Peak Managment LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Peak Management LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peak Managment LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Peak Management LLC under EIN 20-2547143 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $2,357,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peak Management LLC
- EIN
- 20-2547143
- Plan number
- 001
- Plan type
- 2
- Location
- Ferndale, MI
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $2,357,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241013103302NAL0049148482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,357,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,357,920
- Net assets (BOY)
- $1,821,949
Income & contributions
- Employer contributions
- $145,251
- Participant contributions
- $334,952
- Total contributions
- $480,203
- Total income / additions
- $1,100,696
Expenses & distributions
- Benefits paid
- $529,281
- Administrative expenses
- $20,357
- Total expenses
- $564,725
- Net increase / (decrease)
- $535,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $13,496 | $0 | 2023 |
| Sagepoint Financial, Inc. | INVESTMENT/FINANCIAL ADVI | $5,103 | $0 | 2023 |