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Original filing (PDF)20240131105646NAL0030320960001
SUMMER WIND DEVELOPMENT
Form 5500-SF
FILING_RECEIVED
SUMMER WIND DEVELOPMENT PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMER WIND DEVELOPMENT.
Plan sponsor
Name
SUMMER WIND DEVELOPMENT
EIN
20-2785591
Address
18627 BROOKHURST ST STE 349 · FOUNTAIN VALLEY, CA · 927086748
Phone
(714) 968-8488
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-12-01
Tax period
2023-11-30
Filed
2024-01-31
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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