2023 Form 5500 filing — Snfc Mortgage Company 401(K) 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 20241011153738NAL0023131249004) for Snfc Mortgage Company 401(K) Plan, reported by Securtiy National Financial Corporation under EIN 87-0345941 and plan number 004. It reports 1,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153738NAL0023131249004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Securtiy National Financial Corporation
- EIN
- 87-0345941
- Plan number
- 004
- Location
- Murray, UT
- Participants
- 1,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,753,151
- Net assets (EOY)
- $31,753,151
- Employer contributions
- $268,775
- Participant contributions
- $3,604,320
- Total income / additions
- $9,243,661
- Benefits paid
- $6,342,511
- Administrative expenses
- $28,352
- Total expenses
- $6,449,286
- Net increase / (decrease)
- $2,794,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | NONE | $11,545 | not reported in the loaded dataset |
| Larson And Company | NONE | $10,185 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $6,746 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |