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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

BUSINESS HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BUSINESS HEALTH SYSTEMS, INC.
Employer identification number (EIN):800321707
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

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
0012012-01-01JEANNE B BRYANT

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$-155,723
Total income from all sources2021-12-31$22,446
Expenses. Total of all expenses incurred2021-12-31$388
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$133,665
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$21,440
Other income received2021-12-31$6
Net income (gross income less expenses)2021-12-31$22,058
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$133,665
Total contributions received or receivable from employer(s)2021-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$388
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$901
Expenses. Total of all expenses incurred2020-12-31$656
Total plan assets at end of year2020-12-31$133,665
Total plan assets at beginning of year2020-12-31$133,420
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$4,940
Other income received2020-12-31$-6,873
Net income (gross income less expenses)2020-12-31$245
Net plan assets at end of year (total assets less liabilities)2020-12-31$133,665
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$133,420
Assets. Value of employer securities2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$2,834
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$656
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$24,770
Expenses. Total of all expenses incurred2019-12-31$554
Total plan assets at end of year2019-12-31$133,420
Total plan assets at beginning of year2019-12-31$109,204
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$4,180
Other income received2019-12-31$19,174
Net income (gross income less expenses)2019-12-31$24,216
Net plan assets at end of year (total assets less liabilities)2019-12-31$133,420
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$109,204
Assets. Value of employer securities2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$1,416
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$554
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$-54,650
Expenses. Total of all expenses incurred2018-12-31$521
Total plan assets at end of year2018-12-31$109,204
Total plan assets at beginning of year2018-12-31$164,375
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$4,560
Other income received2018-12-31$-61,825
Net income (gross income less expenses)2018-12-31$-55,171
Net plan assets at end of year (total assets less liabilities)2018-12-31$109,204
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$164,375
Assets. Value of employer securities2018-12-31$15,629
Total contributions received or receivable from employer(s)2018-12-31$2,615
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$521
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$-1,284
Expenses. Total of all expenses incurred2017-12-31$377
Total plan assets at end of year2017-12-31$164,375
Total plan assets at beginning of year2017-12-31$166,036
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$23,819
Other income received2017-12-31$-28,523
Net income (gross income less expenses)2017-12-31$-1,661
Net plan assets at end of year (total assets less liabilities)2017-12-31$164,375
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$166,036
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$760
Assets. Value of employer securities2017-12-31$70,800
Total contributions received or receivable from employer(s)2017-12-31$3,420
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$377
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$45,590
Expenses. Total of all expenses incurred2016-12-31$316
Total plan assets at end of year2016-12-31$166,036
Total plan assets at beginning of year2016-12-31$120,762
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$4,560
Other income received2016-12-31$38,500
Net income (gross income less expenses)2016-12-31$45,274
Net plan assets at end of year (total assets less liabilities)2016-12-31$166,036
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$120,762
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$380
Assets. Value of employer securities2016-12-31$108,600
Total contributions received or receivable from employer(s)2016-12-31$2,530
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$316
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$5,459
Expenses. Total of all expenses incurred2015-12-31$274
Total plan assets at end of year2015-12-31$120,762
Total plan assets at beginning of year2015-12-31$115,577
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$4,940
Other income received2015-12-31$-2,222
Net income (gross income less expenses)2015-12-31$5,185
Net plan assets at end of year (total assets less liabilities)2015-12-31$120,762
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$115,577
Assets. Value of employer securities2015-12-31$74,051
Total contributions received or receivable from employer(s)2015-12-31$2,741
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$274
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$19,414
Expenses. Total of all expenses incurred2014-12-31$234
Total plan assets at end of year2014-12-31$115,577
Total plan assets at beginning of year2014-12-31$96,397
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$4,560
Other income received2014-12-31$12,374
Net income (gross income less expenses)2014-12-31$19,180
Net plan assets at end of year (total assets less liabilities)2014-12-31$115,577
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$96,397
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$1,140
Assets. Value of employer securities2014-12-31$75,370
Total contributions received or receivable from employer(s)2014-12-31$2,480
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$234
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$26,538
Expenses. Total of all expenses incurred2013-12-31$179
Total plan assets at end of year2013-12-31$96,397
Total plan assets at beginning of year2013-12-31$70,038
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$4,560
Other income received2013-12-31$19,247
Net income (gross income less expenses)2013-12-31$26,359
Net plan assets at end of year (total assets less liabilities)2013-12-31$96,397
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$70,038
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$1,900
Assets. Value of employer securities2013-12-31$65,195
Total contributions received or receivable from employer(s)2013-12-31$2,731
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$179
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Transfers to/from the plan2012-12-31$-81,596
Total income from all sources2012-12-31$70,142
Expenses. Total of all expenses incurred2012-12-31$104
Total plan assets at end of year2012-12-31$70,038
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$738,532
Total contributions received or receivable from participants2012-12-31$3,800
Contributions received from other sources (not participants or employers)2012-12-31$81,596
Other income received2012-12-31$-19,951
Net income (gross income less expenses)2012-12-31$70,038
Net plan assets at end of year (total assets less liabilities)2012-12-31$70,038
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$760
Assets. Value of employer securities2012-12-31$48,915
Total contributions received or receivable from employer(s)2012-12-31$4,697
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$104

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
2013-01-01Submission 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
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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