| Plan Name | ENTREPRENEUR RETIREMENT PLAN OF AMERICA |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| 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 |
| Measure | Date | Value |
|---|---|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $-1,942,093 |
| Total income from all sources | 2021-12-31 | $228,057 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $62,816 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $54,217 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $1,776,852 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $61,232 |
| Other income received | 2021-12-31 | $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 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 | $15,327 |
| Assets. Value of employer securities | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
| 2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $356,764 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,862 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $26,777 |
| Total plan assets at end of year | 2020-12-31 | $1,776,852 |
| Total plan assets at beginning of year | 2020-12-31 | $1,453,950 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $82,199 |
| Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $4,740 |
| Assets. Value of employer securities | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $421,824 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $59,820 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $53,704 |
| Total plan assets at end of year | 2019-12-31 | $1,453,950 |
| Total plan assets at beginning of year | 2019-12-31 | $1,091,946 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $68,529 |
| Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 2510.3-102 | 2019-12-31 | $9,041 |
| Assets. Value of employer securities | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
| 2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $877,463 |
| Total income from all sources | 2018-12-31 | $-72,112 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $155,913 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $150,891 |
| Total plan assets at end of year | 2018-12-31 | $1,091,946 |
| Total plan assets at beginning of year | 2018-12-31 | $442,508 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $45,961 |
| Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 2510.3-102 | 2018-12-31 | $8,379 |
| Assets. Value of employer securities | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
| 2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $443,542 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,034 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $348 |
| Total plan assets at end of year | 2017-12-31 | $442,508 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,225 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $663,257 |
| Other income received | 2017-12-31 | $-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 2510.3-102 | 2017-12-31 | $2,228 |
| Assets. Value of employer securities | 2017-12-31 | $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 securities | 2017-12-31 | $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 | First time form 5500 has been submitted | Yes |
| 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 |