401k Plan data: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN plan

LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 401k Plan overview

Plan Name	LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN
Plan identification number	001

LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LEMAN ACADEMY OF EXCELLENCE has sponsored the creation of one or more 401k plans.

Company Name: LEMAN ACADEMY OF EXCELLENCE

Employer identification number (EIN): 471237723

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ALEXA GOLDKUHL
001 2023-01-01
001 2023-01-01 KATHERINE DETERMAN
001 2022-01-01
001 2022-01-01 KATHERINE DETERMAN
001 2021-01-01
001 2021-01-01
001 2021-01-01 KATHERINE DETERMAN
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

401k plan membership statisitcs for LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

Measure Date Value
2023: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 878
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 533
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 135
Total of all active and inactive participants 2023-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 668
Number of participants with account balances 2023-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 91
2022: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 728
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 539
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 362
Total of all active and inactive participants 2022-01-01 915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 915
Number of participants with account balances 2022-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 56
2021: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 466
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 260
Total of all active and inactive participants 2021-01-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 726
Number of participants with account balances 2021-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 82
2020: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 395
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 135
Total of all active and inactive participants 2020-01-01 530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 530
Number of participants with account balances 2020-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 87
2019: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 385
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 140
Total of all active and inactive participants 2019-01-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 525
Number of participants with account balances 2019-01-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 70
2018: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 315
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 74
Total of all active and inactive participants 2018-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 389
Number of participants with account balances 2018-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 41

Measure	Date	Value
2023: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	878
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	533
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	135
Total of all active and inactive participants	2023-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	668
Number of participants with account balances	2023-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	91
2022: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	728
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	539
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	362
Total of all active and inactive participants	2022-01-01	915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	915
Number of participants with account balances	2022-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	56
2021: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	466
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	260
Total of all active and inactive participants	2021-01-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	726
Number of participants with account balances	2021-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	82
2020: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	395
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	135
Total of all active and inactive participants	2020-01-01	530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	530
Number of participants with account balances	2020-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	87
2019: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	385
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	140
Total of all active and inactive participants	2019-01-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	525
Number of participants with account balances	2019-01-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	70
2018: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	315
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	74
Total of all active and inactive participants	2018-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	389
Number of participants with account balances	2018-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	41

