Plan Snapshot
- Plan Sponsor: William Penn Bank
- Sponsor EIN: 230953930
- Sponsor Address: 10 CANAL STREET, SUITE 104, BRISTOL, PA, 19007
- Plan Type: DC
- Plan Number: 003
- Total Participants: 116
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 116 | $2.2M | $0 | $0 |
| 2024 | 81 | $12.4M | $498,865 | $0 |
| 2023 | 61 | $12.7M | $495,318 | $0 |
| 2022 | 77 | $12.9M | $492,849 | $0 |