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Plan Name | CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CONESTOGA ENERGY PARTNERS, LLC |
Employer identification number (EIN): | 205135682 |
NAIC Classification: | 324190 |
Additional information about CONESTOGA ENERGY PARTNERS, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-05-11 |
Company Identification Number: | 0801595079 |
Legal Registered Office Address: |
1701 N KANSAS AVE LIBERAL United States of America (USA) 67901 |
More information about CONESTOGA ENERGY PARTNERS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TOM WILLIS | |||
001 | 2016-01-01 | TOM WILLIS | MONICA TURRENTINE | 2017-10-16 | |
001 | 2015-01-01 | TOM WILLIS | |||
001 | 2014-01-01 | TOM WILLIS | TOM WILLIS | 2015-10-15 | |
001 | 2013-01-01 | LAURA HUTZLER | |||
001 | 2012-01-01 | LAURA HUTZLER | 2013-05-23 | ||
001 | 2011-01-01 | LAURA HUTZLER | 2012-05-09 | ||
001 | 2010-01-01 | LAURA HUTZLER | 2011-06-15 |
Measure | Date | Value |
---|---|---|
2022: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 435 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 263 |
Total of all active and inactive participants | 2022-01-01 | 449 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 449 |
Number of participants with account balances | 2022-01-01 | 437 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 29 |
2021: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 418 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 244 |
Total of all active and inactive participants | 2021-01-01 | 434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 435 |
Number of participants with account balances | 2021-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 24 |
2020: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 379 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 232 |
Total of all active and inactive participants | 2020-01-01 | 418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 418 |
Number of participants with account balances | 2020-01-01 | 412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 30 |
2019: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 370 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 195 |
Total of all active and inactive participants | 2019-01-01 | 379 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 379 |
Number of participants with account balances | 2019-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 29 |
2018: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 178 |
Total of all active and inactive participants | 2018-01-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 370 |
Number of participants with account balances | 2018-01-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 40 |
2017: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 120 |
Total of all active and inactive participants | 2017-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 328 |
Number of participants with account balances | 2017-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 35 |
2016: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 74 |
Total of all active and inactive participants | 2016-01-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 259 |
Number of participants with account balances | 2016-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 20 |
2015: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 49 |
Total of all active and inactive participants | 2015-01-01 | 228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 228 |
Number of participants with account balances | 2015-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 21 |
2014: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 21 |
Total of all active and inactive participants | 2014-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 186 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 175 |
Number of participants with account balances | 2013-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 14 |
Measure | Date | Value |
---|---|---|
2022 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-373,633 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,220,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,195,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $951,541 |
Value of total assets at end of year | 2022-12-31 | $5,808,767 |
Value of total assets at beginning of year | 2022-12-31 | $7,403,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,264 |
Total interest from all sources | 2022-12-31 | $7,576 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $115,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $115,025 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $681,092 |
Participant contributions at end of year | 2022-12-31 | $148,048 |
Participant contributions at beginning of year | 2022-12-31 | $165,762 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $78,252 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,594,381 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,808,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,403,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,628,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,095,793 |
Interest on participant loans | 2022-12-31 | $7,068 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $31,881 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $141,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $141,593 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $508 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,447,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $192,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,195,484 |
Contract administrator fees | 2022-12-31 | $25,264 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2022-12-31 | 942222122 |
2021 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,665,831 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,029,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,013,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $662,218 |
Value of total assets at end of year | 2021-12-31 | $7,403,148 |
Value of total assets at beginning of year | 2021-12-31 | $6,766,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,915 |
Total interest from all sources | 2021-12-31 | $7,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $125,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $125,163 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $550,976 |
Participant contributions at end of year | 2021-12-31 | $165,762 |
Participant contributions at beginning of year | 2021-12-31 | $208,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $636,550 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,403,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,766,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,095,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,461,856 |
Interest on participant loans | 2021-12-31 | $7,665 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $141,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $95,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $95,805 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $870,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $111,242 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,013,366 |
Contract administrator fees | 2021-12-31 | $15,915 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2021-12-31 | 480567703 |
2020 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,711,787 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $181,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $177,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $767,671 |
Value of total assets at end of year | 2020-12-31 | $6,766,598 |
Value of total assets at beginning of year | 2020-12-31 | $5,236,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,200 |
