How many benefit plans does Security National Financial Corp report on Form 5500?

Security National Financial Corp (EIN 87-0345941) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Security National Financial Corp?

The Employer Identification Number (EIN) reported for Security National Financial Corp is 87-0345941.

What is the latest Form 5500 filing year for Security National Financial Corp?

The latest loaded Form 5500 filing year for Security National Financial Corp is 2023.

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
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $59,939,997
Total reported net assets (EOY): $59,939,997

Contributions & income

Employer contributions: $406,347
Participant contributions: $5,906,780
Total income / additions: $16,865,329

Expenses & distributions

Benefits paid / distributions: $9,055,997
Total expenses: $9,187,553
Net increase / (decrease): $7,677,776

Coverage

Total reported participants: 2,926
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Security National Financial Corp plans by reported end-of-year 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

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Security National Financial Corp
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