401k Plan data: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN plan

SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN
Plan identification number	001

SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING 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.
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

SCHOOL INNOVATIONS & ACHIEVEMENT has sponsored the creation of one or more 401k plans.

Company Name: SCHOOL INNOVATIONS & ACHIEVEMENT

Employer identification number (EIN): 113677426

NAIC Classification: 611000

Additional information about SCHOOL INNOVATIONS & ACHIEVEMENT

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2496015

More information about SCHOOL INNOVATIONS & ACHIEVEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TIM MATHISON 2024-01-20 TIM MATHISON 2024-01-20
001 2022-01-01 TIM MATHISON 2023-10-11 TIM MATHISON 2023-10-11
001 2021-01-01 KEVIN SCOTT MITCHELL 2022-10-05 KEVIN SCOTT MITCHELL 2022-10-05
001 2020-01-01 JEFFREY C. WILLIAMS 2021-07-27 JEFFREY C. WILLIAMS 2021-07-27
001 2020-01-01 KEVIN SCOTT MITHCELL 2022-10-05 KEVIN SCOTT MITHCELL 2022-10-05
001 2019-01-01 JEFFREY C. WILLIAMS 2020-10-06 JEFFREY C. WILLIAMS 2020-10-06
001 2018-01-01 JEFFREY C. WILLIAMS 2019-10-01 JEFFREY C. WILLIAMS 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JEFFREY C WILLIAMS JEFFREY C WILLIAMS 2013-10-15
001 2011-01-01 JEFFREY WILLIAMS
001 2010-01-01 JEFFREY WILLIAMS
001 2009-01-01 JEFFREY WILLIAMS
001 2009-01-01 JEFFREY WILLIAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TIM MATHISON	2024-01-20	TIM MATHISON	2024-01-20
001	2022-01-01	TIM MATHISON	2023-10-11	TIM MATHISON	2023-10-11
001	2021-01-01	KEVIN SCOTT MITCHELL	2022-10-05	KEVIN SCOTT MITCHELL	2022-10-05
001	2020-01-01	JEFFREY C. WILLIAMS	2021-07-27	JEFFREY C. WILLIAMS	2021-07-27
001	2020-01-01	KEVIN SCOTT MITHCELL	2022-10-05	KEVIN SCOTT MITHCELL	2022-10-05
001	2019-01-01	JEFFREY C. WILLIAMS	2020-10-06	JEFFREY C. WILLIAMS	2020-10-06
001	2018-01-01	JEFFREY C. WILLIAMS	2019-10-01	JEFFREY C. WILLIAMS	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JEFFREY C WILLIAMS		JEFFREY C WILLIAMS	2013-10-15
001	2011-01-01	JEFFREY WILLIAMS
001	2010-01-01	JEFFREY WILLIAMS
001	2009-01-01	JEFFREY WILLIAMS
001	2009-01-01	JEFFREY WILLIAMS

