Snf Corporation Tax-Favored Retirement Savings Plan — Form 5500 plan (Security National Financial Corporation)
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, Snf Corporation Tax-Favored Retirement Savings Plan is a benefit plan reported by Security National Financial Corporation under EIN 87-0345941 and plan number 002. The latest loaded filing year is 2023. The filing reports 467 participants and $28,186,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security National Financial Corporation
- EIN
- 87-0345941
- Plan number
- 002
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $28,186,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241011153738NAL0023131249002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,186,846
- Net assets (EOY)
- $28,186,846
- Net assets (BOY)
- $23,303,445
Income & contributions
- Employer contributions
- $137,572
- Participant contributions
- $2,302,460
- Total contributions
- $2,440,032
- Total income / additions
- $7,621,668
Expenses & distributions
- Benefits paid
- $2,713,486
- Administrative expenses
- $24,781
- Total expenses
- $2,738,267
- Net increase / (decrease)
- $4,883,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Larson And Company | NONE | $10,185 | not reported in the loaded dataset | 2023 |
| Soltis Investment Advisors LLC | NONE | $9,676 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,231 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Security National Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Larson And Company — Schedule C compensation
- Soltis Investment Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation