PERSPECTIVES, INC.
Plan context: PERSPECTIVES, INC. 403(B) PLAN
EIN 41-1288300 • Minneapolis, MN • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$500,024
2024 Contributions
$78,287
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| PERSPECTIVES, INC. 403 (B) PLAN | - | 0 | $0 | $0 | - |
| 2023 | 1 | 37 | $500,024 | $78,287 | $2,116iApproximate average salary by contribution assumption: employee only about $52,897 at 4% or $35,264 at 6%; with 50% employer match about $35,264 at 4% or $23,510 at 6%; with 100% employer match about $26,448 at 4% or $17,632 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 37 | $500,024 | $78,287 | $2,116iApproximate average salary by contribution assumption: employee only about $52,897 at 4% or $35,264 at 6%; with 50% employer match about $35,264 at 4% or $23,510 at 6%; with 100% employer match about $26,448 at 4% or $17,632 at 6%. |
| 2022 | 1 | 35 | $931,824 | $73,223 | $2,092iApproximate average salary by contribution assumption: employee only about $52,302 at 4% or $34,868 at 6%; with 50% employer match about $34,868 at 4% or $23,245 at 6%; with 100% employer match about $26,151 at 4% or $17,434 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 35 | $931,824 | $73,223 | $2,092iApproximate average salary by contribution assumption: employee only about $52,302 at 4% or $34,868 at 6%; with 50% employer match about $34,868 at 4% or $23,245 at 6%; with 100% employer match about $26,151 at 4% or $17,434 at 6%. |
| 2021 | 1 | 27 | $982,427 | $109,266 | $4,047iApproximate average salary by contribution assumption: employee only about $101,172 at 4% or $67,448 at 6%; with 50% employer match about $67,448 at 4% or $44,965 at 6%; with 100% employer match about $50,586 at 4% or $33,724 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 27 | $982,427 | $109,266 | $4,047iApproximate average salary by contribution assumption: employee only about $101,172 at 4% or $67,448 at 6%; with 50% employer match about $67,448 at 4% or $44,965 at 6%; with 100% employer match about $50,586 at 4% or $33,724 at 6%. |
| 2020 | 1 | 25 | $848,372 | $124,969 | $4,999iApproximate average salary by contribution assumption: employee only about $124,969 at 4% or $83,313 at 6%; with 50% employer match about $83,313 at 4% or $55,542 at 6%; with 100% employer match about $62,485 at 4% or $41,656 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 25 | $848,372 | $124,969 | $4,999iApproximate average salary by contribution assumption: employee only about $124,969 at 4% or $83,313 at 6%; with 50% employer match about $83,313 at 4% or $55,542 at 6%; with 100% employer match about $62,485 at 4% or $41,656 at 6%. |
| 2019 | 1 | 25 | $669,843 | $83,316 | $3,333iApproximate average salary by contribution assumption: employee only about $83,316 at 4% or $55,544 at 6%; with 50% employer match about $55,544 at 4% or $37,029 at 6%; with 100% employer match about $41,658 at 4% or $27,772 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 25 | $669,843 | $83,316 | $3,333iApproximate average salary by contribution assumption: employee only about $83,316 at 4% or $55,544 at 6%; with 50% employer match about $55,544 at 4% or $37,029 at 6%; with 100% employer match about $41,658 at 4% or $27,772 at 6%. |
| 2017 | 1 | 18 | $670,255 | $70,457 | $3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,928 at 4% or $32,619 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 18 | $670,255 | $70,457 | $3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,928 at 4% or $32,619 at 6%. |
| 2016 | 1 | 17 | $506,193 | $58,168 | $3,422iApproximate average salary by contribution assumption: employee only about $85,541 at 4% or $57,027 at 6%; with 50% employer match about $57,027 at 4% or $38,018 at 6%; with 100% employer match about $42,771 at 4% or $28,514 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 17 | $506,193 | $58,168 | $3,422iApproximate average salary by contribution assumption: employee only about $85,541 at 4% or $57,027 at 6%; with 50% employer match about $57,027 at 4% or $38,018 at 6%; with 100% employer match about $42,771 at 4% or $28,514 at 6%. |
