How many benefit plans does National Funding, Inc. report on Form 5500?

National Funding, Inc. (EIN 95-4724281) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for National Funding, Inc.?

The Employer Identification Number (EIN) reported for National Funding, Inc. is 95-4724281.

What is the latest Form 5500 filing year for National Funding, Inc.?

The latest loaded Form 5500 filing year for National Funding, Inc. is 2023.

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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,089,076
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,089,076

Contributions & income

Employer contributions: $866,303
Participant contributions: $2,271,771
Total income / additions: $5,439,900

Expenses & distributions

Benefits paid / distributions: $712,113
Total expenses: $809,241
Net increase / (decrease): $4,630,659

Coverage

Total reported participants: 618
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

National Funding, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
National Funding, Inc. 401(K) Plan	001	382	$14,089,076	2023
National Funding Inc. Welfare Benefits Plan	501	236	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for National Funding, Inc.
Year	Plan	Participants	Schedules	Filing
2023	National Funding, Inc. 401(K) Plan	382	H, C	20240920190952NAL0013941648001
2023	National Funding Inc. Welfare Benefits Plan	236	—	20250428105705NAL0018707904001