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

Plan NamePA GENERAL ENERGY 401(K) PLAN
Plan identification number 001

PA GENERAL ENERGY 401(K) PLAN Benefits

401k Plan TypeDefined 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
  • 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, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C.
Employer identification number (EIN):432002031
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN THOMAS
0012016-01-01KAREN THOMAS

Plan Statistics for PA GENERAL ENERGY 401(K) PLAN

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

Measure Date Value
2023: PA GENERAL ENERGY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01118
Total number of active participants reported on line 7a of the Form 55002023-01-0172
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-0135
Total of all active and inactive participants2023-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01120
Number of participants with account balances2023-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PA GENERAL ENERGY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-0169
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01118
Number of participants with account balances2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PA GENERAL ENERGY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01135
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01126
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PA GENERAL ENERGY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-0171
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01135
Number of participants with account balances2020-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PA GENERAL ENERGY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01144
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PA GENERAL ENERGY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01140
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PA GENERAL ENERGY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PA GENERAL ENERGY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on PA GENERAL ENERGY 401(K) PLAN

Measure Date Value
2023 : PA GENERAL ENERGY 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,132,428
Total loss/gain on sale of assets2023-12-31$3,254,332
Total of all expenses incurred2023-12-31$1,344,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,339,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,001,485
Value of total assets at end of year2023-12-31$26,071,636
Value of total assets at beginning of year2023-12-31$22,283,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,581
Total interest from all sources2023-12-31$8,187
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$868,424
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$868,424
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$540,929
Participant contributions at end of year2023-12-31$136,108
Participant contributions at beginning of year2023-12-31$119,895
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$145,746
Administrative expenses (other) incurred2023-12-31$4,581
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
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$3,788,239
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,071,636
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,283,397
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$25,878,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,103,649
Interest on participant loans2023-12-31$8,187
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$314,810
Employer contributions (assets) at end of year2023-12-31$56,550
Employer contributions (assets) at beginning of year2023-12-31$59,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,339,608
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
Aggregate proceeds on sale of assets2023-12-31$3,254,332
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2023-12-31251467156
2022 : PA GENERAL ENERGY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,137,204
Total loss/gain on sale of assets2022-12-31$4,229,984
Total of all expenses incurred2022-12-31$1,288,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,285,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$864,938
Value of total assets at end of year2022-12-31$22,283,397
Value of total assets at beginning of year2022-12-31$27,709,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,392
Total interest from all sources2022-12-31$5,816
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,232
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$5,232
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$516,690
Participant contributions at end of year2022-12-31$119,895
Participant contributions at beginning of year2022-12-31$146,124
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,614
Administrative expenses (other) incurred2022-12-31$3,392
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$44,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,425,666
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,283,397
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,709,063
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,103,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,518,201
Interest on participant loans2022-12-31$5,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,243,174
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$277,634
Employer contributions (assets) at end of year2022-12-31$59,853
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,285,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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
Aggregate proceeds on sale of assets2022-12-31$4,229,984
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2022-12-31251467156
2021 : PA GENERAL ENERGY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,287,274
Total loss/gain on sale of assets2021-12-31$2,922,833
Total of all expenses incurred2021-12-31$2,636,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,636,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$870,126
Value of total assets at end of year2021-12-31$27,709,063
Value of total assets at beginning of year2021-12-31$26,058,676
Total interest from all sources2021-12-31$6,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$270,622
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$270,622
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$500,128
Participant contributions at end of year2021-12-31$146,124
Participant contributions at beginning of year2021-12-31$156,762
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$111,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,003
Total non interest bearing cash at end of year2021-12-31$44,738
Total non interest bearing cash at beginning of year2021-12-31$61,259
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$1,650,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,709,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,058,676
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$27,518,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,840,655
Interest on participant loans2021-12-31$6,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$217,536
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$258,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,634,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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
Aggregate proceeds on sale of assets2021-12-31$2,922,833
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2021-12-31251467156
2020 : PA GENERAL ENERGY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,202,890
Total loss/gain on sale of assets2020-12-31$3,440,551
Total of all expenses incurred2020-12-31$2,021,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,020,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,527,617
Value of total assets at end of year2020-12-31$26,058,676
Value of total assets at beginning of year2020-12-31$22,877,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,583
Total interest from all sources2020-12-31$7,215
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$227,507
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$227,507
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$627,968
Participant contributions at end of year2020-12-31$156,762
Participant contributions at beginning of year2020-12-31$160,720
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$585,448
Administrative expenses (other) incurred2020-12-31$1,583
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$3,180,955
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,058,676
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,877,721
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,840,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,664,178
Interest on participant loans2020-12-31$7,215
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$314,201
Employer contributions (assets) at end of year2020-12-31$61,259