Total interest from all sources | 2020-12-31 | $12,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $94,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $94,296 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $530,359 |
Participant contributions at end of year | 2020-12-31 | $208,937 |
Participant contributions at beginning of year | 2020-12-31 | $234,977 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $23 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,530,268 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,766,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,236,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,461,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,950,564 |
Interest on participant loans | 2020-12-31 | $11,862 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $95,805 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $50,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $50,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $337 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $837,621 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $237,312 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $12 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $177,319 |
Contract administrator fees | 2020-12-31 | $4,200 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2020-12-31 | 480567703 |
2019 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $1,678,814 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $456,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $451,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $761,282 |
Value of total assets at end of year | 2019-12-31 | $5,236,330 |
Value of total assets at beginning of year | 2019-12-31 | $4,014,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,340 |
Total interest from all sources | 2019-12-31 | $13,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $103,272 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $103,272 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $527,709 |
Participant contributions at end of year | 2019-12-31 | $234,977 |
Participant contributions at beginning of year | 2019-12-31 | $268,355 |
Participant contributions at end of year | 2019-12-31 | $23 |
Participant contributions at beginning of year | 2019-12-31 | $15,194 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $82,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,221,819 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,236,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,014,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,950,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,696,025 |
Interest on participant loans | 2019-12-31 | $12,703 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $50,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $30,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $30,460 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $800,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $150,674 |
Employer contributions (assets) at end of year | 2019-12-31 | $12 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $451,655 |
Contract administrator fees | 2019-12-31 | $5,340 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2019-12-31 | 480567703 |
2018 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $417,302 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $410,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $404,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $651,740 |
Value of total assets at end of year | 2018-12-31 | $4,014,511 |
Value of total assets at beginning of year | 2018-12-31 | $4,007,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,292 |
Total interest from all sources | 2018-12-31 | $12,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $84,727 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $84,727 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $485,960 |
Participant contributions at end of year | 2018-12-31 | $268,355 |
Participant contributions at beginning of year | 2018-12-31 | $286,369 |
Participant contributions at end of year | 2018-12-31 | $15,194 |
Participant contributions at beginning of year | 2018-12-31 | $13,844 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $6,664 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,014,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,007,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,696,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,680,899 |
Interest on participant loans | 2018-12-31 | $12,398 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $30,460 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $22,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $22,049 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $503 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-332,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $165,780 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,477 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $404,346 |
Contract administrator fees | 2018-12-31 | $6,292 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2018-12-31 | 480567703 |
2017 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,143,642 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $82,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $78,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $582,185 |
Value of total assets at end of year | 2017-12-31 | $4,007,847 |
Value of total assets at beginning of year | 2017-12-31 | $2,946,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,290 |
Total interest from all sources | 2017-12-31 | $8,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $67,254 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $67,254 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $433,132 |
Participant contributions at end of year | 2017-12-31 | $286,369 |
Participant contributions at beginning of year | 2017-12-31 | $171,954 |
Participant contributions at end of year | 2017-12-31 | $13,844 |
Participant contributions at beginning of year | 2017-12-31 | $11,493 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,061,300 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,007,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,946,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,680,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,723,138 |
Interest on participant loans | 2017-12-31 | $7,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $22,049 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $36,044 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $36,044 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $486,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $141,290 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,686 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $78,052 |
Contract administrator fees | 2017-12-31 | $4,290 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2017-12-31 | 480567703 |
2016 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $708,315 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $134,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $129,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $492,350 |
Value of total assets at end of year | 2016-12-31 | $2,946,547 |
Value of total assets at beginning of year | 2016-12-31 | $2,372,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,010 |
Total interest from all sources | 2016-12-31 | $4,737 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $51,990 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $51,990 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $350,518 |
Participant contributions at end of year | 2016-12-31 | $171,954 |
Participant contributions at beginning of year | 2016-12-31 | $119,485 |
