The Academy 401(K) Retirement Plan — Form 5500 plan (Academy Parent, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Academy 401(K) Retirement Plan is a benefit plan reported by Academy Parent, LLC under EIN 82-3500982 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $9,707,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Academy Parent, LLC
- EIN
- 82-3500982
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $9,707,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241003095519NAL0005639171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,707,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,707,061
- Net assets (BOY)
- $5,340,772
Income & contributions
- Employer contributions
- $476,241
- Participant contributions
- $1,747,141
- Total contributions
- $3,190,947
- Total income / additions
- $4,572,151
Expenses & distributions
- Benefits paid
- $178,271
- Administrative expenses
- $10,358
- Total expenses
- $205,862
- Net increase / (decrease)
- $4,366,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $10,358 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Academy Parent, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Fidelity — Schedule C compensation
- Legg Mason — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation