Civic Intelligence

William Penn Savings & Loan Association

Plan context: William Penn Bank Employee Stock Ownership Plan

EIN 23-0953930 • Bristol, PA • 55 filings • 16 plans

10 Canal St Ste 104Bristol, PA 19007-3918
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$23,743,970

2024 Contributions

$1,505,160

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$23,743,970$11,871,985$0199920142024YearValue
$23,743,970Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

116580199920122024YearValue
93Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024293$23,743,970$1,505,160$16,185iApproximate average salary by contribution assumption: employee only about $404,613 at 4% or $269,742 at 6%; with 50% employer match about $269,742 at 4% or $179,828 at 6%; with 100% employer match about $202,306 at 4% or $134,871 at 6%.
William Penn Bank Employee Stock Ownership Plan-81$12,441,657$498,865$6,159iApproximate average salary by contribution assumption: employee only about $153,971 at 4% or $102,647 at 6%; with 50% employer match about $102,647 at 4% or $68,431 at 6%; with 100% employer match about $76,985 at 4% or $51,324 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-93$11,302,313$1,006,295$10,820iApproximate average salary by contribution assumption: employee only about $270,509 at 4% or $180,340 at 6%; with 50% employer match about $180,340 at 4% or $120,226 at 6%; with 100% employer match about $135,255 at 4% or $90,170 at 6%.
2023290$22,469,441$1,527,786$16,975iApproximate average salary by contribution assumption: employee only about $424,385 at 4% or $282,923 at 6%; with 50% employer match about $282,923 at 4% or $188,616 at 6%; with 100% employer match about $212,193 at 4% or $141,462 at 6%.
William Penn Bank Employee Stock Ownership Plan-61$12,719,772$495,318$8,120iApproximate average salary by contribution assumption: employee only about $202,999 at 4% or $135,333 at 6%; with 50% employer match about $135,333 at 4% or $90,222 at 6%; with 100% employer match about $101,500 at 4% or $67,666 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-90$9,749,669$1,032,468$11,472iApproximate average salary by contribution assumption: employee only about $286,797 at 4% or $191,198 at 6%; with 50% employer match about $191,198 at 4% or $127,465 at 6%; with 100% employer match about $143,398 at 4% or $95,599 at 6%.
20225110$21,733,080$1,601,310$14,557iApproximate average salary by contribution assumption: employee only about $363,934 at 4% or $242,623 at 6%; with 50% employer match about $242,623 at 4% or $161,748 at 6%; with 100% employer match about $181,967 at 4% or $121,311 at 6%.
William Penn Bank Employee Stock Ownership Plan-77$12,930,359$492,849$6,401iApproximate average salary by contribution assumption: employee only about $160,016 at 4% or $106,677 at 6%; with 50% employer match about $106,677 at 4% or $71,118 at 6%; with 100% employer match about $80,008 at 4% or $53,339 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-110$8,802,721$1,108,461$10,077iApproximate average salary by contribution assumption: employee only about $251,923 at 4% or $167,949 at 6%; with 50% employer match about $167,949 at 4% or $111,966 at 6%; with 100% employer match about $125,961 at 4% or $83,974 at 6%.
WILLIAM PENN BANK-97---
WILLIAM PENN BANK LONG TERM DISABILITY-97---
WILLIAM PENN BANK GROUP TERM LIFE-97---
20212116$22,856,365$1,154,964$9,957iApproximate average salary by contribution assumption: employee only about $248,915 at 4% or $165,943 at 6%; with 50% employer match about $165,943 at 4% or $110,629 at 6%; with 100% employer match about $124,457 at 4% or $82,972 at 6%.
William Penn Bank Employee Stock Ownership Plan-76$13,324,594$194,090$2,554iApproximate average salary by contribution assumption: employee only about $63,845 at 4% or $42,564 at 6%; with 50% employer match about $42,564 at 4% or $28,376 at 6%; with 100% employer match about $31,923 at 4% or $21,282 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-116$9,531,771$960,874$8,283iApproximate average salary by contribution assumption: employee only about $207,085 at 4% or $138,057 at 6%; with 50% employer match about $138,057 at 4% or $92,038 at 6%; with 100% employer match about $103,542 at 4% or $69,028 at 6%.
20202108$10,262,328$2,845,013$26,343iApproximate average salary by contribution assumption: employee only about $658,568 at 4% or $439,045 at 6%; with 50% employer match about $439,045 at 4% or $292,697 at 6%; with 100% employer match about $329,284 at 4% or $219,523 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-108$8,088,371$2,664,726$24,673iApproximate average salary by contribution assumption: employee only about $616,835 at 4% or $411,223 at 6%; with 50% employer match about $411,223 at 4% or $274,149 at 6%; with 100% employer match about $308,417 at 4% or $205,612 at 6%.
William Penn Bank Employee Stock Ownership Plan-85$2,173,957$180,287$2,121iApproximate average salary by contribution assumption: employee only about $53,026 at 4% or $35,350 at 6%; with 50% employer match about $35,350 at 4% or $23,567 at 6%; with 100% employer match about $26,513 at 4% or $17,675 at 6%.
2019265$7,217,255$788,388$12,129iApproximate average salary by contribution assumption: employee only about $303,226 at 4% or $202,151 at 6%; with 50% employer match about $202,151 at 4% or $134,767 at 6%; with 100% employer match about $151,613 at 4% or $101,075 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-65$5,091,967$570,533$8,777iApproximate average salary by contribution assumption: employee only about $219,436 at 4% or $146,291 at 6%; with 50% employer match about $146,291 at 4% or $97,527 at 6%; with 100% employer match about $109,718 at 4% or $73,145 at 6%.
William Penn Bank Employee Stock Ownership Plan-50$2,125,288$217,855$4,357iApproximate average salary by contribution assumption: employee only about $108,928 at 4% or $72,618 at 6%; with 50% employer match about $72,618 at 4% or $48,412 at 6%; with 100% employer match about $54,464 at 4% or $36,309 at 6%.
2018272$8,238,008$2,076,626$28,842iApproximate average salary by contribution assumption: employee only about $721,051 at 4% or $480,700 at 6%; with 50% employer match about $480,700 at 4% or $320,467 at 6%; with 100% employer match about $360,525 at 4% or $240,350 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-72$5,773,173$1,909,496$26,521iApproximate average salary by contribution assumption: employee only about $663,019 at 4% or $442,013 at 6%; with 50% employer match about $442,013 at 4% or $294,675 at 6%; with 100% employer match about $331,510 at 4% or $221,006 at 6%.
William Penn Bank Employee Stock Ownership Plan-49$2,464,835$167,130$3,411iApproximate average salary by contribution assumption: employee only about $85,270 at 4% or $56,847 at 6%; with 50% employer match about $56,847 at 4% or $37,898 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%.
2017239$9,431,143$579,642$14,863iApproximate average salary by contribution assumption: employee only about $371,565 at 4% or $247,710 at 6%; with 50% employer match about $247,710 at 4% or $165,140 at 6%; with 100% employer match about $185,783 at 4% or $123,855 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-39$7,106,817$537,250$13,776iApproximate average salary by contribution assumption: employee only about $344,391 at 4% or $229,594 at 6%; with 50% employer match about $229,594 at 4% or $153,063 at 6%; with 100% employer match about $172,196 at 4% or $114,797 at 6%.
William Penn Bank Employee Stock Ownership Plan-34$2,324,326$42,392$1,247iApproximate average salary by contribution assumption: employee only about $31,171 at 4% or $20,780 at 6%; with 50% employer match about $20,780 at 4% or $13,854 at 6%; with 100% employer match about $15,585 at 4% or $10,390 at 6%.
2016239$7,651,552$604,439$15,498iApproximate average salary by contribution assumption: employee only about $387,461 at 4% or $258,307 at 6%; with 50% employer match about $258,307 at 4% or $172,205 at 6%; with 100% employer match about $193,730 at 4% or $129,154 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-39$5,958,905$379,844$9,740iApproximate average salary by contribution assumption: employee only about $243,490 at 4% or $162,326 at 6%; with 50% employer match about $162,326 at 4% or $108,218 at 6%; with 100% employer match about $121,745 at 4% or $81,163 at 6%.
William Penn Bank Employee Stock Ownership Plan-32$1,692,647$224,595$7,019iApproximate average salary by contribution assumption: employee only about $175,465 at 4% or $116,977 at 6%; with 50% employer match about $116,977 at 4% or $77,984 at 6%; with 100% employer match about $87,732 at 4% or $58,488 at 6%.
2015238$6,889,776$587,767$15,468iApproximate average salary by contribution assumption: employee only about $386,689 at 4% or $257,793 at 6%; with 50% employer match about $257,793 at 4% or $171,862 at 6%; with 100% employer match about $193,344 at 4% or $128,896 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-38$5,395,111$369,806$9,732iApproximate average salary by contribution assumption: employee only about $243,293 at 4% or $162,196 at 6%; with 50% employer match about $162,196 at 4% or $108,130 at 6%; with 100% employer match about $121,647 at 4% or $81,098 at 6%.
William Penn Bank Employee Stock Ownership Plan-32$1,494,665$217,961$6,811iApproximate average salary by contribution assumption: employee only about $170,282 at 4% or $113,521 at 6%; with 50% employer match about $113,521 at 4% or $75,681 at 6%; with 100% employer match about $85,141 at 4% or $56,761 at 6%.
