401k Plan data: SCHOOLOGY, INC. 401(K) PLAN plan

SCHOOLOGY, INC. 401(K) PLAN 401k Plan overview

Plan Name	SCHOOLOGY, INC. 401(K) PLAN
Plan identification number	001

SCHOOLOGY, INC. 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.
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

SCHOOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHOOLOGY, INC.

Employer identification number (EIN): 260808340

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHOOLOGY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEITH STRATTON
001 2016-01-01 JEREMY FRIEDMAN
001 2015-01-01 JEREMY FRIEDMAN 2016-07-29
001 2014-01-01 JEREMY FRIEDMAN 2015-10-01
001 2013-01-01 JEREMY FRIEDMAN 2014-07-30
001 2012-01-01 JEREMY FRIEDMAN 2013-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KEITH STRATTON
001	2016-01-01	JEREMY FRIEDMAN
001	2015-01-01	JEREMY FRIEDMAN	2016-07-29
001	2014-01-01	JEREMY FRIEDMAN	2015-10-01
001	2013-01-01	JEREMY FRIEDMAN	2014-07-30
001	2012-01-01	JEREMY FRIEDMAN	2013-09-27

Plan Statistics for SCHOOLOGY, INC. 401(K) PLAN

401k plan membership statisitcs for SCHOOLOGY, INC. 401(K) PLAN

Measure Date Value
2020: SCHOOLOGY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHOOLOGY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
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 60
Total of all active and inactive participants 2019-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 218
Number of participants with account balances 2019-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHOOLOGY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 166
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 2018-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 213
Number of participants with account balances 2018-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHOOLOGY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 113
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 2017-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 157
Number of participants with account balances 2017-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHOOLOGY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 174
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 34
Total of all active and inactive participants 2016-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 208
Number of participants with account balances 2016-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2020: SCHOOLOGY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHOOLOGY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
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	60
Total of all active and inactive participants	2019-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	218
Number of participants with account balances	2019-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHOOLOGY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	166
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	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	213
Number of participants with account balances	2018-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHOOLOGY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	113
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	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	157
Number of participants with account balances	2017-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHOOLOGY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	174
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	34
Total of all active and inactive participants	2016-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	208
Number of participants with account balances	2016-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on SCHOOLOGY, INC. 401(K) PLAN

