2023 Form 5500 filing — Security National Bank Of Omaha Thrift Saving Plan

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 20240731172049NAL0022795665001) for Security National Bank Of Omaha Thrift Saving Plan, reported by Security National Bank Of Omaha under EIN 47-0485339 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.1MReported net assets$27,123,312
Participants277
Provider compensation$28.2K2 Schedule C row(s)$28,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731172049NAL0022795665001
Plan sponsor
Security National Bank Of Omaha
EIN
47-0485339
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.1M total assets
Net assets$27.1MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$617.2K
Participant$1.6M
Full reported line items
Total assets (EOY)
$27,123,312
Total liabilities (EOY)
$0
Net assets (EOY)
$27,123,312
Employer contributions
$617,155
Participant contributions
$1,573,705
Total income / additions
$6,178,187
Benefits paid
$2,080,067
Administrative expenses
$13,583
Total expenses
$2,093,650
Net increase / (decrease)
$4,084,537
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $5.8K · Indirect $14.6K
  2. 2
    NONE · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731172049NAL0022795665001 cover?
It is the 2023 Form 5500 filing for Security National Bank Of Omaha Thrift Saving Plan, reported by Security National Bank Of Omaha (EIN 47-0485339).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages