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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

KRJ SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KRJ SERVICES, INC.
Employer identification number (EIN):814970409
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about KRJ SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-01-10
Company Identification Number: 0802621936
Legal Registered Office Address: 1800 AUGUSTA DR STE 200

HOUSTON
United States of America (USA)
77057

More information about KRJ SERVICES, INC.

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

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$-1,942,093
Total income from all sources2021-12-31$228,057
Expenses. Total of all expenses incurred2021-12-31$62,816
Benefits paid (including direct rollovers)2021-12-31$54,217
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,776,852
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$61,232
Other income received2021-12-31$125,652
Net income (gross income less expenses)2021-12-31$165,241
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$1,776,852
Assets. Value of participant loans2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$15,327
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$41,173
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$356,764
Expenses. Total of all expenses incurred2020-12-31$33,862
Benefits paid (including direct rollovers)2020-12-31$26,777
Total plan assets at end of year2020-12-31$1,776,852
Total plan assets at beginning of year2020-12-31$1,453,950
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$82,199
Other income received2020-12-31$217,120
Net income (gross income less expenses)2020-12-31$322,902
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,776,852
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,453,950
Assets. Value of participant loans2020-12-31$12,473
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$4,740
Assets. Value of employer securities2020-12-31$397,279
Total contributions received or receivable from employer(s)2020-12-31$57,445
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$421,824
Expenses. Total of all expenses incurred2019-12-31$59,820
Benefits paid (including direct rollovers)2019-12-31$53,704
Total plan assets at end of year2019-12-31$1,453,950
Total plan assets at beginning of year2019-12-31$1,091,946
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$68,529
Other income received2019-12-31$306,322
Net income (gross income less expenses)2019-12-31$362,004
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,453,950
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,091,946
Assets. Value of participant loans2019-12-31$27,837
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$9,041
Assets. Value of employer securities2019-12-31$291,074
Total contributions received or receivable from employer(s)2019-12-31$46,973
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Transfers to/from the plan2018-12-31$877,463
Total income from all sources2018-12-31$-72,112
Expenses. Total of all expenses incurred2018-12-31$155,913
Benefits paid (including direct rollovers)2018-12-31$150,891
Total plan assets at end of year2018-12-31$1,091,946
Total plan assets at beginning of year2018-12-31$442,508
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$45,961
Other income received2018-12-31$-150,021
Net income (gross income less expenses)2018-12-31$-228,025
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,091,946
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$442,508
Assets. Value of participant loans2018-12-31$42,655
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$8,379
Assets. Value of employer securities2018-12-31$146,169
Total contributions received or receivable from employer(s)2018-12-31$31,948
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$443,542
Expenses. Total of all expenses incurred2017-12-31$1,034
Benefits paid (including direct rollovers)2017-12-31$348
Total plan assets at end of year2017-12-31$442,508
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$24,225
Contributions received from other sources (not participants or employers)2017-12-31$663,257
Other income received2017-12-31$-261,457
Net income (gross income less expenses)2017-12-31$442,508
Net plan assets at end of year (total assets less liabilities)2017-12-31$442,508
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$2,228
Assets. Value of employer securities2017-12-31$268,400
Total contributions received or receivable from employer(s)2017-12-31$17,517
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

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
2017-01-01First time form 5500 has been submittedYes
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

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