How big is Peak Wealth Solutions, Inc.'s plan?

Peak Wealth Solutions, Inc.'s plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250815155550NAL0010558513001

Peak Wealth Solutions, Inc.

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

Form 5500-SF

FILING_RECEIVED

Peak Wealth Solutions Retirement Plan

401(k) retirement plan · Peak Wealth Solutions, Inc.'s Peak Wealth Solutions Retirement Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Peak Wealth Solutions, Inc.'s EIN is 34-1914557.

EIN 34-1914557

Plan number 001

Plan year 2024

ACK ID 20250815155550NAL0010558513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Wealth Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK WEALTH SOLUTIONS, 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