How big is PEG Energy's plan?

PEG Energy's plan reported $78K in assets and 16 participants for 2024.

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Original filing (PDF)20250723051317NAL0001654835001

PEG Energy

Name: PEG Energy — Form 5500 (2024)
Creator: PEG Energy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PEG Energy

401(k) retirement plan · PEG Energy held $78K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Shirley Horner signed PEG Energy's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PEG Energy's EIN is 81-0694536.

EIN 81-0694536

Plan number 001

Plan year 2024

ACK ID 20250723051317NAL0001654835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PEG Energy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PEG Energy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEG ENERGY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PEG ENERGY

EIN

all filings

Address

7220 BOB BULLOCK LOOP · STE 303 · LAREDO, TX · 78041

Phone

(956) 237-6354

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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