Peak Financial Freedom Group LLC
California
Registered In
07/28/2014
Incorp. Date
Company Summary
Peak Financial Freedom Group LLC at 2520 Douglas Blvd STE 110, Roseville, Ca 95661-3993 lists James Files and Dan Ahmad of Roseville, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Jim Files
Individual Agent
|
2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
|
|
|
James Files
CEO
|
2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661
|
|
|
Dan Ahmad
Manager
|
2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
|
|
|
Jim Files
Manager
|
2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
|
|
2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
View Map
|
Financial Information for Peak Financial Freedom Group LLC
Form 5500
PEAK FINANCIAL FREEDOM GROUP LLC
2520 Douglas Boulevard Suite 110, Roseville, Ca 95661 (916) 791-7063 EIN:47-1726458 Plan Admin:Daniel Ahmad| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,458,841 / $3,120,398 | 2022 | PEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 10 / 10 | $2,458,841 / $3,120,398 |
| 2022 | Plan NamePEAK FINANCIAL FREEDOM GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,044,030 / $1,046,083 | 2022 | PEAK FINANCIAL FREEDOM GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 | 10 / 10 | $1,044,030 / $1,046,083 |
| 2021 | Plan NamePEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,850,660 / $2,458,841 | 2021 | PEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 9 / 9 | $1,850,660 / $2,458,841 |
| 2021 | Plan NamePEAK FINANCIAL FREEDOM GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$818,882 / $1,044,030 | 2021 | PEAK FINANCIAL FREEDOM GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 | 9 / 9 | $818,882 / $1,044,030 |
| 2020 | Plan NamePEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,439,786 / $1,850,660 | 2020 | PEAK FINANCIAL FREEDOM GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 8 / 9 | $1,439,786 / $1,850,660 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PEAK FINANCIAL FREEDOM GROUP LLC
2520 Douglas Blvd Ste 110, Roseville, CA 95661-3993 Industry:Insurance Agencies and Brokerages Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/28/2021 | Approved$148,835 Forgiven$149,565 LenderBank of America, National Association Jobs10 | 01/28/2021 | $148,835 | $149,565 | Bank of America, National Association | 10 |
| 04/16/2020 | Approved$148,834 Forgiven$149,939 LenderBank of America, National Association Jobs10 | 04/16/2020 | $148,834 | $149,939 | Bank of America, National Association | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:2520 Douglas Blvd Roseville, CA
|
Financial Industry Business Development, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Gibbons & Clyma, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Gregory S. Pluckhan, Dds, a Professional Corporation
Registered in California
|
Roseville, CA | View Report | |
|
Pe Jrf LLC
Registered in California
|
Folsom, CA Roseville, CA | View Report | |
|
Pf Dsa LLC
Registered in California
|
Folsom, CA Roseville, CA | View Report | |
|
Pffg Insurance Agency LLC
Registered in California
|
Roseville, CA | View Report | |
|
Richard B. Knight, Dds, Ms, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
William C. Daniels, D.M.D., Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Charlar, LLC
Registered in California
|
Roseville, CA | View Report | |
|
Cassandra J. Krupansky, Dds, Ms, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Funland Usa, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Getgymnastics, LLC
Registered in California
|
Rescue, CA Roseville, CA | View Report | |
|
Omsdis LLC
Registered in California
|
Roseville, CA Ione, CA | View Report | |
|
Peak Financial Tax Division Inc
Registered in California
|
Roseville, CA | View Report | |
|
Planning Worx Incorporated
Registered in California
|
Roseville, CA Sacramento, CA | View Report | |
|
Planning Worx Incorporated
Registered in California
|
Roseville, CA | View Report | |
|
Qfn, Inc., a California Corporation
Registered in California
|
Roseville, CA | View Report | |
|
Smith-Mottini Financial Advisors, Inc.
Registered in California
|
Roseville, CA | View Report | |
|
Solar Charger, LLC
Registered in California
|
Roseville, CA | View Report |
Person/City Match:James Files - Roseville, CA
|
Fiduciary Solutions, LLC
Registered in California
|
Roseville, CA | View Report | |
|
D&J Publishing, LLC
Registered in California
|
Roseville, CA | View Report | |
|
Files Properties, a California Limited Partnership
Registered in California
|
Roseville, CA | View Report | |
|
Retail Management Partners, Inc.
Registered in California
|
Roseville, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States