Security National Corporation
Plan context: Security National Corporation Retirement Savings Plan and Trust
EIN 42-0943329 • Sioux City, IA • 163 filings • 35 plans
Current Snapshot
Latest Year
2024
2024 Participants
270
2024 Assets
$84,804,867
2024 Contributions
$4,372,904
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 4 | 270 | $84,804,867 | $4,372,904 | $16,196iApproximate average salary by contribution assumption: employee only about $404,899 at 4% or $269,932 at 6%; with 50% employer match about $269,932 at 4% or $179,955 at 6%; with 100% employer match about $202,449 at 4% or $134,966 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 270 | $84,804,867 | $4,372,904 | $16,196iApproximate average salary by contribution assumption: employee only about $404,899 at 4% or $269,932 at 6%; with 50% employer match about $269,932 at 4% or $179,955 at 6%; with 100% employer match about $202,449 at 4% or $134,966 at 6%. |
| Group Long-Term Disability Plan | - | 245 | - | - | - |
| Group Business Travel Accident Plan | - | 250 | - | - | - |
| Group Basic Life Plan | - | 247 | - | - | - |
| 2023 | 4 | 284 | $76,801,890 | $3,820,596 | $13,453iApproximate average salary by contribution assumption: employee only about $336,320 at 4% or $224,213 at 6%; with 50% employer match about $224,213 at 4% or $149,476 at 6%; with 100% employer match about $168,160 at 4% or $112,107 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 284 | $76,801,890 | $3,820,596 | $13,453iApproximate average salary by contribution assumption: employee only about $336,320 at 4% or $224,213 at 6%; with 50% employer match about $224,213 at 4% or $149,476 at 6%; with 100% employer match about $168,160 at 4% or $112,107 at 6%. |
| Group Long-Term Disability Plan | - | 240 | - | - | - |
| Group Basic Life Plan | - | 250 | - | - | - |
| Group Business Travel Accident Plan | - | 250 | - | - | - |
| 2022 | 4 | 281 | $68,895,307 | $3,106,296 | $11,054iApproximate average salary by contribution assumption: employee only about $276,361 at 4% or $184,241 at 6%; with 50% employer match about $184,241 at 4% or $122,827 at 6%; with 100% employer match about $138,180 at 4% or $92,120 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 281 | $68,895,307 | $3,106,296 | $11,054iApproximate average salary by contribution assumption: employee only about $276,361 at 4% or $184,241 at 6%; with 50% employer match about $184,241 at 4% or $122,827 at 6%; with 100% employer match about $138,180 at 4% or $92,120 at 6%. |
| Group Business Travel Accident Plan | - | 252 | - | - | - |
| Group Long-Term Disability Plan | - | 239 | - | - | - |
| Group Basic Life Plan | - | 252 | - | - | - |
| 2021 | 4 | 358 | $82,992,527 | $3,888,748 | $10,862iApproximate average salary by contribution assumption: employee only about $271,561 at 4% or $181,040 at 6%; with 50% employer match about $181,040 at 4% or $120,694 at 6%; with 100% employer match about $135,780 at 4% or $90,520 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 268 | $82,992,527 | $3,888,748 | $14,510iApproximate average salary by contribution assumption: employee only about $362,756 at 4% or $241,838 at 6%; with 50% employer match about $241,838 at 4% or $161,225 at 6%; with 100% employer match about $181,378 at 4% or $120,919 at 6%. |
| Group Business Travel Accident Plan | - | 358 | - | - | - |
| Group Basic Life Plan | - | 244 | - | - | - |
| Group Long-Term Disability Plan | - | 235 | - | - | - |
| 2020 | 4 | 345 | $70,967,866 | $2,929,083 | $8,490iApproximate average salary by contribution assumption: employee only about $212,252 at 4% or $141,502 at 6%; with 50% employer match about $141,502 at 4% or $94,334 at 6%; with 100% employer match about $106,126 at 4% or $70,751 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 278 | $70,967,866 | $2,929,083 | $10,536iApproximate average salary by contribution assumption: employee only about $263,407 at 4% or $175,604 at 6%; with 50% employer match about $175,604 at 4% or $117,070 at 6%; with 100% employer match about $131,703 at 4% or $87,802 at 6%. |
| Group Business Travel Accident Plan | - | 345 | - | - | - |
| Group Basic Life Plan | - | 244 | - | - | - |
| Group Long-Term Disability Plan | - | 279 | - | - | - |
| 2019 | 4 | 345 | $63,753,469 | $2,809,006 | $8,142iApproximate average salary by contribution assumption: employee only about $203,551 at 4% or $135,701 at 6%; with 50% employer match about $135,701 at 4% or $90,467 at 6%; with 100% employer match about $101,776 at 4% or $67,850 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 276 | $63,753,469 | $2,809,006 | $10,178iApproximate average salary by contribution assumption: employee only about $254,439 at 4% or $169,626 at 6%; with 50% employer match about $169,626 at 4% or $113,084 at 6%; with 100% employer match about $127,219 at 4% or $84,813 at 6%. |
