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THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameTHE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN
Plan identification number 001

THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KATHY VAVRA
0012023-01-01GARY BERG2024-10-03
0012022-01-01GARY BERG2023-07-20
0012021-01-01GARY BERG2022-07-14
0012020-01-01
0012019-01-01
0012018-01-01GARY BERG
0012017-01-01GARY BERG
0012016-01-01GARY BERG
0012015-01-01GARY BERG
0012014-01-01GARY BERG
0012013-01-01GARY BERG
0012012-01-01GARY BERG
0012011-01-01GARY BERG
0012009-01-01GARY BERG

Plan Statistics for THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN

Measure Date Value
2024: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0392
Total number of particpants at end of year2024-10-03167
Number of Participants With Account Balances2024-10-03151
2022: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-14103
Total number of particpants at end of year2022-07-14104
Number of Participants With Account Balances2022-07-1454
2020: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0193
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01103
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-0182
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0193
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01104
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01111
Number of participants with account balances2018-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01104
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0194
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0199
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0193
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0191
Number of participants with account balances2013-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0181
Total number of active participants reported on line 7a of the Form 55002012-01-0183
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0191
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0182
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0181
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0168
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0158
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN

Measure Date Value
2024 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-03209204
Net assets as of the end of the plan year2024-10-033375836
Total assets as of the beginning of the plan year2024-10-032531080
Value of plan covered by a fidelity bond2024-10-03500000
Participant contributions to plan in this plan year2024-10-03291383
Other contributions to plan in this plan year2024-10-0338262
Other income to plan in this plan year2024-10-03558932
Plan net income in this plan year2024-10-03844756
Net assets as of the end of the plan year2024-10-033375836
Net assets as of the beginning of the plan year2024-10-032531080
Employer contributions to plan in this plan year2024-10-03165383
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-037162
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$1,613,299
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$232,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$210,924
Value of total corrective distributions2024-01-01$848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$1,019,155
Value of total assets at end of year2024-01-01$4,756,759
Value of total assets at beginning of year2024-01-01$3,375,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$20,604
Total interest from all sources2024-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$265,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$431,746
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$282,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$1,380,923
Value of net assets at end of year (total assets less liabilities)2024-01-01$4,756,759
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$3,375,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$4,756,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$3,375,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$328,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$304,428
Income. Dividends from common stock2024-01-01$265,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$210,924
Did the plan have assets held for investment2024-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
2022 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-14157715
Net assets as of the end of the plan year2022-07-142881661
Total assets as of the beginning of the plan year2022-07-142367268
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-14201255
Other contributions to plan in this plan year2022-07-1422545
Other income to plan in this plan year2022-07-14372599
Plan net income in this plan year2022-07-14514393
Net assets as of the end of the plan year2022-07-142881661
Net assets as of the beginning of the plan year2022-07-142367268
Employer contributions to plan in this plan year2022-07-1475709
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14591
2020 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$651,716
Expenses. Total of all expenses incurred2020-12-31$344,303
Benefits paid (including direct rollovers)2020-12-31$343,703
Total plan assets at end of year2020-12-31$2,367,268
Total plan assets at beginning of year2020-12-31$2,059,855
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$179,157
Other income received2020-12-31$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 securities2020-12-31$0
2019 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$635,646
Expenses. Total of all expenses incurred2019-12-31$40,643
Benefits paid (including direct rollovers)2019-12-31$40,223
Total plan assets at end of year2019-12-31$2,059,855
Total plan assets at beginning of year2019-12-31$1,464,852
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$198,483
Other income received2019-12-31$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 securities2019-12-31$0
2018 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$158,039
Expenses. Total of all expenses incurred2018-12-31$200,063
Benefits paid (including direct rollovers)2018-12-31$199,618
Total plan assets at end of year2018-12-31$1,464,852
Total plan assets at beginning of year2018-12-31$1,506,876
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$159,724
Contributions received from other sources (not participants or employers)2018-12-31$41,618
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$509,105
Expenses. Total of all expenses incurred2017-12-31$371,754
Benefits paid (including direct rollovers)2017-12-31$371,154
Total plan assets at end of year2017-12-31$1,506,876
Total plan assets at beginning of year2017-12-31$1,369,525
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$149,451
Contributions received from other sources (not participants or employers)2017-12-31$24,295
Other income received2017-12-31$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 securities2017-12-31$0
2016 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$273,520
Expenses. Total of all expenses incurred2016-12-31$183,658
Benefits paid (including direct rollovers)2016-12-31$182,878
Total plan assets at end of year2016-12-31$1,369,525
Total plan assets at beginning of year2016-12-31$1,279,663
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$129,221
Other income received2016-12-31$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 securities2016-12-31$0
2015 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$188,073
Expenses. Total of all expenses incurred2015-12-31$150,777
Benefits paid (including direct rollovers)2015-12-31$150,177
Total plan assets at end of year2015-12-31$1,279,663
Total plan assets at beginning of year2015-12-31$1,242,367
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$141,710
Other income received2015-12-31$-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 securities2015-12-31$0
2014 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$248,851
Expenses. Total of all expenses incurred2014-12-31$61,398
Benefits paid (including direct rollovers)2014-12-31$61,148
Total plan assets at end of year2014-12-31$1,242,367
Total plan assets at beginning of year2014-12-31$1,054,914
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$125,173
Other income received2014-12-31$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 securities2014-12-31$0
2013 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$375,456
Expenses. Total of all expenses incurred2013-12-31$357,641
Benefits paid (including direct rollovers)2013-12-31$357,256
Total plan assets at end of year2013-12-31$1,054,914
Total plan assets at beginning of year2013-12-31$1,037,099
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$102,900
Other income received2013-12-31$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 securities2013-12-31$0
2012 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$245,867
Expenses. Total of all expenses incurred2012-12-31$2,000
Benefits paid (including direct rollovers)2012-12-31$1,930
Total plan assets at end of year2012-12-31$1,037,099
Total plan assets at beginning of year2012-12-31$793,232
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$88,761
Other income received2012-12-31$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 securities2012-12-31$0
2011 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$80,900
Expenses. Total of all expenses incurred2011-12-31$1,966
Benefits paid (including direct rollovers)2011-12-31$1,966
Total plan assets at end of year2011-12-31$793,232
Total plan assets at beginning of year2011-12-31$714,298
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$74,733
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-30,617
Noncash contributions received2011-12-31$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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$164,874
Expenses. Total of all expenses incurred2010-12-31$4,441
Benefits paid (including direct rollovers)2010-12-31$4,441
Total plan assets at end of year2010-12-31$714,298
Total plan assets at beginning of year2010-12-31$553,865
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$69,157
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$57,768
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0
2009 : THE ACADEMY GROUP 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 securities2009-12-31$0

Form 5500 Responses for THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN

2020: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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