Entrepreneur Retirement Benefits, Llc 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021, when $125.5 million was transferred out of the plan. Assets moved to the 1401 HAS, INC. 401(K) PLAN (sponsored by 1401 HAS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Entrepreneur Retirement Benefits, Llc 401(k) Plan Facts (plan year 2021)

Plan name
ENTREPRENEUR RETIREMENT PLAN OF AMERICA
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ENTREPRENEUR RETIREMENT BENEFITS, LLC
Participants
3,277
Former employees with a balance
0
Employer contributions
$1,924,410 in plan year 2021 (32% of all contributions)
Recordkeeper
Aspire Financial Services, Llc
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 2011
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Jan 2, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $5.97 million went into the plan in contributions, $1.92 million of it from the employer (32%).
  • $4.18 million was paid out to participants.
  • Investment and other income added $9.35 million.

How the Entrepreneur Retirement Benefits, Llc 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20161,118$54.7 million$851,882$1.71 million
20171,529$57.5 million$1.15 million$2.41 million
20181,941$77.4 million$1.44 million$2.65 million
20192,288$97.6 million$1.79 million$9.01 million
20202,670$114.6 million$2.05 million$9.86 million
2021 (final)3,277$0$1.92 million$4.18 million

Entrepreneur Retirement Benefits, Llc 401(k) Contact Information

Phone
940-322-5086
Mailing address
P.O. BOX 8066, WICHITA FALLS TX 763018066
Plan sponsor
ENTREPRENEUR RETIREMENT BENEFITS, LLC
Employer identification number (EIN)
45-3052225
Plan number
001

Questions about the Entrepreneur Retirement Benefits, Llc 401(k)

Is the Entrepreneur Retirement Benefits, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the 1401 HAS, INC. 401(K) PLAN.

Does Entrepreneur Retirement Benefits, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $1.92 million, 32% of all contributions.

Does the Entrepreneur Retirement Benefits, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Entrepreneur Retirement Benefits, Llc 401(k) plan?

3,277 participants at the start of plan year 2021.

Who manages the Entrepreneur Retirement Benefits, Llc 401(k) accounts?

ASPIRE FINANCIAL SERVICES, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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