Financial Data on LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

Measure	Date	Value
2023 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$2,489,759
Total of all expenses incurred	2023-12-31	$1,187,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,156,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,572,312
Value of total assets at end of year	2023-12-31	$6,170,480
Value of total assets at beginning of year	2023-12-31	$4,867,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$30,260
Total interest from all sources	2023-12-31	$6,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,040,018
Participant contributions at end of year	2023-12-31	$41,313
Participant contributions at beginning of year	2023-12-31	$40,031
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$83,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,302,627
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,170,480
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,867,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$4,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,129,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,733,569
Interest on participant loans	2023-12-31	$2,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$94,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$94,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$3,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$911,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$448,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,156,872
Contract administrator fees	2023-12-31	$25,598
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2023-12-31	752783674
Total income from all sources (including contributions)	2023-01-01	$2,489,759
Total of all expenses incurred	2023-01-01	$1,187,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,156,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,572,312
Value of total assets at end of year	2023-01-01	$6,170,480
Value of total assets at beginning of year	2023-01-01	$4,867,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$30,260
Total interest from all sources	2023-01-01	$6,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,040,018
Participant contributions at end of year	2023-01-01	$41,313
Participant contributions at beginning of year	2023-01-01	$40,031
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$83,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,302,627
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$6,170,480
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$4,867,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$4,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$6,129,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$4,733,569
Interest on participant loans	2023-01-01	$2,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$3,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$911,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$448,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,156,872
Contract administrator fees	2023-01-01	$25,598
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	PRICEKUBECKA, PLLC
Accountancy firm EIN	2023-01-01	752783674
2022 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$462,814
Total of all expenses incurred	2022-12-31	$594,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$551,910
Value of total corrective distributions	2022-12-31	$3,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,315,199
Value of total assets at end of year	2022-12-31	$4,867,853
Value of total assets at beginning of year	2022-12-31	$4,999,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,979
Total interest from all sources	2022-12-31	$3,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$200,000
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	$882,567
Participant contributions at end of year	2022-12-31	$40,031
Participant contributions at beginning of year	2022-12-31	$40,200
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
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	$-131,517
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,867,853
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,999,370
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	$4,733,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,693,221
Interest on participant loans	2022-12-31	$2,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$94,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$265,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$265,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-856,263
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	$424,754
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$551,910
Contract administrator fees	2022-12-31	$38,979
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
Total income from all sources (including contributions)	2022-01-01	$462,814
Total of all expenses incurred	2022-01-01	$594,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$551,910
Value of total corrective distributions	2022-01-01	$3,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,315,199
Value of total assets at end of year	2022-01-01	$4,867,853
Value of total assets at beginning of year	2022-01-01	$4,999,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$38,979
Total interest from all sources	2022-01-01	$3,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$200,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$882,567
Participant contributions at end of year	2022-01-01	$40,031
Participant contributions at beginning of year	2022-01-01	$40,200
Participant contributions at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$7,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-131,517
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$4,867,853
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$4,999,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$4,733,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$4,693,221
Interest on participant loans	2022-01-01	$2,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$94,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$1,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-856,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$424,754
Employer contributions (assets) at beginning of year	2022-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$551,910
Contract administrator fees	2022-01-01	$38,979
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-01-01	752783674
2021 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,857,927
Total of all expenses incurred	2021-12-31	$605,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$585,453
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,293,229
Value of total assets at end of year	2021-12-31	$4,999,370
Value of total assets at beginning of year	2021-12-31	$3,747,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,405
Total interest from all sources	2021-12-31	$262
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
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	$705,946
Participant contributions at end of year	2021-12-31	$40,200
Participant contributions at beginning of year	2021-12-31	$2,303
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$71,515
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
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	$1,252,069
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,999,370
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,747,301
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	$4,693,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,584,409
Interest on participant loans	2021-12-31	$262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$265,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$160,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$160,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$564,436
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	$515,768
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$585,453
Contract administrator fees	2021-12-31	$20,405
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	Disclaimer
Accountancy firm name	2021-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2021-12-31	752783674
2020 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,793,874
Total of all expenses incurred	2020-12-31	$237,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$221,563
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,284,721
Value of total assets at end of year	2020-12-31	$3,747,301
Value of total assets at beginning of year	2020-12-31	$2,191,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,373
Total interest from all sources	2020-12-31	$251
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
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	$592,886
Participant contributions at end of year	2020-12-31	$2,303
Participant contributions at beginning of year	2020-12-31	$5,057
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$285,465
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
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	$1,555,945
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,747,301
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,191,356
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	$3,584,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,148,835
Interest on participant loans	2020-12-31	$251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$160,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$37,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$37,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$508,902
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
Contributions received in cash from employer	2020-12-31	$406,370
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$221,563
Contract administrator fees	2020-12-31	$15,373
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2020-12-31	752783674
2019 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,187,418
Total of all expenses incurred	2019-12-31	$88,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$82,923
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$892,264
Value of total assets at end of year	2019-12-31	$2,191,356
Value of total assets at beginning of year	2019-12-31	$1,092,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,733
Total interest from all sources	2019-12-31	$150
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
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	$522,195
Participant contributions at end of year	2019-12-31	$5,057
Participant contributions at end of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,388
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
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	$1,098,762
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,191,356
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,092,594
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	$2,148,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,077,759
Interest on participant loans	2019-12-31	$150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$37,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$14,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$14,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$295,004
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
Contributions received in cash from employer	2019-12-31	$346,681
Employer contributions (assets) at end of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$82,923
Contract administrator fees	2019-12-31	$5,733
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2019-12-31	752783674
2018 : LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$859,720
Total income from all sources (including contributions)	2018-12-31	$234,201
Total of all expenses incurred	2018-12-31	$1,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$322,779
Value of total assets at end of year	2018-12-31	$1,092,594
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
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	$189,733
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,937
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	$232,874
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,092,594
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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	$1,077,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$14,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-88,578
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
Contributions received in cash from employer	2018-12-31	$129,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,097
Contract administrator fees	2018-12-31	$230
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2018-12-31	752783674

Form 5500 Responses for LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

2023: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843306

Policy instance

Insurance contract or identification number	GA-843306
Number of Individuals Covered	870
Insurance policy start date	2022-01-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,186
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

759558-01

Policy instance

Insurance contract or identification number	759558-01
Number of Individuals Covered	870
Insurance policy start date	2022-06-18
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843306

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843306

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843306

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843306

Policy instance

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Company Name:	LEMAN ACADEMY OF EXCELLENCE
Employer identification number (EIN):	471237723
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	ALEXA GOLDKUHL
001	2023-01-01
001	2023-01-01	KATHERINE DETERMAN
001	2022-01-01
001	2022-01-01	KATHERINE DETERMAN
001	2021-01-01
001	2021-01-01
001	2021-01-01	KATHERINE DETERMAN
001	2020-01-01
001	2019-01-01
001	2018-01-01