Peak Financial Management Inc.
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.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Pran N. Tiku
Registered Agent
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20 WILLIAM ST STE 135, WELLESLEY, MA 02481
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Pran N. Tiku
President
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20 WILLIAM ST STE 135, WELLESLEY, MA 02481
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Pran N. Tiku
Director
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20 WILLIAM ST STE 135, WELLESLEY, MA 02481
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Neel Tiku
Secretary
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Neel Tiku
TREASURER
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20 WILLIAM ST STE 135, WELLESLEY, MA 02481
View Map
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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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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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