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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,357,920
Participants146Covered participants reported
Assets / participant$16.2KComputed: assets ÷ participants$16,150 (computed)
Provider compensation$18.6K2 Schedule C provider row(s)$18,599
- Plan sponsor
- Peak Management LLC
- EIN
- 20-2547143
- Plan number
- 001
- Plan type
- 2
- Location
- Ferndale, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241013103302NAL0049148482001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
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 |