WILLIAM PENN FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 942850 |
| Net assets as of the end of the plan year | 2025-07-10 | 17292601 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 12961721 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 633904 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 1579951 |
| Other income to plan in this plan year | 2025-07-10 | 2480673 |
| Plan net income in this plan year | 2025-07-10 | 4330880 |
| Net assets as of the end of the plan year | 2025-07-10 | 17292601 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 12961721 |
| Employer contributions to plan in this plan year | 2025-07-10 | 579202 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 3965 |
| 2024 : WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-11 | 207823 |
| Net assets as of the end of the plan year | 2024-09-11 | 12961721 |
| Total assets as of the beginning of the plan year | 2024-09-11 | 9851204 |
| Value of plan covered by a fidelity bond | 2024-09-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-11 | 617236 |
| Other expenses paid from plan in this plan year | 2024-09-11 | 0 |
| Other contributions to plan in this plan year | 2024-09-11 | 106098 |
| Other income to plan in this plan year | 2024-09-11 | 2026434 |
| Plan net income in this plan year | 2024-09-11 | 3110517 |
| Net assets as of the end of the plan year | 2024-09-11 | 12961721 |
| Net assets as of the beginning of the plan year | 2024-09-11 | 9851204 |
| Value of contributions failed to transmitted timely | 2024-09-11 | 23689 |
| Employer contributions to plan in this plan year | 2024-09-11 | 568572 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-11 | 4217 |
| 2022 : WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-29 | 1326807 |
| Net assets as of the end of the plan year | 2022-09-29 | 11028235 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 9910151 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 465091 |
| Other expenses paid from plan in this plan year | 2022-09-29 | 0 |
| Other contributions to plan in this plan year | 2022-09-29 | 0 |
| Other income to plan in this plan year | 2022-09-29 | 1539285 |
| Plan net income in this plan year | 2022-09-29 | 1118084 |
| Net assets as of the end of the plan year | 2022-09-29 | 11028235 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 9910151 |
| Value of contributions failed to transmitted timely | 2022-09-29 | 32376 |
| Employer contributions to plan in this plan year | 2022-09-29 | 440515 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 3921 |
