401k Plan data: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN plan

ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN
Plan identification number	002

ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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 AT THE FARM, INC. has sponsored the creation of one or more 401k plans.

Company Name: ACADEMY AT THE FARM, INC.

Employer identification number (EIN): 593638658

NAIC Classification: 611000

Additional information about ACADEMY AT THE FARM, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1999-09-24

Company Identification Number: N99000005704

Legal Registered Office Address: 14217 THIRD STREET

DADE CITY

33523

More information about ACADEMY AT THE FARM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 DINA BARDIN 2023-02-28 DINA BARDIN 2023-02-28
002 2020-07-01 RAY POLK 2022-03-31 RAY POLK 2022-03-31
002 2019-07-01 RAY POLK 2021-04-11 RAY POLK 2021-04-11
002 2018-07-01 D. RAY POLK 2020-04-13 D. RAY POLK 2020-04-13
002 2017-07-01
002 2017-07-01
002 2016-07-01
002 2016-07-01
002 2015-07-01 RAY POLK 2017-04-12
002 2015-07-01 RAY POLK 2017-04-12
002 2014-07-01 RAY POLK 2016-03-24
002 2013-07-01 RAY POLK 2016-02-26 RAY POLK 2016-02-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	DINA BARDIN	2023-02-28	DINA BARDIN	2023-02-28
002	2020-07-01	RAY POLK	2022-03-31	RAY POLK	2022-03-31
002	2019-07-01	RAY POLK	2021-04-11	RAY POLK	2021-04-11
002	2018-07-01	D. RAY POLK	2020-04-13	D. RAY POLK	2020-04-13
002	2017-07-01
002	2017-07-01
002	2016-07-01
002	2016-07-01
002	2015-07-01	RAY POLK	2017-04-12
002	2015-07-01	RAY POLK	2017-04-12
002	2014-07-01	RAY POLK	2016-03-24
002	2013-07-01	RAY POLK	2016-02-26	RAY POLK	2016-02-26

Plan Statistics for ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 117
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 18
Total of all active and inactive participants 2021-07-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 135
Number of participants with account balances 2021-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 105
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 14
Total of all active and inactive participants 2020-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 119
Number of participants with account balances 2020-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 100
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 10
Total of all active and inactive participants 2019-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 110
Number of participants with account balances 2019-07-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 108
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 21
Total of all active and inactive participants 2018-07-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 129
Number of participants with account balances 2018-07-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0

Measure	Date	Value
2021: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	117
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	18
Total of all active and inactive participants	2021-07-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	135
Number of participants with account balances	2021-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	105
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	14
Total of all active and inactive participants	2020-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	119
Number of participants with account balances	2020-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	100
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	10
Total of all active and inactive participants	2019-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	110
Number of participants with account balances	2019-07-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	108
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	21
Total of all active and inactive participants	2018-07-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	129
Number of participants with account balances	2018-07-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0

Financial Data on ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-521,528
Total unrealized appreciation/depreciation of assets	2022-06-30	$-521,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$3,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-209,459
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$446,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$445,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$310,323
Value of total assets at end of year	2022-06-30	$3,143,442
Value of total assets at beginning of year	2022-06-30	$3,795,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,049
Total interest from all sources	2022-06-30	$1,746
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$1,049
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$320,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$114,301
Participant contributions at end of year	2022-06-30	$34,914
Participant contributions at beginning of year	2022-06-30	$46,108
Participant contributions at beginning of year	2022-06-30	$10,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$3,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-656,048
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,139,569
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,795,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$3,108,528
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$3,721,872
Interest on participant loans	2022-06-30	$1,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$196,022
Employer contributions (assets) at beginning of year	2022-06-30	$17,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$445,540
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	FRSCPA, PLLC
Accountancy firm EIN	2022-06-30	592482214
2021 : ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$787,972
Total unrealized appreciation/depreciation of assets	2021-06-30	$787,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$3
Total income from all sources (including contributions)	2021-06-30	$1,066,598
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$55,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$54,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$276,675
Value of total assets at end of year	2021-06-30	$3,795,616
Value of total assets at beginning of year	2021-06-30	$2,784,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$628
Total interest from all sources	2021-06-30	$1,951
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$628
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$380,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$89,685
Participant contributions at end of year	2021-06-30	$46,108
Participant contributions at beginning of year	2021-06-30	$39,893
Participant contributions at end of year	2021-06-30	$10,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,011,459
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,795,616
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,784,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$3,721,872
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$2,744,267
Income. Interest from loans (other than to participants)	2021-06-30	$1,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$186,990
Employer contributions (assets) at end of year	2021-06-30	$17,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$54,511
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	FRSCPA, PLLC
Accountancy firm EIN	2021-06-30	592482214
2020 : ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$62,328
Total unrealized appreciation/depreciation of assets	2020-06-30	$62,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$5
Total income from all sources (including contributions)	2020-06-30	$333,431
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$82,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$80,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$268,269
Value of total assets at end of year	2020-06-30	$2,784,160
Value of total assets at beginning of year	2020-06-30	$2,533,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,591
Total interest from all sources	2020-06-30	$2,834
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$2,591
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$350,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$91,979
Participant contributions at end of year	2020-06-30	$39,893
Participant contributions at beginning of year	2020-06-30	$48,283
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$250,578
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,784,157
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,533,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$2,744,267
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$2,485,301
Interest on participant loans	2020-06-30	$2,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$176,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$80,262
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	FRSCPA, PLLC
Accountancy firm EIN	2020-06-30	592482214
2019 : ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$117,573
Total unrealized appreciation/depreciation of assets	2019-06-30	$117,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$394,279
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$22,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$21,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$274,183
Value of total assets at end of year	2019-06-30	$2,533,584
Value of total assets at beginning of year	2019-06-30	$2,161,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$993
Total interest from all sources	2019-06-30	$2,523
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$993
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$350,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$97,408
Participant contributions at end of year	2019-06-30	$48,283
Participant contributions at beginning of year	2019-06-30	$52,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$371,920
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,533,579
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,161,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$2,485,301
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$2,109,045
Interest on participant loans	2019-06-30	$2,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$176,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$21,366
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	FRSCPA, PLLC
Accountancy firm EIN	2019-06-30	592482214

Form 5500 Responses for ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN

2021: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111244

Policy instance

Insurance contract or identification number	111244
Number of Individuals Covered	85
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $18,019
Total amount of fees paid to insurance company	USD $2,525
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $18,019
Insurance broker organization code?	3
Amount paid for insurance broker fees	1825
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111244

Policy instance

Insurance contract or identification number	111244
Number of Individuals Covered	75
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $16,091
Total amount of fees paid to insurance company	USD $1,930
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $16,091
Insurance broker organization code?	3
Amount paid for insurance broker fees	1630
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111244

Policy instance

Insurance contract or identification number	111244
Number of Individuals Covered	71
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $11,648
Total amount of fees paid to insurance company	USD $3,097
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $11,648
Insurance broker organization code?	3
Amount paid for insurance broker fees	1800
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111244

Policy instance

Insurance contract or identification number	111244
Number of Individuals Covered	81
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,927
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	11196
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

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Company Name:	ACADEMY AT THE FARM, INC.
Employer identification number (EIN):	593638658
NAIC Classification:	611000

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1999-09-24
Company Identification Number:	N99000005704
Legal Registered Office Address:	14217 THIRD STREET DADE CITY 33523