Employer contributions (assets) at beginning of year2020-12-31$52,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,020,352
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
Aggregate proceeds on sale of assets2020-12-31$3,440,551
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2020-12-31251467156
2019 : PA GENERAL ENERGY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,126,016
Total income from all sources (including contributions)2019-12-31$5,126,016
Total loss/gain on sale of assets2019-12-31$3,826,000
Total loss/gain on sale of assets2019-12-31$3,826,000
Total of all expenses incurred2019-12-31$675,042
Total of all expenses incurred2019-12-31$675,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$674,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$952,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$952,359
Value of total assets at end of year2019-12-31$22,877,721
Value of total assets at end of year2019-12-31$22,877,721
Value of total assets at beginning of year2019-12-31$18,426,747
Value of total assets at beginning of year2019-12-31$18,426,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$968
Total interest from all sources2019-12-31$9,671
Total interest from all sources2019-12-31$9,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$337,986
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$337,986
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$337,986
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$337,986
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$622,412
Contributions received from participants2019-12-31$622,412
Participant contributions at end of year2019-12-31$160,720
Participant contributions at end of year2019-12-31$160,720
Participant contributions at beginning of year2019-12-31$211,568
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,057
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,057
Administrative expenses (other) incurred2019-12-31$968
Administrative expenses (other) incurred2019-12-31$968
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$4,450,974
Value of net income/loss2019-12-31$4,450,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,877,721
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,877,721
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,426,747
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,426,747
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,664,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,664,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,158,712
Interest on participant loans2019-12-31$9,671
Interest on participant loans2019-12-31$9,671
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$318,890
Contributions received in cash from employer2019-12-31$318,890
Employer contributions (assets) at end of year2019-12-31$52,823
Employer contributions (assets) at end of year2019-12-31$52,823
Employer contributions (assets) at beginning of year2019-12-31$56,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$674,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$674,074
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
Aggregate proceeds on sale of assets2019-12-31$3,826,000
Aggregate proceeds on sale of assets2019-12-31$3,826,000
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 name2019-12-31SISTERSON & COMPANY, LLP
Accountancy firm name2019-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2019-12-31251467156
Accountancy firm EIN2019-12-31251467156
2018 : PA GENERAL ENERGY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-86,912
Total loss/gain on sale of assets2018-12-31$-1,287,083
Total of all expenses incurred2018-12-31$845,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$844,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$912,349
Value of total assets at end of year2018-12-31$18,426,747
Value of total assets at beginning of year2018-12-31$19,359,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,520
Total interest from all sources2018-12-31$10,488
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$277,334
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$277,334
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$574,832
Participant contributions at end of year2018-12-31$211,568
Participant contributions at beginning of year2018-12-31$226,563
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,782
Administrative expenses (other) incurred2018-12-31$1,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-932,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,426,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,359,230
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,158,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,982,667
Interest on participant loans2018-12-31$10,488
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$291,735
Employer contributions (assets) at end of year2018-12-31$56,467
Employer contributions (assets) at beginning of year2018-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$844,051
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-1,287,083
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 name2018-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2018-12-31251467156
2017 : PA GENERAL ENERGY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,691,720
Total loss/gain on sale of assets2017-12-31$2,717,682
Total of all expenses incurred2017-12-31$1,475,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,473,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$729,007
Value of total assets at end of year2017-12-31$19,359,230
Value of total assets at beginning of year2017-12-31$17,142,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,055
Total interest from all sources2017-12-31$11,120
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$233,911
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$233,911
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$579,007
Participant contributions at end of year2017-12-31$226,563
Participant contributions at beginning of year2017-12-31$272,430
Administrative expenses (other) incurred2017-12-31$2,055
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$2,216,309
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,359,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,142,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,982,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,870,491
Interest on participant loans2017-12-31$11,120
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$150,000
Employer contributions (assets) at end of year2017-12-31$150,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,473,356
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
Aggregate proceeds on sale of assets2017-12-31$2,717,682
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 name2017-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2017-12-31251467156
2016 : PA GENERAL ENERGY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$2,433,630
Total loss/gain on sale of assets2016-12-31$828,626
Total of all expenses incurred2016-12-31$911,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$911,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,353,667
Value of total assets at end of year2016-12-31$17,142,921
Value of total assets at beginning of year2016-12-31$15,621,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$12,255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$239,082
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$239,082
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$622,634
Participant contributions at end of year2016-12-31$272,430
Participant contributions at beginning of year2016-12-31$252,511
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$731,033
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$1,521,851
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,142,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,621,070
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,870,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,308,438
Interest on participant loans2016-12-31$12,255
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$60,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$911,779
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
Aggregate proceeds on sale of assets2016-12-31$828,626
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 name2016-12-31SISTERSON & COMPANY, LLP
Accountancy firm EIN2016-12-31251467156

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

2023: PA GENERAL ENERGY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PA GENERAL ENERGY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PA GENERAL ENERGY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PA GENERAL ENERGY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PA GENERAL ENERGY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PA GENERAL ENERGY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PA GENERAL ENERGY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PA GENERAL ENERGY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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