Plan5500

National Funding, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Funding, Inc. (EIN 95-4724281) is a plan sponsor located in San Diego, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4724281
Location
San Diego, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.1MSummed across loaded plans$14,089,076
Total reported assets$14.1M$14,089,076
Total reported participants618
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.1M total assets
Net assets$14.1MLiabilities$0
Contributions & income
Employer contributions$866.3K
Participant contributions$2.3M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$712.1K
Total expenses$809.2K
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%National Funding, Inc. 401(K) Plan
Participants per plan309Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    National Funding, Inc. 401(K) Plan$14.1M
    Plan #001 · 382 participants · 2023
  2. 2
    National Funding Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 236 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for National Funding, Inc.
YearPlanParticipantsSchedulesFiling
2023National Funding, Inc. 401(K) Plan382H, C20240920190952NAL0013941648001
2023National Funding Inc. Welfare Benefits Plan236—20250428105705NAL0018707904001

Related Form 5500 pages