Civic Intelligence

Peak Investment Solutions LLC

Plan context: Peak Investment Solutions 401(K) Profit Sharing Plan

EIN 94-3344359 • Roseville, CA • 18 filings • 3 plans

1508 Eureka Road, Suite 180Roseville, CA 95661
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$604,114

2024 Contributions

$77,578

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$604,114$302,057$0200820162024YearValue
$604,114Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200720162024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$604,114$77,578$19,395iApproximate average salary by contribution assumption: employee only about $484,863 at 4% or $323,242 at 6%; with 50% employer match about $323,242 at 4% or $215,494 at 6%; with 100% employer match about $242,431 at 4% or $161,621 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-4$604,114$77,578$19,395iApproximate average salary by contribution assumption: employee only about $484,863 at 4% or $323,242 at 6%; with 50% employer match about $323,242 at 4% or $215,494 at 6%; with 100% employer match about $242,431 at 4% or $161,621 at 6%.
202313$498,399$46,848$15,616iApproximate average salary by contribution assumption: employee only about $390,400 at 4% or $260,267 at 6%; with 50% employer match about $260,267 at 4% or $173,511 at 6%; with 100% employer match about $195,200 at 4% or $130,133 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$498,399$46,848$15,616iApproximate average salary by contribution assumption: employee only about $390,400 at 4% or $260,267 at 6%; with 50% employer match about $260,267 at 4% or $173,511 at 6%; with 100% employer match about $195,200 at 4% or $130,133 at 6%.
202213$399,870$41,545$13,848iApproximate average salary by contribution assumption: employee only about $346,208 at 4% or $230,806 at 6%; with 50% employer match about $230,806 at 4% or $153,870 at 6%; with 100% employer match about $173,104 at 4% or $115,403 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$399,870$41,545$13,848iApproximate average salary by contribution assumption: employee only about $346,208 at 4% or $230,806 at 6%; with 50% employer match about $230,806 at 4% or $153,870 at 6%; with 100% employer match about $173,104 at 4% or $115,403 at 6%.
202112$411,508$40,222$20,111iApproximate average salary by contribution assumption: employee only about $502,775 at 4% or $335,183 at 6%; with 50% employer match about $335,183 at 4% or $223,456 at 6%; with 100% employer match about $251,388 at 4% or $167,592 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-2$411,508$40,222$20,111iApproximate average salary by contribution assumption: employee only about $502,775 at 4% or $335,183 at 6%; with 50% employer match about $335,183 at 4% or $223,456 at 6%; with 100% employer match about $251,388 at 4% or $167,592 at 6%.
202013$305,435$18,410$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,708 at 4% or $51,139 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$305,435$18,410$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,708 at 4% or $51,139 at 6%.
201913$272,997$9,550$3,183iApproximate average salary by contribution assumption: employee only about $79,583 at 4% or $53,056 at 6%; with 50% employer match about $53,056 at 4% or $35,370 at 6%; with 100% employer match about $39,792 at 4% or $26,528 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$272,997$9,550$3,183iApproximate average salary by contribution assumption: employee only about $79,583 at 4% or $53,056 at 6%; with 50% employer match about $53,056 at 4% or $35,370 at 6%; with 100% employer match about $39,792 at 4% or $26,528 at 6%.
201813$234,890$2,468$823iApproximate average salary by contribution assumption: employee only about $20,567 at 4% or $13,711 at 6%; with 50% employer match about $13,711 at 4% or $9,141 at 6%; with 100% employer match about $10,283 at 4% or $6,856 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$234,890$2,468$823iApproximate average salary by contribution assumption: employee only about $20,567 at 4% or $13,711 at 6%; with 50% employer match about $13,711 at 4% or $9,141 at 6%; with 100% employer match about $10,283 at 4% or $6,856 at 6%.
201712$281,987$3,835$1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-2$281,987$3,835$1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%.
201612$240,253$37,892$18,946iApproximate average salary by contribution assumption: employee only about $473,650 at 4% or $315,767 at 6%; with 50% employer match about $315,767 at 4% or $210,511 at 6%; with 100% employer match about $236,825 at 4% or $157,883 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-2$240,253$37,892$18,946iApproximate average salary by contribution assumption: employee only about $473,650 at 4% or $315,767 at 6%; with 50% employer match about $315,767 at 4% or $210,511 at 6%; with 100% employer match about $236,825 at 4% or $157,883 at 6%.
201513$181,672$38,381$12,794iApproximate average salary by contribution assumption: employee only about $319,842 at 4% or $213,228 at 6%; with 50% employer match about $213,228 at 4% or $142,152 at 6%; with 100% employer match about $159,921 at 4% or $106,614 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$181,672$38,381$12,794iApproximate average salary by contribution assumption: employee only about $319,842 at 4% or $213,228 at 6%; with 50% employer match about $213,228 at 4% or $142,152 at 6%; with 100% employer match about $159,921 at 4% or $106,614 at 6%.
201412$152,049$37,171$18,586iApproximate average salary by contribution assumption: employee only about $464,638 at 4% or $309,758 at 6%; with 50% employer match about $309,758 at 4% or $206,506 at 6%; with 100% employer match about $232,319 at 4% or $154,879 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-2$152,049$37,171$18,586iApproximate average salary by contribution assumption: employee only about $464,638 at 4% or $309,758 at 6%; with 50% employer match about $309,758 at 4% or $206,506 at 6%; with 100% employer match about $232,319 at 4% or $154,879 at 6%.
201311$164,261$20,963$20,963iApproximate average salary by contribution assumption: employee only about $524,075 at 4% or $349,383 at 6%; with 50% employer match about $349,383 at 4% or $232,922 at 6%; with 100% employer match about $262,038 at 4% or $174,692 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-1$164,261$20,963$20,963iApproximate average salary by contribution assumption: employee only about $524,075 at 4% or $349,383 at 6%; with 50% employer match about $349,383 at 4% or $232,922 at 6%; with 100% employer match about $262,038 at 4% or $174,692 at 6%.
201212$112,458$15,532$7,766iApproximate average salary by contribution assumption: employee only about $194,150 at 4% or $129,433 at 6%; with 50% employer match about $129,433 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-2$112,458$15,532$7,766iApproximate average salary by contribution assumption: employee only about $194,150 at 4% or $129,433 at 6%; with 50% employer match about $129,433 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%.
201113$83,143$15,544$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%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$83,143$15,544$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%.
201013$73,808$15,466$5,155iApproximate average salary by contribution assumption: employee only about $128,883 at 4% or $85,922 at 6%; with 50% employer match about $85,922 at 4% or $57,281 at 6%; with 100% employer match about $64,442 at 4% or $42,961 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$73,808$15,466$5,155iApproximate average salary by contribution assumption: employee only about $128,883 at 4% or $85,922 at 6%; with 50% employer match about $85,922 at 4% or $57,281 at 6%; with 100% employer match about $64,442 at 4% or $42,961 at 6%.
200913$50,094$15,454$5,151iApproximate average salary by contribution assumption: employee only about $128,783 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$50,094$15,454$5,151iApproximate average salary by contribution assumption: employee only about $128,783 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%.
200813$25,820$5,453$1,818iApproximate average salary by contribution assumption: employee only about $45,442 at 4% or $30,294 at 6%; with 50% employer match about $30,294 at 4% or $20,196 at 6%; with 100% employer match about $22,721 at 4% or $15,147 at 6%.
Peak Investment Solutions 401(K) Profit Sharing Plan-3$25,820$5,453$1,818iApproximate average salary by contribution assumption: employee only about $45,442 at 4% or $30,294 at 6%; with 50% employer match about $30,294 at 4% or $20,196 at 6%; with 100% employer match about $22,721 at 4% or $15,147 at 6%.
200713$0$0-
Peak Investment Solutions 401(K) Profit Sharing Plan-3---