Civic Intelligence

The Summerlee Foundation

Plan context: The Summerlee Foundation Defined Benefit Retirement Plan

EIN 75-2252355 • Dallas, TX • 52 filings • 2 plans

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5556 Caruth Haven LaneDallas, TX 75225
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$5,053,313

2024 Contributions

$50,362

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,556,904$3,278,452$0199920122024YearValue
$5,053,313Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630199920122024YearValue
5Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202425$5,053,313$50,362$10,072iApproximate average salary by contribution assumption: employee only about $251,810 at 4% or $167,873 at 6%; with 50% employer match about $167,873 at 4% or $111,916 at 6%; with 100% employer match about $125,905 at 4% or $83,937 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$4,394,753$0-
The Summerlee Foundation Retirement Plan-5$658,560$50,362$10,072iApproximate average salary by contribution assumption: employee only about $251,810 at 4% or $167,873 at 6%; with 50% employer match about $167,873 at 4% or $111,916 at 6%; with 100% employer match about $125,905 at 4% or $83,937 at 6%.
202326$5,371,668$53,881$8,980iApproximate average salary by contribution assumption: employee only about $224,504 at 4% or $149,669 at 6%; with 50% employer match about $149,669 at 4% or $99,780 at 6%; with 100% employer match about $112,252 at 4% or $74,835 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$4,306,155$0-
The Summerlee Foundation Retirement Plan-6$1,065,513$53,881$8,980iApproximate average salary by contribution assumption: employee only about $224,504 at 4% or $149,669 at 6%; with 50% employer match about $149,669 at 4% or $99,780 at 6%; with 100% employer match about $112,252 at 4% or $74,835 at 6%.
202226$5,107,673$50,110$8,352iApproximate average salary by contribution assumption: employee only about $208,792 at 4% or $139,194 at 6%; with 50% employer match about $139,194 at 4% or $92,796 at 6%; with 100% employer match about $104,396 at 4% or $69,597 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$4,105,234$0-
The Summerlee Foundation Retirement Plan-6$1,002,439$50,110$8,352iApproximate average salary by contribution assumption: employee only about $208,792 at 4% or $139,194 at 6%; with 50% employer match about $139,194 at 4% or $92,796 at 6%; with 100% employer match about $104,396 at 4% or $69,597 at 6%.
202125$6,120,210$253,604$50,721iApproximate average salary by contribution assumption: employee only about $1,268,020 at 4% or $845,347 at 6%; with 50% employer match about $845,347 at 4% or $563,564 at 6%; with 100% employer match about $634,010 at 4% or $422,673 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$5,120,546$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Summerlee Foundation Retirement Plan-5$999,664$53,604$10,721iApproximate average salary by contribution assumption: employee only about $268,020 at 4% or $178,680 at 6%; with 50% employer match about $178,680 at 4% or $119,120 at 6%; with 100% employer match about $134,010 at 4% or $89,340 at 6%.
202025$6,556,904$45,784$9,157iApproximate average salary by contribution assumption: employee only about $228,920 at 4% or $152,613 at 6%; with 50% employer match about $152,613 at 4% or $101,742 at 6%; with 100% employer match about $114,460 at 4% or $76,307 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$4,683,620$0-
The Summerlee Foundation Retirement Plan-5$1,873,284$45,784$9,157iApproximate average salary by contribution assumption: employee only about $228,920 at 4% or $152,613 at 6%; with 50% employer match about $152,613 at 4% or $101,742 at 6%; with 100% employer match about $114,460 at 4% or $76,307 at 6%.
201925$5,975,488$264,924$52,985iApproximate average salary by contribution assumption: employee only about $1,324,620 at 4% or $883,080 at 6%; with 50% employer match about $883,080 at 4% or $588,720 at 6%; with 100% employer match about $662,310 at 4% or $441,540 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$4,429,388$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Summerlee Foundation Retirement Plan-4$1,546,100$64,924$16,231iApproximate average salary by contribution assumption: employee only about $405,775 at 4% or $270,517 at 6%; with 50% employer match about $270,517 at 4% or $180,344 at 6%; with 100% employer match about $202,888 at 4% or $135,258 at 6%.
