| Plan Name | ENTREPRENEUR RETIREMENT PLAN OF AMERICA |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RIVO, INC. |
| Employer identification number (EIN): | 472594447 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about RIVO, INC.
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 2014-12-10 |
| Company Identification Number: | 490487 |
| Legal Registered Office Address: |
201 W 2ND ST STE 1000 DAVENPORT United States of America (USA) 52801 |
More information about RIVO, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MONTY WALKER | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | MONTY WALKER | |||
| 001 | 2016-01-01 | MONTY WALKER | |||
| 001 | 2015-01-01 | MONTY WALKER | |||
| 001 | 2014-01-01 | MONTY WALKER |
| Measure | Date | Value |
|---|---|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $-826,267 |
| Total income from all sources | 2021-12-31 | $74,481 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $49,594 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $46,830 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $801,380 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $22,137 |
| Other income received | 2021-12-31 | $35,829 |
| Net income (gross income less expenses) | 2021-12-31 | $24,887 |
| 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 | $801,380 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| 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 | 2021-12-31 | $1,005 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $16,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,764 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $7,406 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,489 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,148 |
| Total plan assets at end of year | 2020-12-31 | $801,380 |
| Total plan assets at beginning of year | 2020-12-31 | $798,463 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $31,246 |
| Other income received | 2020-12-31 | $-47,910 |
| Net income (gross income less expenses) | 2020-12-31 | $2,917 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $801,380 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $798,463 |
| Assets. Value of participant loans | 2020-12-31 | $25,846 |
| 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 | $4,690 |
| Assets. Value of employer securities | 2020-12-31 | $410,306 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $24,070 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,341 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $173,227 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $29,200 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $27,009 |
| Total plan assets at end of year | 2019-12-31 | $798,463 |
| Total plan assets at beginning of year | 2019-12-31 | $654,436 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $30,096 |
| Other income received | 2019-12-31 | $121,040 |
| Net income (gross income less expenses) | 2019-12-31 | $144,027 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $798,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $654,436 |
| Assets. Value of participant loans | 2019-12-31 | $34,567 |
| 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 | 2019-12-31 | $5,842 |
| Assets. Value of employer securities | 2019-12-31 | $498,820 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $22,091 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,191 |
| 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 | $64,246 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $16,769 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $14,600 |
| Total plan assets at end of year | 2018-12-31 | $654,436 |
| Total plan assets at beginning of year | 2018-12-31 | $606,959 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $43,787 |
| Other income received | 2018-12-31 | $-3,118 |
| Net income (gross income less expenses) | 2018-12-31 | $47,477 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $654,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $606,959 |
| Assets. Value of participant loans | 2018-12-31 | $12,579 |
| 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 | 2018-12-31 | $646 |
| Assets. Value of employer securities | 2018-12-31 | $422,380 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $23,577 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,169 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $42,290 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $16,485 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,242 |
| Total plan assets at end of year | 2017-12-31 | $606,959 |
| Total plan assets at beginning of year | 2017-12-31 | $581,154 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $43,934 |
| Other income received | 2017-12-31 | $-28,405 |
| Net income (gross income less expenses) | 2017-12-31 | $25,805 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $606,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $581,154 |
| Assets. Value of participant loans | 2017-12-31 | $5,480 |
| 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 | $2,894 |
| Assets. Value of employer securities | 2017-12-31 | $410,900 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $26,761 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,243 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $149,418 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $45,527 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $43,354 |
| Total plan assets at end of year | 2016-12-31 | $581,154 |
| Total plan assets at beginning of year | 2016-12-31 | $477,263 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $61,988 |
| Other income received | 2016-12-31 | $54,863 |
| Net income (gross income less expenses) | 2016-12-31 | $103,891 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $581,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $477,263 |
| Assets. Value of participant loans | 2016-12-31 | $1,297 |
| 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 | 2016-12-31 | $4,972 |
| Assets. Value of employer securities | 2016-12-31 | $461,600 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $32,567 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,173 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $328,068 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,806 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,070 |
| Total plan assets at end of year | 2015-12-31 | $477,263 |
| Total plan assets at beginning of year | 2015-12-31 | $151,001 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $41,237 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $99,000 |
| Other income received | 2015-12-31 | $170,297 |
| Net income (gross income less expenses) | 2015-12-31 | $326,262 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $477,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $151,001 |
| 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 | 2015-12-31 | $9,117 |
| Assets. Value of employer securities | 2015-12-31 | $416,312 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,534 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $736 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $151,001 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $151,001 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,300,000 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $151,000 |
| Other income received | 2014-12-31 | $1 |
| Net income (gross income less expenses) | 2014-12-31 | $151,001 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $151,001 |
| 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 |