Plan Statistics for SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2023: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 67
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 114
Number of participants with account balances 2022-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 62
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 52
Total of all active and inactive participants 2021-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 114
Number of participants with account balances 2021-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
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 49
Total of all active and inactive participants 2020-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 112
Number of participants with account balances 2020-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 76
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 45
Total of all active and inactive participants 2019-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 121
Number of participants with account balances 2019-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
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 47
Total of all active and inactive participants 2018-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 79
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 123
Number of participants with account balances 2017-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 73
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 53
Total of all active and inactive participants 2016-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 126
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 70
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 115
Number of participants with account balances 2015-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 80
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 56
Total of all active and inactive participants 2014-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 136
Number of participants with account balances 2014-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 151
Number of participants with account balances 2013-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 92
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 71
Total of all active and inactive participants 2012-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 163
Number of participants with account balances 2012-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 170
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 105
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 56
Total of all active and inactive participants 2010-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 161
Number of participants with account balances 2010-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 11
2009: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 162
Number of participants with account balances 2009-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2023: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	67
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	114
Number of participants with account balances	2022-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	62
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	52
Total of all active and inactive participants	2021-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	114
Number of participants with account balances	2021-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
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	49
Total of all active and inactive participants	2020-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	112
Number of participants with account balances	2020-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	76
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	45
Total of all active and inactive participants	2019-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	121
Number of participants with account balances	2019-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
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	47
Total of all active and inactive participants	2018-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	79
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	123
Number of participants with account balances	2017-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	73
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	53
Total of all active and inactive participants	2016-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	126
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	70
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	115
Number of participants with account balances	2015-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	80
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	56
Total of all active and inactive participants	2014-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	136
Number of participants with account balances	2014-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	151
Number of participants with account balances	2013-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	92
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	71
Total of all active and inactive participants	2012-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	163
Number of participants with account balances	2012-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	170
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	105
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	56
Total of all active and inactive participants	2010-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	161
Number of participants with account balances	2010-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	11
2009: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	162
Number of participants with account balances	2009-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-05-17	$605,643
Total of all expenses incurred	2023-05-17	$10,325,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-17	$10,296,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-17	$0
Value of total assets at end of year	2023-05-17	$0
Value of total assets at beginning of year	2023-05-17	$9,719,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-17	$28,979
Total interest from all sources	2023-05-17	$2,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-17	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-05-17	$0
Was this plan covered by a fidelity bond	2023-05-17	Yes
Value of fidelity bond cover	2023-05-17	$500,000
If this is an individual account plan, was there a blackout period	2023-05-17	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-17	No
Contributions received from participants	2023-05-17	$0
Participant contributions at end of year	2023-05-17	$0
Participant contributions at beginning of year	2023-05-17	$152,899
Participant contributions at end of year	2023-05-17	$0
Participant contributions at beginning of year	2023-05-17	$15,951
Administrative expenses (other) incurred	2023-05-17	$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	2023-05-17	No
Value of net income/loss	2023-05-17	$-9,719,716
Value of net assets at end of year (total assets less liabilities)	2023-05-17	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-05-17	$9,719,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-17	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-17	No
Were any leases to which the plan was party in default or uncollectible	2023-05-17	No
Investment advisory and management fees	2023-05-17	$21,179
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-17	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-17	$9,528,423
Interest on participant loans	2023-05-17	$2,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-17	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-17	$712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-17	$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-17	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-17	$17,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-17	$603,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-17	No
Was there a failure to transmit to the plan any participant contributions	2023-05-17	No
Has the plan failed to provide any benefit when due under the plan	2023-05-17	No
Contributions received in cash from employer	2023-05-17	$0
Employer contributions (assets) at end of year	2023-05-17	$0
Employer contributions (assets) at beginning of year	2023-05-17	$3,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-17	$10,296,380
Did the plan have assets held for investment	2023-05-17	No
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	2023-05-17	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-17	Yes
Opinion of an independent qualified public accountant for this plan	2023-05-17	Unqualified
Accountancy firm name	2023-05-17	BFBA, LLP
Accountancy firm EIN	2023-05-17	680000424
2022 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,465,123
Total of all expenses incurred	2022-12-31	$267,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$193,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$728,781
Value of total assets at end of year	2022-12-31	$9,719,716
Value of total assets at beginning of year	2022-12-31	$11,452,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,892
Total interest from all sources	2022-12-31	$9,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$1,800
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$585,159
Participant contributions at end of year	2022-12-31	$152,899
Participant contributions at beginning of year	2022-12-31	$211,332
Participant contributions at end of year	2022-12-31	$15,951
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	$-1,732,376
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,719,716
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,452,092
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
Investment advisory and management fees	2022-12-31	$72,092
