Department of Labor filing

WEST PENN ENERGY SERVICES, LLC

WEST PENN ENERGY SERVICES, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,847

Reported employer contributions per active participant.

Higher than about 38% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$152 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans

↗Investment performance

Not available

Plan assets changed -3.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $2,447 · based on 37 comparable plans

Lower reported administrative expense51st percentileTypical peer $152 · based on 41 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WEST PENN ENERGY SERVICES, LLC reported $175,455 in employer contributions across the plan and 95 active participants. That works out to $1,847 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy51%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 14.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 22.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $175,455
Participant contributions: $384,141
Other contributions: $144,732
Employer share of reported contributions: 31.4%
Beginning assets: $3,967,512
Ending assets: $3,832,745
Ending net assets: $3,832,745
Ending liabilities: $0
Total income: $1,237,681
Total expenses: $1,372,448
Administrative expenses: $28,443
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,613

2023

$1,447

2024

$1,847

Plan-paid administrative expenses per participant

2022

$196

2023

$201

2024

$152

Active participants

2022

2023

103

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,847	95	3.8M	20250926120737NAL0009381633001
2023	$1,447	103	4M	20241010113519NAL0011421987001
2022	$1,613	69	3.3M	20231003074835NAL0023785632001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 261240729-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2012
Industry: Industry group 454
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2J2K2S2T3B3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CAPITAL BANK AND TRUST	2024	Not reported	unknown
CAPITAL RESEARCH AND MANAGEMENT CO.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250926120737NAL0009381633001

Data sourceDOL Form 5500 bulk data ↗

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