401k Plan data: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN plan

AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN
Plan identification number	001

AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AT WORLD PROPERTIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: AT WORLD PROPERTIES, LLC

Employer identification number (EIN): 364357214

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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 JEREMY NETZEL
001 2016-01-01 JEREMY NETZEL JEREMY NETZEL 2017-09-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	JEREMY NETZEL
001	2016-01-01	JEREMY NETZEL	JEREMY NETZEL	2017-09-13

Plan Statistics for AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2018: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 189
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 220
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 193
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 14
Total of all active and inactive participants 2017-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 207
Number of participants with account balances 2017-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
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 14
Total of all active and inactive participants 2016-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 151
Number of participants with account balances 2016-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2018: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	189
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	220
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	193
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	14
Total of all active and inactive participants	2017-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	207
Number of participants with account balances	2017-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
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	14
Total of all active and inactive participants	2016-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	151
Number of participants with account balances	2016-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2018 : AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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	$365,026
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$79,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$67,380
Value of total corrective distributions	2018-12-31	$5,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$513,105
Value of total assets at end of year	2018-12-31	$2,286,431
Value of total assets at beginning of year	2018-12-31	$2,001,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,273
Total interest from all sources	2018-12-31	$1,524
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$55,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$55,099
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$486,988
Participant contributions at end of year	2018-12-31	$22,214
Participant contributions at beginning of year	2018-12-31	$40,458
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$26,117
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	$285,377
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,286,431
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,001,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,573
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,264,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,960,596
Interest on participant loans	2018-12-31	$1,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-204,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$67,380
Contract administrator fees	2018-12-31	$700
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	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2018-12-31	462966358
2017 : AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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	$0
Total income from all sources (including contributions)	2017-12-31	$624,394
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$35,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$29,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$365,239
Value of total assets at end of year	2017-12-31	$2,001,054
Value of total assets at beginning of year	2017-12-31	$1,412,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,127
Total interest from all sources	2017-12-31	$1,154
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$38,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$38,431
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$365,239
Participant contributions at end of year	2017-12-31	$40,458
Participant contributions at beginning of year	2017-12-31	$17,425
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	$588,725
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,001,054
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,412,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,919
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,960,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,394,904
Interest on participant loans	2017-12-31	$1,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$219,570
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$29,542
Contract administrator fees	2017-12-31	$1,208
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	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2017-12-31	462966358
2016 : AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$588,693
Total of all expenses incurred	2016-12-31	$6,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$448,924
Value of total assets at end of year	2016-12-31	$1,412,329
Value of total assets at beginning of year	2016-12-31	$830,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,863
Total interest from all sources	2016-12-31	$935
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$27,858
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	$27,858
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	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	$305,646
Participant contributions at end of year	2016-12-31	$17,425
Participant contributions at beginning of year	2016-12-31	$26,305
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$143,278
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	$581,836
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,412,329
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$830,493
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	$2,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,394,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$804,188
Interest on participant loans	2016-12-31	$935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$110,976
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	$3,994
Contract administrator fees	2016-12-31	$150
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	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2016-12-31	462966358

Form 5500 Responses for AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN

2018: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AT WORLD PROPERTIES, LLC
Employer identification number (EIN):	364357214
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers