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| Plan Name | PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | PERSPECTIVE WEALTH PARTNERS, LLC |
| Employer identification number (EIN): | 900260745 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | JAMES BAILEY | 2023-05-23 | ||
| 002 | 2021-01-01 | ||||
| 002 | 2021-01-01 | JAMES BAILEY | 2023-05-23 | ||
| 002 | 2020-01-01 | JAMES BAILEY | 2021-07-27 | ||
| 002 | 2019-01-01 |
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