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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

GREGORY A MORRISON, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREGORY A MORRISON, INC.
Employer identification number (EIN):461053474
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

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
0012012-01-01MONTY WALKER

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-year2019-01-011
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-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
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-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
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 participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
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-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
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-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
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 participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
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-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
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 participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
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-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
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-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

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$2,433
Expenses. Total of all expenses incurred2019-12-31$24,524
Benefits paid (including direct rollovers)2019-12-31$24,345
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$22,091
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$2,433
Net income (gross income less expenses)2019-12-31$-22,091
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$22,091
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$-126,637
Expenses. Total of all expenses incurred2018-12-31$175
Total plan assets at end of year2018-12-31$22,091
Total plan assets at beginning of year2018-12-31$148,903
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-126,637
Net income (gross income less expenses)2018-12-31$-126,812
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,091
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$148,903
Assets. Value of employer securities2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$175
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources2017-12-31$-4,903
Expenses. Total of all expenses incurred2017-12-31$172
Total plan assets at end of year2017-12-31$148,903
Total plan assets at beginning of year2017-12-31$153,978
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$-4,903
Net income (gross income less expenses)2017-12-31$-5,075
Net plan assets at end of year (total assets less liabilities)2017-12-31$148,903
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$153,978
Assets. Value of employer securities2017-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$172
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$43,666
Expenses. Total of all expenses incurred2016-12-31$161
Total plan assets at end of year2016-12-31$153,978
Total plan assets at beginning of year2016-12-31$110,473
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$43,666
Net income (gross income less expenses)2016-12-31$43,505
Net plan assets at end of year (total assets less liabilities)2016-12-31$153,978
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$110,473
Assets. Value of employer securities2016-12-31$133,100
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$161
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$2,757
Expenses. Total of all expenses incurred2015-12-31$160
Total plan assets at end of year2015-12-31$110,473
Total plan assets at beginning of year2015-12-31$107,876
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$2,757
Net income (gross income less expenses)2015-12-31$2,597
Net plan assets at end of year (total assets less liabilities)2015-12-31$110,473
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$107,876
Assets. Value of employer securities2015-12-31$90,975
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$160
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-9,722
Expenses. Total of all expenses incurred2014-12-31$157
Total plan assets at end of year2014-12-31$107,876
Total plan assets at beginning of year2014-12-31$117,755
Value of fidelity bond covering the plan2014-12-31$2,300,000
Other income received2014-12-31$-9,722
Net income (gross income less expenses)2014-12-31$-9,879
Net plan assets at end of year (total assets less liabilities)2014-12-31$107,876
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$117,755
Assets. Value of employer securities2014-12-31$87,910
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$157
2013 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2013 401k financial data
Total income from all sources2013-12-31$-12,615
Expenses. Total of all expenses incurred2013-12-31$287
Total plan assets at end of year2013-12-31$117,755
Total plan assets at beginning of year2013-12-31$130,657
Value of fidelity bond covering the plan2013-12-31$1,962,138
Other income received2013-12-31$-12,615
Net income (gross income less expenses)2013-12-31$-12,902
Net plan assets at end of year (total assets less liabilities)2013-12-31$117,755
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$130,657
Assets. Value of employer securities2013-12-31$98,875
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$287
2012 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2012 401k financial data
Total income from all sources2012-12-31$130,670
Expenses. Total of all expenses incurred2012-12-31$13
Total plan assets at end of year2012-12-31$130,657
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$738,532
Contributions received from other sources (not participants or employers)2012-12-31$130,575
Other income received2012-12-31$95
Net income (gross income less expenses)2012-12-31$130,657
Net plan assets at end of year (total assets less liabilities)2012-12-31$130,657
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13

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
2013-01-01Submission 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 entityMulitple employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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