TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP
Plan context: PEAK RETIREMENT GROUP 401(K) PLAN
EIN 81-0831793 • Madison, WI • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$837,026
2025 Contributions
$188,315
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 | 9 | $837,026 | $188,315 | $20,924iApproximate average salary by contribution assumption: employee only about $523,097 at 4% or $348,731 at 6%; with 50% employer match about $348,731 at 4% or $232,488 at 6%; with 100% employer match about $261,549 at 4% or $174,366 at 6%. |
| PEAK RETIREMENT GROUP 401(K) PLAN | - | 9 | $837,026 | $188,315 | $20,924iApproximate average salary by contribution assumption: employee only about $523,097 at 4% or $348,731 at 6%; with 50% employer match about $348,731 at 4% or $232,488 at 6%; with 100% employer match about $261,549 at 4% or $174,366 at 6%. |
| 2024 | 1 | 6 | $576,597 | $41,939 | $6,990iApproximate average salary by contribution assumption: employee only about $174,746 at 4% or $116,497 at 6%; with 50% employer match about $116,497 at 4% or $77,665 at 6%; with 100% employer match about $87,373 at 4% or $58,249 at 6%. |
| PEAK RETIREMENT GROUP 401(K) PLAN | - | 6 | $576,597 | $41,939 | $6,990iApproximate average salary by contribution assumption: employee only about $174,746 at 4% or $116,497 at 6%; with 50% employer match about $116,497 at 4% or $77,665 at 6%; with 100% employer match about $87,373 at 4% or $58,249 at 6%. |
| 2023 | 1 | 5 | $454,038 | $78,138 | $15,628iApproximate average salary by contribution assumption: employee only about $390,690 at 4% or $260,460 at 6%; with 50% employer match about $260,460 at 4% or $173,640 at 6%; with 100% employer match about $195,345 at 4% or $130,230 at 6%. |
| PEAK RETIREMENT GROUP 401(K) PLAN | - | 5 | $454,038 | $78,138 | $15,628iApproximate average salary by contribution assumption: employee only about $390,690 at 4% or $260,460 at 6%; with 50% employer match about $260,460 at 4% or $173,640 at 6%; with 100% employer match about $195,345 at 4% or $130,230 at 6%. |
| 2022 | 1 | 4 | $301,779 | $96,032 | $24,008iApproximate average salary by contribution assumption: employee only about $600,200 at 4% or $400,133 at 6%; with 50% employer match about $400,133 at 4% or $266,756 at 6%; with 100% employer match about $300,100 at 4% or $200,067 at 6%. |
| PEAK RETIREMENT GROUP 401(K) PLAN | - | 4 | $301,779 | $96,032 | $24,008iApproximate average salary by contribution assumption: employee only about $600,200 at 4% or $400,133 at 6%; with 50% employer match about $400,133 at 4% or $266,756 at 6%; with 100% employer match about $300,100 at 4% or $200,067 at 6%. |
| 2021 | 1 | 3 | $260,269 | $64,345 | $21,448iApproximate average salary by contribution assumption: employee only about $536,208 at 4% or $357,472 at 6%; with 50% employer match about $357,472 at 4% or $238,315 at 6%; with 100% employer match about $268,104 at 4% or $178,736 at 6%. |
| TG BENEFITS, INC. 401(K) PLAN | - | 3 | $260,269 | $64,345 | $21,448iApproximate average salary by contribution assumption: employee only about $536,208 at 4% or $357,472 at 6%; with 50% employer match about $357,472 at 4% or $238,315 at 6%; with 100% employer match about $268,104 at 4% or $178,736 at 6%. |
| 2020 | 1 | 2 | $161,641 | $40,969 | $20,485iApproximate average salary by contribution assumption: employee only about $512,113 at 4% or $341,408 at 6%; with 50% employer match about $341,408 at 4% or $227,606 at 6%; with 100% employer match about $256,056 at 4% or $170,704 at 6%. |
| TG BENEFITS, INC. 401(K) PLAN | - | 2 | $161,641 | $40,969 | $20,485iApproximate average salary by contribution assumption: employee only about $512,113 at 4% or $341,408 at 6%; with 50% employer match about $341,408 at 4% or $227,606 at 6%; with 100% employer match about $256,056 at 4% or $170,704 at 6%. |
| 2019 | 1 | 2 | $90,108 | $31,826 | $15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%. |
| TG BENEFITS, INC. 401(K) PLAN | - | 2 | $90,108 | $31,826 | $15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%. |
| 2018 | 1 | 2 | $44,493 | $28,806 | $14,403iApproximate average salary by contribution assumption: employee only about $360,075 at 4% or $240,050 at 6%; with 50% employer match about $240,050 at 4% or $160,033 at 6%; with 100% employer match about $180,038 at 4% or $120,025 at 6%. |
| TG BENEFITS, INC. 401(K) PLAN | - | 2 | $44,493 | $28,806 | $14,403iApproximate average salary by contribution assumption: employee only about $360,075 at 4% or $240,050 at 6%; with 50% employer match about $240,050 at 4% or $160,033 at 6%; with 100% employer match about $180,038 at 4% or $120,025 at 6%. |