401k Plan data: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN plan

WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

WILLIAM PENN BANK has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM PENN BANK

Employer identification number (EIN): 230953930

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about WILLIAM PENN BANK

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 693678

More information about WILLIAM PENN BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 TERRY SAGER
003 2016-01-01 TERRY SAGER
003 2015-01-01 TERRY SAGER
003 2014-01-01 TERRY SAGER
003 2013-01-01 TERRY SAGER
003 2012-01-01 TERRY SAGER
003 2011-01-01 TERRY SAGER
003 2009-01-01 TERRY SAGER

Plan Statistics for WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 77
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 101
Number of participants with account balances 2022-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 76
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 111
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 85
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 105
Number of participants with account balances 2020-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 60
Number of participants with account balances 2019-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 49
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 36
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 34
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 35
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	77
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	101
Number of participants with account balances	2022-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	76
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	111
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	85
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	105
Number of participants with account balances	2020-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	60
Number of participants with account balances	2019-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	49
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	36
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	34
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	35
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$9,605,153
Total plan liabilities at beginning of year	2022-12-31	$9,879,515
Total income from all sources	2022-12-31	$858,728
Expenses. Total of all expenses incurred	2022-12-31	$978,601
Benefits paid (including direct rollovers)	2022-12-31	$548,260
Total plan assets at end of year	2022-12-31	$12,930,359
Total plan assets at beginning of year	2022-12-31	$13,324,594
Value of fidelity bond covering the plan	2022-12-31	$6,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$430,341
Other income received	2022-12-31	$365,879
Net income (gross income less expenses)	2022-12-31	$-119,873
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,325,206
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,445,079
Assets. Value of employer securities	2022-12-31	$12,777,704
Total contributions received or receivable from employer(s)	2022-12-31	$492,849
2021 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$9,879,515
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,644,121
Expenses. Total of all expenses incurred	2021-12-31	$372,999
Benefits paid (including direct rollovers)	2021-12-31	$120,653
Total plan assets at end of year	2021-12-31	$13,324,594
Total plan assets at beginning of year	2021-12-31	$2,173,957
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$252,346
Other income received	2021-12-31	$1,450,031
Net income (gross income less expenses)	2021-12-31	$1,271,122
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,445,079
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,173,957
Assets. Value of employer securities	2021-12-31	$13,169,846
Total contributions received or receivable from employer(s)	2021-12-31	$194,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$256,561
Expenses. Total of all expenses incurred	2020-12-31	$207,892
Benefits paid (including direct rollovers)	2020-12-31	$207,892
Total plan assets at end of year	2020-12-31	$2,173,957
Total plan assets at beginning of year	2020-12-31	$2,125,288
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$76,274
Net income (gross income less expenses)	2020-12-31	$48,669
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,173,957
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,125,288
Assets. Value of employer securities	2020-12-31	$2,173,957
Total contributions received or receivable from employer(s)	2020-12-31	$180,287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$253,259
Expenses. Total of all expenses incurred	2019-12-31	$592,806
Benefits paid (including direct rollovers)	2019-12-31	$592,806
Total plan assets at end of year	2019-12-31	$2,125,288
Total plan assets at beginning of year	2019-12-31	$2,464,835
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$35,404
Net income (gross income less expenses)	2019-12-31	$-339,547
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,125,288
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,464,835
Assets. Value of employer securities	2019-12-31	$2,052,172
Total contributions received or receivable from employer(s)	2019-12-31	$217,855
2018 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$352,663
Expenses. Total of all expenses incurred	2018-12-31	$212,154
Benefits paid (including direct rollovers)	2018-12-31	$212,154
Total plan assets at end of year	2018-12-31	$2,464,835
Total plan assets at beginning of year	2018-12-31	$2,324,326
Value of fidelity bond covering the plan	2018-12-31	$2,500,000
Other income received	2018-12-31	$185,533
Net income (gross income less expenses)	2018-12-31	$140,509
