AG&M, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENTREPRENEUR RETIREMENT PLAN OF AMERICA
| Measure | Date | Value |
|---|
| 2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 67 |
| Number of participants with account balances | 2020-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 48 |
| Number of participants with account balances | 2019-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-1,171,565 |
| Total income from all sources | 2021-12-31 | $192,987 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $14,183 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,534 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $992,761 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $86,954 |
| Other income received | 2021-12-31 | $39,704 |
| Net income (gross income less expenses) | 2021-12-31 | $178,804 |
| 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 | $992,761 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $66,329 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,649 |
| 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 | $526,711 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,948 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $3,828 |
| Total plan assets at end of year | 2020-12-31 | $992,761 |
| Total plan assets at beginning of year | 2020-12-31 | $472,998 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $98,593 |
| Other income received | 2020-12-31 | $351,276 |
| Net income (gross income less expenses) | 2020-12-31 | $519,763 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $992,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $472,998 |
| Assets. Value of participant loans | 2020-12-31 | $36,949 |
| Assets. Value of employer securities | 2020-12-31 | $612,408 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $76,842 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,120 |
| 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 | $474,767 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,769 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $134 |
| Total plan assets at end of year | 2019-12-31 | $472,998 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $52,101 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $416,386 |
| Other income received | 2019-12-31 | $-34,385 |
| Net income (gross income less expenses) | 2019-12-31 | $472,998 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $472,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $302,412 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $40,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,635 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $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 | First time form 5500 has been submitted | Yes |
| 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 |
