POSTIVE OUTLOOK HOLDINGS, LLC
Plan context: POSITIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN
EIN 38-3021307 • Miami, FL • 6 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$967,767
2025 Contributions
$299,157
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 3 | $967,767 | $299,157 | $99,719iApproximate average salary by contribution assumption: employee only about $2,492,975 at 4% or $1,661,983 at 6%; with 50% employer match about $1,661,983 at 4% or $1,107,989 at 6%; with 100% employer match about $1,246,488 at 4% or $830,992 at 6%. |
| POSITIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN | - | 3 | $694,574 | $211,347 | $70,449iApproximate average salary by contribution assumption: employee only about $1,761,225 at 4% or $1,174,150 at 6%; with 50% employer match about $1,174,150 at 4% or $782,767 at 6%; with 100% employer match about $880,613 at 4% or $587,075 at 6%. |
| POSITIVE OUTLOOK HOLDINGS, LLC 401K PLAN | - | 3 | $273,193 | $87,810 | $29,270iApproximate average salary by contribution assumption: employee only about $731,750 at 4% or $487,833 at 6%; with 50% employer match about $487,833 at 4% or $325,222 at 6%; with 100% employer match about $365,875 at 4% or $243,917 at 6%. |
| 2024 | 2 | 3 | $590,578 | $280,950 | $93,650iApproximate average salary by contribution assumption: employee only about $2,341,250 at 4% or $1,560,833 at 6%; with 50% employer match about $1,560,833 at 4% or $1,040,556 at 6%; with 100% employer match about $1,170,625 at 4% or $780,417 at 6%. |
| POSTIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN | - | 3 | $437,551 | $211,197 | $70,399iApproximate average salary by contribution assumption: employee only about $1,759,975 at 4% or $1,173,317 at 6%; with 50% employer match about $1,173,317 at 4% or $782,211 at 6%; with 100% employer match about $879,988 at 4% or $586,658 at 6%. |
| POSITIVE OUTLOOK HOLDINGS, LLC 401K PLAN | - | 3 | $153,027 | $69,753 | $23,251iApproximate average salary by contribution assumption: employee only about $581,275 at 4% or $387,517 at 6%; with 50% employer match about $387,517 at 4% or $258,344 at 6%; with 100% employer match about $290,638 at 4% or $193,758 at 6%. |
| 2023 | 2 | 3 | $281,019 | $277,249 | $92,416iApproximate average salary by contribution assumption: employee only about $2,310,408 at 4% or $1,540,272 at 6%; with 50% employer match about $1,540,272 at 4% or $1,026,848 at 6%; with 100% employer match about $1,155,204 at 4% or $770,136 at 6%. |
| POSITIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN | - | 3 | $210,358 | $210,358 | $70,119iApproximate average salary by contribution assumption: employee only about $1,752,983 at 4% or $1,168,656 at 6%; with 50% employer match about $1,168,656 at 4% or $779,104 at 6%; with 100% employer match about $876,492 at 4% or $584,328 at 6%. |
| POSITIVE OUTLOOK HOLDINGS, LLC 401K PLAN | - | 3 | $70,661 | $66,891 | $22,297iApproximate average salary by contribution assumption: employee only about $557,425 at 4% or $371,617 at 6%; with 50% employer match about $371,617 at 4% or $247,744 at 6%; with 100% employer match about $278,713 at 4% or $185,808 at 6%. |