Participant contributions at end of year | 2016-12-31 | $11,493 |
Participant contributions at beginning of year | 2016-12-31 | $10,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $40,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $573,813 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,946,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,372,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,723,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,220,746 |
Interest on participant loans | 2016-12-31 | $4,644 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $36,044 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $17,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $17,972 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $93 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $159,238 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $101,218 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,918 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $129,492 |
Contract administrator fees | 2016-12-31 | $5,010 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KCOE ISOM,LLP |
Accountancy firm EIN | 2016-12-31 | 480567703 |
2015 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 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 | $461,483 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $147,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $144,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $486,481 |
Value of total assets at end of year | 2015-12-31 | $2,372,734 |
Value of total assets at beginning of year | 2015-12-31 | $2,058,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,400 |
Total interest from all sources | 2015-12-31 | $3,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $44,363 |
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 | $44,363 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
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 | $340,145 |
Participant contributions at end of year | 2015-12-31 | $119,485 |
Participant contributions at beginning of year | 2015-12-31 | $81,972 |
Participant contributions at end of year | 2015-12-31 | $10,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $24,194 |
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 | $314,388 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,372,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,058,346 |
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 | $2,220,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,966,192 |
Interest on participant loans | 2015-12-31 | $3,960 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $17,972 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $10,182 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $10,182 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-73,326 |
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 | No |
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 | $122,142 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $144,695 |
Contract administrator fees | 2015-12-31 | $2,400 |
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 |
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 | KCOE ISOM,LLP |
Accountancy firm EIN | 2015-12-31 | 480567703 |
2014 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $66,960 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $66,960 |
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 | $544,030 |
Total loss/gain on sale of assets | 2014-12-31 | $4,996 |
Total of all expenses incurred | 2014-12-31 | $117,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $111,930 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $372,631 |
Value of total assets at end of year | 2014-12-31 | $2,058,346 |
Value of total assets at beginning of year | 2014-12-31 | $1,631,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,975 |
Total interest from all sources | 2014-12-31 | $3,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $44,393 |
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 | $44,393 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $276,648 |
Participant contributions at end of year | 2014-12-31 | $81,972 |
Participant contributions at beginning of year | 2014-12-31 | $98,109 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $12,947 |
Administrative expenses (other) incurred | 2014-12-31 | $2,975 |
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 | $426,618 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,058,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,631,728 |
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 | $1,966,192 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,361,270 |
Interest on participant loans | 2014-12-31 | $3,724 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $171,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $10,182 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $51,326 |
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 | No |
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 | $83,036 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $111,930 |
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 | $220,266 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $215,270 |
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 | KCOE ISOM,LLP |
Accountancy firm EIN | 2014-12-31 | 480567703 |
2013 : CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 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 | $536,473 |
Total loss/gain on sale of assets | 2013-12-31 | $51,848 |
Total of all expenses incurred | 2013-12-31 | $58,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $55,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $298,634 |
Value of total assets at end of year | 2013-12-31 | $1,631,728 |
Value of total assets at beginning of year | 2013-12-31 | $1,153,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,240 |
Total interest from all sources | 2013-12-31 | $2,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $59,911 |
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 | $59,911 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $200,000 |
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 | $221,376 |
Participant contributions at end of year | 2013-12-31 | $98,109 |
Participant contributions at beginning of year | 2013-12-31 | $51,713 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $13,879 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $478,203 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,631,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,153,525 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,361,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $976,071 |
Interest on participant loans | 2013-12-31 | $2,656 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $171,814 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $125,741 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $123,424 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $63,379 |
Employer contributions (assets) at end of year | 2013-12-31 | $535 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $55,030 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $3,240 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 | $1,407,124 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,355,276 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | KENNEDY AND COE, LLC |
Accountancy firm EIN | 2013-12-31 | 480567703 |
2022: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 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: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 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: CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST 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 |