What does Form 5500 Schedule C report about Twin Peaks Wealth Management LLC?

Public Form 5500 Schedule C filings report compensation paid to Twin Peaks Wealth Management LLC as a plan service provider. Across loaded filings, total reported compensation is $33,871.

How many plans report Twin Peaks Wealth Management LLC as a service provider?

Twin Peaks Wealth Management LLC appears on 1 loaded plan(s) across 1 sponsor(s).

Twin Peaks Wealth Management LLC — 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, Twin Peaks Wealth Management LLC is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $33,871 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$33.9KDirect + indirect, across loaded filings$33,871

Plans served1

Plan sponsors1

Filings1

Direct vs. indirect compensation

Direct compensation$33.9K

Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%Software Technology Group, Inc.

Top state share of plans100%UT

Plan sponsors served1

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Twin Peaks Wealth Management LLC. Bars show relative scale.

1
Software Technology Group, Inc.$33.9K
UT · 1 plan(s)

Geographic reach

State footprint

Where Twin Peaks Wealth Management LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
UT1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Twin Peaks Wealth Management LLC are sponsored, by plan count.

1
Salt Lake City, UT1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Software Technology Group 401(K) Plan$33.9K
Software Technology Group, Inc., UT · Direct $33.9K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Twin Peaks Wealth Management LLC?: Public Form 5500 Schedule C filings report compensation paid to Twin Peaks Wealth Management LLC as a plan service provider. Across loaded filings, total reported compensation is $33,871.
How many plans report Twin Peaks Wealth Management LLC as a service provider?: Twin Peaks Wealth Management LLC appears on 1 loaded plan(s) across 1 sponsor(s).