Civic Intelligence

Peak Financial Partners Inc.

Plan context: Peak Financial Partners Inc. 401(K) Plan

EIN 95-4836537 • Woodland Hills, CA • 19 filings • 4 plans

5900 Canoga Avenue Ste 400Woodland Hills, CA 91367
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$6,285,064

2024 Contributions

$632,487

Historical Graphs

Total Assets Over Time

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

$6,285,064$3,142,532$0200620162024YearValue
$6,285,064Latest year 2024

Participants Over Time

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

101510200620152024YearValue
65Latest 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
2024165$6,285,064$632,487$9,731iApproximate average salary by contribution assumption: employee only about $243,264 at 4% or $162,176 at 6%; with 50% employer match about $162,176 at 4% or $108,117 at 6%; with 100% employer match about $121,632 at 4% or $81,088 at 6%.
Peak Financial Partners Inc. 401(K) Plan-65$6,285,064$632,487$9,731iApproximate average salary by contribution assumption: employee only about $243,264 at 4% or $162,176 at 6%; with 50% employer match about $162,176 at 4% or $108,117 at 6%; with 100% employer match about $121,632 at 4% or $81,088 at 6%.
2023166$5,179,754$422,807$6,406iApproximate average salary by contribution assumption: employee only about $160,154 at 4% or $106,769 at 6%; with 50% employer match about $106,769 at 4% or $71,180 at 6%; with 100% employer match about $80,077 at 4% or $53,385 at 6%.
Peak Financial Partners Inc. 401(K) Plan-66$5,179,754$422,807$6,406iApproximate average salary by contribution assumption: employee only about $160,154 at 4% or $106,769 at 6%; with 50% employer match about $106,769 at 4% or $71,180 at 6%; with 100% employer match about $80,077 at 4% or $53,385 at 6%.
2022187$4,128,057$473,445$5,442iApproximate average salary by contribution assumption: employee only about $136,047 at 4% or $90,698 at 6%; with 50% employer match about $90,698 at 4% or $60,466 at 6%; with 100% employer match about $68,024 at 4% or $45,349 at 6%.
Peak Financial Partners Inc. 401(K) Plan-87$4,128,057$473,445$5,442iApproximate average salary by contribution assumption: employee only about $136,047 at 4% or $90,698 at 6%; with 50% employer match about $90,698 at 4% or $60,466 at 6%; with 100% employer match about $68,024 at 4% or $45,349 at 6%.
2021186$4,701,566$444,215$5,165iApproximate average salary by contribution assumption: employee only about $129,132 at 4% or $86,088 at 6%; with 50% employer match about $86,088 at 4% or $57,392 at 6%; with 100% employer match about $64,566 at 4% or $43,044 at 6%.
Peak Financial Partners Inc. 401(K) Plan-86$4,701,566$444,215$5,165iApproximate average salary by contribution assumption: employee only about $129,132 at 4% or $86,088 at 6%; with 50% employer match about $86,088 at 4% or $57,392 at 6%; with 100% employer match about $64,566 at 4% or $43,044 at 6%.
2020195$3,784,202$385,764$4,061iApproximate average salary by contribution assumption: employee only about $101,517 at 4% or $67,678 at 6%; with 50% employer match about $67,678 at 4% or $45,119 at 6%; with 100% employer match about $50,758 at 4% or $33,839 at 6%.
Peak Financial Partners Inc. 401(K) Plan-95$3,784,202$385,764$4,061iApproximate average salary by contribution assumption: employee only about $101,517 at 4% or $67,678 at 6%; with 50% employer match about $67,678 at 4% or $45,119 at 6%; with 100% employer match about $50,758 at 4% or $33,839 at 6%.
20191101$3,142,117$540,999$5,356iApproximate average salary by contribution assumption: employee only about $133,911 at 4% or $89,274 at 6%; with 50% employer match about $89,274 at 4% or $59,516 at 6%; with 100% employer match about $66,955 at 4% or $44,637 at 6%.
Peak Financial Partners Inc. 401(K) Plan-101$3,142,117$540,999$5,356iApproximate average salary by contribution assumption: employee only about $133,911 at 4% or $89,274 at 6%; with 50% employer match about $89,274 at 4% or $59,516 at 6%; with 100% employer match about $66,955 at 4% or $44,637 at 6%.
2018169$2,323,233$584,252$8,467iApproximate average salary by contribution assumption: employee only about $211,686 at 4% or $141,124 at 6%; with 50% employer match about $141,124 at 4% or $94,082 at 6%; with 100% employer match about $105,843 at 4% or $70,562 at 6%.
Peak Financial Partners Inc. 401(K) Plan-69$2,323,233$584,252$8,467iApproximate average salary by contribution assumption: employee only about $211,686 at 4% or $141,124 at 6%; with 50% employer match about $141,124 at 4% or $94,082 at 6%; with 100% employer match about $105,843 at 4% or $70,562 at 6%.
2017150$2,184,070$578,560$11,571iApproximate average salary by contribution assumption: employee only about $289,280 at 4% or $192,853 at 6%; with 50% employer match about $192,853 at 4% or $128,569 at 6%; with 100% employer match about $144,640 at 4% or $96,427 at 6%.
Peak Financial Partners Inc. 401(K) Plan-50$2,184,070$578,560$11,571iApproximate average salary by contribution assumption: employee only about $289,280 at 4% or $192,853 at 6%; with 50% employer match about $192,853 at 4% or $128,569 at 6%; with 100% employer match about $144,640 at 4% or $96,427 at 6%.
201614$1,595,554$178,210$44,553iApproximate average salary by contribution assumption: employee only about $1,113,813 at 4% or $742,542 at 6%; with 50% employer match about $742,542 at 4% or $495,028 at 6%; with 100% employer match about $556,906 at 4% or $371,271 at 6%.
Peak Financial Partners Inc. 401(K) Plan-4$1,595,554$178,210$44,553iApproximate average salary by contribution assumption: employee only about $1,113,813 at 4% or $742,542 at 6%; with 50% employer match about $742,542 at 4% or $495,028 at 6%; with 100% employer match about $556,906 at 4% or $371,271 at 6%.
2015144$1,563,067$200,835$4,564iApproximate average salary by contribution assumption: employee only about $114,111 at 4% or $76,074 at 6%; with 50% employer match about $76,074 at 4% or $50,716 at 6%; with 100% employer match about $57,055 at 4% or $38,037 at 6%.
Peak Financial Partners Inc. 401(K) Plan-44$1,563,067$200,835$4,564iApproximate average salary by contribution assumption: employee only about $114,111 at 4% or $76,074 at 6%; with 50% employer match about $76,074 at 4% or $50,716 at 6%; with 100% employer match about $57,055 at 4% or $38,037 at 6%.
2014177$2,458,919$449,951$5,844iApproximate average salary by contribution assumption: employee only about $146,088 at 4% or $97,392 at 6%; with 50% employer match about $97,392 at 4% or $64,928 at 6%; with 100% employer match about $73,044 at 4% or $48,696 at 6%.
Peak Financial Partners Inc. 401(K) Plan-77$2,458,919$449,951$5,844iApproximate average salary by contribution assumption: employee only about $146,088 at 4% or $97,392 at 6%; with 50% employer match about $97,392 at 4% or $64,928 at 6%; with 100% employer match about $73,044 at 4% or $48,696 at 6%.
2013169$2,267,429$397,915$5,767iApproximate average salary by contribution assumption: employee only about $144,172 at 4% or $96,115 at 6%; with 50% employer match about $96,115 at 4% or $64,076 at 6%; with 100% employer match about $72,086 at 4% or $48,057 at 6%.
