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ENERGY NORTH RETIREMENT PLAN 401k Plan overview

Plan NameENERGY NORTH RETIREMENT PLAN
Plan identification number 001

ENERGY NORTH RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

ENERGY NORTH INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:ENERGY NORTH INCORPORATED
Employer identification number (EIN):042748522
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGY NORTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01BETH CLEMENTE2022-10-11
0012020-01-01BETH CLEMENTE2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01KEN BLACK
0012016-01-01KEN BLACK
0012015-01-01KEN BLACK
0012014-01-01KEN BLACK2015-02-11
0012013-01-01KEN BLACK2014-05-13
0012012-01-01KEN BLACK2013-03-28
0012011-01-01KEN BLACK2012-03-23
0012010-01-01KEN BLACK2011-04-22

Plan Statistics for ENERGY NORTH RETIREMENT PLAN

401k plan membership statisitcs for ENERGY NORTH RETIREMENT PLAN

Measure Date Value
2023: ENERGY NORTH RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01838
Total number of active participants reported on line 7a of the Form 55002023-01-01901
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0191
Total of all active and inactive participants2023-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01992
Number of participants with account balances2023-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ENERGY NORTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01785
Total number of active participants reported on line 7a of the Form 55002022-01-01784
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01838
Number of participants with account balances2022-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENERGY NORTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01620
Total number of active participants reported on line 7a of the Form 55002021-01-01745
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01785
Number of participants with account balances2021-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ENERGY NORTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01544
Total number of active participants reported on line 7a of the Form 55002020-01-01597
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01620
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENERGY NORTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01522
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01544
Number of participants with account balances2019-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ENERGY NORTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01212
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENERGY NORTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENERGY NORTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01140
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ENERGY NORTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ENERGY NORTH RETIREMENT PLAN

