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PERSPECTIVE LAB LLC 401(K) PLAN 401k Plan overview

Plan NamePERSPECTIVE LAB LLC 401(K) PLAN
Plan identification number 001

PERSPECTIVE LAB LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERSPECTIVE LAB, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSPECTIVE LAB, LLC
Employer identification number (EIN):453025478
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PERSPECTIVE LAB, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201120110230

More information about PERSPECTIVE LAB, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSPECTIVE LAB LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID SHULTZ2024-06-17
0012022-01-01DAVID SHULTZ2023-05-23
0012021-01-01DAVID SHULTZ2022-04-28
0012020-01-01DAVID SHULTZ2021-07-02
0012019-01-01DAVID SHULTZ2020-07-20
0012018-01-01DAVID SHULTZ2019-10-10
0012017-01-01DAVID SHULTZ2018-06-19
0012016-01-01DAVID SHULTZ2017-06-07

Financial Data on PERSPECTIVE LAB LLC 401(K) PLAN

Measure Date Value
2025 : PERSPECTIVE LAB LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-051609
Net assets as of the end of the plan year2025-06-051823021
Total assets as of the beginning of the plan year2025-06-051329096
Value of plan covered by a fidelity bond2025-06-05385000
Participant contributions to plan in this plan year2025-06-05225387
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-050
Other income to plan in this plan year2025-06-05168091
Plan net income in this plan year2025-06-05493925
Net assets as of the end of the plan year2025-06-051823021
Net assets as of the beginning of the plan year2025-06-051329096
Employer contributions to plan in this plan year2025-06-05102056
Fees paid to broker by Benefit Provider2025-06-057714
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-051609
2024 : PERSPECTIVE LAB LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-170
Total liabilities as of the end of the plan year2024-06-170
Total liabilities as of the beginning of the plan year2024-06-170
Total expenses incurred by plan in this plan year2024-06-1752498
Net assets as of the end of the plan year2024-06-171329096
Total assets as of the beginning of the plan year2024-06-17918067
Value of plan covered by a fidelity bond2024-06-17385000
Participant contributions to plan in this plan year2024-06-17186803
Other expenses paid from plan in this plan year2024-06-170
Other contributions to plan in this plan year2024-06-170
Other income to plan in this plan year2024-06-17179514
Plan net income in this plan year2024-06-17411029
Net assets as of the end of the plan year2024-06-171329096
Net assets as of the beginning of the plan year2024-06-17918067
Employer contributions to plan in this plan year2024-06-1797210
Fees paid to broker by Benefit Provider2024-06-175244
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-171421
2022 : PERSPECTIVE LAB LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-280
Total liabilities as of the end of the plan year2022-04-280
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-28113386
Net assets as of the end of the plan year2022-04-28832533
Total assets as of the beginning of the plan year2022-04-28566268
Value of plan covered by a fidelity bond2022-04-2815000
Participant contributions to plan in this plan year2022-04-2887731
Other expenses paid from plan in this plan year2022-04-280
Other contributions to plan in this plan year2022-04-28153321
Other income to plan in this plan year2022-04-2894988
Plan net income in this plan year2022-04-28266265
Net assets as of the end of the plan year2022-04-28832533
Net assets as of the beginning of the plan year2022-04-28566268
Value of contributions failed to transmitted timely2022-04-281750
Employer contributions to plan in this plan year2022-04-2843611
Fees paid to broker by Benefit Provider2022-04-283166
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-285348

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