Peak Retirement Planning Inc.
Plan context: Peak Retirement Planning Inc. 401(K) Plan
EIN 40-0013357 • Columbus, OH • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$894,146
2025 Contributions
$261,953
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $894,146 | $261,953 | $21,829iApproximate average salary by contribution assumption: employee only about $545,735 at 4% or $363,824 at 6%; with 50% employer match about $363,824 at 4% or $242,549 at 6%; with 100% employer match about $272,868 at 4% or $181,912 at 6%. |
| Peak Retirement Planning Inc. 401(K) Plan | - | 12 | $894,146 | $261,953 | $21,829iApproximate average salary by contribution assumption: employee only about $545,735 at 4% or $363,824 at 6%; with 50% employer match about $363,824 at 4% or $242,549 at 6%; with 100% employer match about $272,868 at 4% or $181,912 at 6%. |
| 2024 | 1 | 5 | $538,296 | $178,129 | $35,626iApproximate average salary by contribution assumption: employee only about $890,645 at 4% or $593,763 at 6%; with 50% employer match about $593,763 at 4% or $395,842 at 6%; with 100% employer match about $445,323 at 4% or $296,882 at 6%. |
| Peak Retirement Planning Inc. 401(K) Plan | - | 5 | $538,296 | $178,129 | $35,626iApproximate average salary by contribution assumption: employee only about $890,645 at 4% or $593,763 at 6%; with 50% employer match about $593,763 at 4% or $395,842 at 6%; with 100% employer match about $445,323 at 4% or $296,882 at 6%. |
| 2023 | 1 | 3 | $284,841 | $91,067 | $30,356iApproximate average salary by contribution assumption: employee only about $758,892 at 4% or $505,928 at 6%; with 50% employer match about $505,928 at 4% or $337,285 at 6%; with 100% employer match about $379,446 at 4% or $252,964 at 6%. |
| Peak Retirement Planning Inc. 401(K) Plan | - | 3 | $284,841 | $91,067 | $30,356iApproximate average salary by contribution assumption: employee only about $758,892 at 4% or $505,928 at 6%; with 50% employer match about $505,928 at 4% or $337,285 at 6%; with 100% employer match about $379,446 at 4% or $252,964 at 6%. |