201825$5,274,532$301,086$60,217iApproximate average salary by contribution assumption: employee only about $1,505,430 at 4% or $1,003,620 at 6%; with 50% employer match about $1,003,620 at 4% or $669,080 at 6%; with 100% employer match about $752,715 at 4% or $501,810 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$3,792,361$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Summerlee Foundation Retirement Plan-4$1,482,171$101,086$25,272iApproximate average salary by contribution assumption: employee only about $631,788 at 4% or $421,192 at 6%; with 50% employer match about $421,192 at 4% or $280,794 at 6%; with 100% employer match about $315,894 at 4% or $210,596 at 6%.
201725$5,329,780$249,584$49,917iApproximate average salary by contribution assumption: employee only about $1,247,920 at 4% or $831,947 at 6%; with 50% employer match about $831,947 at 4% or $554,631 at 6%; with 100% employer match about $623,960 at 4% or $415,973 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-5$3,993,821$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Summerlee Foundation Retirement Plan-4$1,335,959$49,584$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
201624$4,588,857$201,864$50,466iApproximate average salary by contribution assumption: employee only about $1,261,650 at 4% or $841,100 at 6%; with 50% employer match about $841,100 at 4% or $560,733 at 6%; with 100% employer match about $630,825 at 4% or $420,550 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$3,363,786$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
The Summerlee Foundation Retirement Plan-4$1,225,071$51,864$12,966iApproximate average salary by contribution assumption: employee only about $324,150 at 4% or $216,100 at 6%; with 50% employer match about $216,100 at 4% or $144,067 at 6%; with 100% employer match about $162,075 at 4% or $108,050 at 6%.
201524$4,002,264$445,330$111,333iApproximate average salary by contribution assumption: employee only about $2,783,313 at 4% or $1,855,542 at 6%; with 50% employer match about $1,855,542 at 4% or $1,237,028 at 6%; with 100% employer match about $1,391,656 at 4% or $927,771 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$2,973,916$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Summerlee Foundation Retirement Plan-3$1,028,348$45,330$15,110iApproximate average salary by contribution assumption: employee only about $377,750 at 4% or $251,833 at 6%; with 50% employer match about $251,833 at 4% or $167,889 at 6%; with 100% employer match about $188,875 at 4% or $125,917 at 6%.
201424$3,703,475$144,172$36,043iApproximate average salary by contribution assumption: employee only about $901,075 at 4% or $600,717 at 6%; with 50% employer match about $600,717 at 4% or $400,478 at 6%; with 100% employer match about $450,538 at 4% or $300,358 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$2,706,142$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
The Summerlee Foundation Retirement Plan-3$997,333$44,172$14,724iApproximate average salary by contribution assumption: employee only about $368,100 at 4% or $245,400 at 6%; with 50% employer match about $245,400 at 4% or $163,600 at 6%; with 100% employer match about $184,050 at 4% or $122,700 at 6%.
201324$3,427,420$185,930$46,483iApproximate average salary by contribution assumption: employee only about $1,162,063 at 4% or $774,708 at 6%; with 50% employer match about $774,708 at 4% or $516,472 at 6%; with 100% employer match about $581,031 at 4% or $387,354 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$2,487,877$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
The Summerlee Foundation Retirement Plan-3$939,543$45,930$15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%.
201224$2,923,762$233,505$58,376iApproximate average salary by contribution assumption: employee only about $1,459,406 at 4% or $972,938 at 6%; with 50% employer match about $972,938 at 4% or $648,625 at 6%; with 100% employer match about $729,703 at 4% or $486,469 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$2,136,154$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
