Peak Financial Management Inc.

Wellesley, MA

Massachusetts

Registered In

08/07/1991

Incorp. Date

Company Summary

Peak Financial Management Inc. at 20 William ST STE 135, Wellesley, Ma 02481 lists Pran N. Tiku of Wellesley, MA and Neel Tiku as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

08/07/1991

Company Type

Domestic Profit Corporation

Status

Active

Registration Type

Domestic

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People

Pran N. Tiku Registered Agent	20 WILLIAM ST STE 135, WELLESLEY, MA 02481
Pran N. Tiku President	20 WILLIAM ST STE 135, WELLESLEY, MA 02481
Pran N. Tiku Director	20 WILLIAM ST STE 135, WELLESLEY, MA 02481
Neel Tiku Secretary
Neel Tiku TREASURER

Map & Locations

20 WILLIAM ST STE 135, WELLESLEY, MA 02481 View Map

Financials

Financial Information for Peak Financial Management Inc.

Form 5500

PEAK FINANCIAL MANAGEMENT, INC.

93 Worcester Street, Suite 101, Wellesley, Ma 02481 (781) 487-9500 EIN:04-3127512 Plan Admin:Neel Tiku

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #004 Participants BOY/EOY9 / 9 Assets BOY/EOY$5,433,749 / $5,972,092	2023	PEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #004	9 / 9	$5,433,749 / $5,972,092
2022	Plan NamePEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #004 Participants BOY/EOY9 / 9 Assets BOY/EOY$5,964,633 / $5,433,749	2022	PEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #004	9 / 9	$5,964,633 / $5,433,749
2021	Plan NamePEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #004 Participants BOY/EOY9 / 9 Assets BOY/EOY$5,360,256 / $5,964,633	2021	PEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #004	9 / 9	$5,360,256 / $5,964,633
2020	Plan NamePEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #004 Participants BOY/EOY9 / 9 Assets BOY/EOY$4,597,262 / $5,360,256	2020	PEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #004	9 / 9	$4,597,262 / $5,360,256
2019	Plan NamePEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #004 Participants BOY/EOY10 / 9 Assets BOY/EOY$3,767,719 / $4,597,262	2019	PEAK FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #004	10 / 9	$3,767,719 / $4,597,262

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PEAK FINANCIAL MANAGEMENT INC

20 William ST STE 135, Wellesley, Ma 02481-4133 Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$171,391 Forgiven$172,978 LenderBank of America, National Association Jobs9	05/01/2020	$171,391	$172,978	Bank of America, National Association	9

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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