401k Plan data: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN plan

SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 401k Plan overview

Plan Name	SCHOOL IMPROVEMENT NETWORK 401(K) PLAN
Plan identification number	001

SCHOOL IMPROVEMENT NETWORK 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCHOOL IMPROVEMENT NETWORK, LLC has sponsored the creation of one or more 401k plans.

Company Name: SCHOOL IMPROVEMENT NETWORK, LLC

Employer identification number (EIN): 161422065

NAIC Classification: 611000

Additional information about SCHOOL IMPROVEMENT NETWORK, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-07-19

Company Identification Number: 0801819709

Legal Registered Office Address: PO BOX 672

OAKLEY
United States of America (USA)
84055

More information about SCHOOL IMPROVEMENT NETWORK, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHOOL IMPROVEMENT NETWORK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01 CHRIS NIELSEN
001 2014-01-01 CHRIS NIELSEN CHRIS NIELSEN 2015-10-08
001 2013-01-01 CHRIS NIELSEN CHRIS NIELSEN 2014-10-15
001 2012-01-01 CHRIS NIELSEN 2013-10-15 CHRIS NIELSEN 2013-10-15
001 2011-01-01 CHET LINTON 2012-10-15 CHET LINTON 2012-10-15
001 2010-01-01 CHET LINTON 2011-07-28 CHET LINTON 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01	CHRIS NIELSEN
001	2014-01-01	CHRIS NIELSEN		CHRIS NIELSEN	2015-10-08
001	2013-01-01	CHRIS NIELSEN		CHRIS NIELSEN	2014-10-15
001	2012-01-01	CHRIS NIELSEN	2013-10-15	CHRIS NIELSEN	2013-10-15
001	2011-01-01	CHET LINTON	2012-10-15	CHET LINTON	2012-10-15
001	2010-01-01	CHET LINTON	2011-07-28	CHET LINTON	2011-07-28

Plan Statistics for SCHOOL IMPROVEMENT NETWORK 401(K) PLAN

401k plan membership statisitcs for SCHOOL IMPROVEMENT NETWORK 401(K) PLAN

Measure Date Value
2018: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 176
Total of all active and inactive participants 2017-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 179
Number of participants with account balances 2017-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
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 88
Total of all active and inactive participants 2016-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 190
Number of participants with account balances 2016-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 155
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 80
Total of all active and inactive participants 2015-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 235
Number of participants with account balances 2015-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 43
2014: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 214
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 273
Number of participants with account balances 2014-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 40
2013: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 235
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 259
Number of participants with account balances 2013-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11

Measure	Date	Value
2018: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	176
Total of all active and inactive participants	2017-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	179
Number of participants with account balances	2017-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
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	88
Total of all active and inactive participants	2016-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	190
Number of participants with account balances	2016-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	155
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	80
Total of all active and inactive participants	2015-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	235
Number of participants with account balances	2015-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	43
2014: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	214
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	273
Number of participants with account balances	2014-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	40
2013: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	235
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	259
Number of participants with account balances	2013-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11