The Summerlee Foundation Retirement Plan-3$787,608$43,505$14,502iApproximate average salary by contribution assumption: employee only about $362,542 at 4% or $241,694 at 6%; with 50% employer match about $241,694 at 4% or $161,130 at 6%; with 100% employer match about $181,271 at 4% or $120,847 at 6%.
201124$2,412,009$196,266$49,067iApproximate average salary by contribution assumption: employee only about $1,226,663 at 4% or $817,775 at 6%; with 50% employer match about $817,775 at 4% or $545,183 at 6%; with 100% employer match about $613,331 at 4% or $408,888 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$1,737,385$154,800$38,700iApproximate average salary by contribution assumption: employee only about $967,500 at 4% or $645,000 at 6%; with 50% employer match about $645,000 at 4% or $430,000 at 6%; with 100% employer match about $483,750 at 4% or $322,500 at 6%.
The Summerlee Foundation Retirement Plan-3$674,624$41,466$13,822iApproximate average salary by contribution assumption: employee only about $345,550 at 4% or $230,367 at 6%; with 50% employer match about $230,367 at 4% or $153,578 at 6%; with 100% employer match about $172,775 at 4% or $115,183 at 6%.
201024$2,266,116$168,049$42,012iApproximate average salary by contribution assumption: employee only about $1,050,306 at 4% or $700,204 at 6%; with 50% employer match about $700,204 at 4% or $466,803 at 6%; with 100% employer match about $525,153 at 4% or $350,102 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$1,635,337$124,700$31,175iApproximate average salary by contribution assumption: employee only about $779,375 at 4% or $519,583 at 6%; with 50% employer match about $519,583 at 4% or $346,389 at 6%; with 100% employer match about $389,688 at 4% or $259,792 at 6%.
The Summerlee Foundation Retirement Plan-3$630,779$43,349$14,450iApproximate average salary by contribution assumption: employee only about $361,242 at 4% or $240,828 at 6%; with 50% employer match about $240,828 at 4% or $160,552 at 6%; with 100% employer match about $180,621 at 4% or $120,414 at 6%.
200924$1,907,394$220,498$55,125iApproximate average salary by contribution assumption: employee only about $1,378,113 at 4% or $918,742 at 6%; with 50% employer match about $918,742 at 4% or $612,494 at 6%; with 100% employer match about $689,056 at 4% or $459,371 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$1,417,273$179,300$44,825iApproximate average salary by contribution assumption: employee only about $1,120,625 at 4% or $747,083 at 6%; with 50% employer match about $747,083 at 4% or $498,056 at 6%; with 100% employer match about $560,313 at 4% or $373,542 at 6%.
The Summerlee Foundation Retirement Plan-3$490,121$41,198$13,733iApproximate average salary by contribution assumption: employee only about $343,317 at 4% or $228,878 at 6%; with 50% employer match about $228,878 at 4% or $152,585 at 6%; with 100% employer match about $171,658 at 4% or $114,439 at 6%.
200823$1,377,832$208,652$69,551iApproximate average salary by contribution assumption: employee only about $1,738,767 at 4% or $1,159,178 at 6%; with 50% employer match about $1,159,178 at 4% or $772,785 at 6%; with 100% employer match about $869,383 at 4% or $579,589 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-3$975,910$171,200$57,067iApproximate average salary by contribution assumption: employee only about $1,426,667 at 4% or $951,111 at 6%; with 50% employer match about $951,111 at 4% or $634,074 at 6%; with 100% employer match about $713,333 at 4% or $475,556 at 6%.
The Summerlee Foundation Retirement Plan-3$401,922$37,452$12,484iApproximate average salary by contribution assumption: employee only about $312,100 at 4% or $208,067 at 6%; with 50% employer match about $208,067 at 4% or $138,711 at 6%; with 100% employer match about $156,050 at 4% or $104,033 at 6%.
200724$628,347$47,568$11,892iApproximate average salary by contribution assumption: employee only about $297,300 at 4% or $198,200 at 6%; with 50% employer match about $198,200 at 4% or $132,133 at 6%; with 100% employer match about $148,650 at 4% or $99,100 at 6%.
