J. L. SMITH & CO., 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 | $-1,543,560 |
| Total income from all sources | 2021-12-31 | $274,581 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $62,136 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $54,127 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $1,331,115 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $101,234 |
| Other income received | 2021-12-31 | $110,198 |
| Net income (gross income less expenses) | 2021-12-31 | $212,445 |
| 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 | $1,331,115 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $63,149 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,009 |
| 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 | $227,129 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $83,325 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $76,394 |
| Total plan assets at end of year | 2020-12-31 | $1,331,115 |
| Total plan assets at beginning of year | 2020-12-31 | $1,187,311 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $99,148 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $4,526 |
| Other income received | 2020-12-31 | $68,074 |
| Net income (gross income less expenses) | 2020-12-31 | $143,804 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,331,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,187,311 |
| Assets. Value of participant loans | 2020-12-31 | $10,417 |
| 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 | $3,699 |
| Assets. Value of employer securities | 2020-12-31 | $371,458 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $55,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,931 |
| 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 | $292,476 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $21,131 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $15,333 |
| Total plan assets at end of year | 2019-12-31 | $1,187,311 |
| Total plan assets at beginning of year | 2019-12-31 | $915,966 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $123,666 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $4,056 |
| Other income received | 2019-12-31 | $102,975 |
| Net income (gross income less expenses) | 2019-12-31 | $271,345 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,187,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $915,966 |
| Assets. Value of participant loans | 2019-12-31 | $4,964 |
| Assets. Value of employer securities | 2019-12-31 | $409,033 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $61,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,798 |
| 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 | $134,728 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $81,229 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $76,409 |
| Total plan assets at end of year | 2018-12-31 | $915,966 |
| Total plan assets at beginning of year | 2018-12-31 | $862,467 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $116,643 |
| Other income received | 2018-12-31 | $-37,877 |
| Net income (gross income less expenses) | 2018-12-31 | $53,499 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $915,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $862,467 |
| Assets. Value of participant loans | 2018-12-31 | $435 |
| 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 | $4,194 |
| Assets. Value of employer securities | 2018-12-31 | $429,533 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $55,962 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,820 |
| 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 | $290,338 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,809 |
| Total plan assets at end of year | 2017-12-31 | $862,467 |
| Total plan assets at beginning of year | 2017-12-31 | $581,765 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $85,235 |
| Other income received | 2017-12-31 | $148,937 |
| Net income (gross income less expenses) | 2017-12-31 | $280,702 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $862,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $581,765 |
| Assets. Value of participant loans | 2017-12-31 | $3,388 |
| Assets. Value of employer securities | 2017-12-31 | $424,600 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $56,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,827 |
| 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 | $236,113 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $23,793 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $20,671 |
| Total plan assets at end of year | 2016-12-31 | $581,765 |
| Total plan assets at beginning of year | 2016-12-31 | $369,445 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $88,798 |
| Other income received | 2016-12-31 | $89,867 |
| Net income (gross income less expenses) | 2016-12-31 | $212,320 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $581,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $369,445 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $332,800 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $57,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,122 |
| 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 | $370,849 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,404 |
| Total plan assets at end of year | 2015-12-31 | $369,445 |
| 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 | $49,010 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $279,579 |
| Other income received | 2015-12-31 | $3,770 |
| Net income (gross income less expenses) | 2015-12-31 | $369,445 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $369,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $258,400 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $38,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,404 |
| 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 | First time form 5500 has been submitted | Yes |
| 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 |
