BRADYK INVESTMENTS, 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 | 25 |
| 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 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
| 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 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 25 |
| Number of participants with account balances | 2020-01-01 | 14 |
| 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 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 15 |
| 2018: ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ENTREPRENEUR RETIREMENT PLAN OF AMERICA 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-857,405 |
| Total income from all sources | 2021-12-31 | $89,228 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $21,251 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $18,636 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $789,428 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $39,178 |
| Other income received | 2021-12-31 | $35,512 |
| Net income (gross income less expenses) | 2021-12-31 | $67,977 |
| 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 | $789,428 |
| 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 | $14,538 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,615 |
| 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 | $411,925 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $32,054 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $29,967 |
| Total plan assets at end of year | 2020-12-31 | $789,428 |
| Total plan assets at beginning of year | 2020-12-31 | $409,557 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $39,770 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $7,664 |
| Other income received | 2020-12-31 | $346,334 |
| Net income (gross income less expenses) | 2020-12-31 | $379,871 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $789,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $409,557 |
| Assets. Value of employer securities | 2020-12-31 | $466,537 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $18,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,087 |
| 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 | $136,904 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,171 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,132 |
| Total plan assets at end of year | 2019-12-31 | $409,557 |
| Total plan assets at beginning of year | 2019-12-31 | $276,824 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $52,392 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $664 |
| Other income received | 2019-12-31 | $58,100 |
| Net income (gross income less expenses) | 2019-12-31 | $132,733 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $409,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $276,824 |
| 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 | 2019-12-31 | $13,486 |
| Assets. Value of employer securities | 2019-12-31 | $158,675 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,748 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,039 |
| 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 |
|---|
| Transfers to/from the plan | 2018-12-31 | $301,243 |
| Total income from all sources | 2018-12-31 | $-23,823 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $596 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $267 |
| Total plan assets at end of year | 2018-12-31 | $276,824 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $25,882 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $300,000 |
| Other income received | 2018-12-31 | $-62,705 |
| Net income (gross income less expenses) | 2018-12-31 | $-24,419 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $276,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 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 | 2018-12-31 | $4,489 |
| Assets. Value of employer securities | 2018-12-31 | $137,150 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $329 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $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 | 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 | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 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 |
