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PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:PERSPECTIVE GROUP LLC
Employer identification number (EIN):473720831
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EMILY HAVEN2024-06-11
0012022-01-01EMILY HAVEN2023-06-07 EMILY HAVEN2023-06-07
0012021-01-01EMILY HAVEN2022-03-22 EMILY HAVEN2022-03-22
0012018-01-01EMILY HAVEN2019-05-02 EMILY HAVEN2019-05-02
0012017-07-01JOAN CONWAY2018-07-11 JOAN CONWAY2018-07-11

Financial Data on PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-11938191
Net assets as of the end of the plan year2025-06-111129388
Total assets as of the beginning of the plan year2025-06-111556077
Value of plan covered by a fidelity bond2025-06-11155600
Participant contributions to plan in this plan year2025-06-11162053
Other income to plan in this plan year2025-06-11269143
Plan net income in this plan year2025-06-11-426689
Net assets as of the end of the plan year2025-06-111129388
Net assets as of the beginning of the plan year2025-06-111556077
Employer contributions to plan in this plan year2025-06-1180306
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-113643
2024 : PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-11353019
Net assets as of the end of the plan year2024-06-111556077
Total assets as of the beginning of the plan year2024-06-111179253
Value of plan covered by a fidelity bond2024-06-11155600
Participant contributions to plan in this plan year2024-06-11153406
Other contributions to plan in this plan year2024-06-11245591
Other income to plan in this plan year2024-06-11249536
Plan net income in this plan year2024-06-11376824
Net assets as of the end of the plan year2024-06-111556077
Net assets as of the beginning of the plan year2024-06-111179253
Employer contributions to plan in this plan year2024-06-1181310
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-111374
2022 : PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-226329
Net assets as of the end of the plan year2022-03-221156051
Total assets as of the beginning of the plan year2022-03-22758650
Value of plan covered by a fidelity bond2022-03-2240000
Participant contributions to plan in this plan year2022-03-22169917
Other income to plan in this plan year2022-03-22153742
Plan net income in this plan year2022-03-22397401
Net assets as of the end of the plan year2022-03-221156051
Net assets as of the beginning of the plan year2022-03-22758650
Employer contributions to plan in this plan year2022-03-2280071
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-221018

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