| Group Business Travel Accident Plan | - | 345 | - | - | - |
| Group Long-Term Disability Plan | - | 280 | - | - | - |
| Group Basic Life Plan | - | 246 | - | - | - |
| 2018 | 4 | 345 | $51,702,056 | $3,022,958 | $8,762iApproximate average salary by contribution assumption: employee only about $219,055 at 4% or $146,037 at 6%; with 50% employer match about $146,037 at 4% or $97,358 at 6%; with 100% employer match about $109,527 at 4% or $73,018 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 270 | $51,702,056 | $3,022,958 | $11,196iApproximate average salary by contribution assumption: employee only about $279,904 at 4% or $186,602 at 6%; with 50% employer match about $186,602 at 4% or $124,402 at 6%; with 100% employer match about $139,952 at 4% or $93,301 at 6%. |
| Group Long-Term Disability Plan | - | 272 | - | - | - |
| Group Business Travel Accident Plan | - | 345 | - | - | - |
| Group Basic Life Plan | - | 242 | - | - | - |
| 2017 | 8 | 345 | $57,604,811 | $2,989,339 | $8,665iApproximate average salary by contribution assumption: employee only about $216,619 at 4% or $144,413 at 6%; with 50% employer match about $144,413 at 4% or $96,275 at 6%; with 100% employer match about $108,309 at 4% or $72,206 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 275 | $57,604,811 | $2,989,339 | $10,870iApproximate average salary by contribution assumption: employee only about $271,758 at 4% or $181,172 at 6%; with 50% employer match about $181,172 at 4% or $120,781 at 6%; with 100% employer match about $135,879 at 4% or $90,586 at 6%. |
| Group Basic Life Plan | - | 236 | - | - | - |
| Group Long-Term Disability Plan | - | 252 | - | - | - |
| Group Business Travel Accident Plan | - | 345 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 0 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 0 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 0 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 0 | - | - | - |
| 2016 | 8 | 272 | $48,014,907 | $2,557,217 | $9,402iApproximate average salary by contribution assumption: employee only about $235,038 at 4% or $156,692 at 6%; with 50% employer match about $156,692 at 4% or $104,461 at 6%; with 100% employer match about $117,519 at 4% or $78,346 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 268 | $48,014,907 | $2,557,217 | $9,542iApproximate average salary by contribution assumption: employee only about $238,546 at 4% or $159,031 at 6%; with 50% employer match about $159,031 at 4% or $106,021 at 6%; with 100% employer match about $119,273 at 4% or $79,515 at 6%. |
| Group Business Travel Accident Plan | - | 272 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 245 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 245 | - | - | - |
| Group Long-Term Disability Plan | - | 243 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 184 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 178 | - | - | - |
| Group Basic Life Plan | - | 245 | - | - | - |
| 2015 | 8 | 268 | $44,501,837 | $5,223,748 | $19,492iApproximate average salary by contribution assumption: employee only about $487,290 at 4% or $324,860 at 6%; with 50% employer match about $324,860 at 4% or $216,573 at 6%; with 100% employer match about $243,645 at 4% or $162,430 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 267 | $44,501,837 | $5,223,748 | $19,565iApproximate average salary by contribution assumption: employee only about $489,115 at 4% or $326,077 at 6%; with 50% employer match about $326,077 at 4% or $217,384 at 6%; with 100% employer match about $244,557 at 4% or $163,038 at 6%. |
| Group Basic Life Plan | - | 243 | - | - | - |
| Group Long-Term Disability Plan | - | 243 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 243 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 220 | - | - | - |
| Group Business Travel Accident Plan | - | 268 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 185 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 191 | - | - | - |
| 2014 | 8 | 248 | $41,308,931 | $1,852,594 | $7,470iApproximate average salary by contribution assumption: employee only about $186,753 at 4% or $124,502 at 6%; with 50% employer match about $124,502 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 246 | $41,308,931 | $1,852,594 | $7,531iApproximate average salary by contribution assumption: employee only about $188,272 at 4% or $125,514 at 6%; with 50% employer match about $125,514 at 4% or $83,676 at 6%; with 100% employer match about $94,136 at 4% or $62,757 at 6%. |
| Group Business Travel Accident Plan | - | 248 | - | - | - |
| Group Long-Term Disability Plan | - | 218 | - | - | - |
| Group Basic Life Plan | - | 218 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 220 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 220 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 174 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 159 | - | - | - |
| 2013 | 8 | 270 | $39,399,106 | $2,815,351 | $10,427iApproximate average salary by contribution assumption: employee only about $260,681 at 4% or $173,787 at 6%; with 50% employer match about $173,787 at 4% or $115,858 at 6%; with 100% employer match about $130,340 at 4% or $86,894 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 270 | $39,399,106 | $2,815,351 | $10,427iApproximate average salary by contribution assumption: employee only about $260,681 at 4% or $173,787 at 6%; with 50% employer match about $173,787 at 4% or $115,858 at 6%; with 100% employer match about $130,340 at 4% or $86,894 at 6%. |
| Security National Corporation Group Vacation Benefit Plan | - | 238 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 238 | - | - | - |
| Group Business Travel Accident Plan | - | 267 | - | - | - |
| Group Long-Term Disability Plan | - | 227 | - | - | - |
| Group Basic Life Plan | - | 238 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 167 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 179 | - | - | - |
| 2012 | 8 | 269 | $32,801,360 | $1,762,309 | $6,551iApproximate average salary by contribution assumption: employee only about $163,783 at 4% or $109,189 at 6%; with 50% employer match about $109,189 at 4% or $72,793 at 6%; with 100% employer match about $81,892 at 4% or $54,594 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 269 | $32,801,360 | $1,762,309 | $6,551iApproximate average salary by contribution assumption: employee only about $163,783 at 4% or $109,189 at 6%; with 50% employer match about $109,189 at 4% or $72,793 at 6%; with 100% employer match about $81,892 at 4% or $54,594 at 6%. |
| Security National Corporation Group Vacation Benefit Plan | - | 236 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 236 | - | - | - |
| Group Business Travel Accident Plan | - | 267 | - | - | - |
| Group Long-Term Disability Plan | - | 227 | - | - | - |
| Group Basic Life Plan | - | 236 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 161 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 176 | - | - | - |
| 2011 | 8 | 262 | $28,745,095 | $1,700,856 | $6,492iApproximate average salary by contribution assumption: employee only about $162,295 at 4% or $108,197 at 6%; with 50% employer match about $108,197 at 4% or $72,131 at 6%; with 100% employer match about $81,148 at 4% or $54,098 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 262 | $28,745,095 | $1,700,856 | $6,492iApproximate average salary by contribution assumption: employee only about $162,295 at 4% or $108,197 at 6%; with 50% employer match about $108,197 at 4% or $72,131 at 6%; with 100% employer match about $81,148 at 4% or $54,098 at 6%. |
| Group Business Travel Accident Plan | - | 262 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 227 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 227 | - | - | - |
| Group Long-Term Disability Plan | - | 218 | - | - | - |
| Group Basic Life Plan | - | 227 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 188 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 174 | - | - | - |
| 2010 | 8 | 265 | $28,171,953 | $1,675,638 | $6,323iApproximate average salary by contribution assumption: employee only about $158,079 at 4% or $105,386 at 6%; with 50% employer match about $105,386 at 4% or $70,257 at 6%; with 100% employer match about $79,040 at 4% or $52,693 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 265 | $28,171,953 | $1,675,638 | $6,323iApproximate average salary by contribution assumption: employee only about $158,079 at 4% or $105,386 at 6%; with 50% employer match about $105,386 at 4% or $70,257 at 6%; with 100% employer match about $79,040 at 4% or $52,693 at 6%. |
| Group Business Travel Accident Plan | - | 265 | - | - | - |
| Group Basic Life Plan | - | 239 | - | - | - |
| Group Long-Term Disability Plan | - | 228 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 176 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 202 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 239 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 239 | - | - | - |
| 2009 | 8 | 275 | $24,525,907 | $1,730,734 | $6,294iApproximate average salary by contribution assumption: employee only about $157,339 at 4% or $104,893 at 6%; with 50% employer match about $104,893 at 4% or $69,929 at 6%; with 100% employer match about $78,670 at 4% or $52,446 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 275 | $24,525,907 | $1,730,734 | $6,294iApproximate average salary by contribution assumption: employee only about $157,339 at 4% or $104,893 at 6%; with 50% employer match about $104,893 at 4% or $69,929 at 6%; with 100% employer match about $78,670 at 4% or $52,446 at 6%. |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 202 | - | - | - |
| Group Basic Life Plan | - | 240 | - | - | - |
| Group Long-Term Disability Plan | - | 234 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 187 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 259 | - | - | - |
| Group Business Travel Accident Plan | - | 270 | - | - | - |
| Security National Group Sick Pay Benefit Plan | - | 243 | - | - | - |
| 2008 | 8 | 286 | $18,916,081 | $1,536,779 | $5,373iApproximate average salary by contribution assumption: employee only about $134,334 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 286 | $18,916,081 | $1,536,779 | $5,373iApproximate average salary by contribution assumption: employee only about $134,334 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%. |
| Security National Group Sick Pay Benefit Plan | - | 257 | - | - | - |
| Security National Corporation Group Vacation Benefit Plan | - | 257 | - | - | - |
| Group Long-Term Disability Plan | - | 229 | - | - | - |
| Group Business Travel Accident Plan | - | 283 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 190 | - | - | - |
| Group Basic Life Plan | - | 236 | - | - | - |
| Security National Corporation of Sioux City, Ia Group Medical Plan | - | 183 | - | - | - |
| 2007 | 5 | 290 | $26,018,716 | $1,662,256 | $5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 290 | $26,018,716 | $1,662,256 | $5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| Group Long-Term Disability Plan | - | 229 | - | - | - |
| Group Business Travel Accident Plan | - | 287 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 189 | - | - | - |
| Group Basic Life Plan | - | 238 | - | - | - |
| 2006 | 5 | 281 | $23,814,423 | $1,279,185 | $4,552iApproximate average salary by contribution assumption: employee only about $113,806 at 4% or $75,871 at 6%; with 50% employer match about $75,871 at 4% or $50,581 at 6%; with 100% employer match about $56,903 at 4% or $37,935 at 6%. |
| Security National Corporation Retirement Savings Plan and Trust | - | 202 | $23,814,423 | $1,279,185 | $6,333iApproximate average salary by contribution assumption: employee only about $158,315 at 4% or $105,543 at 6%; with 50% employer match about $105,543 at 4% or $70,362 at 6%; with 100% employer match about $79,157 at 4% or $52,772 at 6%. |
| Group Long-Term Disability Plan | - | 223 | - | - | - |
| Group Business Travel Accident Plan | - | 281 | - | - | - |
| Security National Corporation of Sioux City Ia Group Dental Plan | - | 186 | - | - | - |
| Group Basic Life Plan | - | 232 | - | - | - |
| 2005 | 6 | 273 | $20,486,378 | $1,246,354 | $4,565iApproximate average salary by contribution assumption: employee only about $114,135 at 4% or $76,090 at 6%; with 50% employer match about $76,090 at 4% or $50,727 at 6%; with 100% employer match about $57,067 at 4% or $38,045 at 6%. |
| Group Basic Life Plan | - | 225 | - | - | - |
| Group Long-Term Disability Plan | - | 216 | - | - | - |
| 2004 | 6 | 271 | $18,554,163 | $1,189,037 | $4,388iApproximate average salary by contribution assumption: employee only about $109,690 at 4% or $73,127 at 6%; with 50% employer match about $73,127 at 4% or $48,751 at 6%; with 100% employer match about $54,845 at 4% or $36,563 at 6%. |
| 2003 | 6 | 282 | $16,149,009 | $1,316,224 | $4,667iApproximate average salary by contribution assumption: employee only about $116,687 at 4% or $77,791 at 6%; with 50% employer match about $77,791 at 4% or $51,861 at 6%; with 100% employer match about $58,343 at 4% or $38,896 at 6%. |
| 2002 | 6 | 278 | $12,073,449 | $1,170,145 | $4,209iApproximate average salary by contribution assumption: employee only about $105,229 at 4% or $70,153 at 6%; with 50% employer match about $70,153 at 4% or $46,768 at 6%; with 100% employer match about $52,614 at 4% or $35,076 at 6%. |
| 2001 | 7 | 278 | $12,604,236 | $3,388,299 | $12,188iApproximate average salary by contribution assumption: employee only about $304,703 at 4% or $203,135 at 6%; with 50% employer match about $203,135 at 4% or $135,424 at 6%; with 100% employer match about $152,352 at 4% or $101,568 at 6%. |
| 2000 | 7 | 277 | $15,704,117 | $1,006,645 | $3,634iApproximate average salary by contribution assumption: employee only about $90,852 at 4% or $60,568 at 6%; with 50% employer match about $60,568 at 4% or $40,379 at 6%; with 100% employer match about $45,426 at 4% or $30,284 at 6%. |
| 1999 | 7 | 313 | $14,700,447 | $805,006 | $2,572iApproximate average salary by contribution assumption: employee only about $64,298 at 4% or $42,865 at 6%; with 50% employer match about $42,865 at 4% or $28,577 at 6%; with 100% employer match about $32,149 at 4% or $21,433 at 6%. |