Security National Corporation Retirement Savings Plan & Trust — Form 5500 plan (Security National Corp)
Plain-English plan 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 Corporation Retirement Savings Plan & Trust is a benefit plan reported by Security National Corp under EIN 42-0943329 and plan number 004. The latest loaded filing year is 2023. The filing reports 436 participants and $76,801,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security National Corp
- EIN
- 42-0943329
- Plan number
- 004
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $76,801,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20240726133007NAL0016033777005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,801,890
- Total liabilities (EOY)
- $8,149
- Net assets (EOY)
- $76,793,741
- Net assets (BOY)
- $68,895,307
Income & contributions
- Employer contributions
- $1,077,572
- Participant contributions
- $1,794,983
- Total contributions
- $3,820,596
- Total income / additions
- $14,046,844
Expenses & distributions
- Benefits paid
- $6,138,879
- Administrative expenses
- $1,382
- Total expenses
- $6,148,410
- Net increase / (decrease)
- $7,898,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 | 2023 |