SOMMERFIELD INDUSTRIES INCORPORATED 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 | $-568,083 |
| Total income from all sources | 2021-12-31 | $44,733 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $934 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $524,284 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $14,692 |
| Other income received | 2021-12-31 | $18,288 |
| Net income (gross income less expenses) | 2021-12-31 | $43,799 |
| 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 | $524,284 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,753 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $934 |
| 2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $119,796 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $652 |
| Total plan assets at end of year | 2020-12-31 | $524,284 |
| Total plan assets at beginning of year | 2020-12-31 | $405,140 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $13,723 |
| Other income received | 2020-12-31 | $95,093 |
| Net income (gross income less expenses) | 2020-12-31 | $119,144 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $524,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $405,140 |
| Assets. Value of employer securities | 2020-12-31 | $363,292 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,980 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $652 |
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $27,419 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $582 |
| Total plan assets at end of year | 2019-12-31 | $405,140 |
| Total plan assets at beginning of year | 2019-12-31 | $378,303 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $8,433 |
| Other income received | 2019-12-31 | $12,239 |
| Net income (gross income less expenses) | 2019-12-31 | $26,837 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $405,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $378,303 |
| 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 | $275 |
| Assets. Value of employer securities | 2019-12-31 | $285,750 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $6,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $582 |
| 2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $163,666 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $521 |
| Total plan assets at end of year | 2018-12-31 | $378,303 |
| Total plan assets at beginning of year | 2018-12-31 | $215,158 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $7,475 |
| Other income received | 2018-12-31 | $150,211 |
| Net income (gross income less expenses) | 2018-12-31 | $163,145 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $378,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $215,158 |
| Assets. Value of employer securities | 2018-12-31 | $293,400 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,980 |
| 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 sources | 2017-12-31 | $-132,021 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $452 |
| Total plan assets at end of year | 2017-12-31 | $215,158 |
| Total plan assets at beginning of year | 2017-12-31 | $347,631 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $5,859 |
| Other income received | 2017-12-31 | $-142,568 |
| Net income (gross income less expenses) | 2017-12-31 | $-132,473 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $215,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $347,631 |
| 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 | $500 |
| Assets. Value of employer securities | 2017-12-31 | $135,800 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,688 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $452 |
| 2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $347,796 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $165 |
| Total plan assets at end of year | 2016-12-31 | $347,631 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $2,528 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $275,209 |
| Other income received | 2016-12-31 | $68,037 |
| Net income (gross income less expenses) | 2016-12-31 | $347,631 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $347,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $289,500 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,022 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $165 |
| 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 | First time form 5500 has been submitted | Yes |
| 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 |
