Peak Financial Services, Inc.

Kevin M. O'brien Registered Agent	290 W MAIN ST UNIT 5 UNIT 5, NORTHBOROUGH, MA 01532
Kevin M. O'brien President	10 TRAVIS RD, SHREWSBURY, MA 01545
Kevin M. O'brien Director	10 TRAVIS RD, SHREWSBURY, MA 01545
Laurene A. O'brien Secretary	10 TRAVIS RD, SHREWSBURY, MA 01545
Laurene A. O'brien TREASURER	10 TRAVIS RD, SHREWSBURY, MA 01545

290 W MAIN ST UNIT 5, NORTHBOROUGH, MA 01532 View Map

Form 5500

290 W. Main Street, UNIT 5, Northborough, Ma 01532 (508) 615-3383 EIN:20-0537271 Plan Admin:Peak Financial Services, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,366,860 / $1,143,261	2022	PEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN - Plan #001	3 / 3	$1,366,860 / $1,143,261
2021	Plan NamePEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,195,042 / $1,366,860	2021	PEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN - Plan #001	3 / 3	$1,195,042 / $1,366,860
2020	Plan NamePEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$958,374 / $1,195,042	2020	PEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN - Plan #001	3 / 3	$958,374 / $1,195,042
2019	Plan NamePEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$738,506 / $958,374	2019	PEAK FINANCIAL SERVICES, INC. 401(K) P/S PLAN - Plan #001	3 / 3	$738,506 / $958,374

Benefit & Retirement Plans based on Form 5500.

PPP Loans

290 West Main St, NORTHBOROUGH, MA 01532-2143

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$55,000 Forgiven$55,261 LenderClinton Savings Bank Jobs3	04/08/2020	$55,000	$55,261	Clinton Savings Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Peak Financial Services Group, Inc. Registered in Michigan	Macomb, MI	View Report
Peak Financial Services, Inc. Registered in New Jersey		View Report
Peak Financial Services, Inc. Registered in Michigan	Dewitt, MI	View Report
Capital Peak Financial Services, Inc. Registered in Florida	Venice, FL	View Report
Peak Financial Services, Inc. Registered in North Dakota	Fargo, ND	View Report
Peak Financial Services, Inc. Registered in Connecticut	Hamden, CT	View Report
Peak Financial Services, Inc. Registered in Minnesota	Moorhead, MN	View Report
Peak Financial Services, Inc. Registered in Wisconsin	Greendale, WI	View Report
Peak Financial Services, Inc. Registered in Colorado	Monument, CO	View Report
Desert Peak Financial Services, Inc. Registered in Utah	Salt Lake City, UT	View Report
Desert Peak Financial Services, Inc. Registered in Utah	Sandy City, UT	View Report
Peak Financial Services, Inc. Registered in Florida	Miami, FL	View Report
Peak Financial Services, Inc. Registered in Montana	Billings, MT Fargo, ND	View Report
Peak Financial Services, Inc. Registered in Idaho	Fargo, ND	View Report
Peak Financial Services, Inc. Registered in Colorado	Fargo, ND	View Report
Peak Financial Services, Inc. Registered in Rhode Island	Cranston, RI (1 more)	View Report
Mission Peak Financial Services, Inc. Registered in California	Fremont, CA	View Report
Peak Financial Services, Inc. Registered in California	Scotts Valley, CA	View Report
Peak Financial Services, Inc. Registered in Washington	Fargo, ND	View Report

Address Match:290 W Main St Northborough, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary