Perspectives Inc.
Plan context: Perspectives 401K Profit Sharing Plan
EIN 36-3444982 • Chicago, IL • 22 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
67
2023 Assets
$3,870,964
2023 Contributions
$204,897
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $204,897 | - |
| Perspectives 401K Profit Sharing Plan | - | 0 | $0 | $204,897 | - |
| 2022 | 1 | 67 | $3,870,964 | $323,560 | $4,829iApproximate average salary by contribution assumption: employee only about $120,731 at 4% or $80,488 at 6%; with 50% employer match about $80,488 at 4% or $53,658 at 6%; with 100% employer match about $60,366 at 4% or $40,244 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 67 | $3,870,964 | $323,560 | $4,829iApproximate average salary by contribution assumption: employee only about $120,731 at 4% or $80,488 at 6%; with 50% employer match about $80,488 at 4% or $53,658 at 6%; with 100% employer match about $60,366 at 4% or $40,244 at 6%. |
| 2021 | 1 | 66 | $4,803,135 | $311,072 | $4,713iApproximate average salary by contribution assumption: employee only about $117,830 at 4% or $78,554 at 6%; with 50% employer match about $78,554 at 4% or $52,369 at 6%; with 100% employer match about $58,915 at 4% or $39,277 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 66 | $4,803,135 | $311,072 | $4,713iApproximate average salary by contribution assumption: employee only about $117,830 at 4% or $78,554 at 6%; with 50% employer match about $78,554 at 4% or $52,369 at 6%; with 100% employer match about $58,915 at 4% or $39,277 at 6%. |
| 2020 | 1 | 59 | $4,024,945 | $283,732 | $4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,434 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 59 | $4,024,945 | $283,732 | $4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,434 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%. |
| 2019 | 1 | 58 | $4,024,306 | $259,062 | $4,467iApproximate average salary by contribution assumption: employee only about $111,665 at 4% or $74,443 at 6%; with 50% employer match about $74,443 at 4% or $49,629 at 6%; with 100% employer match about $55,832 at 4% or $37,222 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 58 | $4,024,306 | $259,062 | $4,467iApproximate average salary by contribution assumption: employee only about $111,665 at 4% or $74,443 at 6%; with 50% employer match about $74,443 at 4% or $49,629 at 6%; with 100% employer match about $55,832 at 4% or $37,222 at 6%. |
| 2018 | 1 | 56 | $3,687,746 | $237,406 | $4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 56 | $3,687,746 | $237,406 | $4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%. |
| 2017 | 1 | 53 | $4,400,628 | $229,026 | $4,321iApproximate average salary by contribution assumption: employee only about $108,031 at 4% or $72,021 at 6%; with 50% employer match about $72,021 at 4% or $48,014 at 6%; with 100% employer match about $54,016 at 4% or $36,010 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 53 | $4,400,628 | $229,026 | $4,321iApproximate average salary by contribution assumption: employee only about $108,031 at 4% or $72,021 at 6%; with 50% employer match about $72,021 at 4% or $48,014 at 6%; with 100% employer match about $54,016 at 4% or $36,010 at 6%. |
| 2016 | 1 | 51 | $3,653,677 | $243,430 | $4,773iApproximate average salary by contribution assumption: employee only about $119,328 at 4% or $79,552 at 6%; with 50% employer match about $79,552 at 4% or $53,035 at 6%; with 100% employer match about $59,664 at 4% or $39,776 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 51 | $3,653,677 | $243,430 | $4,773iApproximate average salary by contribution assumption: employee only about $119,328 at 4% or $79,552 at 6%; with 50% employer match about $79,552 at 4% or $53,035 at 6%; with 100% employer match about $59,664 at 4% or $39,776 at 6%. |
| 2015 | 1 | 52 | $3,298,373 | $239,856 | $4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 52 | $3,298,373 | $239,856 | $4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%. |
| 2014 | 1 | 52 | $3,112,429 | $230,952 | $4,441iApproximate average salary by contribution assumption: employee only about $111,035 at 4% or $74,023 at 6%; with 50% employer match about $74,023 at 4% or $49,349 at 6%; with 100% employer match about $55,517 at 4% or $37,012 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 52 | $3,112,429 | $230,952 | $4,441iApproximate average salary by contribution assumption: employee only about $111,035 at 4% or $74,023 at 6%; with 50% employer match about $74,023 at 4% or $49,349 at 6%; with 100% employer match about $55,517 at 4% or $37,012 at 6%. |
| 2013 | 1 | 46 | $3,201,931 | $217,226 | $4,722iApproximate average salary by contribution assumption: employee only about $118,058 at 4% or $78,705 at 6%; with 50% employer match about $78,705 at 4% or $52,470 at 6%; with 100% employer match about $59,029 at 4% or $39,353 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 46 | $3,201,931 | $217,226 | $4,722iApproximate average salary by contribution assumption: employee only about $118,058 at 4% or $78,705 at 6%; with 50% employer match about $78,705 at 4% or $52,470 at 6%; with 100% employer match about $59,029 at 4% or $39,353 at 6%. |