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,528,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,217,522
Interest on participant loans	2022-12-31	$9,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$17,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$22,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,203,576
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	$143,622
Employer contributions (assets) at end of year	2022-12-31	$3,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$193,361
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	BFBA, LLP
Accountancy firm EIN	2022-12-31	680000424
2021 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,946,582
Total of all expenses incurred	2021-12-31	$233,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$191,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$642,678
Value of total assets at end of year	2021-12-31	$11,452,092
Value of total assets at beginning of year	2021-12-31	$9,738,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,938
Total interest from all sources	2021-12-31	$11,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$1,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$518,122
Participant contributions at end of year	2021-12-31	$211,332
Participant contributions at beginning of year	2021-12-31	$231,510
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	$1,713,483
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,452,092
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,738,609
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
Investment advisory and management fees	2021-12-31	$40,838
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,217,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,482,107
Interest on participant loans	2021-12-31	$11,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$22,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$23,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,292,630
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	$124,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$191,161
Contract administrator fees	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BFBA, LLP
Accountancy firm EIN	2021-12-31	680000424
2020 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,195,614
Total of all expenses incurred	2020-12-31	$746,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$743,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$626,217
Value of total assets at end of year	2020-12-31	$9,738,609
Value of total assets at beginning of year	2020-12-31	$8,289,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,789
Total interest from all sources	2020-12-31	$15,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,675
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$500,467
Participant contributions at end of year	2020-12-31	$231,510
Participant contributions at beginning of year	2020-12-31	$294,490
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,630
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	$1,448,716
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,738,609
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,289,893
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
Investment advisory and management fees	2020-12-31	$2,114
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,482,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,975,591
Interest on participant loans	2020-12-31	$15,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$23,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,553,806
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	$121,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$743,109
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	BFBA, LLP
Accountancy firm EIN	2020-12-31	680000424
2019 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,182,301
Total of all expenses incurred	2019-12-31	$411,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$406,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$645,550
Value of total assets at end of year	2019-12-31	$8,289,893
Value of total assets at beginning of year	2019-12-31	$6,519,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,699
Total interest from all sources	2019-12-31	$10,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$3,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$516,019
Participant contributions at end of year	2019-12-31	$294,490
Participant contributions at beginning of year	2019-12-31	$153,859
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,770,854
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,289,893
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,519,039
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
Investment advisory and management fees	2019-12-31	$1,699
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,975,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,344,849
Interest on participant loans	2019-12-31	$10,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$14,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,526,219
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	$118,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$406,748
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	BFBA, LLP
Accountancy firm EIN	2019-12-31	680000424
2018 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$15,195
Total of all expenses incurred	2018-12-31	$1,002,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$999,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$610,852
Value of total assets at end of year	2018-12-31	$6,519,039
Value of total assets at beginning of year	2018-12-31	$7,506,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,913
Total interest from all sources	2018-12-31	$6,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,825
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$478,544
Participant contributions at end of year	2018-12-31	$153,859
Participant contributions at beginning of year	2018-12-31	$151,694
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,499
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	$-987,059
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,519,039
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,506,098
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
Investment advisory and management fees	2018-12-31	$1,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,344,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,342,483
Interest on participant loans	2018-12-31	$6,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$14,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-602,371
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	$119,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$999,341
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	BFBA, LLP
Accountancy firm EIN	2018-12-31	680000424
2017 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,672,647
Total of all expenses incurred	2017-12-31	$423,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$416,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$542,902
Value of total assets at end of year	2017-12-31	$7,506,098
Value of total assets at beginning of year	2017-12-31	$6,256,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,561
Total interest from all sources	2017-12-31	$7,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$5,413
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$442,346
Participant contributions at end of year	2017-12-31	$151,694
Participant contributions at beginning of year	2017-12-31	$160,074
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,249,361
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,506,098
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,256,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,342,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,067,540
Interest on participant loans	2017-12-31	$7,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$13,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$13,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$15,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,122,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$94,669
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$416,725
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BFBA, LLP
Accountancy firm EIN	2017-12-31	680000424
2016 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$189
Total income from all sources (including contributions)	2016-12-31	$974,037
Total of all expenses incurred	2016-12-31	$95,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$91,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$512,768
Value of total assets at end of year	2016-12-31	$6,256,737
Value of total assets at beginning of year	2016-12-31	$5,378,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,945
Total interest from all sources	2016-12-31	$7,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,275
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$414,599
Participant contributions at end of year	2016-12-31	$160,074
Participant contributions at beginning of year	2016-12-31	$150,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$878,711
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,256,737
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,378,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,067,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,213,985
Income. Interest from loans (other than to participants)	2016-12-31	$7,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$13,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$7,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$7,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$15,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$453,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$98,169
Employer contributions (assets) at end of year	2016-12-31	$17
