How big is Peak Wellness Internal Medicine PLLC's plan?

Peak Wellness Internal Medicine PLLC's plan reported $129K in assets and 2 participants for 2025.

Original filing (PDF)20260506171334NAL0003534626001

Peak Wellness Internal Medicine PLLC

Name: Peak Wellness Internal Medicine PLLC — Peak Wellness, Form 5500 (2025)
Creator: Peak Wellness Internal Medicine PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Wellness Internal Medicine PLLC 401(k)

401(k) retirement plan · Peak Wellness Internal Medicine PLLC's Peak Wellness Internal Medicine PLLC 401(k) held $129K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

People on this filing

Melissa Helms signed Peak Wellness Internal Medicine PLLC's 2025 Form 5500 as plan administrator.

Melissa Helms — 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 Wellness Internal Medicine PLLC's EIN is 88-1301465.

EIN 88-1301465

Plan number 001

Plan year 2025

ACK ID 20260506171334NAL0003534626001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peak Wellness Internal Medicine PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peak Wellness Internal Medicine PLLC's plan includes automatic enrollment, 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 WELLNESS INTERNAL MEDICINE PLLC.

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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