401k Plan data: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN plan

ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 401k Plan overview

Plan Name	ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN
Plan identification number	001

ACADEMY FOR CLASSICAL EDUCATION, INC. 401K 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.
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.

401k Sponsoring company profile

ACADEMY FOR CLASSICAL EDUCATION, INC has sponsored the creation of one or more 401k plans.

Company Name: ACADEMY FOR CLASSICAL EDUCATION, INC

Employer identification number (EIN): 463722435

NAIC Classification: 611000

Additional information about ACADEMY FOR CLASSICAL EDUCATION, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1837034

More information about ACADEMY FOR CLASSICAL EDUCATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LAURA PERKINS LAURA PERKINS 2018-10-04
001 2016-01-01 LAURA PERKINS 2017-07-26 LAURA PERKINS 2017-07-26
001 2015-01-01 LAURA PERKINS 2016-10-13 LAURA PERKINS 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LAURA PERKINS		LAURA PERKINS	2018-10-04
001	2016-01-01	LAURA PERKINS	2017-07-26	LAURA PERKINS	2017-07-26
001	2015-01-01	LAURA PERKINS	2016-10-13	LAURA PERKINS	2016-10-13

Plan Statistics for ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN

401k plan membership statisitcs for ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN

Measure Date Value
2022: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 189
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 181
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
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 8
Total of all active and inactive participants 2020-01-01 183
Total participants 2020-01-01 183
Number of participants with account balances 2020-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
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 3
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 162
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 142
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 2
Total of all active and inactive participants 2017-01-01 144
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	189
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	181
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
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	8
Total of all active and inactive participants	2020-01-01	183
Total participants	2020-01-01	183
Number of participants with account balances	2020-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
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	3
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	162
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	142
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	2
Total of all active and inactive participants	2017-01-01	144
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN

Measure	Date	Value
2022 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$800
Total income from all sources (including contributions)	2022-12-31	$344,187
Total of all expenses incurred	2022-12-31	$17,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$16,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$572,250
Value of total assets at end of year	2022-12-31	$1,676,847
Value of total assets at beginning of year	2022-12-31	$1,350,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$465
Total interest from all sources	2022-12-31	$659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$465
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$450,071
Participant contributions at end of year	2022-12-31	$17,471
Participant contributions at beginning of year	2022-12-31	$17,255
Liabilities. Value of operating payables at beginning of year	2022-12-31	$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$326,768
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,676,847
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,350,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,657,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,273,684
Interest on participant loans	2022-12-31	$659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-228,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$122,179
Employer contributions (assets) at beginning of year	2022-12-31	$59,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$16,954
Did the plan have assets held for investment	2022-12-31	Yes
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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EASOM & EASOM, P.C.
Accountancy firm EIN	2022-12-31	464473957
2021 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$800
Total income from all sources (including contributions)	2021-12-31	$516,621
Total of all expenses incurred	2021-12-31	$16,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$15,593
Value of total corrective distributions	2021-12-31	$800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$403,861
Value of total assets at end of year	2021-12-31	$1,350,879
Value of total assets at beginning of year	2021-12-31	$850,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$180
Total interest from all sources	2021-12-31	$828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$180
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$344,607
Participant contributions at end of year	2021-12-31	$17,255
Participant contributions at beginning of year	2021-12-31	$21,326
Liabilities. Value of operating payables at end of year	2021-12-31	$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$500,048
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,350,079
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$850,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,273,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$828,489
Interest on participant loans	2021-12-31	$828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$111,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$59,254
Employer contributions (assets) at end of year	2021-12-31	$59,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$15,593
Did the plan have assets held for investment	2021-12-31	Yes
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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EASOM & EASOM, P.C.
Accountancy firm EIN	2021-12-31	464473957
2020 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$365,890
Total of all expenses incurred	2020-12-31	$1,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$268,694
Value of total assets at end of year	2020-12-31	$850,031
Value of total assets at beginning of year	2020-12-31	$485,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$180
Total interest from all sources	2020-12-31	$712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$180
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$268,694
Participant contributions at end of year	2020-12-31	$21,326
Participant contributions at beginning of year	2020-12-31	$5,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$364,649
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$850,031
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$485,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$828,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$480,149
Interest on participant loans	2020-12-31	$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$96,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,061
Did the plan have assets held for investment	2020-12-31	Yes
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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DLC CPAS
Accountancy firm EIN	2020-12-31	474423381
2019 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$224,281
Total of all expenses incurred	2019-12-31	$30
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$163,344
Value of total assets at end of year	2019-12-31	$485,382
Value of total assets at beginning of year	2019-12-31	$261,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30
Total interest from all sources	2019-12-31	$349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$30
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$154,696
Participant contributions at end of year	2019-12-31	$5,119
Participant contributions at beginning of year	2019-12-31	$6,395
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$224,251
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$485,382
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$261,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$480,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$254,715
Interest on participant loans	2019-12-31	$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$60,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DLC CPAS
Accountancy firm EIN	2019-12-31	474423381
2018 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$96,609
Total of all expenses incurred	2018-12-31	$2,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$114,844
Value of total assets at end of year	2018-12-31	$261,131
Value of total assets at beginning of year	2018-12-31	$166,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$172
Total interest from all sources	2018-12-31	$208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$157
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$71,875
Participant contributions at end of year	2018-12-31	$6,395
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$42,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$94,367
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$261,131
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$166,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$254,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$166,764
Interest on participant loans	2018-12-31	$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-18,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,070
Contract administrator fees	2018-12-31	$15
Did the plan have assets held for investment	2018-12-31	Yes
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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DLC CPAS
Accountancy firm EIN	2018-12-31	474423381
2017 : ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$81,631
Total of all expenses incurred	2017-12-31	$7,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$64,728
Value of total assets at end of year	2017-12-31	$166,764
Value of total assets at beginning of year	2017-12-31	$92,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$75
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$64,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$74,380
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$166,764
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$92,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$166,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$92,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$16,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,176
Did the plan have assets held for investment	2017-12-31	Yes
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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DLC CPAS
Accountancy firm EIN	2017-12-31	474423381

Form 5500 Responses for ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN

2022: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACADEMY FOR CLASSICAL EDUCATION, INC. 401K 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HE9L

Policy instance

Insurance contract or identification number	GAP-CP-HE9L
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $7
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HE9L

Policy instance

Insurance contract or identification number	GAP-CP-HE9L
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HE9L

Policy instance

Insurance contract or identification number	GAP-CP-HE9L
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HE9L

Policy instance

Insurance contract or identification number	GAP-CP-HE9L
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HE9L

Policy instance

Insurance contract or identification number	GAP-CP-HE9L
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	ACADEMY FOR CLASSICAL EDUCATION, INC
Employer identification number (EIN):	463722435
NAIC Classification:	611000

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1837034