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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

FRANK BRIENZO & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRANK BRIENZO & ASSOCIATES, INC.
Employer identification number (EIN):272356854
NAIC Classification:339900

Additional information about FRANK BRIENZO & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-03-05
Company Identification Number: 0801239792
Legal Registered Office Address: 6852 CYPRESS PT

SIOUX CITY
United States of America (USA)
51106

More information about FRANK BRIENZO & ASSOCIATES, 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
0012019-01-01
0012018-01-01
0012017-01-01MONTY WALKER
0012016-01-01MONTY WALKER
0012015-01-01MONTY WALKER
0012014-01-01MONTY WALKER
0012013-01-01MONTY 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
2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k membership
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
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-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0118
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 participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119
Number of participants with account balances2018-01-0112
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-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0111
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-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-019
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-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0116
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 participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Total of all active and inactive participants2012-01-019
Total participants2012-01-019

Financial Data on ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Measure Date Value
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$36,841
Expenses. Total of all expenses incurred2019-12-31$2,448,664
Benefits paid (including direct rollovers)2019-12-31$2,447,541
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$2,411,823
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$516
Other income received2019-12-31$35,963
Net income (gross income less expenses)2019-12-31$-2,411,823
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,411,823
Assets. Value of employer securities2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$362
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,123
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$1,468,835
Expenses. Total of all expenses incurred2018-12-31$1,952
Total plan assets at end of year2018-12-31$2,411,823
Total plan assets at beginning of year2018-12-31$944,940
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$46,585
Other income received2018-12-31$1,399,317
Net income (gross income less expenses)2018-12-31$1,466,883
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,411,823
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$944,940
Assets. Value of employer securities2018-12-31$2,116,963
Total contributions received or receivable from employer(s)2018-12-31$22,933
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,952
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$79,928
Expenses. Total of all expenses incurred2017-12-31$1,567
Total plan assets at end of year2017-12-31$944,940
Total plan assets at beginning of year2017-12-31$866,579
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$34,406
Other income received2017-12-31$28,731
Net income (gross income less expenses)2017-12-31$78,361
Net plan assets at end of year (total assets less liabilities)2017-12-31$944,940
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$866,579
Assets. Value of employer securities2017-12-31$693,500
Total contributions received or receivable from employer(s)2017-12-31$16,791
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,567
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$99,728
Expenses. Total of all expenses incurred2016-12-31$25,988
Benefits paid (including direct rollovers)2016-12-31$24,373
Total plan assets at end of year2016-12-31$866,579
Total plan assets at beginning of year2016-12-31$792,839
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$38,705
Other income received2016-12-31$41,507
Net income (gross income less expenses)2016-12-31$73,740
Net plan assets at end of year (total assets less liabilities)2016-12-31$866,579
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$792,839
Assets. Value of employer securities2016-12-31$697,500
Total contributions received or receivable from employer(s)2016-12-31$19,516
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$57,690
Expenses. Total of all expenses incurred2015-12-31$1,001
Total plan assets at end of year2015-12-31$792,839
Total plan assets at beginning of year2015-12-31$736,150
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$35,351
Other income received2015-12-31$5,268
Net income (gross income less expenses)2015-12-31$56,689
Net plan assets at end of year (total assets less liabilities)2015-12-31$792,839
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$736,150
Assets. Value of employer securities2015-12-31$668,562
Total contributions received or receivable from employer(s)2015-12-31$17,071
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,001
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$87,467
Expenses. Total of all expenses incurred2014-12-31$3,980
Benefits paid (including direct rollovers)2014-12-31$3,133
Total plan assets at end of year2014-12-31$736,150
Total plan assets at beginning of year2014-12-31$652,663
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$24,681
Other income received2014-12-31$49,065
Net income (gross income less expenses)2014-12-31$83,487
Net plan assets at end of year (total assets less liabilities)2014-12-31$736,150
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$652,663
Assets. Value of employer securities2014-12-31$660,023
Total contributions received or receivable from employer(s)2014-12-31$13,721
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Transfers to/from the plan2013-12-31$250,840
Total income from all sources2013-12-31$406,235
Expenses. Total of all expenses incurred2013-12-31$4,412
Benefits paid (including direct rollovers)2013-12-31$4,101
Total plan assets at end of year2013-12-31$652,663
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$4,841
Other income received2013-12-31$397,992
Net income (gross income less expenses)2013-12-31$401,823
Net plan assets at end of year (total assets less liabilities)2013-12-31$652,663
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$614,105
Total contributions received or receivable from employer(s)2013-12-31$3,402
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$-117,830
Expenses. Total of all expenses incurred2012-12-31$4,796
Benefits paid (including direct rollovers)2012-12-31$2,923
Total plan assets at end of year2012-12-31$248,172
Total plan assets at beginning of year2012-12-31$370,798
Total contributions received or receivable from participants2012-12-31$3,123
Assets. Value of loans (other than to participants)2012-12-31$5,545
Other income received2012-12-31$-123,733
Net income (gross income less expenses)2012-12-31$-122,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$248,172
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$370,798
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$5,545
Assets. Value of employer securities2012-12-31$217,500
Total contributions received or receivable from employer(s)2012-12-31$2,780
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,873

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

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 filingYes
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
2015-01-01Submission 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
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan 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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