How big is The Summerlee Foundation's plan?

The Summerlee Foundation's plan reported $4.4M in assets and 1 participants for 2024.

Original filing (PDF)20250813141109NAL0004911667001

The Summerlee Foundation

Name: The Summerlee Foundation — The Summerlee Foundation, Form 5500 (2024)
Creator: The Summerlee Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Summerlee Foundation Defined Benefit Retirement Plan

Defined-benefit pension plan · The Summerlee Foundation's The Summerlee Foundation Defined Benefit Retirement Plan held $4.4M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Gary Smith signed The Summerlee Foundation's 2024 Form 5500 as plan administrator.

Gary Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Summerlee Foundation's EIN is 75-2252355.

EIN 75-2252355

Plan number 002

Plan year 2024

ACK ID 20250813141109NAL0004911667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Summerlee Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Summerlee Foundation's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUMMERLEE FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off