Pennsylvania General Energy Company, L.L.C. Retirement Plan — Form 5500 plan (Pennsylvania General Energy Company, L.L.C.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pennsylvania General Energy Company, L.L.C. Retirement Plan is a benefit plan reported by Pennsylvania General Energy Company, L.L.C. under EIN 43-2002031 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $26,071,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania General Energy Company, L.L.C.
EIN
43-2002031
Plan number
001
Plan type
2
Location
Warren, PA
Latest filing year
2023
Participants
118
End-of-year plan assets
$26,071,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241014122425NAL0027259521002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,071,636
Net assets (EOY)
$26,071,636
Net assets (BOY)
$22,283,397

Income & contributions

Employer contributions
$314,810
Participant contributions
$540,929
Total contributions
$1,001,485
Total income / additions
$5,132,428

Expenses & distributions

Benefits paid
$1,339,608
Administrative expenses
$4,581
Total expenses
$1,344,189
Net increase / (decrease)
$3,788,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest BankTRUSTEE$0not reported in the loaded dataset2023
DefinitiNONE$0not reported in the loaded dataset2023

Related Form 5500 pages