DRAKE BURCHETT TAX & ACCOUNTING, 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 |
|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-159,943 |
| Total income from all sources | 2021-12-31 | $11,066 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $373 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $149,250 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $2,851 |
| Other income received | 2021-12-31 | $6,303 |
| Net income (gross income less expenses) | 2021-12-31 | $10,693 |
| 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 | $149,250 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,912 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $373 |
| 2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-2,800 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $214 |
| Total plan assets at end of year | 2020-12-31 | $149,250 |
| Total plan assets at beginning of year | 2020-12-31 | $152,264 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $3,350 |
| Other income received | 2020-12-31 | $-8,335 |
| Net income (gross income less expenses) | 2020-12-31 | $-3,014 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $149,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $152,264 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $104 |
| Assets. Value of employer securities | 2020-12-31 | $103,760 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $2,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $214 |
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,357 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,743 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,434 |
| Total plan assets at end of year | 2019-12-31 | $152,264 |
| Total plan assets at beginning of year | 2019-12-31 | $155,650 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $2,689 |
| Other income received | 2019-12-31 | $-1,328 |
| Net income (gross income less expenses) | 2019-12-31 | $-3,386 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $152,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $155,650 |
| Assets. Value of employer securities | 2019-12-31 | $117,671 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,996 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $309 |
| 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 | $9,571 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $263 |
| Total plan assets at end of year | 2018-12-31 | $155,650 |
| Total plan assets at beginning of year | 2018-12-31 | $146,342 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $2,571 |
| Other income received | 2018-12-31 | $4,943 |
| Net income (gross income less expenses) | 2018-12-31 | $9,308 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $155,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $146,342 |
| Assets. Value of employer securities | 2018-12-31 | $125,900 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $263 |
| 2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $5,503 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $234 |
| Total plan assets at end of year | 2017-12-31 | $146,342 |
| Total plan assets at beginning of year | 2017-12-31 | $141,073 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $3,214 |
| Other income received | 2017-12-31 | $-283 |
| Net income (gross income less expenses) | 2017-12-31 | $5,269 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $146,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $141,073 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $102 |
| Assets. Value of employer securities | 2017-12-31 | $118,100 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $2,572 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $234 |
| 2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $28,829 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $190 |
| Total plan assets at end of year | 2016-12-31 | $141,073 |
| Total plan assets at beginning of year | 2016-12-31 | $112,434 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $3,758 |
| Other income received | 2016-12-31 | $22,233 |
| Net income (gross income less expenses) | 2016-12-31 | $28,639 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $141,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,434 |
| Assets. Value of employer securities | 2016-12-31 | $122,500 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $190 |
| 2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $112,554 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $120 |
| Total plan assets at end of year | 2015-12-31 | $112,434 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $3,303 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $109,500 |
| Other income received | 2015-12-31 | $-2,891 |
| Net income (gross income less expenses) | 2015-12-31 | $112,434 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $112,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $101,573 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,642 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $120 |
| 2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,300,000 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| 2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 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 | No |
| 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 | First time form 5500 has been submitted | Yes |
| 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 |
