How big is Educational Funding Group, Inc.'s plan?

Educational Funding Group, Inc.'s plan reported $920K in assets and 16 participants for 2022.

Original filing (PDF)20240111100246NAL0012800945001

Educational Funding Group, Inc.

Name: Educational Funding Group, Inc. — Educational, Form 5500 (2022)
Creator: Educational Funding Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Educational Funding Group, Inc. 401(k) Safe Harbor Plan

401(k) retirement plan · Educational Funding Group, Inc.'s Educational Funding Group, Inc. 401(k) Safe Harbor Plan held $920K in plan assets for 16 participants in 2022.

Signals · 1

Late filing · 1.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

Plan identifiers

Educational Funding Group, Inc.'s EIN is 20-1580539.

EIN 20-1580539

Plan number 001

Plan year 2022

ACK ID 20240111100246NAL0012800945001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Educational Funding Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Educational Funding Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off