2014238$6,260,245$555,561$14,620iApproximate average salary by contribution assumption: employee only about $365,501 at 4% or $243,667 at 6%; with 50% employer match about $243,667 at 4% or $162,445 at 6%; with 100% employer match about $182,750 at 4% or $121,834 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-38$5,007,859$344,329$9,061iApproximate average salary by contribution assumption: employee only about $226,532 at 4% or $151,021 at 6%; with 50% employer match about $151,021 at 4% or $100,681 at 6%; with 100% employer match about $113,266 at 4% or $75,511 at 6%.
William Penn Bank Employee Stock Ownership Plan-35$1,252,386$211,232$6,035iApproximate average salary by contribution assumption: employee only about $150,880 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,293 at 6%.
2013239$5,802,571$319,946$8,204iApproximate average salary by contribution assumption: employee only about $205,094 at 4% or $136,729 at 6%; with 50% employer match about $136,729 at 4% or $91,153 at 6%; with 100% employer match about $102,547 at 4% or $68,365 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-39$4,851,568$142,875$3,663iApproximate average salary by contribution assumption: employee only about $91,587 at 4% or $61,058 at 6%; with 50% employer match about $61,058 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%.
William Penn Bank Employee Stock Ownership Plan-32$951,003$177,071$5,533iApproximate average salary by contribution assumption: employee only about $138,337 at 4% or $92,224 at 6%; with 50% employer match about $92,224 at 4% or $61,483 at 6%; with 100% employer match about $69,168 at 4% or $46,112 at 6%.
2012245$5,258,862$502,696$11,171iApproximate average salary by contribution assumption: employee only about $279,276 at 4% or $186,184 at 6%; with 50% employer match about $186,184 at 4% or $124,122 at 6%; with 100% employer match about $139,638 at 4% or $93,092 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-45$4,572,828$352,186$7,826iApproximate average salary by contribution assumption: employee only about $195,659 at 4% or $130,439 at 6%; with 50% employer match about $130,439 at 4% or $86,960 at 6%; with 100% employer match about $97,829 at 4% or $65,220 at 6%.
William Penn Bank Employee Stock Ownership Plan-35$686,034$150,510$4,300iApproximate average salary by contribution assumption: employee only about $107,507 at 4% or $71,671 at 6%; with 50% employer match about $71,671 at 4% or $47,781 at 6%; with 100% employer match about $53,754 at 4% or $35,836 at 6%.
2011243$4,316,292$452,119$10,514iApproximate average salary by contribution assumption: employee only about $262,860 at 4% or $175,240 at 6%; with 50% employer match about $175,240 at 4% or $116,827 at 6%; with 100% employer match about $131,430 at 4% or $87,620 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-43$3,899,118$340,521$7,919iApproximate average salary by contribution assumption: employee only about $197,977 at 4% or $131,985 at 6%; with 50% employer match about $131,985 at 4% or $87,990 at 6%; with 100% employer match about $98,989 at 4% or $65,992 at 6%.
William Penn Bank Employee Stock Ownership Plan-33$417,174$111,598$3,382iApproximate average salary by contribution assumption: employee only about $84,544 at 4% or $56,363 at 6%; with 50% employer match about $56,363 at 4% or $37,575 at 6%; with 100% employer match about $42,272 at 4% or $28,181 at 6%.
2010239$3,824,267$563,322$14,444iApproximate average salary by contribution assumption: employee only about $361,104 at 4% or $240,736 at 6%; with 50% employer match about $240,736 at 4% or $160,491 at 6%; with 100% employer match about $180,552 at 4% or $120,368 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-39$3,493,760$447,543$11,475iApproximate average salary by contribution assumption: employee only about $286,887 at 4% or $191,258 at 6%; with 50% employer match about $191,258 at 4% or $127,505 at 6%; with 100% employer match about $143,443 at 4% or $95,629 at 6%.
William Penn Bank Employee Stock Ownership Plan-30$330,507$115,779$3,859iApproximate average salary by contribution assumption: employee only about $96,483 at 4% or $64,322 at 6%; with 50% employer match about $64,322 at 4% or $42,881 at 6%; with 100% employer match about $48,241 at 4% or $32,161 at 6%.
2009239$3,052,547$396,726$10,172iApproximate average salary by contribution assumption: employee only about $254,312 at 4% or $169,541 at 6%; with 50% employer match about $169,541 at 4% or $113,027 at 6%; with 100% employer match about $127,156 at 4% or $84,771 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-39$2,816,621$278,763$7,148iApproximate average salary by contribution assumption: employee only about $178,694 at 4% or $119,129 at 6%; with 50% employer match about $119,129 at 4% or $79,420 at 6%; with 100% employer match about $89,347 at 4% or $59,565 at 6%.
