401k Plan data: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN plan

NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 401k Plan overview

Plan Name	NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN
Plan identification number	002

NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION

Employer identification number (EIN): 840632115

NAIC Classification: 611000

Additional information about NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1972-08-18

Company Identification Number: 19871246186

Legal Registered Office Address: 1550 Market Street
Suite 475
Denver
United States of America (USA)
80202

More information about NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOANNE FLORES MOSES 2023-09-26
002 2021-01-01 JOANNE FLORES MOSES 2022-09-23
002 2020-01-01 JOANNE FLORES MOSES 2021-10-13
002 2019-01-01 JOANNE FLORES MOSES 2020-10-09
002 2018-01-01 JOANNE FLORES MOSES 2019-10-03
002 2017-01-01 DAVID J. KAUS 2018-10-12 BILLY HENSLEY 2018-10-12
002 2016-01-01 DAVID J. KAUS 2017-10-12 THEODORE J. BECK 2017-10-12
002 2015-01-01 THEODORE J. BECK 2016-10-12 DAVID J. KAUS 2016-10-11
002 2014-01-01 THEODORE J. BECK 2015-07-28 DAVID J. KAUS 2015-07-22
002 2013-01-01 THEODORE J. BECK 2014-07-23 DAVID J. KAUS 2014-07-23
002 2012-01-01 THEODORE J. BECK 2013-07-25 DAVID J. KAUS 2013-07-25
002 2011-01-01 THEODORE J. BECK 2012-07-30 DAVID J. KAUS 2012-07-24
002 2010-01-01 THEODORE J. BECK 2011-09-22 DAVID J. KAUS 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOANNE FLORES MOSES	2023-09-26
002	2021-01-01	JOANNE FLORES MOSES	2022-09-23
002	2020-01-01	JOANNE FLORES MOSES	2021-10-13
002	2019-01-01	JOANNE FLORES MOSES	2020-10-09
002	2018-01-01	JOANNE FLORES MOSES	2019-10-03
002	2017-01-01	DAVID J. KAUS	2018-10-12	BILLY HENSLEY	2018-10-12
002	2016-01-01	DAVID J. KAUS	2017-10-12	THEODORE J. BECK	2017-10-12
002	2015-01-01	THEODORE J. BECK	2016-10-12	DAVID J. KAUS	2016-10-11
002	2014-01-01	THEODORE J. BECK	2015-07-28	DAVID J. KAUS	2015-07-22
002	2013-01-01	THEODORE J. BECK	2014-07-23	DAVID J. KAUS	2014-07-23
002	2012-01-01	THEODORE J. BECK	2013-07-25	DAVID J. KAUS	2013-07-25
002	2011-01-01	THEODORE J. BECK	2012-07-30	DAVID J. KAUS	2012-07-24
002	2010-01-01	THEODORE J. BECK	2011-09-22	DAVID J. KAUS	2011-09-22

Plan Statistics for NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN

401k plan membership statisitcs for NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN

Measure Date Value
2022: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,176,312
Acturial value of plan assets 2022-12-31 2,995,365
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 431,351
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,449,323
Number of active participants 2022-12-31 23
Total funding liabilities for active participants 2022-12-31 1,670,110
Total participant count 2022-12-31 26
Total funding target for all participants 2022-12-31 2,101,461
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 64,275
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 64,275
Present value of excess contributions 2022-12-31 475,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 501,788
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 69,443
Total employer contributions 2022-12-31 315,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 299,336
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 295,837
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 299,336
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,605,677
Acturial value of plan assets 2021-12-31 2,372,057
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 444,111
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,275,618
Number of active participants 2021-12-31 20
Total funding liabilities for active participants 2021-12-31 1,444,996
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 1,889,107
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 58,167
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 58,167
Present value of excess contributions 2021-12-31 422,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 445,162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 64,275
Total employer contributions 2021-12-31 500,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 475,628
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 312,840
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 475,628
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,875,139
Acturial value of plan assets 2020-12-31 3,713,215
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 470,031
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 1,180,915
Active participant vested funding target 2020-12-31 1,535,495
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 1,666,468
Total participant count 2020-12-31 28
Total funding target for all participants 2020-12-31 3,317,414
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 48,505
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 48,505
Present value of excess contributions 2020-12-31 334,015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 352,018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 58,167
Total employer contributions 2020-12-31 450,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 428,255
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 343,213
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 5,579
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 5,579
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 428,255
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,365,407
Acturial value of plan assets 2019-12-31 3,535,104
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 481,325
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,448,016
Number of active participants 2019-12-31 23
Total funding liabilities for active participants 2019-12-31 2,532,279
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 3,013,604
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 49,409
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 49,409
Present value of excess contributions 2019-12-31 253,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 267,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 48,505
Total employer contributions 2019-12-31 350,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 334,015
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 346,915
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 334,015
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,311,879
Acturial value of plan assets 2018-12-31 6,130,118
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 493,128
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 4,467
Active participant vested funding target 2018-12-31 4,823,821
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 4,901,060
Total participant count 2018-12-31 26
Total funding target for all participants 2018-12-31 5,398,655
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 44,119
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 44,119
Present value of excess contributions 2018-12-31 619,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 653,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 49,409
Total employer contributions 2018-12-31 262,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 253,203
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 274,498
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 253,203
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,128,913
Acturial value of plan assets 2017-12-31 5,208,855
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 479,602
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 3,794,307
Number of active participants 2017-12-31 23
Total funding liabilities for active participants 2017-12-31 3,903,399
Total participant count 2017-12-31 26
Total funding target for all participants 2017-12-31 4,383,001
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 41,310
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 41,310
Present value of excess contributions 2017-12-31 737,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 777,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 44,119
Total employer contributions 2017-12-31 655,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 619,896
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 414,551
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 619,896
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,143,650
Acturial value of plan assets 2016-12-31 4,323,413
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 513,882
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 3,072,526
Number of active participants 2016-12-31 23
Total funding liabilities for active participants 2016-12-31 3,184,874
Total participant count 2016-12-31 27
Total funding target for all participants 2016-12-31 3,698,756
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 41,468
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 41,468
Present value of excess contributions 2016-12-31 633,105
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 669,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 41,310
Total employer contributions 2016-12-31 786,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 737,392
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 372,449
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 737,392
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,176,312
Acturial value of plan assets	2022-12-31	2,995,365
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	431,351
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,449,323
Number of active participants	2022-12-31	23
Total funding liabilities for active participants	2022-12-31	1,670,110
Total participant count	2022-12-31	26
Total funding target for all participants	2022-12-31	2,101,461
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	64,275
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	64,275
Present value of excess contributions	2022-12-31	475,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	501,788
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	69,443
Total employer contributions	2022-12-31	315,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	299,336
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	295,837
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	299,336
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,605,677
Acturial value of plan assets	2021-12-31	2,372,057
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	444,111
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,275,618
Number of active participants	2021-12-31	20
Total funding liabilities for active participants	2021-12-31	1,444,996
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	1,889,107
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	58,167
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	58,167
Present value of excess contributions	2021-12-31	422,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	445,162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	64,275
Total employer contributions	2021-12-31	500,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	475,628
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	312,840
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	475,628
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,875,139
Acturial value of plan assets	2020-12-31	3,713,215
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	470,031
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	1,180,915
Active participant vested funding target	2020-12-31	1,535,495
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	1,666,468
Total participant count	2020-12-31	28
Total funding target for all participants	2020-12-31	3,317,414
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	48,505
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	48,505
Present value of excess contributions	2020-12-31	334,015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	352,018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	58,167
Total employer contributions	2020-12-31	450,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	428,255
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	343,213
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	5,579
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	5,579
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	428,255
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,365,407
Acturial value of plan assets	2019-12-31	3,535,104
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	481,325
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,448,016
Number of active participants	2019-12-31	23
Total funding liabilities for active participants	2019-12-31	2,532,279
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	3,013,604
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	49,409
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	49,409
Present value of excess contributions	2019-12-31	253,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	267,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	48,505
Total employer contributions	2019-12-31	350,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	334,015
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	346,915
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	334,015
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,311,879
Acturial value of plan assets	2018-12-31	6,130,118
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	493,128
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	4,467
Active participant vested funding target	2018-12-31	4,823,821
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	4,901,060
Total participant count	2018-12-31	26
Total funding target for all participants	2018-12-31	5,398,655
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	44,119
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	44,119
Present value of excess contributions	2018-12-31	619,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	653,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	49,409
Total employer contributions	2018-12-31	262,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	253,203
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	274,498
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	253,203
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,128,913
Acturial value of plan assets	2017-12-31	5,208,855
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	479,602
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	3,794,307
Number of active participants	2017-12-31	23
Total funding liabilities for active participants	2017-12-31	3,903,399
Total participant count	2017-12-31	26
Total funding target for all participants	2017-12-31	4,383,001
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	41,310
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	41,310
Present value of excess contributions	2017-12-31	737,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	777,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	44,119
Total employer contributions	2017-12-31	655,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	619,896
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	414,551
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	619,896
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,143,650
Acturial value of plan assets	2016-12-31	4,323,413
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	513,882
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	3,072,526
Number of active participants	2016-12-31	23
Total funding liabilities for active participants	2016-12-31	3,184,874
Total participant count	2016-12-31	27
Total funding target for all participants	2016-12-31	3,698,756
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	41,468
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	41,468
Present value of excess contributions	2016-12-31	633,105
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	669,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	41,310
Total employer contributions	2016-12-31	786,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	737,392
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	372,449
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	737,392
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
Employer identification number (EIN):	840632115
NAIC Classification:	611000

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1972-08-18
Company Identification Number:	19871246186
Legal Registered Office Address:	1550 Market Street Suite 475 Denver United States of America (USA) 80202