Retirement plan

NORTHERN LIGHTS ENERGY COMPANIES INC 401(K) PROFIT SHARING PLAN

Name: NORTHERN LIGHTS ENERGY COMPANIES - NORTHERN LIGHTS ENERGY COMPANIES INC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: NORTHERN LIGHTS ENERGY COMPANIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHERN LIGHTS ENERGY COMPANIES INC 401(K) PROFIT SHARING PLAN, NORTHERN LIGHTS ENERGY COMPANIES

NORTHERN LIGHTS ENERGY COMPANIESEIN 45-0354786Plan #001PY 2025

PO BOX 1610 - CASPER, WY 82602307-237-3994nlenergyco.comLinkedIn11-50 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+21.2% from 2024

Total participants

+13.6% from 2024

Average account balance

$135,703

+11.1% from 2024

Annual return

15.07%

-9.42 pp from 2024

Benchmarks

See 1,166 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,166 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$136K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$628

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$15K

$793 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.462%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,703

$239,571-43.4%

$183,328-26.0%

$137,256-1.1%

Participation rate

94.7%

82.4%+12.3pp

77.3%+17.4pp

80.0%+14.8pp

Annual return

15.07%

35.69%-20.6pp

29.67%-14.6pp

220.34%-205.3pp

Employer contribution / active EE

$3,239

$6,148-47.3%

$5,055-35.9%

$4,156-22.1%

Participant deferral / active EE

$5,371

$7,995-32.8%

$6,795-21.0%

$6,407-16.2%

Admin fee / account holder

$628

$30,059-97.9%

$21,427-97.1%

$12,270-94.9%

NORTHERN LIGHTS ENERGY COMPANIES INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHERN LIGHTS ENERGY COMPANIES INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion