401k Plan data: PENN FOUNDATION, INC. 403(B) PLAN plan

PENN FOUNDATION, INC. 403(B) PLAN 401k Plan overview

Plan Name	PENN FOUNDATION, INC. 403(B) PLAN
Plan identification number	002

PENN FOUNDATION, INC. 403(B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

PENN FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENN FOUNDATION, INC.

Employer identification number (EIN): 231496225

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN FOUNDATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 SHARON CAVANAUGH 2022-03-27
002 2020-07-01 SHARON CAVANAUGH 2022-03-20
002 2019-07-01 KELLIE ONEILL 2021-04-13
002 2018-07-01 KELLIE O'NEILL 2020-04-12
002 2017-07-01 KELLY O'NEILL 2020-02-17
002 2017-07-01 KELLIE O'NEILL 2019-04-11
002 2016-07-01
002 2015-07-01 KELLIE O'NEILL
002 2014-07-01 KELLIE O'NEILL
002 2013-07-01 FRANCINE MELLOTT
002 2012-07-01 FRANCINE MELLOTT
002 2011-07-01 FRANCINE MELLOTT
002 2009-07-01 FRANCINE MELLOTT
002 2009-07-01 FRANCINE MELLOTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01	SHARON CAVANAUGH	2022-03-27
002	2020-07-01	SHARON CAVANAUGH	2022-03-20
002	2019-07-01	KELLIE ONEILL	2021-04-13
002	2018-07-01	KELLIE O'NEILL	2020-04-12
002	2017-07-01	KELLY O'NEILL	2020-02-17
002	2017-07-01	KELLIE O'NEILL	2019-04-11
002	2016-07-01
002	2015-07-01	KELLIE O'NEILL
002	2014-07-01	KELLIE O'NEILL
002	2013-07-01	FRANCINE MELLOTT
002	2012-07-01	FRANCINE MELLOTT
002	2011-07-01	FRANCINE MELLOTT
002	2009-07-01	FRANCINE MELLOTT
002	2009-07-01	FRANCINE MELLOTT

Plan Statistics for PENN FOUNDATION, INC. 403(B) PLAN

401k plan membership statisitcs for PENN FOUNDATION, INC. 403(B) PLAN

Measure Date Value
2021: PENN FOUNDATION, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 353
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PENN FOUNDATION, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 339
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 181
Number of retired or separated participants receiving benefits 2020-07-01 169
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 353
Number of participants with account balances 2020-07-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PENN FOUNDATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 216
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 96
Total of all active and inactive participants 2019-07-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 313
Number of participants with account balances 2019-07-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: PENN FOUNDATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 429
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 215
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 118
Total of all active and inactive participants 2018-07-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 334
Number of participants with account balances 2018-07-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: PENN FOUNDATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 399
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 329
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 100
Total of all active and inactive participants 2017-07-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 430
Number of participants with account balances 2017-07-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PENN FOUNDATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 365
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 152
Number of retired or separated participants receiving benefits 2016-07-01 85
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 237
Number of participants with account balances 2016-07-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PENN FOUNDATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 362
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 150
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 68
Total of all active and inactive participants 2015-07-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 218
Number of participants with account balances 2015-07-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PENN FOUNDATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 333
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 116
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 47
Total of all active and inactive participants 2014-07-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 163
Number of participants with account balances 2014-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PENN FOUNDATION, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 308
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 279
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 64
Total of all active and inactive participants 2013-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 343
Number of participants with account balances 2013-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PENN FOUNDATION, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 296
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 12
Total of all active and inactive participants 2012-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 308
Number of participants with account balances 2012-07-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PENN FOUNDATION, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 324
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 327
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 8
Total of all active and inactive participants 2011-07-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 335
Number of participants with account balances 2011-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: PENN FOUNDATION, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 367
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 363
Total of all active and inactive participants 2009-07-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 363
Number of participants with account balances 2009-07-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: PENN FOUNDATION, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	353
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PENN FOUNDATION, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	339
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	181
Number of retired or separated participants receiving benefits	2020-07-01	169
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	353
Number of participants with account balances	2020-07-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PENN FOUNDATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	216
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	96
Total of all active and inactive participants	2019-07-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	313
Number of participants with account balances	2019-07-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: PENN FOUNDATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	429
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	215
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	118
Total of all active and inactive participants	2018-07-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	334
Number of participants with account balances	2018-07-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: PENN FOUNDATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	399
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	329
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	100
Total of all active and inactive participants	2017-07-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	430
Number of participants with account balances	2017-07-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PENN FOUNDATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	365
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	152
Number of retired or separated participants receiving benefits	2016-07-01	85
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	237
Number of participants with account balances	2016-07-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PENN FOUNDATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	362
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	150
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	68
Total of all active and inactive participants	2015-07-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	218
Number of participants with account balances	2015-07-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PENN FOUNDATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	333
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	116
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	47
Total of all active and inactive participants	2014-07-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	163
Number of participants with account balances	2014-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PENN FOUNDATION, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	308
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	279
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	64
Total of all active and inactive participants	2013-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	343
Number of participants with account balances	2013-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PENN FOUNDATION, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	296
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	12
Total of all active and inactive participants	2012-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	308
Number of participants with account balances	2012-07-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PENN FOUNDATION, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	324
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	327
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	8
Total of all active and inactive participants	2011-07-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	335
Number of participants with account balances	2011-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: PENN FOUNDATION, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	367
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	363
Total of all active and inactive participants	2009-07-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	363
Number of participants with account balances	2009-07-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on PENN FOUNDATION, INC. 403(B) PLAN

Measure	Date	Value
2021 : PENN FOUNDATION, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total income from all sources (including contributions)	2021-11-30	$274,794
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$11,436,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$11,431,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$70,238
Value of total assets at end of year	2021-11-30	$0
Value of total assets at beginning of year	2021-11-30	$11,161,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$4,480
Total interest from all sources	2021-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$3,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-11-30	$3,140
Administrative expenses professional fees incurred	2021-11-30	$4,480
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$500,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$47,723
Income. Received or receivable in cash from other sources (including rollovers)	2021-11-30	$22,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$-11,161,394
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$11,161,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-30	$9,929,680
Value of interest in pooled separate accounts at end of year	2021-11-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-11-30	$1,231,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-30	$201,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$11,431,708
Did the plan have assets held for investment	2021-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2021-11-30	Disclaimer
Accountancy firm name	2021-11-30	DUNLAPSLK, PC
Accountancy firm EIN	2021-11-30	233018514
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,502,038
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,229,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,211,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$611,675
Value of total assets at end of year	2021-06-30	$11,161,394
Value of total assets at beginning of year	2021-06-30	$9,888,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$18,041
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$405,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$405,522
Administrative expenses professional fees incurred	2021-06-30	$18,041
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$609,869
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,272,579
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,161,394
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$9,888,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,929,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,930,911
Value of interest in pooled separate accounts at end of year	2021-06-30	$1,231,714
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$957,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,484,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,211,418
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	DUNLAPSLK, PC
Accountancy firm EIN	2021-06-30	233018514
2020 : PENN FOUNDATION, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$938,662
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$453,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$437,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$590,701
Value of total assets at end of year	2020-06-30	$9,888,815
Value of total assets at beginning of year	2020-06-30	$9,404,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$16,766
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$362,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$362,784
Administrative expenses professional fees incurred	2020-06-30	$16,766
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$586,367
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$4,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$484,734
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$9,888,815
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,404,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,930,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,436,992
Value of interest in pooled separate accounts at end of year	2020-06-30	$957,904
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$967,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-14,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$437,162
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DUNLAPSLK PC
Accountancy firm EIN	2020-06-30	233018514
2019 : PENN FOUNDATION, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,232,770
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$295,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$279,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$624,085
Value of total assets at end of year	2019-06-30	$9,404,081
Value of total assets at beginning of year	2019-06-30	$8,466,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$15,359
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$402,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$402,208
Administrative expenses professional fees incurred	2019-06-30	$15,359
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$583,644
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$40,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$937,640
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,404,081
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,466,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$8,436,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,495,770
Value of interest in pooled separate accounts at end of year	2019-06-30	$967,089
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$970,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$206,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$279,771
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	DUNLAPSLK PC
Accountancy firm EIN	2019-06-30	233018514
2018 : PENN FOUNDATION, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,329,040
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$849,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$838,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$665,509
Value of total assets at end of year	2018-06-30	$8,466,441
Value of total assets at beginning of year	2018-06-30	$7,987,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$10,931
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$306,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$306,674
Administrative expenses professional fees incurred	2018-06-30	$10,931
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$665,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$479,292
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,466,441
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,987,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,495,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,072,010
Value of interest in pooled separate accounts at end of year	2018-06-30	$970,671
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$915,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$356,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$838,817
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2018-06-30	232978340
2017 : PENN FOUNDATION, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,468,722
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$211,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$206,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$558,978
Value of total assets at end of year	2017-06-30	$7,987,149
Value of total assets at beginning of year	2017-06-30	$6,729,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,925
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$228,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$558,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,257,485
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,987,149
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,729,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,072,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,873,448
Value of interest in pooled separate accounts at end of year	2017-06-30	$915,139
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$856,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$680,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Income. Dividends from preferred stock	2017-06-30	$228,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$206,312
Contract administrator fees	2017-06-30	$4,925
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2017-06-30	232978340
2016 : PENN FOUNDATION, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$617,120
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,094,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,089,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$557,046
Value of total assets at end of year	2016-06-30	$6,729,664
Value of total assets at beginning of year	2016-06-30	$7,206,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$4,843
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$243,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$557,046
Participant contributions at beginning of year	2016-06-30	$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-477,092
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,729,664
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$7,206,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$4,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,873,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,168,886
Value of interest in pooled separate accounts at end of year	2016-06-30	$856,216
