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PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN

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Plan General Information

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is $4,128,057.00.This plan was established in 2006.

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is 121

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is $34,116.00

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is $2,509.00.

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is approximately $1,204.00
Investing in this additonal $1,204.00 for 20 years would give you extra $77,067.00, assuming a 10% annual return.

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN allocates $145,705.00 to match its employees' contributions, providing an employer match rate of 47.79% of their contributions

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is -12.20%.

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is -17.42%. This measures the effectiveness of the plan participants' investments in the year.

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN is 0.90%.

Enrollment Features

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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