2023 Form 5500 filing — Snf Corporation Tax-Favored Retirement Savings 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 20241011153738NAL0023131249002) for Snf Corporation Tax-Favored Retirement Savings Plan, reported by Security National Financial Corporation under EIN 87-0345941 and plan number 002. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153738NAL0023131249002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security National Financial Corporation
- EIN
- 87-0345941
- Plan number
- 002
- Location
- Murray, UT
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,186,846
- Net assets (EOY)
- $28,186,846
- Employer contributions
- $137,572
- Participant contributions
- $2,302,460
- Total income / additions
- $7,621,668
- Benefits paid
- $2,713,486
- Administrative expenses
- $24,781
- Total expenses
- $2,738,267
- Net increase / (decrease)
- $4,883,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Larson And Company | NONE | $10,185 | not reported in the loaded dataset |
| Soltis Investment Advisors LLC | NONE | $9,676 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,231 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |