William Penn Association

California
Registered In
07/05/1944
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

William Penn Association at 709 Brighton Rd, Pittsburgh, Pa 15233 lists George Steven Charles Jr of Pittsburgh, PA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
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People

Schorlis J Gotz Individual Agent
8297 COTTONWOOD AVE # 7, FONTANA, CA 92335
George Steven Charles Jr CEO
709 BRIGHTON RD, PITTSBURGH, PA 15233
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

709 BRIGHTON RD, PITTSBURGH, PA 15233 (Mailing) View Map

Financials

Financial Information for William Penn Association

Form 5500

WILLIAM PENN ASSOCIATION

709 Brighton Road, Pittsburgh, Pa 15233 (412) 231-2979 EIN:25-0856580 Plan Admin:Cassandra Holmes
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Plan #001 Participants BOY/EOY54 / 54 Assets BOY/EOY$7,985,479 / $8,184,288 2023 WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN - Plan #001 54 / 54 $7,985,479 / $8,184,288
2023 Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY30 / 36 Assets BOY/EOY$1,633,379 / $1,694,293 2023 WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN - Plan #002 30 / 36 $1,633,379 / $1,694,293
2022 Plan NameWILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Plan #001 Participants BOY/EOY56 / 54 Assets BOY/EOY$7,823,845 / $7,985,479 2022 WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN - Plan #001 56 / 54 $7,823,845 / $7,985,479
2022 Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY30 / 29 Assets BOY/EOY$1,944,545 / $1,633,379 2022 WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN - Plan #002 30 / 29 $1,944,545 / $1,633,379
2021 Plan NameWILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Plan #001 Participants BOY/EOY59 / 56 Assets BOY/EOY$7,664,813 / $7,823,845 2021 WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN - Plan #001 59 / 56 $7,664,813 / $7,823,845
2021 Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY31 / 29 Assets BOY/EOY$1,691,704 / $1,944,545 2021 WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN - Plan #002 31 / 29 $1,691,704 / $1,944,545
2020 Plan NameWILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Plan #001 Participants BOY/EOY61 / 59 Assets BOY/EOY$7,459,423 / $7,664,813 2020 WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN - Plan #001 61 / 59 $7,459,423 / $7,664,813
2020 Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR Plan #002 Participants BOY/EOY31 / 31 Assets BOY/EOY$1,299,306 / $1,691,704 2020 WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR - Plan #002 31 / 31 $1,299,306 / $1,691,704
2019 Plan NameWILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN Plan #001 Participants BOY/EOY64 / 61 Assets BOY/EOY$7,251,505 / $7,459,423 2019 WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN - Plan #001 64 / 61 $7,251,505 / $7,459,423
2019 Plan NameWILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR Plan #002 Participants BOY/EOY37 / 31 Assets BOY/EOY$1,011,824 / $1,299,306 2019 WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR - Plan #002 37 / 31 $1,011,824 / $1,299,306
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WILLIAM PENN ASSOCIATION

709 Brighton Rd, Pittsburgh, PA 15233-1805 Industry:Direct Life Insurance Carriers Race:White
Loan Date Approved Forgiven Lender Jobs
04/24/2021 Approved$425,500 Forgiven$427,680 LenderCitizens Bank, National Association Jobs25 04/24/2021 $425,500 $427,680 Citizens Bank, National Association 25
PPP Loans based on Paycheck Protection Program.

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William Penn Association Registered in Pennsylvania
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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