Peak Financial Management Inc.
Plan context: Peak Financial Management Inc. 401K Plan
EIN 04-3127512 • Wellesley, MA • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$6,507,202
2024 Contributions
$270,099
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $6,507,202 | $270,099 | $30,011iApproximate average salary by contribution assumption: employee only about $750,275 at 4% or $500,183 at 6%; with 50% employer match about $500,183 at 4% or $333,456 at 6%; with 100% employer match about $375,138 at 4% or $250,092 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $6,507,202 | $270,099 | $30,011iApproximate average salary by contribution assumption: employee only about $750,275 at 4% or $500,183 at 6%; with 50% employer match about $500,183 at 4% or $333,456 at 6%; with 100% employer match about $375,138 at 4% or $250,092 at 6%. |
| 2023 | 1 | 9 | $5,972,092 | $281,633 | $31,293iApproximate average salary by contribution assumption: employee only about $782,314 at 4% or $521,543 at 6%; with 50% employer match about $521,543 at 4% or $347,695 at 6%; with 100% employer match about $391,157 at 4% or $260,771 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $5,972,092 | $281,633 | $31,293iApproximate average salary by contribution assumption: employee only about $782,314 at 4% or $521,543 at 6%; with 50% employer match about $521,543 at 4% or $347,695 at 6%; with 100% employer match about $391,157 at 4% or $260,771 at 6%. |
| 2022 | 1 | 9 | $5,433,749 | $259,806 | $28,867iApproximate average salary by contribution assumption: employee only about $721,683 at 4% or $481,122 at 6%; with 50% employer match about $481,122 at 4% or $320,748 at 6%; with 100% employer match about $360,842 at 4% or $240,561 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $5,433,749 | $259,806 | $28,867iApproximate average salary by contribution assumption: employee only about $721,683 at 4% or $481,122 at 6%; with 50% employer match about $481,122 at 4% or $320,748 at 6%; with 100% employer match about $360,842 at 4% or $240,561 at 6%. |
| 2021 | 1 | 9 | $5,964,633 | $246,833 | $27,426iApproximate average salary by contribution assumption: employee only about $685,647 at 4% or $457,098 at 6%; with 50% employer match about $457,098 at 4% or $304,732 at 6%; with 100% employer match about $342,824 at 4% or $228,549 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $5,964,633 | $246,833 | $27,426iApproximate average salary by contribution assumption: employee only about $685,647 at 4% or $457,098 at 6%; with 50% employer match about $457,098 at 4% or $304,732 at 6%; with 100% employer match about $342,824 at 4% or $228,549 at 6%. |
| 2020 | 1 | 9 | $5,360,256 | $209,208 | $23,245iApproximate average salary by contribution assumption: employee only about $581,133 at 4% or $387,422 at 6%; with 50% employer match about $387,422 at 4% or $258,281 at 6%; with 100% employer match about $290,567 at 4% or $193,711 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $5,360,256 | $209,208 | $23,245iApproximate average salary by contribution assumption: employee only about $581,133 at 4% or $387,422 at 6%; with 50% employer match about $387,422 at 4% or $258,281 at 6%; with 100% employer match about $290,567 at 4% or $193,711 at 6%. |
| 2019 | 1 | 9 | $4,597,262 | $190,740 | $21,193iApproximate average salary by contribution assumption: employee only about $529,833 at 4% or $353,222 at 6%; with 50% employer match about $353,222 at 4% or $235,481 at 6%; with 100% employer match about $264,917 at 4% or $176,611 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 9 | $4,597,262 | $190,740 | $21,193iApproximate average salary by contribution assumption: employee only about $529,833 at 4% or $353,222 at 6%; with 50% employer match about $353,222 at 4% or $235,481 at 6%; with 100% employer match about $264,917 at 4% or $176,611 at 6%. |
| 2018 | 1 | 10 | $3,767,719 | $183,483 | $18,348iApproximate average salary by contribution assumption: employee only about $458,708 at 4% or $305,805 at 6%; with 50% employer match about $305,805 at 4% or $203,870 at 6%; with 100% employer match about $229,354 at 4% or $152,903 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 10 | $3,767,719 | $183,483 | $18,348iApproximate average salary by contribution assumption: employee only about $458,708 at 4% or $305,805 at 6%; with 50% employer match about $305,805 at 4% or $203,870 at 6%; with 100% employer match about $229,354 at 4% or $152,903 at 6%. |
| 2017 | 1 | 10 | $4,003,220 | $178,799 | $17,880iApproximate average salary by contribution assumption: employee only about $446,998 at 4% or $297,998 at 6%; with 50% employer match about $297,998 at 4% or $198,666 at 6%; with 100% employer match about $223,499 at 4% or $148,999 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 10 | $4,003,220 | $178,799 | $17,880iApproximate average salary by contribution assumption: employee only about $446,998 at 4% or $297,998 at 6%; with 50% employer match about $297,998 at 4% or $198,666 at 6%; with 100% employer match about $223,499 at 4% or $148,999 at 6%. |
| 2016 | 1 | 12 | $3,428,431 | $188,896 | $15,741iApproximate average salary by contribution assumption: employee only about $393,533 at 4% or $262,356 at 6%; with 50% employer match about $262,356 at 4% or $174,904 at 6%; with 100% employer match about $196,767 at 4% or $131,178 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 12 | $3,428,431 | $188,896 | $15,741iApproximate average salary by contribution assumption: employee only about $393,533 at 4% or $262,356 at 6%; with 50% employer match about $262,356 at 4% or $174,904 at 6%; with 100% employer match about $196,767 at 4% or $131,178 at 6%. |
| 2015 | 1 | 8 | $3,228,513 | $155,066 | $19,383iApproximate average salary by contribution assumption: employee only about $484,581 at 4% or $323,054 at 6%; with 50% employer match about $323,054 at 4% or $215,369 at 6%; with 100% employer match about $242,291 at 4% or $161,527 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 8 | $3,228,513 | $155,066 | $19,383iApproximate average salary by contribution assumption: employee only about $484,581 at 4% or $323,054 at 6%; with 50% employer match about $323,054 at 4% or $215,369 at 6%; with 100% employer match about $242,291 at 4% or $161,527 at 6%. |
| 2014 | 1 | 7 | $3,488,647 | $132,105 | $18,872iApproximate average salary by contribution assumption: employee only about $471,804 at 4% or $314,536 at 6%; with 50% employer match about $314,536 at 4% or $209,690 at 6%; with 100% employer match about $235,902 at 4% or $157,268 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 7 | $3,488,647 | $132,105 | $18,872iApproximate average salary by contribution assumption: employee only about $471,804 at 4% or $314,536 at 6%; with 50% employer match about $314,536 at 4% or $209,690 at 6%; with 100% employer match about $235,902 at 4% or $157,268 at 6%. |
| 2013 | 1 | 7 | $3,376,969 | $118,264 | $16,895iApproximate average salary by contribution assumption: employee only about $422,371 at 4% or $281,581 at 6%; with 50% employer match about $281,581 at 4% or $187,721 at 6%; with 100% employer match about $211,186 at 4% or $140,790 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 7 | $3,376,969 | $118,264 | $16,895iApproximate average salary by contribution assumption: employee only about $422,371 at 4% or $281,581 at 6%; with 50% employer match about $281,581 at 4% or $187,721 at 6%; with 100% employer match about $211,186 at 4% or $140,790 at 6%. |
| 2012 | 2 | 7 | $2,962,077 | $120,657 | $17,237iApproximate average salary by contribution assumption: employee only about $430,918 at 4% or $287,279 at 6%; with 50% employer match about $287,279 at 4% or $191,519 at 6%; with 100% employer match about $215,459 at 4% or $143,639 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 7 | $2,962,077 | $120,657 | $17,237iApproximate average salary by contribution assumption: employee only about $430,918 at 4% or $287,279 at 6%; with 50% employer match about $287,279 at 4% or $191,519 at 6%; with 100% employer match about $215,459 at 4% or $143,639 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2011 | 2 | 7 | $3,362,393 | $105,351 | $15,050iApproximate average salary by contribution assumption: employee only about $376,254 at 4% or $250,836 at 6%; with 50% employer match about $250,836 at 4% or $167,224 at 6%; with 100% employer match about $188,127 at 4% or $125,418 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 7 | $2,703,354 | $105,351 | $15,050iApproximate average salary by contribution assumption: employee only about $376,254 at 4% or $250,836 at 6%; with 50% employer match about $250,836 at 4% or $167,224 at 6%; with 100% employer match about $188,127 at 4% or $125,418 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 6 | $659,039 | $0 | - |
| 2010 | 2 | 6 | $3,517,688 | $2,152,913 | $358,819iApproximate average salary by contribution assumption: employee only about $8,970,471 at 4% or $5,980,314 at 6%; with 50% employer match about $5,980,314 at 4% or $3,986,876 at 6%; with 100% employer match about $4,485,235 at 4% or $2,990,157 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 6 | $2,826,347 | $2,152,913 | $358,819iApproximate average salary by contribution assumption: employee only about $8,970,471 at 4% or $5,980,314 at 6%; with 50% employer match about $5,980,314 at 4% or $3,986,876 at 6%; with 100% employer match about $4,485,235 at 4% or $2,990,157 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 6 | $691,341 | $0 | - |
| 2009 | 2 | 6 | $3,070,718 | $116,173 | $19,362iApproximate average salary by contribution assumption: employee only about $484,054 at 4% or $322,703 at 6%; with 50% employer match about $322,703 at 4% or $215,135 at 6%; with 100% employer match about $242,027 at 4% or $161,351 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 6 | $2,692,861 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 6 | $377,857 | $91,173 | $15,196iApproximate average salary by contribution assumption: employee only about $379,888 at 4% or $253,258 at 6%; with 50% employer match about $253,258 at 4% or $168,839 at 6%; with 100% employer match about $189,944 at 4% or $126,629 at 6%. |
| 2008 | 2 | 6 | $2,420,995 | $895,366 | $149,228iApproximate average salary by contribution assumption: employee only about $3,730,692 at 4% or $2,487,128 at 6%; with 50% employer match about $2,487,128 at 4% or $1,658,085 at 6%; with 100% employer match about $1,865,346 at 4% or $1,243,564 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 6 | $2,182,688 | $850,000 | $141,667iApproximate average salary by contribution assumption: employee only about $3,541,667 at 4% or $2,361,111 at 6%; with 50% employer match about $2,361,111 at 4% or $1,574,074 at 6%; with 100% employer match about $1,770,833 at 4% or $1,180,556 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 6 | $238,307 | $45,366 | $7,561iApproximate average salary by contribution assumption: employee only about $189,025 at 4% or $126,017 at 6%; with 50% employer match about $126,017 at 4% or $84,011 at 6%; with 100% employer match about $94,513 at 4% or $63,008 at 6%. |
| 2007 | 1 | 5 | $331,938 | $43,424 | $8,685iApproximate average salary by contribution assumption: employee only about $217,120 at 4% or $144,747 at 6%; with 50% employer match about $144,747 at 4% or $96,498 at 6%; with 100% employer match about $108,560 at 4% or $72,373 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 5 | $331,938 | $43,424 | $8,685iApproximate average salary by contribution assumption: employee only about $217,120 at 4% or $144,747 at 6%; with 50% employer match about $144,747 at 4% or $96,498 at 6%; with 100% employer match about $108,560 at 4% or $72,373 at 6%. |
| 2006 | 2 | 5 | $1,974,802 | $524,200 | $104,840iApproximate average salary by contribution assumption: employee only about $2,621,000 at 4% or $1,747,333 at 6%; with 50% employer match about $1,747,333 at 4% or $1,164,889 at 6%; with 100% employer match about $1,310,500 at 4% or $873,667 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 4 | $1,709,162 | $488,670 | $122,168iApproximate average salary by contribution assumption: employee only about $3,054,188 at 4% or $2,036,125 at 6%; with 50% employer match about $2,036,125 at 4% or $1,357,417 at 6%; with 100% employer match about $1,527,094 at 4% or $1,018,063 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 5 | $265,640 | $35,530 | $7,106iApproximate average salary by contribution assumption: employee only about $177,650 at 4% or $118,433 at 6%; with 50% employer match about $118,433 at 4% or $78,956 at 6%; with 100% employer match about $88,825 at 4% or $59,217 at 6%. |
| 2005 | 2 | 5 | $1,256,710 | $257,521 | $51,504iApproximate average salary by contribution assumption: employee only about $1,287,605 at 4% or $858,403 at 6%; with 50% employer match about $858,403 at 4% or $572,269 at 6%; with 100% employer match about $643,803 at 4% or $429,202 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 4 | $1,055,324 | $221,440 | $55,360iApproximate average salary by contribution assumption: employee only about $1,384,000 at 4% or $922,667 at 6%; with 50% employer match about $922,667 at 4% or $615,111 at 6%; with 100% employer match about $692,000 at 4% or $461,333 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 5 | $201,386 | $36,081 | $7,216iApproximate average salary by contribution assumption: employee only about $180,405 at 4% or $120,270 at 6%; with 50% employer match about $120,270 at 4% or $80,180 at 6%; with 100% employer match about $90,203 at 4% or $60,135 at 6%. |
| 2004 | 2 | 4 | $869,598 | $137,055 | $34,264iApproximate average salary by contribution assumption: employee only about $856,594 at 4% or $571,063 at 6%; with 50% employer match about $571,063 at 4% or $380,708 at 6%; with 100% employer match about $428,297 at 4% or $285,531 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 4 | $716,654 | $105,474 | $26,369iApproximate average salary by contribution assumption: employee only about $659,213 at 4% or $439,475 at 6%; with 50% employer match about $439,475 at 4% or $292,983 at 6%; with 100% employer match about $329,606 at 4% or $219,738 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 4 | $152,944 | $31,581 | $7,895iApproximate average salary by contribution assumption: employee only about $197,381 at 4% or $131,588 at 6%; with 50% employer match about $131,588 at 4% or $87,725 at 6%; with 100% employer match about $98,691 at 4% or $65,794 at 6%. |
