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