Measure Date Value
2023 : ENERGY NORTH RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,648,980
Total of all expenses incurred2023-12-31$1,690,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,624,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,378,971
Value of total assets at end of year2023-12-31$17,635,260
Value of total assets at beginning of year2023-12-31$13,676,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$65,448
Total interest from all sources2023-12-31$26,581
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$419,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$419,042
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$900,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,762,147
Participant contributions at end of year2023-12-31$529,079
Participant contributions at beginning of year2023-12-31$421,160
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$714,395
Administrative expenses (other) incurred2023-12-31$65,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,958,748
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,635,260
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,676,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,136,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,233,311
Interest on participant loans2023-12-31$26,581
Value of interest in common/collective trusts at end of year2023-12-31$970,036
Value of interest in common/collective trusts at beginning of year2023-12-31$1,022,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,798,262
Net investment gain or loss from common/collective trusts2023-12-31$26,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$902,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,624,784
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MARCUM, LLP
Accountancy firm EIN2023-12-31111986323
2022 : ENERGY NORTH RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-279,136
Total of all expenses incurred2022-12-31$1,253,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,190,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,180,993
Value of total assets at end of year2022-12-31$13,676,512
Value of total assets at beginning of year2022-12-31$15,208,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,423
Total interest from all sources2022-12-31$16,892
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$334,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$334,968
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$900,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,366,163
Participant contributions at end of year2022-12-31$421,160
Participant contributions at beginning of year2022-12-31$344,919
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$111,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,532,442
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,676,512
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,208,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$62,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,233,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,695,214
Interest on participant loans2022-12-31$16,892
Value of interest in common/collective trusts at end of year2022-12-31$1,022,041
Value of interest in common/collective trusts at beginning of year2022-12-31$1,168,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,828,190
Net investment gain or loss from common/collective trusts2022-12-31$16,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$703,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,190,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM, LLP
Accountancy firm EIN2022-12-31111986323
2021 : ENERGY NORTH RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,153,750
Total of all expenses incurred2021-12-31$1,470,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,410,530
Expenses. Certain deemed distributions of participant loans2021-12-31$1,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,740,932
Value of total assets at end of year2021-12-31$15,208,954
Value of total assets at beginning of year2021-12-31$12,525,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,267
Total interest from all sources2021-12-31$12,976
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$415,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$415,876
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$900,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,291,929
Participant contributions at end of year2021-12-31$344,919
Participant contributions at beginning of year2021-12-31$280,247
Participant contributions at beginning of year2021-12-31$20,313
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$819,036
Administrative expenses (other) incurred2021-12-31$58,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,683,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,208,954
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,525,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,695,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,985,992
Interest on participant loans2021-12-31$12,976
Value of interest in common/collective trusts at end of year2021-12-31$1,168,821
Value of interest in common/collective trusts at beginning of year2021-12-31$1,226,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$968,100
Net investment gain or loss from common/collective trusts2021-12-31$15,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$629,967
Employer contributions (assets) at beginning of year2021-12-31$11,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,410,530
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM, LLP
Accountancy firm EIN2021-12-31111986323
2020 : ENERGY NORTH RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,323,786
Total of all expenses incurred2020-12-31$1,220,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,172,835
Expenses. Certain deemed distributions of participant loans2020-12-31$13,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,759,647
Value of total assets at end of year2020-12-31$12,525,209
Value of total assets at beginning of year2020-12-31$10,422,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,656
Total interest from all sources2020-12-31$12,639
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$266,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$266,079
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$900,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,015,465
Participant contributions at end of year2020-12-31$280,247
Participant contributions at beginning of year2020-12-31$223,193
Participant contributions at end of year2020-12-31$20,313
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$233,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,103,127
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,525,209
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,422,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,985,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,583,299
Interest on participant loans2020-12-31$12,639
Value of interest in common/collective trusts at end of year2020-12-31$1,226,979
Value of interest in common/collective trusts at beginning of year2020-12-31$615,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,267,542
Net investment gain or loss from common/collective trusts2020-12-31$17,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$510,236
Employer contributions (assets) at end of year2020-12-31$11,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,172,835
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARCUM, LLP
Accountancy firm EIN2020-12-31111986323
2019 : ENERGY NORTH RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$3,414,098
Total transfer of assets to this plan2019-12-31$3,414,098
Total income from all sources (including contributions)2019-12-31$3,317,649
Total income from all sources (including contributions)2019-12-31$3,317,649
Total of all expenses incurred2019-12-31$567,736
Total of all expenses incurred2019-12-31$567,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$521,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$521,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,660,833
Value of total assets at end of year2019-12-31$10,422,082
Value of total assets at end of year2019-12-31$10,422,082
Value of total assets at beginning of year2019-12-31$4,258,071
Value of total assets at beginning of year2019-12-31$4,258,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,653
Total interest from all sources2019-12-31$10,571
Total interest from all sources2019-12-31$10,571
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,047,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,047,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,047,551
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,047,551
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$867,295
Participant contributions at end of year2019-12-31$223,193
Participant contributions at end of year2019-12-31$223,193
Participant contributions at beginning of year2019-12-31$45,592
Participant contributions at beginning of year2019-12-31$45,592
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$347,741
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$347,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,749,913
Value of net income/loss2019-12-31$2,749,913
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,422,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,422,082
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,258,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,258,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,653
