Plan5500

Snfc Mortgage Company 401(K) Plan — Form 5500 plan (Securtiy 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, Snfc Mortgage Company 401(K) Plan is a benefit plan reported by Securtiy National Financial Corporation under EIN 87-0345941 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,075 participants and $31,753,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Securtiy National Financial Corporation
EIN
87-0345941
Plan number
004
Plan type
2
Location
Murray, UT
Latest filing year
2023
Participants
1,075
End-of-year plan assets
$31,753,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,075H, C20241011153738NAL0023131249004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,753,151
Net assets (EOY)
$31,753,151
Net assets (BOY)
$28,958,776

Income & contributions

Employer contributions
$268,775
Participant contributions
$3,604,320
Total contributions
$3,992,184
Total income / additions
$9,243,661

Expenses & distributions

Benefits paid
$6,342,511
Administrative expenses
$28,352
Total expenses
$6,449,286
Net increase / (decrease)
$2,794,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment Advisors LLCNONE$11,545not reported in the loaded dataset2023
Larson And CompanyNONE$10,185not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$6,746$02023
Charles Schwab Trust BankNONE$0$02023

Related Form 5500 pages