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WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 401k Plan overview

Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN
Plan identification number 002

WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CASSANDRA HOLMES2024-05-02
0022022-01-01CASSANDRA HOLMES2023-05-23 CASSANDRA HOLMES2023-05-23
0022021-01-01CASSANDRA HOLMES2022-06-03 CASSANDRA HOLMES2022-06-03
0022020-01-01CASSANDRA HOLMES2021-06-23 CASSANDRA HOLMES2021-06-23
0022018-01-01JERRY A HAUSER2019-05-24
0022017-01-01JERRY A HAUSER2018-08-23 JERRY A HAUSER2018-08-23
0022016-01-01JERRY A HAUSER2017-07-31 JERRY A HAUSER2017-07-31
0022014-01-01JERRY A HAUSER2015-10-09 JERRY A HAUSER2015-10-09
0022013-01-01JERRY HAUSER2014-09-10 JERRY HAUSER2014-09-10
0022012-01-01GEORGE S. CHARLES, JR.2013-09-05 GEORGE S. CHARLES, JR.2013-09-05
0022011-01-01GEORGE CHARLES, JR.2013-09-05 GEORGE CHARLES, JR.2013-09-05
0022010-01-01RICHARD W. TOTH2012-10-15 RICHARD W. TOTH2012-10-15

Plan Statistics for WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN

401k plan membership statisitcs for WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN

Measure Date Value
2025: WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0636
Total number of particpants at end of year2025-06-0633
Number of Participants With Account Balances2025-06-0633
2024: WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0230
Total number of particpants at end of year2024-05-0236
Number of Participants With Account Balances2024-05-0235
2022: WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0331
Total number of particpants at end of year2022-06-0329
Number of Participants With Account Balances2022-06-0329

Financial Data on WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN

Measure Date Value
2025 : WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-060
Total expenses incurred by plan in this plan year2025-06-06267137
Net assets as of the end of the plan year2025-06-061862785
Total assets as of the beginning of the plan year2025-06-061694293
Value of plan covered by a fidelity bond2025-06-061000000
Participant contributions to plan in this plan year2025-06-06110042
Other income to plan in this plan year2025-06-06229721
Plan net income in this plan year2025-06-06168492
Net assets as of the end of the plan year2025-06-061862785
Net assets as of the beginning of the plan year2025-06-061694293
Employer contributions to plan in this plan year2025-06-0695866
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-064903
2024 : WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-02387185
Net assets as of the end of the plan year2024-05-021694293
Total assets as of the beginning of the plan year2024-05-021633379
Value of plan covered by a fidelity bond2024-05-021000000
Participant contributions to plan in this plan year2024-05-0286237
Other income to plan in this plan year2024-05-02289018
Plan net income in this plan year2024-05-0260914
Net assets as of the end of the plan year2024-05-021694293
Net assets as of the beginning of the plan year2024-05-021633379
Employer contributions to plan in this plan year2024-05-0272844
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-024751
2022 : WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-030
Total expenses incurred by plan in this plan year2022-06-03143639
Net assets as of the end of the plan year2022-06-031944545
Total assets as of the beginning of the plan year2022-06-031691704
Value of plan covered by a fidelity bond2022-06-031000000
Participant contributions to plan in this plan year2022-06-0371748
Other income to plan in this plan year2022-06-03250719
Plan net income in this plan year2022-06-03252841
Net assets as of the end of the plan year2022-06-031944545
Net assets as of the beginning of the plan year2022-06-031691704
Employer contributions to plan in this plan year2022-06-0374013
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-034835

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