Employer contributions (assets) at beginning of year	2016-12-31	$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$91,381
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BFBA, LLP
Accountancy firm EIN	2016-12-31	680000424
2015 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$189
Total income from all sources (including contributions)	2015-12-31	$379,649
Total of all expenses incurred	2015-12-31	$1,123,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,115,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$483,935
Value of total assets at end of year	2015-12-31	$5,378,215
Value of total assets at beginning of year	2015-12-31	$6,121,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,939
Total interest from all sources	2015-12-31	$6,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$7,375
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$346,135
Participant contributions at end of year	2015-12-31	$150,158
Participant contributions at beginning of year	2015-12-31	$163,153
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$51,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-743,355
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,378,026
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,121,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,213,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,952,110
Interest on participant loans	2015-12-31	$6,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$7,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-110,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$86,534
Employer contributions (assets) at end of year	2015-12-31	$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,115,065
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BFBA, LLP
Accountancy firm EIN	2015-12-31	680000424
2014 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$731,737
Total of all expenses incurred	2014-12-31	$103,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$94,191
Value of total corrective distributions	2014-12-31	$3,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$439,901
Value of total assets at end of year	2014-12-31	$6,121,381
Value of total assets at beginning of year	2014-12-31	$5,493,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,903
Total interest from all sources	2014-12-31	$7,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$5,394
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$341,611
Participant contributions at end of year	2014-12-31	$163,153
Participant contributions at beginning of year	2014-12-31	$187,848
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$628,353
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,121,381
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,493,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,952,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,299,215
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$7,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,056
Net investment gain/loss from pooled separate accounts	2014-12-31	$284,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$75,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$94,191
Contract administrator fees	2014-12-31	$509
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BFBA, LLP
Accountancy firm EIN	2014-12-31	680000424
2013 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,316,230
Total of all expenses incurred	2013-12-31	$872,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$866,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$398,107
Value of total assets at end of year	2013-12-31	$5,493,028
Value of total assets at beginning of year	2013-12-31	$5,049,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,822
Total interest from all sources	2013-12-31	$6,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$5,425
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$321,116
Participant contributions at end of year	2013-12-31	$187,848
Participant contributions at beginning of year	2013-12-31	$113,923
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,412
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$443,437
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,493,028
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,049,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,299,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,931,076
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$6,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,651
Net investment gain/loss from pooled separate accounts	2013-12-31	$912,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$73,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$866,971
Contract administrator fees	2013-12-31	$397
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BFBA, LLP
Accountancy firm EIN	2013-12-31	680000424
2012 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,377,755
Total of all expenses incurred	2012-12-31	$1,031,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,014,667
Value of total corrective distributions	2012-12-31	$10,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$760,552
Value of total assets at end of year	2012-12-31	$5,049,591
Value of total assets at beginning of year	2012-12-31	$4,703,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,971
Total interest from all sources	2012-12-31	$6,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$5,600
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$402,848
Participant contributions at end of year	2012-12-31	$113,923
Participant contributions at beginning of year	2012-12-31	$171,534
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$264,955
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,987
Administrative expenses (other) incurred	2012-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$346,492
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,049,591
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,703,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$33
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,931,076
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,527,018
Interest on participant loans	2012-12-31	$6,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$610,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$92,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,014,667
Contract administrator fees	2012-12-31	$336
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BROWN FINK BOYCE & ASTLE LLP
Accountancy firm EIN	2012-12-31	680000424
2011 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$472,816
Total of all expenses incurred	2011-12-31	$533,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$522,416
Value of total corrective distributions	2011-12-31	$4,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$677,073
Value of total assets at end of year	2011-12-31	$4,703,099
Value of total assets at beginning of year	2011-12-31	$4,763,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,969
Total interest from all sources	2011-12-31	$7,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$5,600
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$478,456
Participant contributions at end of year	2011-12-31	$171,534
Participant contributions at beginning of year	2011-12-31	$129,896
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$90,863
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,987
Total non interest bearing cash at beginning of year	2011-12-31	$6,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-60,379
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,703,099
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,763,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$41
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,527,018
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,622,726
Interest on participant loans	2011-12-31	$7,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,153
Net investment gain/loss from pooled separate accounts	2011-12-31	$-212,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$107,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$522,416
Contract administrator fees	2011-12-31	$328
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BROWN FINK BOYCE & ASTLE LLP
Accountancy firm EIN	2011-12-31	680000424
2010 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,298,491
Total of all expenses incurred	2010-12-31	$223,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$222,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$657,286
Value of total assets at end of year	2010-12-31	$4,763,478
Value of total assets at beginning of year	2010-12-31	$3,688,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$405
Total interest from all sources	2010-12-31	$4,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$405
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$484,203
Participant contributions at end of year	2010-12-31	$129,896
Participant contributions at beginning of year	2010-12-31	$102,939
Participant contributions at beginning of year	2010-12-31	$17,201
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$64,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$263
Total non interest bearing cash at end of year	2010-12-31	$6,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,075,160
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,763,478
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,688,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,563,615
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,622,726
Interest on participant loans	2010-12-31	$4,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$636,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$108,663
Employer contributions (assets) at beginning of year	2010-12-31	$4,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$222,926
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BROWN FINK BOYCE & ASTLE LLP
Accountancy firm EIN	2010-12-31	680000424
2009 : SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN

2023: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHOOL INNOVATIONS & ADVOCACY, INC. 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-05-17
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

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

Policy contract number

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	123
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $20,011
Total amount of fees paid to insurance company	USD $32,787
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
Commission paid to Insurance Broker	USD $20,011
Amount paid for insurance broker fees	0
Insurance broker organization code?	6
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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	129
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $20,835
Total amount of fees paid to insurance company	USD $21,897
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
Commission paid to Insurance Broker	USD $20,835
Insurance broker organization code?	6
Amount paid for insurance broker fees	11597
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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $16,254
Total amount of fees paid to insurance company	USD $9,697
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
Commission paid to Insurance Broker	USD $16,254
Insurance broker organization code?	6
Amount paid for insurance broker fees	9697
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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	130
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,631
Total amount of fees paid to insurance company	USD $9,474
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
Commission paid to Insurance Broker	USD $14,631
Amount paid for insurance broker fees	0
Insurance broker organization code?	6
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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	132
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,138
Total amount of fees paid to insurance company	USD $9,357
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
Commission paid to Insurance Broker	USD $14,138
Amount paid for insurance broker fees	22
Insurance broker organization code?	6
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

98705

Policy instance

Insurance contract or identification number	98705
Number of Individuals Covered	128
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,322
Total amount of fees paid to insurance company	USD $9,488
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
Commission paid to Insurance Broker	USD $13,322
Amount paid for insurance broker fees	92
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	ASSOCIATED PENSION CONSULTANTS

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Company Name:	SCHOOL INNOVATIONS & ACHIEVEMENT
Employer identification number (EIN):	113677426
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2496015