# William Penn Bank DC Plan
Source: https://planprovider.pro/companies/william-penn-bank-plan-003

> William Penn Bank's DC plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Penn Bank

- **Sponsor EIN:** 230953930

- **Sponsor Address:** 10 CANAL STREET, SUITE 104, BRISTOL, PA, 19007

- **Plan Type:** DC

- **Total Participants:** 81

- **Total Assets:** $12.4M

## 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.|

| 2024|81|$12.4M|$498,865|$0|

| 2023|61|$12.7M|$495,318|$0|

| 2022|77|$12.9M|$492,849|$0|

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