401k Plan data: ENTREPRENEUR RETIREMENT PLAN OF AMERICA plan

ENTREPRENEUR RETIREMENT PLAN OF AMERICA 401k Plan overview

Plan Name	ENTREPRENEUR RETIREMENT PLAN OF AMERICA
Plan identification number	001

ENTREPRENEUR RETIREMENT PLAN OF AMERICA Benefits

401k Plan Type

Defined 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

SUCCESSFUL RETIREMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUCCESSFUL RETIREMENT, INC.

Employer identification number (EIN): 471579898

NAIC Classification: 523900

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2017-01-01 MONTY WALKER
001 2016-01-01 MONTY WALKER
001 2015-01-01 MONTY WALKER
001 2014-01-01 MONTY 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-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

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 sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$71
Benefits paid (including direct rollovers)	2019-12-31	$71
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$71
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Net income (gross income less expenses)	2019-12-31	$-71
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	$71
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k financial data
Total income from all sources	2018-12-31	$-1,949
Expenses. Total of all expenses incurred	2018-12-31	$54,759
Benefits paid (including direct rollovers)	2018-12-31	$54,378
Total plan assets at end of year	2018-12-31	$71
Total plan assets at beginning of year	2018-12-31	$56,779
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$-1,949
Net income (gross income less expenses)	2018-12-31	$-56,708
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$71
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$56,779
Assets. Value of employer securities	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k financial data
Total income from all sources	2017-12-31	$-149,416
Expenses. Total of all expenses incurred	2017-12-31	$335
Total plan assets at end of year	2017-12-31	$56,779
Total plan assets at beginning of year	2017-12-31	$206,530
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$200
Other income received	2017-12-31	$-149,696
Net income (gross income less expenses)	2017-12-31	$-149,751
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$56,779
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$206,530
Assets. Value of employer securities	2017-12-31	$1
Total contributions received or receivable from employer(s)	2017-12-31	$80
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$335
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources	2016-12-31	$-778,894
Expenses. Total of all expenses incurred	2016-12-31	$11,414
Benefits paid (including direct rollovers)	2016-12-31	$10,570
Total plan assets at end of year	2016-12-31	$206,530
Total plan assets at beginning of year	2016-12-31	$996,838
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$16,137
Other income received	2016-12-31	$-802,846
Net income (gross income less expenses)	2016-12-31	$-790,308
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$206,530
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$996,838
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$1,286
Assets. Value of employer securities	2016-12-31	$154,800
Total contributions received or receivable from employer(s)	2016-12-31	$7,815
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 401k financial data
Total income from all sources	2015-12-31	$634,657
Expenses. Total of all expenses incurred	2015-12-31	$161
Total plan assets at end of year	2015-12-31	$996,838
Total plan assets at beginning of year	2015-12-31	$362,342
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$24,274
Other income received	2015-12-31	$600,137
Net income (gross income less expenses)	2015-12-31	$634,496
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$996,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$362,342
Assets. Value of employer securities	2015-12-31	$961,261
Total contributions received or receivable from employer(s)	2015-12-31	$10,246
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$161
2014 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 401k financial data
Total income from all sources	2014-12-31	$362,817
Expenses. Total of all expenses incurred	2014-12-31	$475
Total plan assets at end of year	2014-12-31	$362,342
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$2,300,000
Contributions received from other sources (not participants or employers)	2014-12-31	$362,799
Other income received	2014-12-31	$18
Net income (gross income less expenses)	2014-12-31	$362,342
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$362,342
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$360,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$475

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

2019: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
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
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUCCESSFUL RETIREMENT, INC.
Employer identification number (EIN):	471579898
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2017-01-01	MONTY WALKER
001	2016-01-01	MONTY WALKER
001	2015-01-01	MONTY WALKER
001	2014-01-01	MONTY WALKER