401k Plan data: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN plan

WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN
Plan identification number	001

WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: WILLIAM PENN ASSOCIATION

Employer identification number (EIN): 250856580

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about WILLIAM PENN ASSOCIATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0195229

More information about WILLIAM PENN ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2018-01-01 JERRY A HAUSER 2019-06-04 JERRY A HAUSER 2019-06-04
001 2017-01-01 JERRY HAUSER 2018-07-19 JERRY HAUSER 2018-07-19
001 2016-01-01 JERRY A HAUSER 2017-06-22 JERRY A HAUSER 2017-06-22
001 2015-01-01 JERRY A HAUSER 2016-06-14 JERRY A HAUSER 2016-06-14
001 2014-01-01 JERRY A HAUSER 2015-05-13 JERRY A HAUSER 2015-05-13
001 2013-01-01 JERRY HAUSER 2014-04-22 JERRY HAUSER 2014-04-22
001 2012-01-01 RICHARD W. TOTH 2013-05-07 RICHARD W. TOTH 2013-05-07
001 2011-01-01 RICHARD W. TOTH 2012-07-23 RICHARD W. TOTH 2012-07-23
001 2010-01-01 RICHARD W. TOTH 2011-08-01 RICHARD W. TOTH 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2018-01-01	JERRY A HAUSER	2019-06-04	JERRY A HAUSER	2019-06-04
001	2017-01-01	JERRY HAUSER	2018-07-19	JERRY HAUSER	2018-07-19
001	2016-01-01	JERRY A HAUSER	2017-06-22	JERRY A HAUSER	2017-06-22
001	2015-01-01	JERRY A HAUSER	2016-06-14	JERRY A HAUSER	2016-06-14
001	2014-01-01	JERRY A HAUSER	2015-05-13	JERRY A HAUSER	2015-05-13
001	2013-01-01	JERRY HAUSER	2014-04-22	JERRY HAUSER	2014-04-22
001	2012-01-01	RICHARD W. TOTH	2013-05-07	RICHARD W. TOTH	2013-05-07
001	2011-01-01	RICHARD W. TOTH	2012-07-23	RICHARD W. TOTH	2012-07-23
001	2010-01-01	RICHARD W. TOTH	2011-08-01	RICHARD W. TOTH	2011-08-01

Plan Statistics for WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN

401k plan membership statisitcs for WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN

