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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

COLLIMARE ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:COLLIMARE ENTERPRISES INC
Employer identification number (EIN):262990091
NAIC Classification:334500

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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MONTY WALKER
0012016-01-01MONTY WALKER
0012015-01-01MONTY WALKER
0012012-01-01JEANNE B BRYANT

Plan Statistics for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

401k plan membership statisitcs for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Measure Date Value
2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011

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$-374,648
Total income from all sources2021-12-31$73,020
Expenses. Total of all expenses incurred2021-12-31$1,640
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$303,268
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$31,728
Other income received2021-12-31$27,463
Net income (gross income less expenses)2021-12-31$71,380
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$303,268
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$13,829
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,640
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$75,684
Expenses. Total of all expenses incurred2020-12-31$2,109
Benefits paid (including direct rollovers)2020-12-31$869
Total plan assets at end of year2020-12-31$303,268
Total plan assets at beginning of year2020-12-31$229,693
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$22,810
Other income received2020-12-31$37,472
Net income (gross income less expenses)2020-12-31$73,575
Net plan assets at end of year (total assets less liabilities)2020-12-31$303,268
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$229,693
Assets. Value of employer securities2020-12-31$82,480
Total contributions received or receivable from employer(s)2020-12-31$15,402
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,240
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$67,323
Expenses. Total of all expenses incurred2019-12-31$11,702
Benefits paid (including direct rollovers)2019-12-31$10,581
Total plan assets at end of year2019-12-31$229,693
Total plan assets at beginning of year2019-12-31$174,072
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$17,877
Other income received2019-12-31$36,352
Net income (gross income less expenses)2019-12-31$55,621
Net plan assets at end of year (total assets less liabilities)2019-12-31$229,693
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$174,072
Assets. Value of employer securities2019-12-31$71,400
Total contributions received or receivable from employer(s)2019-12-31$13,094
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,121
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
Total income from all sources2018-12-31$15,163
Expenses. Total of all expenses incurred2018-12-31$1,206
Benefits paid (including direct rollovers)2018-12-31$238
Total plan assets at end of year2018-12-31$174,072
Total plan assets at beginning of year2018-12-31$160,115
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$16,749
Other income received2018-12-31$-14,495
Net income (gross income less expenses)2018-12-31$13,957
Net plan assets at end of year (total assets less liabilities)2018-12-31$174,072
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$160,115
Assets. Value of employer securities2018-12-31$63,000
Total contributions received or receivable from employer(s)2018-12-31$12,909
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$968
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$43,174
Expenses. Total of all expenses incurred2017-12-31$8,606
Benefits paid (including direct rollovers)2017-12-31$7,650
Total plan assets at end of year2017-12-31$160,115
Total plan assets at beginning of year2017-12-31$125,547
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$14,254
Other income received2017-12-31$17,839
Net income (gross income less expenses)2017-12-31$34,568
Net plan assets at end of year (total assets less liabilities)2017-12-31$160,115
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$125,547
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$1,067
Assets. Value of employer securities2017-12-31$66,600
Total contributions received or receivable from employer(s)2017-12-31$11,081
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-6,436
Expenses. Total of all expenses incurred2016-12-31$723
Total plan assets at end of year2016-12-31$125,547
Total plan assets at beginning of year2016-12-31$132,706
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$11,428
Other income received2016-12-31$-26,678
Net income (gross income less expenses)2016-12-31$-7,159
Net plan assets at end of year (total assets less liabilities)2016-12-31$125,547
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$132,706
Assets. Value of employer securities2016-12-31$62,700
Total contributions received or receivable from employer(s)2016-12-31$8,814
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$723
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Transfers to/from the plan2015-12-31$220,089
Total income from all sources2015-12-31$-87,025
Expenses. Total of all expenses incurred2015-12-31$358
Total plan assets at end of year2015-12-31$132,706
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$10,400
Other income received2015-12-31$-105,505
Net income (gross income less expenses)2015-12-31$-87,383
Net plan assets at end of year (total assets less liabilities)2015-12-31$132,706
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$946
Assets. Value of employer securities2015-12-31$94,099
Total contributions received or receivable from employer(s)2015-12-31$8,080
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$358
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$91,862
Expenses. Total of all expenses incurred2012-12-31$580
Total plan assets at end of year2012-12-31$257,653
Total plan assets at beginning of year2012-12-31$166,371
Total contributions received or receivable from participants2012-12-31$1,994
Assets. Value of loans (other than to participants)2012-12-31$4,583
Other income received2012-12-31$89,789
Net income (gross income less expenses)2012-12-31$91,282
Net plan assets at end of year (total assets less liabilities)2012-12-31$257,653
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$166,371
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$4,583
Assets. Value of employer securities2012-12-31$239,774
Total contributions received or receivable from employer(s)2012-12-31$79
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$580

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
2015-01-01First time form 5500 has been submittedYes
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
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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