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PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan NamePERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN
Plan identification number 001

PERSPECTIVE WEALTH PARTNERS, 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.
  • 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 WEALTH PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSPECTIVE WEALTH PARTNERS, LLC
Employer identification number (EIN):900260745
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JAMES BAILEY2023-10-16
0012021-01-01JAMES BAILEY2022-10-11
0012020-01-01JAMES BAILEY2021-10-05
0012019-01-01
0012018-01-01

Financial Data on PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN

Measure Date Value
2025 : PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-200
Net assets as of the end of the plan year2025-05-206391637
Total assets as of the beginning of the plan year2025-05-205018169
Value of plan covered by a fidelity bond2025-05-20500000
Participant contributions to plan in this plan year2025-05-20142533
Other contributions to plan in this plan year2025-05-20364935
Other income to plan in this plan year2025-05-20865517
Plan net income in this plan year2025-05-201373468
Net assets as of the end of the plan year2025-05-206391637
Net assets as of the beginning of the plan year2025-05-205018169
Employer contributions to plan in this plan year2025-05-20483
2024 : PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08250109
Net assets as of the end of the plan year2024-10-085018169
Total assets as of the beginning of the plan year2024-10-084074646
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08131615
Other income to plan in this plan year2024-10-081023046
Plan net income in this plan year2024-10-08943523
Net assets as of the end of the plan year2024-10-085018169
Net assets as of the beginning of the plan year2024-10-084074646
Employer contributions to plan in this plan year2024-10-0838971
2022 : PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-112191833
Total assets as of the beginning of the plan year2022-10-111587937
Value of plan covered by a fidelity bond2022-10-11240000
Participant contributions to plan in this plan year2022-10-1160574
Other contributions to plan in this plan year2022-10-11209408
Other income to plan in this plan year2022-10-11313877
Plan net income in this plan year2022-10-11603896
Net assets as of the end of the plan year2022-10-112191833
Net assets as of the beginning of the plan year2022-10-111587937
Employer contributions to plan in this plan year2022-10-1120037
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110

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