401k Plan data: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN plan

A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ATP & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ATP & ASSOCIATES, LLC

Employer identification number (EIN): 861045537

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ATP & ASSOCIATES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-05-02

Company Identification Number: 0802448190

Legal Registered Office Address: 43 CANTERBOROUGH PL

TOMBALL
United States of America (USA)
77375

More information about ATP & ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK R. PANCRAZI 2023-09-27
001 2021-01-01 MARK R. PANCRAZI 2022-10-05
001 2020-01-01 DOUGLAS A. PANCRAZI 2021-05-26 DOUGLAS A. PANCRAZI 2021-05-26
001 2019-01-01 DOUGLAS A. PANCRAZI 2020-10-12
001 2018-01-01 DOUGLAS A. PANCRAZI 2019-09-20 DOUGLAS A. PANCRAZI 2019-09-20
001 2017-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2018-06-08
001 2016-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2017-10-06
001 2015-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2016-08-01
001 2015-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2017-10-06
001 2014-01-01 DOUGLAS A. PANCRAZI
001 2014-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2017-10-06
001 2013-01-01 DOUGLAS A. PANCRAZI DOUGLAS A. PANCRAZI 2017-10-06
001 2012-01-01 DOUGLAS PANCRAZI
001 2011-01-01 DOUGLAS PANCRAZI
001 2010-01-01 DOUGLAS PANCRAZI 2011-06-07 DOUGLAS PANCRAZI 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARK R. PANCRAZI	2023-09-27
001	2021-01-01	MARK R. PANCRAZI	2022-10-05
001	2020-01-01	DOUGLAS A. PANCRAZI	2021-05-26	DOUGLAS A. PANCRAZI	2021-05-26
001	2019-01-01	DOUGLAS A. PANCRAZI	2020-10-12
001	2018-01-01	DOUGLAS A. PANCRAZI	2019-09-20	DOUGLAS A. PANCRAZI	2019-09-20
001	2017-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2018-06-08
001	2016-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2017-10-06
001	2015-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2016-08-01
001	2015-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2017-10-06
001	2014-01-01	DOUGLAS A. PANCRAZI
001	2014-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2017-10-06
001	2013-01-01	DOUGLAS A. PANCRAZI		DOUGLAS A. PANCRAZI	2017-10-06
001	2012-01-01	DOUGLAS PANCRAZI
001	2011-01-01	DOUGLAS PANCRAZI
001	2010-01-01	DOUGLAS PANCRAZI	2011-06-07	DOUGLAS PANCRAZI	2011-06-07

Plan Statistics for A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2017: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$429,505
Expenses. Total of all expenses incurred	2017-12-31	$33,862
Benefits paid (including direct rollovers)	2017-12-31	$33,862
Total plan assets at end of year	2017-12-31	$2,214,735
Total plan assets at beginning of year	2017-12-31	$1,819,092
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$61,159
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$344,677
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$395,643
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,214,735
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,819,092
Assets. Value of participant loans	2017-12-31	$17,839
Total contributions received or receivable from employer(s)	2017-12-31	$23,669
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$211,765
Expenses. Total of all expenses incurred	2016-12-31	$29,413
Benefits paid (including direct rollovers)	2016-12-31	$29,038
Total plan assets at end of year	2016-12-31	$1,819,092
Total plan assets at beginning of year	2016-12-31	$1,636,740
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$57,236
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$135,712
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$182,352
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,819,092
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,636,740
Assets. Value of participant loans	2016-12-31	$26,844
Total contributions received or receivable from employer(s)	2016-12-31	$18,817
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$154,859
Expenses. Total of all expenses incurred	2015-12-31	$38,000
Benefits paid (including direct rollovers)	2015-12-31	$38,000
Total plan assets at end of year	2015-12-31	$1,657,897
Total plan assets at beginning of year	2015-12-31	$1,541,038
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$56,974
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$69,212
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$116,859
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,657,897
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,541,038
Total contributions received or receivable from employer(s)	2015-12-31	$28,673
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$215,099
Expenses. Total of all expenses incurred	2014-12-31	$25,038
Benefits paid (including direct rollovers)	2014-12-31	$25,000
Total plan assets at end of year	2014-12-31	$1,541,038
Total plan assets at beginning of year	2014-12-31	$1,350,977
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$50,700
Assets. Value of loans (other than to participants)	2014-12-31	$19,770
Expenses. Other expenses not covered elsewhere	2014-12-31	$38
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$137,590
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$190,061
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,541,038
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,350,977
Assets. Value of participant loans	2014-12-31	$481
Total contributions received or receivable from employer(s)	2014-12-31	$26,809
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$280,187
Expenses. Total of all expenses incurred	2013-12-31	$43,885
Benefits paid (including direct rollovers)	2013-12-31	$43,413
Total plan assets at end of year	2013-12-31	$1,350,977
Total plan assets at beginning of year	2013-12-31	$1,114,675
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$50,183
Assets. Value of loans (other than to participants)	2013-12-31	$61,469
Expenses. Other expenses not covered elsewhere	2013-12-31	$472
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$212,805
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$236,302
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,350,977
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,114,675
Assets. Value of participant loans	2013-12-31	$2,150
Total contributions received or receivable from employer(s)	2013-12-31	$17,199
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$219,227
Expenses. Total of all expenses incurred	2012-12-31	$25,050
Benefits paid (including direct rollovers)	2012-12-31	$25,000
Total plan assets at end of year	2012-12-31	$1,114,675
Total plan assets at beginning of year	2012-12-31	$920,498
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$50,590
Assets. Value of loans (other than to participants)	2012-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$150,978
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$194,177
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,114,675
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$920,498
Total contributions received or receivable from employer(s)	2012-12-31	$17,659
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$101
Total income from all sources	2011-12-31	$53,259
Expenses. Total of all expenses incurred	2011-12-31	$32,013
Benefits paid (including direct rollovers)	2011-12-31	$32,013
Total plan assets at end of year	2011-12-31	$920,498
Total plan assets at beginning of year	2011-12-31	$899,353
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$50,492
Assets. Value of loans (other than to participants)	2011-12-31	$75,000
Other income received	2011-12-31	$-19,361
Net income (gross income less expenses)	2011-12-31	$21,246
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$920,498
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$899,252
Total contributions received or receivable from employer(s)	2011-12-31	$22,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN

2017: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: A. T. PANCRAZI AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007447444

Policy instance

Insurance contract or identification number	007447444
Number of Individuals Covered	1
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?	1
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 $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DOLLARHIDE JEFFREY CARL

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

Policy contract number

67314

Policy instance

Insurance contract or identification number	67314
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,046
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	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

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

Policy contract number

67314

Policy instance

Insurance contract or identification number	67314
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,350
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	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

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

Policy contract number

67314

Policy instance

Insurance contract or identification number	67314
Number of Individuals Covered	9
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,489
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	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

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

Policy contract number

67314

Policy instance

Insurance contract or identification number	67314
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,678
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	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
Commission paid to Insurance Broker	USD $2,678
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MONTOYA GROUP, LLC

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Company Name:	ATP & ASSOCIATES, LLC
Employer identification number (EIN):	861045537
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-05-02
Company Identification Number:	0802448190
Legal Registered Office Address:	43 CANTERBOROUGH PL TOMBALL United States of America (USA) 77375