Financial Data on SCHOOL IMPROVEMENT NETWORK 401(K) PLAN

Measure	Date	Value
2018 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-10	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-10	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-10	$0
Total income from all sources (including contributions)	2018-09-10	$89,339
Total loss/gain on sale of assets	2018-09-10	$0
Total of all expenses incurred	2018-09-10	$2,707,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-10	$2,698,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-10	$0
Value of total assets at end of year	2018-09-10	$0
Value of total assets at beginning of year	2018-09-10	$2,617,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-10	$8,660
Total interest from all sources	2018-09-10	$986
Total dividends received (eg from common stock, registered investment company shares)	2018-09-10	$5,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-10	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-09-10	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-10	$5,467
Was this plan covered by a fidelity bond	2018-09-10	Yes
Value of fidelity bond cover	2018-09-10	$400,000
If this is an individual account plan, was there a blackout period	2018-09-10	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-10	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-10	No
Participant contributions at end of year	2018-09-10	$0
Participant contributions at beginning of year	2018-09-10	$47,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-10	No
Value of net income/loss	2018-09-10	$-2,617,786
Value of net assets at end of year (total assets less liabilities)	2018-09-10	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-09-10	$2,617,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-10	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-10	No
Were any leases to which the plan was party in default or uncollectible	2018-09-10	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-10	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-10	$2,361,481
Interest on participant loans	2018-09-10	$477
Interest earned on other investments	2018-09-10	$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-10	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-10	$208,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-10	$82,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-10	No
Was there a failure to transmit to the plan any participant contributions	2018-09-10	No
Has the plan failed to provide any benefit when due under the plan	2018-09-10	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-10	$2,698,465
Contract administrator fees	2018-09-10	$8,660
Did the plan have assets held for investment	2018-09-10	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	2018-09-10	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-10	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-10	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-10	Disclaimer
Accountancy firm name	2018-09-10	TANNER LLC
Accountancy firm EIN	2018-09-10	202253063
2017 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,948
Total income from all sources (including contributions)	2017-12-31	$960,168
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,025,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,977,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$339,637
Value of total assets at end of year	2017-12-31	$2,617,786
Value of total assets at beginning of year	2017-12-31	$3,691,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$47,374
Total interest from all sources	2017-12-31	$5,719
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$66,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$66,641
Was this plan covered by a fidelity bond	2017-12-31	No
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	$217,297
Participant contributions at end of year	2017-12-31	$47,344
Participant contributions at beginning of year	2017-12-31	$95,464
Liabilities. Value of operating payables at beginning of year	2017-12-31	$8,948
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	$-1,065,089
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,617,786
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,682,875
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,361,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,336,335
Interest on participant loans	2017-12-31	$659
Interest earned on other investments	2017-12-31	$5,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$208,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$260,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$548,171
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	Yes
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	$122,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,977,883
Contract administrator fees	2017-12-31	$47,374
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	TANNER LLC
Accountancy firm EIN	2017-12-31	202253063
2016 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,533
Total income from all sources (including contributions)	2016-12-31	$1,421,899
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$969,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$911,722
Value of total corrective distributions	2016-12-31	$930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,141,785
Value of total assets at end of year	2016-12-31	$3,691,823
Value of total assets at beginning of year	2016-12-31	$3,244,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$56,726
Total interest from all sources	2016-12-31	$8,076
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$82,263
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
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	$534,122
Participant contributions at end of year	2016-12-31	$95,464
Participant contributions at beginning of year	2016-12-31	$69,529
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$317,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$5,533
Liabilities. Value of operating payables at end of year	2016-12-31	$8,948
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	$452,521
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,691,823
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,239,302
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,336,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,885,936
Interest on participant loans	2016-12-31	$3,508
Interest earned on other investments	2016-12-31	$4,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$260,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$289,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$272,038
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	Yes
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	$290,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$911,722
Contract administrator fees	2016-12-31	$56,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	TANNER, LLC
Accountancy firm EIN	2016-12-31	202253063
2015 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$994,843
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$344,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$304,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,071,876
Value of total assets at end of year	2015-12-31	$3,244,835
Value of total assets at beginning of year	2015-12-31	$2,588,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,246
Total interest from all sources	2015-12-31	$4,014
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$99,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$99,521
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$400,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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	$661,076
Participant contributions at end of year	2015-12-31	$69,529
Participant contributions at beginning of year	2015-12-31	$8,020
Participant contributions at beginning of year	2015-12-31	$17,734
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$151,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$5,533
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	$650,757
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,239,302
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,588,545
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,885,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,556,216
Interest on participant loans	2015-12-31	$1,682
Interest earned on other investments	2015-12-31	$2,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$289,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-180,568
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	Yes
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	$259,757
Employer contributions (assets) at beginning of year	2015-12-31	$6,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$304,840
Contract administrator fees	2015-12-31	$39,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
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	TANNER, LLC
Accountancy firm EIN	2015-12-31	202253063
2014 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,016,566
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$415,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$392,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$969,961
Value of total assets at end of year	2014-12-31	$2,588,545
Value of total assets at beginning of year	2014-12-31	$1,987,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,103
Total interest from all sources	2014-12-31	$104
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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	$2,432
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$556,091
Participant contributions at end of year	2014-12-31	$8,020
Participant contributions at end of year	2014-12-31	$17,734
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$201,140
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	$600,720
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,588,545
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,987,825
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
Investment advisory and management fees	2014-12-31	$14,765
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,556,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,976,047
Interest on participant loans	2014-12-31	$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$46,501
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	Yes
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	$212,730
Employer contributions (assets) at end of year	2014-12-31	$6,575
Employer contributions (assets) at beginning of year	2014-12-31	$11,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$392,743
Contract administrator fees	2014-12-31	$5,906
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	TANNER LLC
Accountancy firm EIN	2014-12-31	202253063
2013 : SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,004,717
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$294,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$277,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$803,781
Value of total assets at end of year	2013-12-31	$1,987,825
Value of total assets at beginning of year	2013-12-31	$1,277,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,529
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
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	$750
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$436,602
Participant contributions at beginning of year	2013-12-31	$14,495
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$182,692
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	$710,589
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,987,825
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,277,236
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
Investment advisory and management fees	2013-12-31	$11,270
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,976,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,258,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$200,936
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	$184,487
Employer contributions (assets) at end of year	2013-12-31	$11,778
Employer contributions (assets) at beginning of year	2013-12-31	$4,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$277,599
Contract administrator fees	2013-12-31	$4,509
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	TANNER LLC
Accountancy firm EIN	2013-12-31	202253063

Form 5500 Responses for SCHOOL IMPROVEMENT NETWORK 401(K) PLAN

2018: SCHOOL IMPROVEMENT NETWORK 401(K) 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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 IMPROVEMENT NETWORK 401(K) 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 IMPROVEMENT NETWORK 401(K) 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 IMPROVEMENT NETWORK 401(K) 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 IMPROVEMENT NETWORK 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHOOL IMPROVEMENT NETWORK 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809653

Policy instance

Insurance contract or identification number	809653
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-09-10
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809653

Policy instance

Insurance contract or identification number	809653
Number of Individuals Covered	179
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809653

Policy instance

Insurance contract or identification number	809653
Number of Individuals Covered	235
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHOOL IMPROVEMENT NETWORK, LLC
Employer identification number (EIN):	161422065
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-07-19
Company Identification Number:	0801819709
Legal Registered Office Address:	PO BOX 672 OAKLEY United States of America (USA) 84055