Measure	Date	Value
2020 : SCHOOLOGY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-01	$0
Total transfer of assets from this plan	2020-06-01	$4,825,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-01	$0
Total income from all sources (including contributions)	2020-06-01	$-379,856
Total loss/gain on sale of assets	2020-06-01	$0
Total of all expenses incurred	2020-06-01	$239,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-01	$238,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-01	$0
Value of total assets at end of year	2020-06-01	$0
Value of total assets at beginning of year	2020-06-01	$5,444,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-01	$500
Total interest from all sources	2020-06-01	$4,706
Total dividends received (eg from common stock, registered investment company shares)	2020-06-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-06-01	$0
Was this plan covered by a fidelity bond	2020-06-01	Yes
Value of fidelity bond cover	2020-06-01	$500,000
If this is an individual account plan, was there a blackout period	2020-06-01	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-01	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-01	No
Participant contributions at end of year	2020-06-01	$0
Participant contributions at beginning of year	2020-06-01	$9,373
Administrative expenses (other) incurred	2020-06-01	$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-01	No
Value of net income/loss	2020-06-01	$-619,023
Value of net assets at end of year (total assets less liabilities)	2020-06-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-06-01	$5,444,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-01	No
Were any leases to which the plan was party in default or uncollectible	2020-06-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-01	$5,384,443
Interest on participant loans	2020-06-01	$191
Interest earned on other investments	2020-06-01	$4,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-01	$51,046
Net investment gain/loss from pooled separate accounts	2020-06-01	$-384,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-01	No
Was there a failure to transmit to the plan any participant contributions	2020-06-01	No
Has the plan failed to provide any benefit when due under the plan	2020-06-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-01	$238,667
Did the plan have assets held for investment	2020-06-01	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	2020-06-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-01	No
Opinion of an independent qualified public accountant for this plan	2020-06-01	Disclaimer
Accountancy firm name	2020-06-01	BDO USA, LLP
Accountancy firm EIN	2020-06-01	135381590
2019 : SCHOOLOGY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,180,182
Total income from all sources (including contributions)	2019-12-31	$2,180,182
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$387,981
Total of all expenses incurred	2019-12-31	$387,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$383,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$383,486
Value of total corrective distributions	2019-12-31	$3,745
Value of total corrective distributions	2019-12-31	$3,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,206,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,206,418
Value of total assets at end of year	2019-12-31	$5,444,862
Value of total assets at end of year	2019-12-31	$5,444,862
Value of total assets at beginning of year	2019-12-31	$3,652,661
Value of total assets at beginning of year	2019-12-31	$3,652,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$750
Total interest from all sources	2019-12-31	$1,891
Total interest from all sources	2019-12-31	$1,891
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,142,246
Contributions received from participants	2019-12-31	$1,142,246
Participant contributions at end of year	2019-12-31	$9,373
Participant contributions at end of year	2019-12-31	$9,373
Participant contributions at beginning of year	2019-12-31	$39,444
Participant contributions at beginning of year	2019-12-31	$39,444
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,172
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,172
Other income not declared elsewhere	2019-12-31	$213
Other income not declared elsewhere	2019-12-31	$213
Administrative expenses (other) incurred	2019-12-31	$750
Administrative expenses (other) incurred	2019-12-31	$750
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
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
Value of net income/loss	2019-12-31	$1,792,201
Value of net income/loss	2019-12-31	$1,792,201
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,444,862
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,444,862
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,652,661
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,652,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,384,443
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,384,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,573,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,573,062
Interest on participant loans	2019-12-31	$1,206
Interest on participant loans	2019-12-31	$1,206
Interest earned on other investments	2019-12-31	$685
Interest earned on other investments	2019-12-31	$685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$51,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$51,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$40,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$40,155
Net investment gain/loss from pooled separate accounts	2019-12-31	$971,660
Net investment gain/loss from pooled separate accounts	2019-12-31	$971,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$383,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$383,486
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : SCHOOLOGY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$802,029
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,177,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,164,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,089,468
Value of total assets at end of year	2018-12-31	$3,652,661
Value of total assets at beginning of year	2018-12-31	$4,028,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,475
Total interest from all sources	2018-12-31	$2,275
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,029,891
Participant contributions at end of year	2018-12-31	$39,444
Participant contributions at beginning of year	2018-12-31	$43,801
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$59,577
Administrative expenses (other) incurred	2018-12-31	$13,475
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	$-375,928
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,652,661
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,028,589
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,573,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,976,665
Interest on participant loans	2018-12-31	$2,112
Interest earned on other investments	2018-12-31	$163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$40,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,123
Net investment gain/loss from pooled separate accounts	2018-12-31	$-289,714
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,164,482
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	2018-12-31	Yes
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	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : SCHOOLOGY, INC. 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	$2,534
Total income from all sources (including contributions)	2017-12-31	$1,873,638
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$838,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$773,167
Value of total corrective distributions	2017-12-31	$63,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,241,812
Value of total assets at end of year	2017-12-31	$4,028,589
Value of total assets at beginning of year	2017-12-31	$2,996,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,891
Total interest from all sources	2017-12-31	$2,054
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$385,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,066,922
Participant contributions at end of year	2017-12-31	$43,801
Participant contributions at beginning of year	2017-12-31	$28,415
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,708
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$174,890
Other income not declared elsewhere	2017-12-31	$7,477
Administrative expenses (other) incurred	2017-12-31	$1,891
Liabilities. Value of operating payables at beginning of year	2017-12-31	$2,534
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	$1,034,979
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,028,589
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,993,610
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	$3,976,665
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,966,021
Interest on participant loans	2017-12-31	$2,024
Interest earned on other investments	2017-12-31	$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$622,295
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$773,167
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	2017-12-31	Yes
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	REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN	2017-12-31	462374336
2016 : SCHOOLOGY, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,506
Total income from all sources (including contributions)	2016-12-31	$1,762,202
Total of all expenses incurred	2016-12-31	$341,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$331,547
Value of total corrective distributions	2016-12-31	$8,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,523,733
Value of total assets at end of year	2016-12-31	$2,996,144
Value of total assets at beginning of year	2016-12-31	$1,575,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,389
Total interest from all sources	2016-12-31	$730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
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	$936,005
Participant contributions at end of year	2016-12-31	$28,415
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$1,708
Participant contributions at beginning of year	2016-12-31	$1,708
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$587,728
Liabilities. Value of operating payables at end of year	2016-12-31	$2,534
Liabilities. Value of operating payables at beginning of year	2016-12-31	$2,506
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	$1,420,324
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,993,610
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,573,286
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	$1,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,966,021
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,574,084
Interest on participant loans	2016-12-31	$730
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$237,739
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$331,547
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	REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN	2016-12-31	462374336

Form 5500 Responses for SCHOOLOGY, INC. 401(K) PLAN

2020: SCHOOLOGY, INC. 401(K) 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SCHOOLOGY, INC. 401(K) 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: SCHOOLOGY, INC. 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	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: SCHOOLOGY, INC. 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: SCHOOLOGY, INC. 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5122

Policy instance

Insurance contract or identification number	YH5122
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-06-01
Total amount of commissions paid to insurance broker	USD $5,100
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,100
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5122

Policy instance

Insurance contract or identification number	YH5122
Number of Individuals Covered	218
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $11,174
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $11,174
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5122

Policy instance

Insurance contract or identification number	YH5122
Number of Individuals Covered	213
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $9,755
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $9,755
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5122

Policy instance

Insurance contract or identification number	YH5122
Number of Individuals Covered	157
Insurance policy start date	2017-06-22
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,634
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $4,634
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

800325

Policy instance

Insurance contract or identification number	800325
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-06-21
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHOOLOGY, INC.
Employer identification number (EIN):	260808340
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services