| 2003 | 2 | 6 | $617,969 | $131,003 | $21,834iApproximate average salary by contribution assumption: employee only about $545,846 at 4% or $363,897 at 6%; with 50% employer match about $363,897 at 4% or $242,598 at 6%; with 100% employer match about $272,923 at 4% or $181,949 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 4 | $510,081 | $99,915 | $24,979iApproximate average salary by contribution assumption: employee only about $624,469 at 4% or $416,313 at 6%; with 50% employer match about $416,313 at 4% or $277,542 at 6%; with 100% employer match about $312,234 at 4% or $208,156 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 6 | $107,888 | $31,088 | $5,181iApproximate average salary by contribution assumption: employee only about $129,533 at 4% or $86,356 at 6%; with 50% employer match about $86,356 at 4% or $57,570 at 6%; with 100% employer match about $64,767 at 4% or $43,178 at 6%. |
| 2002 | 2 | 4 | $419,463 | $113,526 | $28,382iApproximate average salary by contribution assumption: employee only about $709,538 at 4% or $473,025 at 6%; with 50% employer match about $473,025 at 4% or $315,350 at 6%; with 100% employer match about $354,769 at 4% or $236,513 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 3 | $344,524 | $91,184 | $30,395iApproximate average salary by contribution assumption: employee only about $759,867 at 4% or $506,578 at 6%; with 50% employer match about $506,578 at 4% or $337,719 at 6%; with 100% employer match about $379,933 at 4% or $253,289 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 4 | $74,939 | $22,342 | $5,586iApproximate average salary by contribution assumption: employee only about $139,638 at 4% or $93,092 at 6%; with 50% employer match about $93,092 at 4% or $62,061 at 6%; with 100% employer match about $69,819 at 4% or $46,546 at 6%. |
| 2001 | 2 | 5 | $403,679 | $130,520 | $26,104iApproximate average salary by contribution assumption: employee only about $652,600 at 4% or $435,067 at 6%; with 50% employer match about $435,067 at 4% or $290,044 at 6%; with 100% employer match about $326,300 at 4% or $217,533 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 0 | $327,956 | $97,143 | - |
| Peak Financial Management Inc. 401K Plan | - | 5 | $75,723 | $33,377 | $6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,443 at 4% or $55,628 at 6%. |
| 2000 | 2 | 6 | $319,555 | $114,843 | $19,141iApproximate average salary by contribution assumption: employee only about $478,513 at 4% or $319,008 at 6%; with 50% employer match about $319,008 at 4% or $212,672 at 6%; with 100% employer match about $239,256 at 4% or $159,504 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 4 | $270,047 | $82,373 | $20,593iApproximate average salary by contribution assumption: employee only about $514,831 at 4% or $343,221 at 6%; with 50% employer match about $343,221 at 4% or $228,814 at 6%; with 100% employer match about $257,416 at 4% or $171,610 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 6 | $49,508 | $32,470 | $5,412iApproximate average salary by contribution assumption: employee only about $135,292 at 4% or $90,194 at 6%; with 50% employer match about $90,194 at 4% or $60,130 at 6%; with 100% employer match about $67,646 at 4% or $45,097 at 6%. |
| 1999 | 4 | 5 | $286,112 | $82,721 | $16,544iApproximate average salary by contribution assumption: employee only about $413,605 at 4% or $275,737 at 6%; with 50% employer match about $275,737 at 4% or $183,824 at 6%; with 100% employer match about $206,803 at 4% or $137,868 at 6%. |
| Peak Financial Management Inc. Defined Benefit Pension Plan | - | 5 | $263,117 | $61,644 | $12,329iApproximate average salary by contribution assumption: employee only about $308,220 at 4% or $205,480 at 6%; with 50% employer match about $205,480 at 4% or $136,987 at 6%; with 100% employer match about $154,110 at 4% or $102,740 at 6%. |
| Peak Financial Management Inc. 401K Plan | - | 5 | $22,995 | $21,077 | $4,215iApproximate average salary by contribution assumption: employee only about $105,385 at 4% or $70,257 at 6%; with 50% employer match about $70,257 at 4% or $46,838 at 6%; with 100% employer match about $52,692 at 4% or $35,128 at 6%. |
| Peak Financial Management Inc. Pension Plan | - | 0 | - | - | - |
| Peak Financial Management Inc. Profit Sharing Plan | - | 0 | - | - | - |