401k Plan data: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST plan

SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan Name	SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST
Plan identification number	004

SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SECURITY NATIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SECURITY NATIONAL CORPORATION

Employer identification number (EIN): 420943329

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about SECURITY NATIONAL CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1969-01-29

Company Identification Number: 036720

Legal Registered Office Address: 601 PIERCE ST

SIOUX CITY
United States of America (USA)
51101

More information about SECURITY NATIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 PATRICIA KRAGE
004 2016-01-01 PATRICIA KRAGE
004 2015-01-01 PATRICIA KRAGE
004 2014-01-01 PATRICIA KRAGE
004 2013-01-01 PATRICIA KRAGE
004 2012-01-01 DAVE HOLUB
004 2011-01-01 PATRICIA S KRAGE
004 2010-01-01 PATRICIA S KRAGE
004 2009-01-01 PATRICIA S KRAGE

Plan Statistics for SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2022: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 281
Number of retired or separated participants receiving benefits 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 143
Total of all active and inactive participants 2022-01-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 437
Number of participants with account balances 2022-01-01 431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 268
Number of retired or separated participants receiving benefits 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 130
Total of all active and inactive participants 2021-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 411
Number of participants with account balances 2021-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 278
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 120
Total of all active and inactive participants 2020-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 399
Number of participants with account balances 2020-01-01 389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 276
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 387
Number of participants with account balances 2019-01-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 270
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 109
Total of all active and inactive participants 2018-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 381
Number of participants with account balances 2018-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 275
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 98
Total of all active and inactive participants 2017-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 374
Number of participants with account balances 2017-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 268
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 108
Total of all active and inactive participants 2016-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 380
Number of participants with account balances 2016-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 267
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 102
Total of all active and inactive participants 2015-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 371
Number of participants with account balances 2015-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 246
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 86
Total of all active and inactive participants 2014-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 334
Number of participants with account balances 2014-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 270
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 339
Number of participants with account balances 2013-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 269
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 67
Total of all active and inactive participants 2012-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 338
Number of participants with account balances 2012-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 262
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 327
Number of participants with account balances 2011-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 265
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 62
Total of all active and inactive participants 2010-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 329
Number of participants with account balances 2010-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 275
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 67
Total of all active and inactive participants 2009-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 344
Number of participants with account balances 2009-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	281
Number of retired or separated participants receiving benefits	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	143
Total of all active and inactive participants	2022-01-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	437
Number of participants with account balances	2022-01-01	431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	268
Number of retired or separated participants receiving benefits	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	130
Total of all active and inactive participants	2021-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	411
Number of participants with account balances	2021-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	278
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	120
Total of all active and inactive participants	2020-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	399
Number of participants with account balances	2020-01-01	389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	276
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	109
Total of all active and inactive participants	2019-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	387
Number of participants with account balances	2019-01-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	270
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	109
Total of all active and inactive participants	2018-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	381
Number of participants with account balances	2018-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	275
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	98
Total of all active and inactive participants	2017-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	374
Number of participants with account balances	2017-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	268
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	108
Total of all active and inactive participants	2016-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	380
Number of participants with account balances	2016-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	267
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	102
Total of all active and inactive participants	2015-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	371
Number of participants with account balances	2015-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	246
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	86
Total of all active and inactive participants	2014-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	334
Number of participants with account balances	2014-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	270
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	339
Number of participants with account balances	2013-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	269
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	67
Total of all active and inactive participants	2012-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	338
Number of participants with account balances	2012-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	262
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	327
Number of participants with account balances	2011-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	265
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	62
Total of all active and inactive participants	2010-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	329
Number of participants with account balances	2010-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	275
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	67
Total of all active and inactive participants	2009-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	344
Number of participants with account balances	2009-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST

Measure	Date	Value
2022 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-9,087,080
Total of all expenses incurred	2022-12-31	$5,010,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,009,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,106,296
Value of total assets at end of year	2022-12-31	$68,895,307
Value of total assets at beginning of year	2022-12-31	$82,992,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,052
Total interest from all sources	2022-12-31	$66,220
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,458,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,458,955
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,654,761
Participant contributions at end of year	2022-12-31	$1,877
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$408,437
Total non interest bearing cash at end of year	2022-12-31	$231,431
Total non interest bearing cash at beginning of year	2022-12-31	$4,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,097,220
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$68,895,307
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$82,992,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,052
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$62,833,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$77,167,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,828,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,821,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,821,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$66,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,718,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,043,098
Employer contributions (assets) at end of year	2022-12-31	$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,009,088
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2022-12-31	481292483
2021 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$13,277,666
Total of all expenses incurred	2021-12-31	$1,253,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,252,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,888,748
Value of total assets at end of year	2021-12-31	$82,992,527
Value of total assets at beginning of year	2021-12-31	$70,967,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$755
Total interest from all sources	2021-12-31	$82,623
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,012,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,012,453
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,579,827
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,297,917
Total non interest bearing cash at end of year	2021-12-31	$4,001
Total non interest bearing cash at beginning of year	2021-12-31	$4,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,024,661
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$82,992,527
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$70,967,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$755
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$77,167,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$63,624,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,821,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$7,339,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$7,339,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$82,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,293,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,011,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,252,250
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2021-12-31	481292483
2020 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$11,009,264
Total of all expenses incurred	2020-12-31	$3,794,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,793,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,929,083
Value of total assets at end of year	2020-12-31	$70,967,866
Value of total assets at beginning of year	2020-12-31	$63,753,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$904
Total interest from all sources	2020-12-31	$102,001
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,173,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,173,436
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,483,362
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$531,431
Total non interest bearing cash at end of year	2020-12-31	$4,001
Total non interest bearing cash at beginning of year	2020-12-31	$447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,214,397
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$70,967,866
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$63,753,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$904
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$63,624,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$58,097,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$7,339,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,655,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,655,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$102,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,804,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$914,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,793,963
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2020-12-31	481292483
2019 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$13,602,303
Total of all expenses incurred	2019-12-31	$1,550,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,550,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,809,006
Value of total assets at end of year	2019-12-31	$63,753,469
Value of total assets at beginning of year	2019-12-31	$51,702,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$612
Total interest from all sources	2019-12-31	$88,628
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,000,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,000,041
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,399,966
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$552,445
Total non interest bearing cash at end of year	2019-12-31	$447
Total non interest bearing cash at beginning of year	2019-12-31	$447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,051,413
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$63,753,469
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$51,702,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$58,097,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$45,448,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,655,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$6,252,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$6,252,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$88,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,704,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$856,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,550,278
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2019-12-31	481292483
2018 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-634,741
Total of all expenses incurred	2018-12-31	$5,268,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,267,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,022,958
Value of total assets at end of year	2018-12-31	$51,702,056
Value of total assets at beginning of year	2018-12-31	$57,604,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$708
Total interest from all sources	2018-12-31	$65,635
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,623,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,623,531
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,414,281
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$744,343
Total non interest bearing cash at end of year	2018-12-31	$447
Total non interest bearing cash at beginning of year	2018-12-31	$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,902,755
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$51,702,056
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$57,604,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$45,448,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$51,475,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$6,252,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$6,128,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$6,128,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$65,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,346,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$864,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,267,306
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2018-12-31	481292483
2017 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$955
Total income from all sources (including contributions)	2017-12-31	$11,015,378
Total of all expenses incurred	2017-12-31	$1,424,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,424,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,989,339
Value of total assets at end of year	2017-12-31	$57,604,811
Value of total assets at beginning of year	2017-12-31	$48,014,907
Total interest from all sources	2017-12-31	$55,436
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,353,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,353,946
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,306,781
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$821,200
Total non interest bearing cash at end of year	2017-12-31	$457
Total non interest bearing cash at beginning of year	2017-12-31	$447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,590,859
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$57,604,811
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$48,013,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$51,475,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$41,500,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$6,128,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,514,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,514,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$55,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,616,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$861,358
Employer contributions (assets) at beginning of year	2017-12-31	$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,424,519
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$955
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2017-12-31	481292483
2016 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,566
Total income from all sources (including contributions)	2016-12-31	$5,803,907
Total of all expenses incurred	2016-12-31	$2,286,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,285,271
Value of total corrective distributions	2016-12-31	$955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,557,217
Value of total assets at end of year	2016-12-31	$48,014,907
Value of total assets at beginning of year	2016-12-31	$44,501,837
Total interest from all sources	2016-12-31	$208
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,097,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,097,295
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,267,513
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$434,688
Total non interest bearing cash at end of year	2016-12-31	$447
Total non interest bearing cash at beginning of year	2016-12-31	$742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,517,681
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$48,013,952
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$44,496,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$41,500,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$37,912,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$6,514,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$6,588,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$6,588,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,149,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$855,016
Employer contributions (assets) at end of year	2016-12-31	$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,285,271
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$955
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$5,566
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2016-12-31	481292483
2015 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,566
Total income from all sources (including contributions)	2015-12-31	$4,568,879
Total of all expenses incurred	2015-12-31	$1,381,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,375,938
Value of total corrective distributions	2015-12-31	$5,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,223,748
Value of total assets at end of year	2015-12-31	$44,501,837
Value of total assets at beginning of year	2015-12-31	$41,308,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35
Total interest from all sources	2015-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,769,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,769,120
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,188,622
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,237,761
Total non interest bearing cash at end of year	2015-12-31	$742
Total non interest bearing cash at beginning of year	2015-12-31	$1,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,187,340
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$44,496,271
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$41,308,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$35
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$37,912,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$34,966,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$6,588,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,341,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,341,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,423,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$797,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,375,938
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$5,566
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2015-12-31	481292483
2014 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,662,746
Total of all expenses incurred	2014-12-31	$1,752,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,752,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,852,594
Value of total assets at end of year	2014-12-31	$41,308,931
Value of total assets at beginning of year	2014-12-31	$39,399,106
Total interest from all sources	2014-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,860,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,860,725
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,046,343
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$90,675
Total non interest bearing cash at end of year	2014-12-31	$1,276
Total non interest bearing cash at beginning of year	2014-12-31	$747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,909,825
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$41,308,931
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$39,399,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$34,966,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$33,455,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,341,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$5,942,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$5,942,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-50,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$715,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,752,921
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2014-12-31	481292483
2013 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$8,022,374
Total of all expenses incurred	2013-12-31	$1,424,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,424,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,815,351
Value of total assets at end of year	2013-12-31	$39,399,106
Value of total assets at beginning of year	2013-12-31	$32,801,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8
Total interest from all sources	2013-12-31	$242
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$923,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$923,180
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,040,357
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,064,811
Total non interest bearing cash at end of year	2013-12-31	$747
Total non interest bearing cash at beginning of year	2013-12-31	$523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,597,746
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$39,399,106
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,801,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$8
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$33,455,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$26,126,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$5,942,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$6,674,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$6,674,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,283,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$710,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,424,620
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2013-12-31	481292483
2012 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,479
Total income from all sources (including contributions)	2012-12-31	$5,217,773
Total of all expenses incurred	2012-12-31	$1,157,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,157,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,762,309
Value of total assets at end of year	2012-12-31	$32,801,360
Value of total assets at beginning of year	2012-12-31	$28,745,095
Total interest from all sources	2012-12-31	$258
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$783,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$783,169
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$977,242
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$107,484
Total non interest bearing cash at end of year	2012-12-31	$523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,060,744
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,801,360
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$28,740,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$26,126,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$22,962,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$6,674,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,781,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,781,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,672,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$677,583
Employer contributions (assets) at beginning of year	2012-12-31	$1,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,157,029
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$4,479
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN	2012-12-31	481292483
2011 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,479
Total income from all sources (including contributions)	2011-12-31	$1,190,107
Total of all expenses incurred	2011-12-31	$621,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$616,965
Value of total corrective distributions	2011-12-31	$4,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,700,856
Value of total assets at end of year	2011-12-31	$28,745,095
Value of total assets at beginning of year	2011-12-31	$28,171,953
Total interest from all sources	2011-12-31	$220
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$648,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$648,453
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$939,592
Participant contributions at beginning of year	2011-12-31	$132
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$109,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$568,663
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$28,740,616
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$28,171,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$22,962,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$23,293,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,781,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$4,877,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$4,877,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,159,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$651,703
Employer contributions (assets) at end of year	2011-12-31	$1,218
Employer contributions (assets) at beginning of year	2011-12-31	$79
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$616,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$4,479
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HENJES, CONNER & WILLIAMS P.C.
Accountancy firm EIN	2011-12-31	481292483
2010 : SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,330
Total income from all sources (including contributions)	2010-12-31	$4,662,519
Total of all expenses incurred	2010-12-31	$1,012,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,012,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,675,638
Value of total assets at end of year	2010-12-31	$28,171,953
Value of total assets at beginning of year	2010-12-31	$24,525,907
Total interest from all sources	2010-12-31	$148
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$250,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$250,038
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$902,607
Participant contributions at end of year	2010-12-31	$132
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$145,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,650,376
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$28,171,953
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$24,521,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$23,293,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,865,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$4,877,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,660,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,660,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,736,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$627,461
Employer contributions (assets) at end of year	2010-12-31	$79
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,012,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$4,330
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HENJES, CONNER & WILLIAMS P.C.
Accountancy firm EIN	2010-12-31	481292483

Form 5500 Responses for SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST

2022: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SECURITY NATIONAL CORPORATION
Employer identification number (EIN):	420943329
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1969-01-29
Company Identification Number:	036720
Legal Registered Office Address:	601 PIERCE ST SIOUX CITY United States of America (USA) 51101