How big is Summerlin Financial, Inc.'s plan?

Summerlin Financial, Inc.'s plan reported $252K in assets and 8 participants for 2024.

Original filing (PDF)20250908164309NAL0012051251001

Summerlin Financial, Inc.

Name: Summerlin Financial, Inc. — Summerlin Financial, Form 5500 (2024)
Creator: Summerlin Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summerlin Financial 401(k) Plan

401(k) retirement plan · Summerlin Financial, Inc.'s Summerlin Financial 401(k) Plan held $252K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Michael Vanderford signed Summerlin Financial, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Summerlin Financial, Inc.'s EIN is 82-1863365.

EIN 82-1863365

Plan number 001

Plan year 2024

ACK ID 20250908164309NAL0012051251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summerlin Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summerlin Financial, Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERLIN FINANCIAL, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score