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,037,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-183,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Income. Dividends from preferred stock	2016-06-30	$243,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,089,369
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2016-06-30	232978340
2015 : PENN FOUNDATION, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$653,602
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$172,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$168,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$434,974
Value of total assets at end of year	2015-06-30	$7,206,756
Value of total assets at beginning of year	2015-06-30	$6,725,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,201
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$246,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$434,974
Participant contributions at end of year	2015-06-30	$110
Participant contributions at beginning of year	2015-06-30	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$481,153
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$7,206,756
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,725,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$4,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,168,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,664,108
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,037,760
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,061,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-57,256
Net investment gain/loss from pooled separate accounts	2015-06-30	$29,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Income. Dividends from preferred stock	2015-06-30	$246,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$168,248
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2015-06-30	232978340
2014 : PENN FOUNDATION, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,607,751
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$193,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$192,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$605,535
Value of total assets at end of year	2014-06-30	$6,725,603
Value of total assets at beginning of year	2014-06-30	$5,310,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$845
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$172,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$401,085
Participant contributions at end of year	2014-06-30	$60
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$204,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,414,629
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$6,725,603
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,310,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$845
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,664,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,340,955
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,061,435
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$970,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$663,971
Net investment gain/loss from pooled separate accounts	2014-06-30	$165,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Income. Dividends from preferred stock	2014-06-30	$172,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$192,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2014-06-30	232978340
2013 : PENN FOUNDATION, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,040,943
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$913,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$909,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$326,676
Value of total assets at end of year	2013-06-30	$5,310,974
Value of total assets at beginning of year	2013-06-30	$5,183,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$4,257
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$115,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$319,144
Participant contributions at beginning of year	2013-06-30	$1,320
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$7,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$126,975
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,310,974
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,183,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,340,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,240,190
Value of interest in pooled separate accounts at end of year	2013-06-30	$970,019
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$942,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$475,217
Net investment gain/loss from pooled separate accounts	2013-06-30	$123,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Income. Dividends from preferred stock	2013-06-30	$115,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$909,711
Contract administrator fees	2013-06-30	$4,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2013-06-30	232978340
2012 : PENN FOUNDATION, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$441,567
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$924,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$920,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$339,112
Value of total assets at end of year	2012-06-30	$5,183,999
Value of total assets at beginning of year	2012-06-30	$5,667,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$4,261
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$113,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$339,112
Participant contributions at end of year	2012-06-30	$1,320
Participant contributions at beginning of year	2012-06-30	$895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-483,052
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,183,999
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,667,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,240,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,709,582
Value of interest in pooled separate accounts at end of year	2012-06-30	$942,489
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$956,574
Net investment gain/loss from pooled separate accounts	2012-06-30	$-11,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Income. Dividends from preferred stock	2012-06-30	$113,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$920,358
Contract administrator fees	2012-06-30	$4,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SEITZ, LEATHERMAN & KOLB
Accountancy firm EIN	2012-06-30	232978340
2011 : PENN FOUNDATION, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,390,393
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$138,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$133,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$325,570
Value of total assets at end of year	2011-06-30	$5,667,051
Value of total assets at beginning of year	2011-06-30	$4,414,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$4,283
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$97,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$4,283
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$325,570
Participant contributions at end of year	2011-06-30	$895
Participant contributions at beginning of year	2011-06-30	$3,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,252,338
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,667,051
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,414,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$4,709,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,454,033
Value of interest in pooled separate accounts at end of year	2011-06-30	$956,574
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$957,041
Net investment gain/loss from pooled separate accounts	2011-06-30	$967,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Income. Dividends from preferred stock	2011-06-30	$97,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$133,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BAUM, SMITH & CLEMENS, LLP
Accountancy firm EIN	2011-06-30	232315910

Form 5500 Responses for PENN FOUNDATION, INC. 403(B) PLAN

2021: PENN FOUNDATION, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	Yes
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PENN FOUNDATION, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PENN FOUNDATION, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PENN FOUNDATION, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PENN FOUNDATION, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PENN FOUNDATION, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PENN FOUNDATION, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PENN FOUNDATION, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PENN FOUNDATION, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PENN FOUNDATION, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PENN FOUNDATION, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: PENN FOUNDATION, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

919605

Policy instance

Insurance contract or identification number	919605
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

919605

Policy instance

Insurance contract or identification number	919605
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

919605

Policy instance

Insurance contract or identification number	919605
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

919605

Policy instance

Insurance contract or identification number	919605
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

919605

Policy instance

Insurance contract or identification number	919605
Number of Individuals Covered	15
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PENN FOUNDATION, INC.
Employer identification number (EIN):	231496225
NAIC Classification:	624100
NAIC Description:	Individual and Family Services