Investment advisory and management fees2019-12-31$46,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,583,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,583,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,026,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,026,948
Interest on participant loans2019-12-31$10,571
Interest on participant loans2019-12-31$10,571
Value of interest in common/collective trusts at end of year2019-12-31$615,590
Value of interest in common/collective trusts at end of year2019-12-31$615,590
Value of interest in common/collective trusts at beginning of year2019-12-31$185,531
Value of interest in common/collective trusts at beginning of year2019-12-31$185,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$590,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$590,645
Net investment gain or loss from common/collective trusts2019-12-31$8,049
Net investment gain or loss from common/collective trusts2019-12-31$8,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$445,797
Contributions received in cash from employer2019-12-31$445,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$521,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$521,083
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : ENERGY NORTH RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$646,612
Total of all expenses incurred2018-12-31$129,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$101,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$841,657
Value of total assets at end of year2018-12-31$4,258,071
Value of total assets at beginning of year2018-12-31$3,740,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,282
Total interest from all sources2018-12-31$2,203
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$91,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$91,286
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$380,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$341,554
Participant contributions at end of year2018-12-31$45,592
Participant contributions at beginning of year2018-12-31$37,469
Participant contributions at beginning of year2018-12-31$5,398
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$339,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$517,430
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,258,071
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,740,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,026,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,641,134
Interest on participant loans2018-12-31$2,203
Value of interest in common/collective trusts at end of year2018-12-31$185,531
Value of interest in common/collective trusts at beginning of year2018-12-31$53,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-291,263
Net investment gain or loss from common/collective trusts2018-12-31$2,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$160,811
Employer contributions (assets) at beginning of year2018-12-31$2,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$101,900
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM, LLP
Accountancy firm EIN2018-12-31111986323
2017 : ENERGY NORTH RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$886,987
Total of all expenses incurred2017-12-31$174,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$150,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$404,802
Value of total assets at end of year2017-12-31$3,740,641
Value of total assets at beginning of year2017-12-31$3,028,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,900
Total interest from all sources2017-12-31$1,397
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$66,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$66,217
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$310,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$269,564
Participant contributions at end of year2017-12-31$37,469
Participant contributions at beginning of year2017-12-31$23,092
Participant contributions at end of year2017-12-31$5,398
Participant contributions at beginning of year2017-12-31$6,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$712,182
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,740,641
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,028,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,641,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,935,185
Interest on participant loans2017-12-31$1,397
Value of interest in common/collective trusts at end of year2017-12-31$53,883
Value of interest in common/collective trusts at beginning of year2017-12-31$62,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$413,556
Net investment gain or loss from common/collective trusts2017-12-31$1,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$135,238
Employer contributions (assets) at end of year2017-12-31$2,757
Employer contributions (assets) at beginning of year2017-12-31$1,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$150,905
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM, LLP
Accountancy firm EIN2017-12-31111986323
2016 : ENERGY NORTH RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$601,194
Total of all expenses incurred2016-12-31$299,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$279,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$395,887
Value of total assets at end of year2016-12-31$3,028,459
Value of total assets at beginning of year2016-12-31$2,726,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,640
Total interest from all sources2016-12-31$829
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$61,806
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$280,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$262,103
Participant contributions at end of year2016-12-31$23,092
Participant contributions at beginning of year2016-12-31$26,104
Participant contributions at end of year2016-12-31$6,603
Participant contributions at beginning of year2016-12-31$5,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$302,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,028,459
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,726,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,935,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,630,862
Interest on participant loans2016-12-31$829
Value of interest in common/collective trusts at end of year2016-12-31$62,179
Value of interest in common/collective trusts at beginning of year2016-12-31$62,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,633
Net investment gain or loss from common/collective trusts2016-12-31$1,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,784
Employer contributions (assets) at end of year2016-12-31$1,400
Employer contributions (assets) at beginning of year2016-12-31$1,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$279,526
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM, LLP
Accountancy firm EIN2016-12-31111986323
2015 : ENERGY NORTH RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$459,033
Total of all expenses incurred2015-12-31$339,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$319,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$458,427
Value of total assets at end of year2015-12-31$2,726,431
Value of total assets at beginning of year2015-12-31$2,606,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,823
Total interest from all sources2015-12-31$1,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$50,285
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$223,976
Participant contributions at end of year2015-12-31$26,104
Participant contributions at beginning of year2015-12-31$8,053
Participant contributions at end of year2015-12-31$5,457
Participant contributions at beginning of year2015-12-31$4,496
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$115,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$119,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,726,431
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,606,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,630,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,433,773
Interest on participant loans2015-12-31$1,149
Value of interest in common/collective trusts at end of year2015-12-31$62,868
Value of interest in common/collective trusts at beginning of year2015-12-31$158,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,904
Net investment gain or loss from common/collective trusts2015-12-31$76
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$119,274
Employer contributions (assets) at end of year2015-12-31$1,140
Employer contributions (assets) at beginning of year2015-12-31$1,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$319,211
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM, LLP
Accountancy firm EIN2015-12-31111986323

Form 5500 Responses for ENERGY NORTH RETIREMENT PLAN

2023: ENERGY NORTH RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ENERGY NORTH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENERGY NORTH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENERGY NORTH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENERGY NORTH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENERGY NORTH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENERGY NORTH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENERGY NORTH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENERGY NORTH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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