| 2012 | 1 | 44 | $2,564,271 | $217,207 | $4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,275 at 6%; with 50% employer match about $82,275 at 4% or $54,850 at 6%; with 100% employer match about $61,707 at 4% or $41,138 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 44 | $2,564,271 | $217,207 | $4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,275 at 6%; with 50% employer match about $82,275 at 4% or $54,850 at 6%; with 100% employer match about $61,707 at 4% or $41,138 at 6%. |
| 2011 | 1 | 44 | $2,474,129 | $205,572 | $4,672iApproximate average salary by contribution assumption: employee only about $116,802 at 4% or $77,868 at 6%; with 50% employer match about $77,868 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 44 | $2,474,129 | $205,572 | $4,672iApproximate average salary by contribution assumption: employee only about $116,802 at 4% or $77,868 at 6%; with 50% employer match about $77,868 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%. |
| 2010 | 1 | 46 | $2,417,605 | $193,040 | $4,197iApproximate average salary by contribution assumption: employee only about $104,913 at 4% or $69,942 at 6%; with 50% employer match about $69,942 at 4% or $46,628 at 6%; with 100% employer match about $52,457 at 4% or $34,971 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 46 | $2,417,605 | $193,040 | $4,197iApproximate average salary by contribution assumption: employee only about $104,913 at 4% or $69,942 at 6%; with 50% employer match about $69,942 at 4% or $46,628 at 6%; with 100% employer match about $52,457 at 4% or $34,971 at 6%. |
| 2009 | 1 | 44 | $1,997,858 | $309,907 | $7,043iApproximate average salary by contribution assumption: employee only about $176,084 at 4% or $117,389 at 6%; with 50% employer match about $117,389 at 4% or $78,259 at 6%; with 100% employer match about $88,042 at 4% or $58,695 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 44 | $1,997,858 | $309,907 | $7,043iApproximate average salary by contribution assumption: employee only about $176,084 at 4% or $117,389 at 6%; with 50% employer match about $117,389 at 4% or $78,259 at 6%; with 100% employer match about $88,042 at 4% or $58,695 at 6%. |
| 2005 | 1 | 34 | $1,409,072 | $181,219 | $5,330iApproximate average salary by contribution assumption: employee only about $133,249 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,416 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 34 | $1,409,072 | $181,219 | $5,330iApproximate average salary by contribution assumption: employee only about $133,249 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,416 at 6%. |
| 2004 | 1 | 41 | $1,247,609 | $197,534 | $4,818iApproximate average salary by contribution assumption: employee only about $120,448 at 4% or $80,298 at 6%; with 50% employer match about $80,298 at 4% or $53,532 at 6%; with 100% employer match about $60,224 at 4% or $40,149 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 41 | $1,247,609 | $197,534 | $4,818iApproximate average salary by contribution assumption: employee only about $120,448 at 4% or $80,298 at 6%; with 50% employer match about $80,298 at 4% or $53,532 at 6%; with 100% employer match about $60,224 at 4% or $40,149 at 6%. |
| 2003 | 1 | 49 | $1,015,065 | $155,199 | $3,167iApproximate average salary by contribution assumption: employee only about $79,183 at 4% or $52,789 at 6%; with 50% employer match about $52,789 at 4% or $35,193 at 6%; with 100% employer match about $39,592 at 4% or $26,394 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 49 | $1,015,065 | $155,199 | $3,167iApproximate average salary by contribution assumption: employee only about $79,183 at 4% or $52,789 at 6%; with 50% employer match about $52,789 at 4% or $35,193 at 6%; with 100% employer match about $39,592 at 4% or $26,394 at 6%. |
| 2002 | 1 | 50 | $0 | $0 | - |
| Perspectives 401K Profit Sharing Plan | - | 50 | - | - | - |
| 2001 | 1 | 51 | $738,533 | $159,319 | $3,124iApproximate average salary by contribution assumption: employee only about $78,098 at 4% or $52,065 at 6%; with 50% employer match about $52,065 at 4% or $34,710 at 6%; with 100% employer match about $39,049 at 4% or $26,033 at 6%. |
| Perspectives 401K Profit Sharing Plan | - | 51 | $738,533 | $159,319 | $3,124iApproximate average salary by contribution assumption: employee only about $78,098 at 4% or $52,065 at 6%; with 50% employer match about $52,065 at 4% or $34,710 at 6%; with 100% employer match about $39,049 at 4% or $26,033 at 6%. |
| 2000 | 1 | 47 | $0 | $0 | - |
| Perspectives 401K Profit Sharing Plan | - | 47 | - | - | - |
| 1999 | 1 | 0 | $632,655 | $0 | - |
| Perspectives 401K Profit Sharing Plan | - | 0 | $632,655 | - | - |