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

ZALL ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ZALL ENTERPRISES, INC.

Employer identification number (EIN): 813764816

NAIC Classification: 327900

Additional information about ZALL ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-09-02

Company Identification Number: 0802534321

Legal Registered Office Address: PO BOX 868

BUDA
United States of America (USA)
78610

More information about ZALL ENTERPRISES, 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MONTY WALKER
001 2016-01-01 MONTY WALKER

Plan Statistics for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

401k plan membership statisitcs for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

Measure Date Value
2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 49
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 38
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 46
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 3
Total of all active and inactive participants 2020-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 26
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 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 34
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 4
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 38
Number of participants with account balances 2019-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
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 3
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 11
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 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2021: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	49
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	38
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	46
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	3
Total of all active and inactive participants	2020-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	26
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	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	34
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	4
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	38
Number of participants with account balances	2019-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
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	3
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	11
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	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

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 plan	2021-12-31	$-500,491
Total income from all sources	2021-12-31	$186,969
Expenses. Total of all expenses incurred	2021-12-31	$3,969
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$317,491
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$79,658
Other income received	2021-12-31	$42,697
Net income (gross income less expenses)	2021-12-31	$183,000
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	$317,491
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	$64,614
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,969
2020 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2020 401k financial data
Total income from all sources	2020-12-31	$150,294
Expenses. Total of all expenses incurred	2020-12-31	$1,260,348
Benefits paid (including direct rollovers)	2020-12-31	$1,257,183
Total plan assets at end of year	2020-12-31	$317,491
Total plan assets at beginning of year	2020-12-31	$1,427,545
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$64,778
Other income received	2020-12-31	$37,204
Net income (gross income less expenses)	2020-12-31	$-1,110,054
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$317,491
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,427,545
Assets. Value of participant loans	2020-12-31	$6,966
Assets. Value of employer securities	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$48,312
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$1,130,500
2019 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2019 401k financial data
Total income from all sources	2019-12-31	$947,920
Expenses. Total of all expenses incurred	2019-12-31	$20,126
Benefits paid (including direct rollovers)	2019-12-31	$17,704
Total plan assets at end of year	2019-12-31	$1,427,545
Total plan assets at beginning of year	2019-12-31	$499,751
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$46,134
Contributions received from other sources (not participants or employers)	2019-12-31	$10,198
Other income received	2019-12-31	$854,239
Net income (gross income less expenses)	2019-12-31	$927,794
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,427,545
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$499,751
Assets. Value of participant loans	2019-12-31	$917
Assets. Value of employer securities	2019-12-31	$1,130,500
Total contributions received or receivable from employer(s)	2019-12-31	$37,349
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,422
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	$-828,037
Expenses. Total of all expenses incurred	2018-12-31	$6,448
Benefits paid (including direct rollovers)	2018-12-31	$4,849
Total plan assets at end of year	2018-12-31	$499,751
Total plan assets at beginning of year	2018-12-31	$1,334,236
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$22,166
Other income received	2018-12-31	$-866,665
Net income (gross income less expenses)	2018-12-31	$-834,485
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$499,751
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,334,236
Assets. Value of participant loans	2018-12-31	$2,091
Assets. Value of employer securities	2018-12-31	$326,857
Total contributions received or receivable from employer(s)	2018-12-31	$16,462
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,599
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	$737,923
Expenses. Total of all expenses incurred	2017-12-31	$4,594
Benefits paid (including direct rollovers)	2017-12-31	$3,371
Total plan assets at end of year	2017-12-31	$1,334,236
Total plan assets at beginning of year	2017-12-31	$600,907
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$19,605
Other income received	2017-12-31	$704,040
Net income (gross income less expenses)	2017-12-31	$733,329
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,334,236
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$600,907
Assets. Value of employer securities	2017-12-31	$1,176,200
Total contributions received or receivable from employer(s)	2017-12-31	$14,278
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2016 401k financial data
Total income from all sources	2016-12-31	$601,051
Expenses. Total of all expenses incurred	2016-12-31	$144
Total plan assets at end of year	2016-12-31	$600,907
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$3,644
Contributions received from other sources (not participants or employers)	2016-12-31	$587,500
Other income received	2016-12-31	$7,101
Net income (gross income less expenses)	2016-12-31	$600,907
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$600,907
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$497,500
Total contributions received or receivable from employer(s)	2016-12-31	$2,806
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$144

Form 5500 Responses for ENTREPRENEUR RETIREMENT PLAN OF AMERICA

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	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
2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	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	First time form 5500 has been submitted	Yes
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

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Company Name:	ZALL ENTERPRISES, INC.
Employer identification number (EIN):	813764816
NAIC Classification:	327900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-09-02
Company Identification Number:	0802534321
Legal Registered Office Address:	PO BOX 868 BUDA United States of America (USA) 78610