| 2015 | 1 | 13 | $565,805 | $51,638 | $3,972iApproximate average salary by contribution assumption: employee only about $99,304 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,135 at 6%; with 100% employer match about $49,652 at 4% or $33,101 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 13 | $565,805 | $51,638 | $3,972iApproximate average salary by contribution assumption: employee only about $99,304 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,135 at 6%; with 100% employer match about $49,652 at 4% or $33,101 at 6%. |
| 2014 | 1 | 13 | $549,179 | $51,067 | $3,928iApproximate average salary by contribution assumption: employee only about $98,206 at 4% or $65,471 at 6%; with 50% employer match about $65,471 at 4% or $43,647 at 6%; with 100% employer match about $49,103 at 4% or $32,735 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 13 | $549,179 | $51,067 | $3,928iApproximate average salary by contribution assumption: employee only about $98,206 at 4% or $65,471 at 6%; with 50% employer match about $65,471 at 4% or $43,647 at 6%; with 100% employer match about $49,103 at 4% or $32,735 at 6%. |
| 2013 | 1 | 18 | $599,109 | $54,954 | $3,053iApproximate average salary by contribution assumption: employee only about $76,325 at 4% or $50,883 at 6%; with 50% employer match about $50,883 at 4% or $33,922 at 6%; with 100% employer match about $38,163 at 4% or $25,442 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 18 | $599,109 | $54,954 | $3,053iApproximate average salary by contribution assumption: employee only about $76,325 at 4% or $50,883 at 6%; with 50% employer match about $50,883 at 4% or $33,922 at 6%; with 100% employer match about $38,163 at 4% or $25,442 at 6%. |
| 2012 | 1 | 18 | $474,788 | $52,145 | $2,897iApproximate average salary by contribution assumption: employee only about $72,424 at 4% or $48,282 at 6%; with 50% employer match about $48,282 at 4% or $32,188 at 6%; with 100% employer match about $36,212 at 4% or $24,141 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 18 | $474,788 | $52,145 | $2,897iApproximate average salary by contribution assumption: employee only about $72,424 at 4% or $48,282 at 6%; with 50% employer match about $48,282 at 4% or $32,188 at 6%; with 100% employer match about $36,212 at 4% or $24,141 at 6%. |
| 2011 | 1 | 18 | $393,719 | $56,907 | $3,162iApproximate average salary by contribution assumption: employee only about $79,038 at 4% or $52,692 at 6%; with 50% employer match about $52,692 at 4% or $35,128 at 6%; with 100% employer match about $39,519 at 4% or $26,346 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 18 | $393,719 | $56,907 | $3,162iApproximate average salary by contribution assumption: employee only about $79,038 at 4% or $52,692 at 6%; with 50% employer match about $52,692 at 4% or $35,128 at 6%; with 100% employer match about $39,519 at 4% or $26,346 at 6%. |
| 2010 | 1 | 15 | $369,066 | $59,405 | $3,960iApproximate average salary by contribution assumption: employee only about $99,008 at 4% or $66,006 at 6%; with 50% employer match about $66,006 at 4% or $44,004 at 6%; with 100% employer match about $49,504 at 4% or $33,003 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 15 | $369,066 | $59,405 | $3,960iApproximate average salary by contribution assumption: employee only about $99,008 at 4% or $66,006 at 6%; with 50% employer match about $66,006 at 4% or $44,004 at 6%; with 100% employer match about $49,504 at 4% or $33,003 at 6%. |
| 2009 | 1 | 15 | $281,225 | $58,252 | $3,883iApproximate average salary by contribution assumption: employee only about $97,087 at 4% or $64,724 at 6%; with 50% employer match about $64,724 at 4% or $43,150 at 6%; with 100% employer match about $48,543 at 4% or $32,362 at 6%. |
| PERSPECTIVES, INC. 403(B) PLAN | - | 15 | $281,225 | $58,252 | $3,883iApproximate average salary by contribution assumption: employee only about $97,087 at 4% or $64,724 at 6%; with 50% employer match about $64,724 at 4% or $43,150 at 6%; with 100% employer match about $48,543 at 4% or $32,362 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| PERSPECTIVES, INC. 403B PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| PERSPECTIVES, INC. 403B PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| PERSPECTIVES, INC. 403B PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| PERSPECTIVES, INC. 403B PLAN | - | 0 | - | - | - |