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,464,835
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,324,326
Assets. Value of employer securities	2018-12-31	$2,414,655
Total contributions received or receivable from employer(s)	2018-12-31	$167,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$631,679
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,324,326
Total plan assets at beginning of year	2017-12-31	$1,692,647
Value of fidelity bond covering the plan	2017-12-31	$2,500,000
Other income received	2017-12-31	$589,287
Net income (gross income less expenses)	2017-12-31	$631,679
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,324,326
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,692,647
Assets. Value of employer securities	2017-12-31	$2,299,254
Total contributions received or receivable from employer(s)	2017-12-31	$42,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$226,116
Expenses. Total of all expenses incurred	2016-12-31	$28,134
Benefits paid (including direct rollovers)	2016-12-31	$28,134
Total plan assets at end of year	2016-12-31	$1,692,647
Total plan assets at beginning of year	2016-12-31	$1,494,665
Value of fidelity bond covering the plan	2016-12-31	$2,500,000
Other income received	2016-12-31	$1,521
Net income (gross income less expenses)	2016-12-31	$197,982
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,692,647
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,494,665
Assets. Value of employer securities	2016-12-31	$1,692,647
Total contributions received or receivable from employer(s)	2016-12-31	$224,595
2015 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$242,279
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,494,665
Total plan assets at beginning of year	2015-12-31	$1,252,386
Value of fidelity bond covering the plan	2015-12-31	$2,500,000
Other income received	2015-12-31	$24,318
Net income (gross income less expenses)	2015-12-31	$242,279
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,494,665
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,252,386
Assets. Value of employer securities	2015-12-31	$1,494,665
Total contributions received or receivable from employer(s)	2015-12-31	$217,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$339,508
Expenses. Total of all expenses incurred	2014-12-31	$38,125
Benefits paid (including direct rollovers)	2014-12-31	$38,125
Total plan assets at end of year	2014-12-31	$1,252,386
Total plan assets at beginning of year	2014-12-31	$951,003
Value of fidelity bond covering the plan	2014-12-31	$2,500,000
Other income received	2014-12-31	$128,276
Net income (gross income less expenses)	2014-12-31	$301,383
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,252,386
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$951,003
Assets. Value of employer securities	2014-12-31	$1,252,386
Total contributions received or receivable from employer(s)	2014-12-31	$211,232
2013 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$264,969
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$951,003
Total plan assets at beginning of year	2013-12-31	$686,034
Value of fidelity bond covering the plan	2013-12-31	$2,500,000
Other income received	2013-12-31	$87,898
Net income (gross income less expenses)	2013-12-31	$264,969
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$951,003
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$686,034
Assets. Value of employer securities	2013-12-31	$951,003
Total contributions received or receivable from employer(s)	2013-12-31	$177,071
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$277,165
Expenses. Total of all expenses incurred	2012-12-31	$8,305
Benefits paid (including direct rollovers)	2012-12-31	$8,305
Total plan assets at end of year	2012-12-31	$686,034
Total plan assets at beginning of year	2012-12-31	$417,174
Value of fidelity bond covering the plan	2012-12-31	$2,500,000
Other income received	2012-12-31	$126,655
Net income (gross income less expenses)	2012-12-31	$268,860
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$686,034
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$417,174
Assets. Value of employer securities	2012-12-31	$686,034
Total contributions received or receivable from employer(s)	2012-12-31	$150,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$86,667
Total plan assets at end of year	2011-12-31	$417,174
Total plan assets at beginning of year	2011-12-31	$330,507
Value of fidelity bond covering the plan	2011-12-31	$2,500,000
Other income received	2011-12-31	$-24,931
Net income (gross income less expenses)	2011-12-31	$86,667
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$417,174
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$330,507
Assets. Value of employer securities	2011-12-31	$417,174
Total contributions received or receivable from employer(s)	2011-12-31	$111,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$111,704
Expenses. Total of all expenses incurred	2010-12-31	$17,123
Benefits paid (including direct rollovers)	2010-12-31	$17,123
Total plan assets at end of year	2010-12-31	$330,507
Total plan assets at beginning of year	2010-12-31	$235,926
Value of fidelity bond covering the plan	2010-12-31	$2,500,000
Other income received	2010-12-31	$-4,075
Net income (gross income less expenses)	2010-12-31	$94,581
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$330,507
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$235,926
Assets. Value of employer securities	2010-12-31	$330,507
Total contributions received or receivable from employer(s)	2010-12-31	$115,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN

2022: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM PENN BANK
Employer identification number (EIN):	230953930
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	693678