Summerwood Corporation 401(k) Plan: Login, Facts & Contact Information

Summerwood Corporation 401(k) Plan Facts

Plan name
SUMMERWOOD CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
SUMMERWOOD CORPORATION
Participants
2,956 (2,965 active employees)
Former employees with a balance
48
Plan assets
$9,447,355 at Dec 31, 2024
Average account balance
$23,269 across 406 accounts
Employer contributions
$276,656 in plan year 2024 (18% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.57 million went into the plan in contributions, $276,656 of it from the employer (18%).
  • $2.26 million was paid out to participants.
  • Investment and other income added $1.41 million.
  • Administrative expenses were $79,818, about $197 per account.

How the Summerwood Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,299$5.82 million$122,995$453,078
20201,498$7.23 million$134,386$376,456
20211,445$7.55 million$112,020$1.37 million
20221,495$6.89 million$134,809$246,822
20232,602$8.92 million$135,029$326,630
20242,956$9.45 million$276,656$2.26 million

Summerwood Corporation 401(k) Contact Information

Phone
610-520-1000
Mailing address
200 BARR HARBOR DRIVE SUITE 100, CONSHOHOCKEN PA 19428
Plan sponsor
SUMMERWOOD CORPORATION
Employer identification number (EIN)
23-2763261
Plan number
001

Questions about the Summerwood Corporation 401(k)

Does Summerwood Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $276,656, 18% of all contributions.

Does the Summerwood Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Summerwood Corporation 401(k) plan?

2,956 participants at the start of plan year 2024, 2,965 of them active employees, and 48 former employees who still had money in the plan.

What is the average 401(k) balance at Summerwood Corporation?

About $23,269 per account: $9.45 million in plan assets across 406 accounts with a balance at the end of plan year 2024.

Who manages the Summerwood Corporation 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Summerwood Corporation. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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