401k Plan data: PA GENERAL ENERGY 401(K) PLAN plan

PA GENERAL ENERGY 401(K) PLAN 401k Plan overview

Plan Name	PA GENERAL ENERGY 401(K) PLAN
Plan identification number	001

PA GENERAL ENERGY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

PENNSYLVANIA GENERAL ENERGY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PENNSYLVANIA GENERAL ENERGY COMPANY

Employer identification number (EIN): 251424922

NAIC Classification: 211110
NAIC Description: Oil and Gas Extraction, Oil

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PA GENERAL ENERGY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KAREN THOMAS
001 2014-01-01 KAREN THOMAS KAREN THOMAS 2015-10-14
001 2013-01-01 KAREN THOMAS
001 2012-01-01 KAREN THOMAS
001 2011-01-01 ROBIN SCHULER 2012-07-17
001 2010-01-01 ROBIN SCHULER 2011-09-28
001 2009-01-01 ROBIN SCHULER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	KAREN THOMAS
001	2014-01-01	KAREN THOMAS		KAREN THOMAS	2015-10-14
001	2013-01-01	KAREN THOMAS
001	2012-01-01	KAREN THOMAS
001	2011-01-01	ROBIN SCHULER	2012-07-17
001	2010-01-01	ROBIN SCHULER	2011-09-28
001	2009-01-01	ROBIN SCHULER

Plan Statistics for PA GENERAL ENERGY 401(K) PLAN

401k plan membership statisitcs for PA GENERAL ENERGY 401(K) PLAN

Measure Date Value
2015: PA GENERAL ENERGY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PA GENERAL ENERGY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 155
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 187
Number of participants with account balances 2014-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PA GENERAL ENERGY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 149
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PA GENERAL ENERGY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 132
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 145
Number of participants with account balances 2012-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: PA GENERAL ENERGY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 121
Number of participants with account balances 2009-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PA GENERAL ENERGY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PA GENERAL ENERGY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	155
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	187
Number of participants with account balances	2014-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PA GENERAL ENERGY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	149
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PA GENERAL ENERGY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	132
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	145
Number of participants with account balances	2012-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: PA GENERAL ENERGY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	121
Number of participants with account balances	2009-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PA GENERAL ENERGY 401(K) PLAN

Measure	Date	Value
2015 : PA GENERAL ENERGY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,559,056
Total loss/gain on sale of assets	2015-12-31	$-104,861
Total of all expenses incurred	2015-12-31	$472,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$472,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,453,317
Value of total assets at end of year	2015-12-31	$15,621,070
Value of total assets at beginning of year	2015-12-31	$14,534,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$8,329
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$202,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$202,271
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$698,447
Participant contributions at end of year	2015-12-31	$252,511
Participant contributions at beginning of year	2015-12-31	$161,511
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$60,385
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$419,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,086,183
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,621,070
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,534,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,308,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,228,570
Interest on participant loans	2015-12-31	$8,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$335,185
Employer contributions (assets) at end of year	2015-12-31	$60,121
Employer contributions (assets) at beginning of year	2015-12-31	$84,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$472,873
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-104,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SISTERSON & COMPANY, LLP
Accountancy firm EIN	2015-12-31	251467156
2014 : PA GENERAL ENERGY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,123,820
Total loss/gain on sale of assets	2014-12-31	$664,184
Total of all expenses incurred	2014-12-31	$469,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$469,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,259,932
Value of total assets at end of year	2014-12-31	$14,534,887
Value of total assets at beginning of year	2014-12-31	$12,880,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$7,219
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$192,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$192,485
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$827,625
Participant contributions at end of year	2014-12-31	$161,511
Participant contributions at beginning of year	2014-12-31	$190,816
Participant contributions at end of year	2014-12-31	$60,385
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,654,380
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,534,887
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,880,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,228,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,610,262
Interest on participant loans	2014-12-31	$7,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$399,220
Employer contributions (assets) at end of year	2014-12-31	$84,421
Employer contributions (assets) at beginning of year	2014-12-31	$79,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$469,440
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$664,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SISTERSON & COMPANY, LLP
Accountancy firm EIN	2014-12-31	251467156
2013 : PA GENERAL ENERGY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,614,486
Total loss/gain on sale of assets	2013-12-31	$2,050,045
Total of all expenses incurred	2013-12-31	$553,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$553,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,400,184
Value of total assets at end of year	2013-12-31	$12,880,507
Value of total assets at beginning of year	2013-12-31	$9,819,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$6,490
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$157,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$157,767
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$894,086
Participant contributions at end of year	2013-12-31	$190,816
Participant contributions at beginning of year	2013-12-31	$116,463
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$98,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,060,788
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,880,507
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,819,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,610,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,623,424
Income. Interest from loans (other than to participants)	2013-12-31	$6,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$407,648
Employer contributions (assets) at end of year	2013-12-31	$79,429
Employer contributions (assets) at beginning of year	2013-12-31	$79,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$553,698
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,050,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SISTERSON & COMPANY, LLP
Accountancy firm EIN	2013-12-31	251467156
2012 : PA GENERAL ENERGY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,714,480
Total loss/gain on sale of assets	2012-12-31	$748,103
Total of all expenses incurred	2012-12-31	$768,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$768,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,764,938
Value of total assets at end of year	2012-12-31	$9,819,719
Value of total assets at beginning of year	2012-12-31	$7,873,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$5,418
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$196,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$196,021
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$964,379
Participant contributions at end of year	2012-12-31	$116,463
Participant contributions at beginning of year	2012-12-31	$119,770
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$356,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,946,336
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,819,719
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,873,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,623,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,753,613
Income. Interest from loans (other than to participants)	2012-12-31	$5,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$444,184
Employer contributions (assets) at end of year	2012-12-31	$79,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$768,144
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$748,103
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SISTERSON & COMPANY, LLP
Accountancy firm EIN	2012-12-31	251467156

Form 5500 Responses for PA GENERAL ENERGY 401(K) PLAN

2015: PA GENERAL ENERGY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PA GENERAL ENERGY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PA GENERAL ENERGY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PA GENERAL ENERGY 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: PA GENERAL ENERGY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PA GENERAL ENERGY 401(K) PLAN [EIN = 432002031]

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Company Name:	PENNSYLVANIA GENERAL ENERGY COMPANY
Employer identification number (EIN):	251424922
NAIC Classification:	211110
NAIC Description:	Oil and Gas Extraction, Oil