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PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NamePERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN
Plan identification number 001

PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSPECTIVE FINANCIAL GROUP, INC.
Employer identification number (EIN):841992041
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER KEEN2024-01-18
0012022-01-01CHRISTOPHER KEEN2023-03-13
0012021-01-01CHRISTOPHER KEEN2022-01-13

Financial Data on PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN

Measure Date Value
2025 : PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-246006
Net assets as of the end of the plan year2025-02-24207673
Total assets as of the beginning of the plan year2025-02-24111152
Value of plan covered by a fidelity bond2025-02-2425000
Participant contributions to plan in this plan year2025-02-2440267
Other contributions to plan in this plan year2025-02-2436481
Other income to plan in this plan year2025-02-2416397
Plan net income in this plan year2025-02-2496521
Net assets as of the end of the plan year2025-02-24207673
Net assets as of the beginning of the plan year2025-02-24111152
Employer contributions to plan in this plan year2025-02-249382
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-24649
2024 : PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-180
Net assets as of the end of the plan year2024-01-18111152
Total assets as of the beginning of the plan year2024-01-1860506
Value of plan covered by a fidelity bond2024-01-1810000
Participant contributions to plan in this plan year2024-01-1836000
Other income to plan in this plan year2024-01-189006
Plan net income in this plan year2024-01-1850646
Net assets as of the end of the plan year2024-01-18111152
Net assets as of the beginning of the plan year2024-01-1860506
Employer contributions to plan in this plan year2024-01-185640

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