How big is Peak Potential Behavior and Wellness' plan?

Peak Potential Behavior and Wellness' plan reported $229K in assets and 37 participants for 2024.

Original filing (PDF)20250630121935NAL0006290371001

Peak Potential Behavior and Wellness

Name: Peak Potential Behavior and Wellness — Peak Potentia, Form 5500 (2024)
Creator: Peak Potential Behavior and Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Potential Behavioral Services 401(k) Plan

401(k) retirement plan · Peak Potential Behavior and Wellness' Peak Potential Behavioral Services 401(k) Plan held $229K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

Stacey Wilson signed Peak Potential Behavior and Wellness' 2024 Form 5500 as plan administrator.

Stacey Wilson — 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 Potential Behavior and Wellness' EIN is 47-4497881.

EIN 47-4497881

Plan number 001

Plan year 2024

ACK ID 20250630121935NAL0006290371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peak Potential Behavior and Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Potential Behavior and Wellness' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 POTENTIAL BEHAVIOR AND WELLNESS.

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Plan health score

Above-average plan

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