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LESTER SUMMERFIELD & ASSOCIATES — LESTER SUMMERFIELD & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010194359NAL0018786754001
LESTER SUMMERFIELD & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
LESTER SUMMERFIELD & ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LESTER SUMMERFIELD & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
LESTER SUMMERFIELD & ASSOCIATES
EIN
95-3519496
Address
4045 E. THOUSAND OAKS BLVD. · SUITE 220 · WESTLAKE VILLAGE, CA · 91362
Phone
(805) 492-5805
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
SANTA BARBARA PENSION CONSULTANTS, INC.
EIN
77-0307834
City
SANTA BARBARA, CA
Phone
(805) 568-3814
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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 providers
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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.
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