Financial Perspectives Planning Ser
Plan context: Financial Perspective Planning Services Inc. 401K Plan
EIN 04-2912038 • 6 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
49
2004 Assets
$806,191
2004 Contributions
$175,566
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 49 | $806,191 | $175,566 | $3,583iApproximate average salary by contribution assumption: employee only about $89,574 at 4% or $59,716 at 6%; with 50% employer match about $59,716 at 4% or $39,811 at 6%; with 100% employer match about $44,787 at 4% or $29,858 at 6%. |
| Financial Perspective Planning Services Inc. 401K Plan | - | 49 | $806,191 | $175,566 | $3,583iApproximate average salary by contribution assumption: employee only about $89,574 at 4% or $59,716 at 6%; with 50% employer match about $59,716 at 4% or $39,811 at 6%; with 100% employer match about $44,787 at 4% or $29,858 at 6%. |
| 2003 | 1 | 40 | $597,970 | $159,535 | $3,988iApproximate average salary by contribution assumption: employee only about $99,709 at 4% or $66,473 at 6%; with 50% employer match about $66,473 at 4% or $44,315 at 6%; with 100% employer match about $49,855 at 4% or $33,236 at 6%. |
| Financial Perspective Planning Services Inc. 401K Plan | - | 40 | $597,970 | $159,535 | $3,988iApproximate average salary by contribution assumption: employee only about $99,709 at 4% or $66,473 at 6%; with 50% employer match about $66,473 at 4% or $44,315 at 6%; with 100% employer match about $49,855 at 4% or $33,236 at 6%. |
| 2002 | 1 | 33 | $338,705 | $166,262 | $5,038iApproximate average salary by contribution assumption: employee only about $125,956 at 4% or $83,971 at 6%; with 50% employer match about $83,971 at 4% or $55,980 at 6%; with 100% employer match about $62,978 at 4% or $41,985 at 6%. |
| Financial Perspective Planning Services Inc. 401K Plan | - | 33 | $338,705 | $166,262 | $5,038iApproximate average salary by contribution assumption: employee only about $125,956 at 4% or $83,971 at 6%; with 50% employer match about $83,971 at 4% or $55,980 at 6%; with 100% employer match about $62,978 at 4% or $41,985 at 6%. |
| 2001 | 1 | 51 | $0 | $0 | - |
| Financial Perspective Planning Services Inc. 401K Plan | - | 51 | - | - | - |
| 2000 | 1 | 36 | $413,840 | $135,290 | $3,758iApproximate average salary by contribution assumption: employee only about $93,951 at 4% or $62,634 at 6%; with 50% employer match about $62,634 at 4% or $41,756 at 6%; with 100% employer match about $46,976 at 4% or $31,317 at 6%. |
| Financial Perspective Planning Services Inc. 401K Plan | - | 36 | $413,840 | $135,290 | $3,758iApproximate average salary by contribution assumption: employee only about $93,951 at 4% or $62,634 at 6%; with 50% employer match about $62,634 at 4% or $41,756 at 6%; with 100% employer match about $46,976 at 4% or $31,317 at 6%. |
| 1999 | 1 | 30 | $572,136 | $96,748 | $3,225iApproximate average salary by contribution assumption: employee only about $80,623 at 4% or $53,749 at 6%; with 50% employer match about $53,749 at 4% or $35,833 at 6%; with 100% employer match about $40,312 at 4% or $26,874 at 6%. |
| Financial Perspective Planning Services Inc. 401K Plan | - | 30 | $572,136 | $96,748 | $3,225iApproximate average salary by contribution assumption: employee only about $80,623 at 4% or $53,749 at 6%; with 50% employer match about $53,749 at 4% or $35,833 at 6%; with 100% employer match about $40,312 at 4% or $26,874 at 6%. |