Security National Financial Corp — 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, Security National Financial Corp (EIN 87-0345941) is a plan sponsor located in Salt Lake City, UT with 1 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
- 87-0345941
- Location
- Salt Lake City, UT
- Loaded plans
- 3
- Total reported participants
- 2,926
- Total reported plan assets (EOY)
- $59,939,997
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Snfc Mortgage Company 401(K) Plan | 004 | 1,075 | $31,753,151 | 2023 |
| Snf Corporation Tax-Favored Retirement Savings Plan | 002 | 467 | $28,186,846 | 2023 |
| Security National Financial Corp | 501 | 1,384 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Security National Financial Corp | 1,384 | — | 20240827134435NAL0010957105001 |
| 2023 | Snf Corporation Tax-Favored Retirement Savings Plan | 467 | H, C | 20241011153738NAL0023131249002 |
| 2023 | Snfc Mortgage Company 401(K) Plan | 1,075 | H, C | 20241011153738NAL0023131249004 |