Peak Financial Partners Inc. 401(K) Plan-69$2,267,429$397,915$5,767iApproximate average salary by contribution assumption: employee only about $144,172 at 4% or $96,115 at 6%; with 50% employer match about $96,115 at 4% or $64,076 at 6%; with 100% employer match about $72,086 at 4% or $48,057 at 6%.
2012170$1,766,654$401,547$5,736iApproximate average salary by contribution assumption: employee only about $143,410 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,738 at 6%; with 100% employer match about $71,705 at 4% or $47,803 at 6%.
Peak Financial Partners Inc. 401(K) Plan-70$1,766,654$401,547$5,736iApproximate average salary by contribution assumption: employee only about $143,410 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,738 at 6%; with 100% employer match about $71,705 at 4% or $47,803 at 6%.
2011169$1,279,906$354,710$5,141iApproximate average salary by contribution assumption: employee only about $128,518 at 4% or $85,679 at 6%; with 50% employer match about $85,679 at 4% or $57,119 at 6%; with 100% employer match about $64,259 at 4% or $42,839 at 6%.
Peak Financial Partners Inc. 401(K) Plan-69$1,279,906$354,710$5,141iApproximate average salary by contribution assumption: employee only about $128,518 at 4% or $85,679 at 6%; with 50% employer match about $85,679 at 4% or $57,119 at 6%; with 100% employer match about $64,259 at 4% or $42,839 at 6%.
2010146$1,149,557$267,913$5,824iApproximate average salary by contribution assumption: employee only about $145,605 at 4% or $97,070 at 6%; with 50% employer match about $97,070 at 4% or $64,713 at 6%; with 100% employer match about $72,802 at 4% or $48,535 at 6%.
Peak Financial Partners Inc. 401(K) Plan-46$1,149,557$267,913$5,824iApproximate average salary by contribution assumption: employee only about $145,605 at 4% or $97,070 at 6%; with 50% employer match about $97,070 at 4% or $64,713 at 6%; with 100% employer match about $72,802 at 4% or $48,535 at 6%.
2009141$809,837$374,963$9,145iApproximate average salary by contribution assumption: employee only about $228,636 at 4% or $152,424 at 6%; with 50% employer match about $152,424 at 4% or $101,616 at 6%; with 100% employer match about $114,318 at 4% or $76,212 at 6%.
Peak Financial Partners Inc. 401(K) Plan-41$809,837$374,963$9,145iApproximate average salary by contribution assumption: employee only about $228,636 at 4% or $152,424 at 6%; with 50% employer match about $152,424 at 4% or $101,616 at 6%; with 100% employer match about $114,318 at 4% or $76,212 at 6%.
2008169$321,537$232,640$3,372iApproximate average salary by contribution assumption: employee only about $84,290 at 4% or $56,193 at 6%; with 50% employer match about $56,193 at 4% or $37,462 at 6%; with 100% employer match about $42,145 at 4% or $28,097 at 6%.
Peak Financial Partners Inc. 401(K) Plan-69$321,537$232,640$3,372iApproximate average salary by contribution assumption: employee only about $84,290 at 4% or $56,193 at 6%; with 50% employer match about $56,193 at 4% or $37,462 at 6%; with 100% employer match about $42,145 at 4% or $28,097 at 6%.
2007179$0$0-
Peak Financial Partners Inc. 401(K) Plan-79---
2006149$95,057$90,475$1,846iApproximate average salary by contribution assumption: employee only about $46,161 at 4% or $30,774 at 6%; with 50% employer match about $30,774 at 4% or $20,516 at 6%; with 100% employer match about $23,080 at 4% or $15,387 at 6%.
Peak Financial Partners Inc. 401(K) Plan-49$95,057$90,475$1,846iApproximate average salary by contribution assumption: employee only about $46,161 at 4% or $30,774 at 6%; with 50% employer match about $30,774 at 4% or $20,516 at 6%; with 100% employer match about $23,080 at 4% or $15,387 at 6%.