How big is Central Penn, Inc.'s plan?

Central Penn, Inc.'s plan reported $4.3M in assets and 83 participants for 2024.

Original filing (PDF)20251014140732NAL0001514131001

Central Penn, Inc.

Name: Central Penn, Inc. — Central Penn, Inc. Employee, Form 5500 (2024)
Creator: Central Penn, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Central Penn, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Central Penn, Inc.'s Central Penn, Inc. Employee Stock Ownership Plan held $4.3M in plan assets for 83 participants in 2024.

Signals · 3

Possibly inadequate fidelity bond100% in single holding100% employer stock

Active participants

Accounts w/ balance

153

Plan assets (EOY)

$4.3M

Net assets (EOY)

$2.2M

People on this filing

KERI-ANN Zeigler signed Central Penn, Inc.'s 2024 Form 5500 as plan administrator.

KERI-ANN Zeigler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Central Penn, Inc.'s EIN is 23-1857027.

EIN 23-1857027

Plan number 001

Plan year 2024

ACK ID 20251014140732NAL0001514131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Penn, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Penn, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL PENN, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CENTRAL PENN, INC.

EIN

all filings

Address

600 VALLEY ROAD · ENOLA, PA · 17025

Phone

(717) 732-0702

Industry

Educational Services

Plan administrator