PERSPECTIVE WEALTH ADVISORS LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : PWA 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 8251 |
| Net assets as of the end of the plan year | 2025-09-30 | 66165 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 42121 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 1000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 14127 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 0 |
| Other contributions to plan in this plan year | 2025-09-30 | 0 |
| Other income to plan in this plan year | 2025-09-30 | 7134 |
| Plan net income in this plan year | 2025-09-30 | 24044 |
| Net assets as of the end of the plan year | 2025-09-30 | 66165 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 42121 |
| Employer contributions to plan in this plan year | 2025-09-30 | 11034 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 215 |
| 2024 : PWA 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 42 |
| Net assets as of the end of the plan year | 2024-10-10 | 42121 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 8699 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 1000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 14750 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 6895 |
| Plan net income in this plan year | 2024-10-10 | 33422 |
| Net assets as of the end of the plan year | 2024-10-10 | 42121 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 8699 |
| Employer contributions to plan in this plan year | 2024-10-10 | 11819 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 42 |
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