| Plan Name | ENTREPRENEUR RETIREMENT PLAN OF AMERICA |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WOLTERS HOLDINGS, INC. |
| Employer identification number (EIN): | 824101631 |
| NAIC Classification: | 332510 |
| NAIC Description: | Hardware Manufacturing |
Additional information about WOLTERS HOLDINGS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2018-01-19 |
| Company Identification Number: | 0802911737 |
| Legal Registered Office Address: |
1312 BLUE SAGE CIR LANTANA United States of America (USA) 76226 |
More information about WOLTERS HOLDINGS, 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 |
| Measure | Date | Value |
|---|---|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $-254,866 |
| Total income from all sources | 2021-12-31 | $6,466 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $448 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $248,848 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Other income received | 2021-12-31 | $6,466 |
| Net income (gross income less expenses) | 2021-12-31 | $6,018 |
| 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 | $248,848 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $448 |
| 2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $53,828 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $391 |
| Total plan assets at end of year | 2020-12-31 | $248,848 |
| Total plan assets at beginning of year | 2020-12-31 | $195,411 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Other income received | 2020-12-31 | $53,828 |
| Net income (gross income less expenses) | 2020-12-31 | $53,437 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $248,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $195,411 |
| Assets. Value of employer securities | 2020-12-31 | $179,722 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $391 |
| 2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $37,796 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $393 |
| Total plan assets at end of year | 2019-12-31 | $195,411 |
| Total plan assets at beginning of year | 2019-12-31 | $158,008 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Other income received | 2019-12-31 | $37,796 |
| Net income (gross income less expenses) | 2019-12-31 | $37,403 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $195,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $158,008 |
| Assets. Value of employer securities | 2019-12-31 | $132,536 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $393 |
| 2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $158,105 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $97 |
| Total plan assets at end of year | 2018-12-31 | $158,008 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $146,645 |
| Other income received | 2018-12-31 | $11,460 |
| Net income (gross income less expenses) | 2018-12-31 | $158,008 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $158,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Assets. Value of employer securities | 2018-12-31 | $104,760 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $97 |
| 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 | First time form 5500 has been submitted | Yes |
| 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 |