Civic Intelligence

The Perspective Group LLC

Plan context: The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan

EIN 45-5254009 • 11 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,703,957

2024 Contributions

$212,033

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,703,957$1,351,979$0201320182024YearValue
$2,703,957Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201320182024YearValue
5Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$2,703,957$212,033$42,407iApproximate average salary by contribution assumption: employee only about $1,060,165 at 4% or $706,777 at 6%; with 50% employer match about $706,777 at 4% or $471,184 at 6%; with 100% employer match about $530,083 at 4% or $353,388 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-5$2,703,957$212,033$42,407iApproximate average salary by contribution assumption: employee only about $1,060,165 at 4% or $706,777 at 6%; with 50% employer match about $706,777 at 4% or $471,184 at 6%; with 100% employer match about $530,083 at 4% or $353,388 at 6%.
202315$2,089,194$166,678$33,336iApproximate average salary by contribution assumption: employee only about $833,390 at 4% or $555,593 at 6%; with 50% employer match about $555,593 at 4% or $370,396 at 6%; with 100% employer match about $416,695 at 4% or $277,797 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-5$2,089,194$166,678$33,336iApproximate average salary by contribution assumption: employee only about $833,390 at 4% or $555,593 at 6%; with 50% employer match about $555,593 at 4% or $370,396 at 6%; with 100% employer match about $416,695 at 4% or $277,797 at 6%.
202215$1,421,034$139,479$27,896iApproximate average salary by contribution assumption: employee only about $697,395 at 4% or $464,930 at 6%; with 50% employer match about $464,930 at 4% or $309,953 at 6%; with 100% employer match about $348,698 at 4% or $232,465 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-5$1,421,034$139,479$27,896iApproximate average salary by contribution assumption: employee only about $697,395 at 4% or $464,930 at 6%; with 50% employer match about $464,930 at 4% or $309,953 at 6%; with 100% employer match about $348,698 at 4% or $232,465 at 6%.
202115$2,302,690$140,757$28,151iApproximate average salary by contribution assumption: employee only about $703,785 at 4% or $469,190 at 6%; with 50% employer match about $469,190 at 4% or $312,793 at 6%; with 100% employer match about $351,893 at 4% or $234,595 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-5$2,302,690$140,757$28,151iApproximate average salary by contribution assumption: employee only about $703,785 at 4% or $469,190 at 6%; with 50% employer match about $469,190 at 4% or $312,793 at 6%; with 100% employer match about $351,893 at 4% or $234,595 at 6%.
201914$1,295,220$106,757$26,689iApproximate average salary by contribution assumption: employee only about $667,231 at 4% or $444,821 at 6%; with 50% employer match about $444,821 at 4% or $296,547 at 6%; with 100% employer match about $333,616 at 4% or $222,410 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-4$1,295,220$106,757$26,689iApproximate average salary by contribution assumption: employee only about $667,231 at 4% or $444,821 at 6%; with 50% employer match about $444,821 at 4% or $296,547 at 6%; with 100% employer match about $333,616 at 4% or $222,410 at 6%.
201814$911,189$99,180$24,795iApproximate average salary by contribution assumption: employee only about $619,875 at 4% or $413,250 at 6%; with 50% employer match about $413,250 at 4% or $275,500 at 6%; with 100% employer match about $309,938 at 4% or $206,625 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-4$911,189$99,180$24,795iApproximate average salary by contribution assumption: employee only about $619,875 at 4% or $413,250 at 6%; with 50% employer match about $413,250 at 4% or $275,500 at 6%; with 100% employer match about $309,938 at 4% or $206,625 at 6%.
201714$900,144$79,784$19,946iApproximate average salary by contribution assumption: employee only about $498,650 at 4% or $332,433 at 6%; with 50% employer match about $332,433 at 4% or $221,622 at 6%; with 100% employer match about $249,325 at 4% or $166,217 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-4$900,144$79,784$19,946iApproximate average salary by contribution assumption: employee only about $498,650 at 4% or $332,433 at 6%; with 50% employer match about $332,433 at 4% or $221,622 at 6%; with 100% employer match about $249,325 at 4% or $166,217 at 6%.
201613$591,592$52,610$17,537iApproximate average salary by contribution assumption: employee only about $438,417 at 4% or $292,278 at 6%; with 50% employer match about $292,278 at 4% or $194,852 at 6%; with 100% employer match about $219,208 at 4% or $146,139 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-3$591,592$52,610$17,537iApproximate average salary by contribution assumption: employee only about $438,417 at 4% or $292,278 at 6%; with 50% employer match about $292,278 at 4% or $194,852 at 6%; with 100% employer match about $219,208 at 4% or $146,139 at 6%.
201513$560,993$33,529$11,176iApproximate average salary by contribution assumption: employee only about $279,408 at 4% or $186,272 at 6%; with 50% employer match about $186,272 at 4% or $124,181 at 6%; with 100% employer match about $139,704 at 4% or $93,136 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-3$560,993$33,529$11,176iApproximate average salary by contribution assumption: employee only about $279,408 at 4% or $186,272 at 6%; with 50% employer match about $186,272 at 4% or $124,181 at 6%; with 100% employer match about $139,704 at 4% or $93,136 at 6%.
201413$470,584$275,966$91,989iApproximate average salary by contribution assumption: employee only about $2,299,717 at 4% or $1,533,144 at 6%; with 50% employer match about $1,533,144 at 4% or $1,022,096 at 6%; with 100% employer match about $1,149,858 at 4% or $766,572 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-3$470,584$275,966$91,989iApproximate average salary by contribution assumption: employee only about $2,299,717 at 4% or $1,533,144 at 6%; with 50% employer match about $1,533,144 at 4% or $1,022,096 at 6%; with 100% employer match about $1,149,858 at 4% or $766,572 at 6%.
201312$290,297$261,416$130,708iApproximate average salary by contribution assumption: employee only about $3,267,700 at 4% or $2,178,467 at 6%; with 50% employer match about $2,178,467 at 4% or $1,452,311 at 6%; with 100% employer match about $1,633,850 at 4% or $1,089,233 at 6%.
The Perspective Group LLC, Safe Harbor 401(K) Profit Sharing Plan-2$290,297$261,416$130,708iApproximate average salary by contribution assumption: employee only about $3,267,700 at 4% or $2,178,467 at 6%; with 50% employer match about $2,178,467 at 4% or $1,452,311 at 6%; with 100% employer match about $1,633,850 at 4% or $1,089,233 at 6%.