William Penn Bank Employee Stock Ownership Plan — Form 5500 plan (William Penn Bank)
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, William Penn Bank Employee Stock Ownership Plan is a benefit plan reported by William Penn Bank under EIN 23-0953930 and plan number 003. The latest loaded filing year is 2023. The filing reports 101 participants and $12,719,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Penn Bank
- EIN
- 23-0953930
- Plan number
- 003
- Plan type
- 2
- Location
- Bristol, PA
- Latest filing year
- 2023
- Participants
- 101
- End-of-year plan assets
- $12,719,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101 | I | 20240523164006NAL0005586273001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,719,772
- Total liabilities (EOY)
- $9,321,875
- Net assets (EOY)
- $3,397,897
- Net assets (BOY)
- $3,325,206
Income & contributions
- Employer contributions
- $495,318
- Total income / additions
- $934,418
Expenses & distributions
- Benefits paid
- $296,375
- Total expenses
- $861,727
- Net increase / (decrease)
- $72,691
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.