2023 Form 5500 filing — Security National Corporation Retirement Savings Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726133007NAL0016033777005) for Security National Corporation Retirement Savings Plan & Trust, reported by Security National Corp under EIN 42-0943329 and plan number 004. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726133007NAL0016033777005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security National Corp
- EIN
- 42-0943329
- Plan number
- 004
- Location
- Sioux City, IA
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,801,890
- Total liabilities (EOY)
- $8,149
- Net assets (EOY)
- $76,793,741
- Employer contributions
- $1,077,572
- Participant contributions
- $1,794,983
- Total income / additions
- $14,046,844
- Benefits paid
- $6,138,879
- Administrative expenses
- $1,382
- Total expenses
- $6,148,410
- Net increase / (decrease)
- $7,898,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |