assets at beginning of year2020-12-31$2,352,556
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$140,038
Other income received2020-12-31$176,294
Net income (gross income less expenses)2020-12-31$278,366
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,630,922
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,352,556
Assets. Value of participant loans2020-12-31$75,300
Assets. Value of employer securities2020-12-31$881,070
Total contributions received or receivable from employer(s)2020-12-31$74,811
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,751
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$855,640
Expenses. Total of all expenses incurred2019-12-31$237,522
Benefits paid (including direct rollovers)2019-12-31$226,752
Total plan assets at end of year2019-12-31$2,352,556
Total plan assets at beginning of year2019-12-31$1,734,438
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$155,946
Other income received2019-12-31$609,171
Net income (gross income less expenses)2019-12-31$618,118
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,352,556
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,734,438
Assets. Value of participant loans2019-12-31$44,830
Assets. Value of employer securities2019-12-31$881,070
Total contributions received or receivable from employer(s)2019-12-31$90,523
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,770
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$501,087
Expenses. Total of all expenses incurred2018-12-31$157,883
Benefits paid (including direct rollovers)2018-12-31$147,391
Total plan assets at end of year2018-12-31$1,734,438
Total plan assets at beginning of year2018-12-31$1,391,234
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$140,336
Other income received2018-12-31$270,955
Net income (gross income less expenses)2018-12-31$343,204
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,734,438
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,391,234
Assets. Value of participant loans2018-12-31$63,975
Assets. Value of employer securities2018-12-31$534,188
Total contributions received or receivable from employer(s)2018-12-31$89,796
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$-1,089,800
Expenses. Total of all expenses incurred2017-12-31$59,471
Benefits paid (including direct rollovers)2017-12-31$50,204
Total plan assets at end of year2017-12-31$1,391,234
Total plan assets at beginning of year2017-12-31$2,540,505
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$171,178
Contributions received from other sources (not participants or employers)2017-12-31$4,692
Other income received2017-12-31$-1,369,894
Net income (gross income less expenses)2017-12-31$-1,149,271
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,391,234
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,540,505
Assets. Value of participant loans2017-12-31$44,537
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$3,324
Assets. Value of employer securities2017-12-31$179,000
Total contributions received or receivable from employer(s)2017-12-31$104,224
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,267
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$1,113,405
Expenses. Total of all expenses incurred2016-12-31$65,538
Benefits paid (including direct rollovers)2016-12-31$58,181
Total plan assets at end of year2016-12-31$2,540,505
Total plan assets at beginning of year2016-12-31$1,492,638
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$130,938
Contributions received from other sources (not participants or employers)2016-12-31$900
Other income received2016-12-31$892,419
Net income (gross income less expenses)2016-12-31$1,047,867
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,540,505
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,492,638
Assets. Value of participant loans2016-12-31$29,234
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$42
Assets. Value of employer securities2016-12-31$1,702,440
Total contributions received or receivable from employer(s)2016-12-31$89,148
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,357
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$114,448
Expenses. Total of all expenses incurred2015-12-31$54,021
Benefits paid (including direct rollovers)2015-12-31$47,715
Total plan assets at end of year2015-12-31$1,492,638
Total plan assets at beginning of year2015-12-31$1,432,211
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$105,239
Other income received2015-12-31$-58,534
Net income (gross income less expenses)2015-12-31$60,427
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,492,638
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,432,211
Assets. Value of participant loans2015-12-31$13,599
Assets. Value of employer securities2015-12-31$869,000
Total contributions received or receivable from employer(s)2015-12-31$67,743
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,306
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$684,678
Expenses. Total of all expenses incurred2014-12-31$35,418
Benefits paid (including direct rollovers)2014-12-31$27,518
Total plan assets at end of year2014-12-31$1,432,211
Total plan assets at beginning of year2014-12-31$782,951
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$115,548
Contributions received from other sources (not participants or employers)2014-12-31$345,223
Other income received2014-12-31$159,889
Net income (gross income less expenses)2014-12-31$649,260
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,432,211
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$782,951
Assets. Value of participant loans2014-12-31$8,384
Assets. Value of employer securities2014-12-31$913,900
Total contributions received or receivable from employer(s)2014-12-31$64,018
Value of certain deemed distributions of participant loans2014-12-31$3,682
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,218
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$782,951
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$782,951
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$5,673
Contributions received from other sources (not participants or employers)2013-12-31$773,425
Other income received2013-12-31$233
Net income (gross income less expenses)2013-12-31$782,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$782,951
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$684,000
Total contributions received or receivable from employer(s)2013-12-31$3,620

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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