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| Plan Name | ACADEMY OF EXCELLENCE, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ACADEMY OF EXCELLENCE |
| Employer identification number (EIN): | 264247873 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | SARA KAHL | 2024-04-15 | ||
| 001 | 2021-07-01 | SARA KAHL | 2023-04-18 | ||
| 001 | 2020-07-01 | SARA KAHL | 2022-04-15 | ||
| 001 | 2019-07-01 | SARA KAHL | 2021-04-13 | ||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 |
| Measure | Date | Value |
|---|---|---|
| 2018: ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-07-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 59 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 59 |
| Number of participants with account balances | 2018-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 61 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 61 |
| Number of participants with account balances | 2017-07-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2019 : ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-06-30 | $108,458 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $1,546 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $718 |
| Total plan assets at end of year | 2019-06-30 | $125,890 |
| Total plan assets at beginning of year | 2019-06-30 | $18,978 |
| Total contributions received or receivable from participants | 2019-06-30 | $82,663 |
| Other income received | 2019-06-30 | $5,129 |
| Net income (gross income less expenses) | 2019-06-30 | $106,912 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $125,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $18,978 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $20,666 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $828 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2018 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2018: ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2018 form 5500 responses | ||
|---|---|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | First time form 5500 has been submitted | Yes |
| 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 funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ACADEMY OF EXCELLENCE, INC. 401(K) PLAN 2017 form 5500 responses | ||
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | First time form 5500 has been submitted | Yes |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 819145 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 819145 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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