401k Plan data: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN plan

THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ACADEMY GROUP, L.P. has sponsored the creation of one or more 401k plans.

Company Name: THE ACADEMY GROUP, L.P.

Employer identification number (EIN): 841178122

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about THE ACADEMY GROUP, L.P.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1991-02-25

Company Identification Number: 19911011629

Legal Registered Office Address: 970 Aurora Avenue

Boulder
United States of America (USA)
80302

More information about THE ACADEMY GROUP, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GARY BERG 2023-07-20
001 2021-01-01 GARY BERG 2022-07-14
001 2020-01-01
001 2019-01-01
001 2018-01-01 GARY BERG
001 2017-01-01 GARY BERG
001 2016-01-01 GARY BERG
001 2015-01-01 GARY BERG
001 2014-01-01 GARY BERG
001 2013-01-01 GARY BERG
001 2012-01-01 GARY BERG
001 2011-01-01 GARY BERG
001 2009-01-01 GARY BERG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	GARY BERG	2023-07-20
001	2021-01-01	GARY BERG	2022-07-14
001	2020-01-01
001	2019-01-01
001	2018-01-01	GARY BERG
001	2017-01-01	GARY BERG
001	2016-01-01	GARY BERG
001	2015-01-01	GARY BERG
001	2014-01-01	GARY BERG
001	2013-01-01	GARY BERG
001	2012-01-01	GARY BERG
001	2011-01-01	GARY BERG
001	2009-01-01	GARY BERG