William Penn Bank Employee Stock Ownership Plan-31$235,926$117,963$3,805iApproximate average salary by contribution assumption: employee only about $95,131 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,710 at 6%.
2008237$117,963$117,963$3,188iApproximate average salary by contribution assumption: employee only about $79,705 at 4% or $53,136 at 6%; with 50% employer match about $53,136 at 4% or $35,424 at 6%; with 100% employer match about $39,852 at 4% or $26,568 at 6%.
William Penn Bank Employee Stock Ownership Plan-32$117,963$117,963$3,686iApproximate average salary by contribution assumption: employee only about $92,159 at 4% or $61,439 at 6%; with 50% employer match about $61,439 at 4% or $40,959 at 6%; with 100% employer match about $46,079 at 4% or $30,720 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-37---
2007230$0$0-
William Penn Savings and Loan Assn Cash-Op Plan-30---
William Penn Savings & Loan Association Pension Plan-0---
2006226$3,323,603$587,725$22,605iApproximate average salary by contribution assumption: employee only about $565,120 at 4% or $376,747 at 6%; with 50% employer match about $376,747 at 4% or $251,165 at 6%; with 100% employer match about $282,560 at 4% or $188,373 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-23$1,760,706$182,760$7,946iApproximate average salary by contribution assumption: employee only about $198,652 at 4% or $132,435 at 6%; with 50% employer match about $132,435 at 4% or $88,290 at 6%; with 100% employer match about $99,326 at 4% or $66,217 at 6%.
William Penn Savings & Loan Association Pension Plan-26$1,562,897$404,965$15,576iApproximate average salary by contribution assumption: employee only about $389,389 at 4% or $259,593 at 6%; with 50% employer match about $259,593 at 4% or $173,062 at 6%; with 100% employer match about $194,695 at 4% or $129,796 at 6%.
2005226$2,840,599$232,526$8,943iApproximate average salary by contribution assumption: employee only about $223,583 at 4% or $149,055 at 6%; with 50% employer match about $149,055 at 4% or $99,370 at 6%; with 100% employer match about $111,791 at 4% or $74,528 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-23$1,706,665$158,580$6,895iApproximate average salary by contribution assumption: employee only about $172,370 at 4% or $114,913 at 6%; with 50% employer match about $114,913 at 4% or $76,609 at 6%; with 100% employer match about $86,185 at 4% or $57,457 at 6%.
William Penn Savings & Loan Association Pension Plan-26$1,133,934$73,946$2,844iApproximate average salary by contribution assumption: employee only about $71,102 at 4% or $47,401 at 6%; with 50% employer match about $47,401 at 4% or $31,601 at 6%; with 100% employer match about $35,551 at 4% or $23,701 at 6%.
2004227$1,520,057$140,006$5,185iApproximate average salary by contribution assumption: employee only about $129,635 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,616 at 6%; with 100% employer match about $64,818 at 4% or $43,212 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-24$1,520,057$140,006$5,834iApproximate average salary by contribution assumption: employee only about $145,840 at 4% or $97,226 at 6%; with 50% employer match about $97,226 at 4% or $64,818 at 6%; with 100% employer match about $72,920 at 4% or $48,613 at 6%.
William Penn Savings & Loan Association Pension Plan-27---
2003225$0$0-
William Penn Savings and Loan Assn Cash-Op Plan-25---
William Penn Savings & Loan Association Pension Plan-24---
2002229$1,234,371$112,757$3,888iApproximate average salary by contribution assumption: employee only about $97,204 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,602 at 4% or $32,401 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-29$1,234,371$112,757$3,888iApproximate average salary by contribution assumption: employee only about $97,204 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,602 at 4% or $32,401 at 6%.
William Penn Savings & Loan Association Pension Plan-26---
2001234$0$0-
William Penn Savings and Loan Assn Cash-Op Plan-34---
William Penn Savings & Loan Association Pension Plan-23---
2000230$0$0-
William Penn Savings and Loan Assn Cash-Op Plan-30---
William Penn Savings & Loan Association Pension Plan-24---
1999227$1,543,480$72,692$2,692iApproximate average salary by contribution assumption: employee only about $67,307 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,914 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
William Penn Savings and Loan Assn Cash-Op Plan-27$793,130$72,692$2,692iApproximate average salary by contribution assumption: employee only about $67,307 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,914 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
William Penn Savings & Loan Association Pension Plan-24$750,350--