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.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Jim Files
Individual Agent
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2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
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James Files
CEO
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2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661
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Dan Ahmad
Manager
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2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
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Jim Files
Manager
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2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
(View Past Addresses)
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Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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2520 DOUGLAS BLVD STE 110, ROSEVILLE, CA 95661-3993
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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.
Linked Companies
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 | |
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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
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Roseville, CA Ione, CA | View Report | |
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Peak Financial Tax Division Inc
Registered in California
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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
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Fiduciary Solutions, LLC
Registered in California
|
Roseville, CA | View Report | |
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D&J Publishing, LLC
Registered in California
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Roseville, CA | View Report | |
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Files Properties, a California Limited Partnership
Registered in California
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Roseville, CA | View Report | |
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Retail Management Partners, Inc.
Registered in California
|
Roseville, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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