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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

HARN INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HARN INVESTMENTS, INC.
Employer identification number (EIN):462059572
NAIC Classification:335100

Additional information about HARN INVESTMENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-02-14
Company Identification Number: 0801733838
Legal Registered Office Address: 4124 BILLY MITCHELL DR

ADDISON
United States of America (USA)
75001

More information about HARN INVESTMENTS, 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
0012021-01-01
0012020-01-01
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

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-year2021-01-014
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-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
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-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-015
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 participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-014
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-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
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 participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
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-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
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 participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
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-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
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 participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
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-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
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 participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
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-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
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 55002013-01-017
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 participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

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$-224,736
Total income from all sources2021-12-31$27,458
Expenses. Total of all expenses incurred2021-12-31$981
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$198,259
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$4,864
Other income received2021-12-31$18,481
Net income (gross income less expenses)2021-12-31$26,477
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$198,259
Assets. Value of participant loans2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$4,113
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$981
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources2020-12-31$25,481
Expenses. Total of all expenses incurred2020-12-31$760
Total plan assets at end of year2020-12-31$198,259
Total plan assets at beginning of year2020-12-31$173,538
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$3,352
Other income received2020-12-31$19,276
Net income (gross income less expenses)2020-12-31$24,721
Net plan assets at end of year (total assets less liabilities)2020-12-31$198,259
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$173,538
Assets. Value of employer securities2020-12-31$1
Total contributions received or receivable from employer(s)2020-12-31$2,853
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$760
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources2019-12-31$33,063
Expenses. Total of all expenses incurred2019-12-31$837
Total plan assets at end of year2019-12-31$173,538
Total plan assets at beginning of year2019-12-31$141,312
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$3,356
Other income received2019-12-31$26,841
Net income (gross income less expenses)2019-12-31$32,226
Net plan assets at end of year (total assets less liabilities)2019-12-31$173,538
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$141,312
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$489
Assets. Value of employer securities2019-12-31$1
Total contributions received or receivable from employer(s)2019-12-31$2,866
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$837
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources2018-12-31$-4,749
Expenses. Total of all expenses incurred2018-12-31$40,104
Benefits paid (including direct rollovers)2018-12-31$38,912
Total plan assets at end of year2018-12-31$141,312
Total plan assets at beginning of year2018-12-31$186,165
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$3,918
Other income received2018-12-31$-12,011
Net income (gross income less expenses)2018-12-31$-44,853
Net plan assets at end of year (total assets less liabilities)2018-12-31$141,312
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$186,165
Assets. Value of employer securities2018-12-31$1
Total contributions received or receivable from employer(s)2018-12-31$3,344
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,192
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$30,438
Expenses. Total of all expenses incurred2017-12-31$1,091
Total plan assets at end of year2017-12-31$186,165
Total plan assets at beginning of year2017-12-31$156,818
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$3,247
Other income received2017-12-31$24,396
Net income (gross income less expenses)2017-12-31$29,347
Net plan assets at end of year (total assets less liabilities)2017-12-31$186,165
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$156,818
Assets. Value of employer securities2017-12-31$1
Total contributions received or receivable from employer(s)2017-12-31$2,795
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,091
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources2016-12-31$-57
Expenses. Total of all expenses incurred2016-12-31$90,855
Benefits paid (including direct rollovers)2016-12-31$11,571
Total plan assets at end of year2016-12-31$156,818
Total plan assets at beginning of year2016-12-31$247,730
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$5,177
Other income received2016-12-31$-9,571
Net income (gross income less expenses)2016-12-31$-90,912
Net plan assets at end of year (total assets less liabilities)2016-12-31$156,818
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$247,730
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$2,563
Assets. Value of employer securities2016-12-31$1
Total contributions received or receivable from employer(s)2016-12-31$4,337
Value of certain deemed distributions of participant loans2016-12-31$78,175
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources2015-12-31$-196,425
Expenses. Total of all expenses incurred2015-12-31$1,114
Total plan assets at end of year2015-12-31$247,730
Total plan assets at beginning of year2015-12-31$445,269
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$5,626
Other income received2015-12-31$-206,705
Net income (gross income less expenses)2015-12-31$-197,539
Net plan assets at end of year (total assets less liabilities)2015-12-31$247,730
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$445,269
Assets. Value of participant loans2015-12-31$78,175
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$12,925
Assets. Value of employer securities2015-12-31$21,984
Total contributions received or receivable from employer(s)2015-12-31$4,654
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,114
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources2014-12-31$-177,969
Expenses. Total of all expenses incurred2014-12-31$10,077
Benefits paid (including direct rollovers)2014-12-31$8,869
Total plan assets at end of year2014-12-31$445,269
Total plan assets at beginning of year2014-12-31$633,315
Value of fidelity bond covering the plan2014-12-31$2,300,000
Total contributions received or receivable from participants2014-12-31$10,377
Expenses. Other expenses not covered elsewhere2014-12-31$1,208
Other income received2014-12-31$-196,629
Net income (gross income less expenses)2014-12-31$-188,046
Net plan assets at end of year (total assets less liabilities)2014-12-31$445,269
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$633,315
Assets. Value of participant loans2014-12-31$55,749
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$483
Assets. Value of employer securities2014-12-31$229,544
Total contributions received or receivable from employer(s)2014-12-31$8,283
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
Total income from all sources2013-12-31$633,869
Expenses. Total of all expenses incurred2013-12-31$554
Total plan assets at end of year2013-12-31$633,315
Value of fidelity bond covering the plan2013-12-31$1,962,138
Total contributions received or receivable from participants2013-12-31$7,956
Contributions received from other sources (not participants or employers)2013-12-31$600,166
Other income received2013-12-31$19,469
Net income (gross income less expenses)2013-12-31$633,315
Net plan assets at end of year (total assets less liabilities)2013-12-31$633,315
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of participant loans2013-12-31$69,146
Assets. Value of employer securities2013-12-31$437,417
Total contributions received or receivable from employer(s)2013-12-31$6,278
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$554

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
2015-01-01Submission 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

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