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| Plan Name | THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | KATHY VAVRA | |||
| 001 | 2023-01-01 | GARY BERG | 2024-10-03 | ||
| 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 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-03 | 92 |
| Total number of particpants at end of year | 2024-10-03 | 167 |
| Number of Participants With Account Balances | 2024-10-03 | 151 |
| 2022: THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-14 | 103 |
| Total number of particpants at end of year | 2022-07-14 | 104 |
| Number of Participants With Account Balances | 2022-07-14 | 54 |
| 2020: THE ACADEMY GROUP 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 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 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 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 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 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 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 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 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 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 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 |
|---|---|---|
| 2024 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-03 | 209204 |
| Net assets as of the end of the plan year | 2024-10-03 | 3375836 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 2531080 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 291383 |
| Other contributions to plan in this plan year | 2024-10-03 | 38262 |
| Other income to plan in this plan year | 2024-10-03 | 558932 |
| Plan net income in this plan year | 2024-10-03 | 844756 |
| Net assets as of the end of the plan year | 2024-10-03 | 3375836 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 2531080 |
| Employer contributions to plan in this plan year | 2024-10-03 | 165383 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 7162 |
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $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 assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $232,376 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $210,924 |
| Value of total corrective distributions | 2024-01-01 | $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 year | 2024-01-01 | $4,756,759 |
| Value of total assets at beginning of year | 2024-01-01 | $3,375,836 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $20,604 |
| Total interest from all sources | 2024-01-01 | $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 year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $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 appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $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) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $4,756,759 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $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 assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $304,428 |
| Income. Dividends from common stock | 2024-01-01 | $265,920 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $210,924 |
| Did the plan have assets held for investment | 2024-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| 2022 : THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-14 | 157715 |
| Net assets as of the end of the plan year | 2022-07-14 | 2881661 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 2367268 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 201255 |
| Other contributions to plan in this plan year | 2022-07-14 | 22545 |
| Other income to plan in this plan year | 2022-07-14 | 372599 |
| Plan net income in this plan year | 2022-07-14 | 514393 |
| Net assets as of the end of the plan year | 2022-07-14 | 2881661 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 2367268 |
| Employer contributions to plan in this plan year | 2022-07-14 | 75709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 591 |
| 2020 : THE ACADEMY GROUP 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 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 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 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 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 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 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 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 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 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 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 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 |
| 2020: THE ACADEMY GROUP 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 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 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 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 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 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 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 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 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 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 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 |