The Summerlee Foundation Retirement Plan-3$628,347$47,568$15,856iApproximate average salary by contribution assumption: employee only about $396,400 at 4% or $264,267 at 6%; with 50% employer match about $264,267 at 4% or $176,178 at 6%; with 100% employer match about $198,200 at 4% or $132,133 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4---
200624$1,712,951$163,497$40,874iApproximate average salary by contribution assumption: employee only about $1,021,856 at 4% or $681,238 at 6%; with 50% employer match about $681,238 at 4% or $454,158 at 6%; with 100% employer match about $510,928 at 4% or $340,619 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$1,060,968$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
The Summerlee Foundation Retirement Plan-4$651,983$43,497$10,874iApproximate average salary by contribution assumption: employee only about $271,856 at 4% or $181,238 at 6%; with 50% employer match about $181,238 at 4% or $120,825 at 6%; with 100% employer match about $135,928 at 4% or $90,619 at 6%.
200524$1,334,752$131,455$32,864iApproximate average salary by contribution assumption: employee only about $821,594 at 4% or $547,729 at 6%; with 50% employer match about $547,729 at 4% or $365,153 at 6%; with 100% employer match about $410,797 at 4% or $273,865 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$805,941$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
The Summerlee Foundation Retirement Plan-4$528,811$36,455$9,114iApproximate average salary by contribution assumption: employee only about $227,844 at 4% or $151,896 at 6%; with 50% employer match about $151,896 at 4% or $101,264 at 6%; with 100% employer match about $113,922 at 4% or $75,948 at 6%.
200424$1,090,270$171,149$42,787iApproximate average salary by contribution assumption: employee only about $1,069,681 at 4% or $713,121 at 6%; with 50% employer match about $713,121 at 4% or $475,414 at 6%; with 100% employer match about $534,841 at 4% or $356,560 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$641,274$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
The Summerlee Foundation Retirement Plan-4$448,996$36,149$9,037iApproximate average salary by contribution assumption: employee only about $225,931 at 4% or $150,621 at 6%; with 50% employer match about $150,621 at 4% or $100,414 at 6%; with 100% employer match about $112,966 at 4% or $75,310 at 6%.
200324$826,222$130,086$32,522iApproximate average salary by contribution assumption: employee only about $813,038 at 4% or $542,025 at 6%; with 50% employer match about $542,025 at 4% or $361,350 at 6%; with 100% employer match about $406,519 at 4% or $271,013 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$452,188$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
The Summerlee Foundation Retirement Plan-4$374,034$40,086$10,022iApproximate average salary by contribution assumption: employee only about $250,538 at 4% or $167,025 at 6%; with 50% employer match about $167,025 at 4% or $111,350 at 6%; with 100% employer match about $125,269 at 4% or $83,513 at 6%.
200224$326,583$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$326,583$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Summerlee Foundation Retirement Plan-4---
200124$0$0-
The Summerlee Foundation Retirement Plan-4---
The Summerlee Foundation Defined Benefit Retirement Plan-4---
200024$156,323$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$156,323$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
The Summerlee Foundation Retirement Plan-4---
199924$285,066$112,666$28,167iApproximate average salary by contribution assumption: employee only about $704,163 at 4% or $469,442 at 6%; with 50% employer match about $469,442 at 4% or $312,961 at 6%; with 100% employer match about $352,081 at 4% or $234,721 at 6%.
The Summerlee Foundation Retirement Plan-4$207,556$35,156$8,789iApproximate average salary by contribution assumption: employee only about $219,725 at 4% or $146,483 at 6%; with 50% employer match about $146,483 at 4% or $97,656 at 6%; with 100% employer match about $109,863 at 4% or $73,242 at 6%.
The Summerlee Foundation Defined Benefit Retirement Plan-4$77,510$77,510$19,378iApproximate average salary by contribution assumption: employee only about $484,438 at 4% or $322,958 at 6%; with 50% employer match about $322,958 at 4% or $215,306 at 6%; with 100% employer match about $242,219 at 4% or $161,479 at 6%.