Original filing (PDF)20230920174057NAL0001688579001

Peak Facilitation Group

Name: Peak Facilitation Group — Peak Facilitation Group, Form 5500 (2022)
Creator: Peak Facilitation Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Facilitation Group 401(k) Plan

401(k) retirement plan · Peak Facilitation Group's Peak Facilitation Group 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Heather Bergman signed Peak Facilitation Group's 2022 Form 5500 as plan administrator.

Heather Bergman — 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

Peak Facilitation Group's EIN is 27-3080801.

EIN 27-3080801

Plan number 001

Plan year 2022

ACK ID 20230920174057NAL0001688579001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Peak Facilitation Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Peak Facilitation Group's plan includes profit-sharing, a 401(k) feature, 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 PEAK FACILITATION GROUP.

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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

100

Helping the score