Measure Date Value
2022: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 7,823,845
Acturial value of plan assets 2022-12-31 7,823,845
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,852,395
Number of terminated vested participants 2022-12-31 11
Fundng target for terminated vested participants 2022-12-31 988,852
Active participant vested funding target 2022-12-31 2,054,718
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 2,054,718
Total participant count 2022-12-31 56
Total funding target for all participants 2022-12-31 5,895,965
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 98,092
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 98,092
Present value of excess contributions 2022-12-31 116,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 122,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 102,889
Total employer contributions 2022-12-31 120,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 116,186
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 116,186
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 7,664,813
Acturial value of plan assets 2021-12-31 7,664,813
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,625,025
Number of terminated vested participants 2021-12-31 13
Fundng target for terminated vested participants 2021-12-31 952,049
Active participant vested funding target 2021-12-31 2,391,264
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 2,391,264
Total participant count 2021-12-31 59
Total funding target for all participants 2021-12-31 5,968,338
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 93,252
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 93,252
Present value of excess contributions 2021-12-31 116,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 122,399
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 98,092
Total employer contributions 2021-12-31 120,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 116,071
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 116,071
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 7,459,423
Acturial value of plan assets 2020-12-31 7,459,423
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,401,338
Number of terminated vested participants 2020-12-31 17
Fundng target for terminated vested participants 2020-12-31 1,151,486
Active participant vested funding target 2020-12-31 2,492,636
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 2,492,636
Total participant count 2020-12-31 61
Total funding target for all participants 2020-12-31 6,045,460
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 88,542
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 88,542
Present value of excess contributions 2020-12-31 116,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 122,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 93,252
Total employer contributions 2020-12-31 120,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 116,194
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 116,194
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 7,251,505
Acturial value of plan assets 2019-12-31 7,251,505
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,557,149
Number of terminated vested participants 2019-12-31 17
Fundng target for terminated vested participants 2019-12-31 1,064,336
Active participant vested funding target 2019-12-31 2,418,567
Number of active participants 2019-12-31 14
Total funding liabilities for active participants 2019-12-31 2,418,567
Total participant count 2019-12-31 64
Total funding target for all participants 2019-12-31 6,040,052
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 83,958
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 83,958
Present value of excess contributions 2019-12-31 96,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 102,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 88,542
Total employer contributions 2019-12-31 120,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 116,092
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 116,092
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,084,293
Acturial value of plan assets 2018-12-31 7,084,293
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,645,039
Number of terminated vested participants 2018-12-31 19
Fundng target for terminated vested participants 2018-12-31 1,101,408
Active participant vested funding target 2018-12-31 2,224,675
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 2,224,675
Total participant count 2018-12-31 68
Total funding target for all participants 2018-12-31 5,971,122
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 79,604
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 79,604
Present value of excess contributions 2018-12-31 115,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 122,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 83,958
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 96,862
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 96,862
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,927,082
Acturial value of plan assets 2017-12-31 6,927,082
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,462,096
Number of terminated vested participants 2017-12-31 20
Fundng target for terminated vested participants 2017-12-31 995,423
Active participant vested funding target 2017-12-31 2,138,135
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 2,138,135
Total participant count 2017-12-31 70
Total funding target for all participants 2017-12-31 5,595,654
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 75,418
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 75,418
Present value of excess contributions 2017-12-31 115,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 122,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 79,604
Total employer contributions 2017-12-31 120,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 115,827
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 115,827
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 6,811,634
Acturial value of plan assets 2016-12-31 6,811,634
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,798,350
Number of terminated vested participants 2016-12-31 20
Fundng target for terminated vested participants 2016-12-31 909,076
Active participant vested funding target 2016-12-31 2,111,678
Number of active participants 2016-12-31 18
Total funding liabilities for active participants 2016-12-31 2,111,678
Total participant count 2016-12-31 73
Total funding target for all participants 2016-12-31 5,819,104
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 71,405
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 71,405
Present value of excess contributions 2016-12-31 115,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 122,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 75,418
Total employer contributions 2016-12-31 120,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 115,707
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 115,707
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	7,823,845
Acturial value of plan assets	2022-12-31	7,823,845
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,852,395
Number of terminated vested participants	2022-12-31	11
Fundng target for terminated vested participants	2022-12-31	988,852
Active participant vested funding target	2022-12-31	2,054,718
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	2,054,718
Total participant count	2022-12-31	56
Total funding target for all participants	2022-12-31	5,895,965
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	98,092
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	98,092
Present value of excess contributions	2022-12-31	116,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	122,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	102,889
Total employer contributions	2022-12-31	120,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	116,186
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	116,186
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	7,664,813
Acturial value of plan assets	2021-12-31	7,664,813
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,625,025
Number of terminated vested participants	2021-12-31	13
Fundng target for terminated vested participants	2021-12-31	952,049
Active participant vested funding target	2021-12-31	2,391,264
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	2,391,264
Total participant count	2021-12-31	59
Total funding target for all participants	2021-12-31	5,968,338
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	93,252
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	93,252
Present value of excess contributions	2021-12-31	116,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	122,399
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	98,092
Total employer contributions	2021-12-31	120,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	116,071
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	116,071
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	7,459,423
Acturial value of plan assets	2020-12-31	7,459,423
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,401,338
Number of terminated vested participants	2020-12-31	17
Fundng target for terminated vested participants	2020-12-31	1,151,486
Active participant vested funding target	2020-12-31	2,492,636
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	2,492,636
Total participant count	2020-12-31	61
Total funding target for all participants	2020-12-31	6,045,460
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	88,542
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	88,542
Present value of excess contributions	2020-12-31	116,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	122,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	93,252
Total employer contributions	2020-12-31	120,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	116,194
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	116,194
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	7,251,505
Acturial value of plan assets	2019-12-31	7,251,505
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,557,149
Number of terminated vested participants	2019-12-31	17
Fundng target for terminated vested participants	2019-12-31	1,064,336
Active participant vested funding target	2019-12-31	2,418,567
Number of active participants	2019-12-31	14
Total funding liabilities for active participants	2019-12-31	2,418,567
Total participant count	2019-12-31	64
Total funding target for all participants	2019-12-31	6,040,052
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	83,958
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	83,958
Present value of excess contributions	2019-12-31	96,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	102,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	88,542
Total employer contributions	2019-12-31	120,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	116,092
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	116,092
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,084,293
Acturial value of plan assets	2018-12-31	7,084,293
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,645,039
Number of terminated vested participants	2018-12-31	19
Fundng target for terminated vested participants	2018-12-31	1,101,408
Active participant vested funding target	2018-12-31	2,224,675
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	2,224,675
Total participant count	2018-12-31	68
Total funding target for all participants	2018-12-31	5,971,122
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	79,604
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	79,604
Present value of excess contributions	2018-12-31	115,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	122,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	83,958
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	96,862
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	96,862
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,927,082
Acturial value of plan assets	2017-12-31	6,927,082
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,462,096
Number of terminated vested participants	2017-12-31	20
Fundng target for terminated vested participants	2017-12-31	995,423
Active participant vested funding target	2017-12-31	2,138,135
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	2,138,135
Total participant count	2017-12-31	70
Total funding target for all participants	2017-12-31	5,595,654
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	75,418
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	75,418
Present value of excess contributions	2017-12-31	115,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	122,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	79,604
Total employer contributions	2017-12-31	120,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	115,827
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	115,827
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,811,634
Acturial value of plan assets	2016-12-31	6,811,634
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,798,350
Number of terminated vested participants	2016-12-31	20
Fundng target for terminated vested participants	2016-12-31	909,076
Active participant vested funding target	2016-12-31	2,111,678
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	2,111,678
Total participant count	2016-12-31	73
Total funding target for all participants	2016-12-31	5,819,104
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	71,405
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	71,405
Present value of excess contributions	2016-12-31	115,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	122,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	75,418
Total employer contributions	2016-12-31	120,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	115,707
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	115,707
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	WILLIAM PENN ASSOCIATION
Employer identification number (EIN):	250856580
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0195229