Plan Statistics for THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 88
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 15
Total of all active and inactive participants 2020-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 103
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
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 11
Total of all active and inactive participants 2019-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
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 7
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
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 7
Total of all active and inactive participants 2017-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 104
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
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 6
Total of all active and inactive participants 2016-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 94
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 96
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 89
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 10
Total of all active and inactive participants 2014-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 99
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 91
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 91
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	88
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	15
Total of all active and inactive participants	2020-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	103
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
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	11
Total of all active and inactive participants	2019-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
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	7
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
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	7
Total of all active and inactive participants	2017-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	104
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
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	6
Total of all active and inactive participants	2016-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	94
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	96
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	89
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	10
Total of all active and inactive participants	2014-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	99
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	91
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$651,716
Expenses. Total of all expenses incurred	2020-12-31	$344,303
Benefits paid (including direct rollovers)	2020-12-31	$343,703
Total plan assets at end of year	2020-12-31	$2,367,268
Total plan assets at beginning of year	2020-12-31	$2,059,855
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$179,157
Other income received	2020-12-31	$391,222
Net income (gross income less expenses)	2020-12-31	$307,413
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,367,268
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,059,855
Total contributions received or receivable from employer(s)	2020-12-31	$81,337
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$635,646
Expenses. Total of all expenses incurred	2019-12-31	$40,643
Benefits paid (including direct rollovers)	2019-12-31	$40,223
Total plan assets at end of year	2019-12-31	$2,059,855
Total plan assets at beginning of year	2019-12-31	$1,464,852
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$198,483
Other income received	2019-12-31	$370,214
Net income (gross income less expenses)	2019-12-31	$595,003
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,059,855
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,464,852
Total contributions received or receivable from employer(s)	2019-12-31	$66,949
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$158,039
Expenses. Total of all expenses incurred	2018-12-31	$200,063
Benefits paid (including direct rollovers)	2018-12-31	$199,618
Total plan assets at end of year	2018-12-31	$1,464,852
Total plan assets at beginning of year	2018-12-31	$1,506,876
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$159,724
Contributions received from other sources (not participants or employers)	2018-12-31	$41,618
Other income received	2018-12-31	$-101,665
Net income (gross income less expenses)	2018-12-31	$-42,024
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,464,852
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,506,876
Total contributions received or receivable from employer(s)	2018-12-31	$58,362
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$509,105
Expenses. Total of all expenses incurred	2017-12-31	$371,754
Benefits paid (including direct rollovers)	2017-12-31	$371,154
Total plan assets at end of year	2017-12-31	$1,506,876
Total plan assets at beginning of year	2017-12-31	$1,369,525
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$149,451
Contributions received from other sources (not participants or employers)	2017-12-31	$24,295
Other income received	2017-12-31	$276,505
Net income (gross income less expenses)	2017-12-31	$137,351
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,506,876
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,369,525
Total contributions received or receivable from employer(s)	2017-12-31	$58,854
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$273,520
Expenses. Total of all expenses incurred	2016-12-31	$183,658
Benefits paid (including direct rollovers)	2016-12-31	$182,878
Total plan assets at end of year	2016-12-31	$1,369,525
Total plan assets at beginning of year	2016-12-31	$1,279,663
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$129,221
Other income received	2016-12-31	$88,324
Net income (gross income less expenses)	2016-12-31	$89,862
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,369,525
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,279,663
Total contributions received or receivable from employer(s)	2016-12-31	$55,975
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$188,073
Expenses. Total of all expenses incurred	2015-12-31	$150,777
Benefits paid (including direct rollovers)	2015-12-31	$150,177
Total plan assets at end of year	2015-12-31	$1,279,663
Total plan assets at beginning of year	2015-12-31	$1,242,367
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$141,710
Other income received	2015-12-31	$-2,454
Net income (gross income less expenses)	2015-12-31	$37,296
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,279,663
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,242,367
Total contributions received or receivable from employer(s)	2015-12-31	$48,817
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$248,851
Expenses. Total of all expenses incurred	2014-12-31	$61,398
Benefits paid (including direct rollovers)	2014-12-31	$61,148
Total plan assets at end of year	2014-12-31	$1,242,367
Total plan assets at beginning of year	2014-12-31	$1,054,914
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$125,173
Other income received	2014-12-31	$73,189
Net income (gross income less expenses)	2014-12-31	$187,453
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,242,367
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,054,914
Total contributions received or receivable from employer(s)	2014-12-31	$50,489
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$375,456
Expenses. Total of all expenses incurred	2013-12-31	$357,641
Benefits paid (including direct rollovers)	2013-12-31	$357,256
Total plan assets at end of year	2013-12-31	$1,054,914
Total plan assets at beginning of year	2013-12-31	$1,037,099
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$102,900
Other income received	2013-12-31	$222,913
Net income (gross income less expenses)	2013-12-31	$17,815
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,054,914
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,037,099
Total contributions received or receivable from employer(s)	2013-12-31	$49,643
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$245,867
Expenses. Total of all expenses incurred	2012-12-31	$2,000
Benefits paid (including direct rollovers)	2012-12-31	$1,930
Total plan assets at end of year	2012-12-31	$1,037,099
Total plan assets at beginning of year	2012-12-31	$793,232
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$88,761
Other income received	2012-12-31	$117,588
Net income (gross income less expenses)	2012-12-31	$243,867
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,037,099
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$793,232
Total contributions received or receivable from employer(s)	2012-12-31	$39,518
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$80,900
Expenses. Total of all expenses incurred	2011-12-31	$1,966
Benefits paid (including direct rollovers)	2011-12-31	$1,966
Total plan assets at end of year	2011-12-31	$793,232
Total plan assets at beginning of year	2011-12-31	$714,298
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$74,733
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-30,617
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$78,934
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$793,232
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$714,298
Total contributions received or receivable from employer(s)	2011-12-31	$36,784
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$164,874
Expenses. Total of all expenses incurred	2010-12-31	$4,441
Benefits paid (including direct rollovers)	2010-12-31	$4,441
Total plan assets at end of year	2010-12-31	$714,298
Total plan assets at beginning of year	2010-12-31	$553,865
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$69,157
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$57,768
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$160,433
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$714,298
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$553,865
Total contributions received or receivable from employer(s)	2010-12-31	$37,949
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN

2020: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2013: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ACADEMY GROUP, L.P. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE ACADEMY GROUP, L.P.
Employer identification number (EIN):	841178122
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1991-02-25
Company Identification Number:	19911011629
Legal Registered Office Address:	970 Aurora Avenue Boulder United States of America (USA) 80302