Peak Wealth Solutions Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peak Wealth Solutions Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $73,697 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $73,697
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $73,697
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| R.E. Warner & Associates | OH | 1 | $25,040 |
| The Cleveland Clinic Foundation | OH | 1 | $24,548 |
| Coleman Professional Services Inc. | OH | 1 | $12,391 |
| The Cleveland Clinic Foundation | OH | 1 | $11,718 |
State footprint
Plans reporting Peak Wealth Solutions Inc are sponsored in OH (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| R.E. Warner & Associates | R.E. Warner & Associates Employees' Retirement Trust And Plan | 2023 | $25,040 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $24,548 | not reported in the loaded dataset |
| Coleman Professional Services Inc. | Coleman Professional Services Employees Pension Plan | 2023 | $12,391 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | The Cleveland Clinic Foundation Dc Plans Master Trust | 2023 | $11,718 | not reported in the loaded dataset |
Related Form 5500 pages
- R.E. Warner & Associates Employees' Retirement Trust And Plan (plan 002)
- R.E. Warner & Associates — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- Coleman Professional Services Employees Pension Plan (plan 001)
- Coleman Professional Services Inc. — all reported plans
- The Cleveland Clinic Foundation Dc Plans Master Trust (plan 012)
- The Cleveland Clinic Foundation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources