2023 Form 5500 filing — William Penn Bank Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523164006NAL0005586273001) for William Penn Bank Employee Stock Ownership Plan, reported by William Penn Bank under EIN 23-0953930 and plan number 003. It reports 101 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240523164006NAL0005586273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Penn Bank
- EIN
- 23-0953930
- Plan number
- 003
- Location
- Bristol, PA
- Participants
- 101
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,719,772
- Total liabilities (EOY)
- $9,321,875
- Net assets (EOY)
- $3,397,897
- Employer contributions
- $495,318
- Total income / additions
- $934,418
- Benefits paid
- $296,375
- Total expenses
- $861,727
- Net increase / (decrease)
- $72,691
- Schedule source
- Schedule I