Perspectives Inc.
Plan context: Perspectives Inc. 401(K) Plan
EIN 68-0567271 • Albuquerque, NM • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,100,330
2024 Contributions
$85,045
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 | 12 | $3,100,330 | $85,045 | $7,087iApproximate average salary by contribution assumption: employee only about $177,177 at 4% or $118,118 at 6%; with 50% employer match about $118,118 at 4% or $78,745 at 6%; with 100% employer match about $88,589 at 4% or $59,059 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 12 | $3,100,330 | $85,045 | $7,087iApproximate average salary by contribution assumption: employee only about $177,177 at 4% or $118,118 at 6%; with 50% employer match about $118,118 at 4% or $78,745 at 6%; with 100% employer match about $88,589 at 4% or $59,059 at 6%. |
| 2023 | 1 | 11 | $2,716,108 | $71,985 | $6,544iApproximate average salary by contribution assumption: employee only about $163,602 at 4% or $109,068 at 6%; with 50% employer match about $109,068 at 4% or $72,712 at 6%; with 100% employer match about $81,801 at 4% or $54,534 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $2,716,108 | $71,985 | $6,544iApproximate average salary by contribution assumption: employee only about $163,602 at 4% or $109,068 at 6%; with 50% employer match about $109,068 at 4% or $72,712 at 6%; with 100% employer match about $81,801 at 4% or $54,534 at 6%. |
| 2022 | 1 | 10 | $2,257,901 | $71,211 | $7,121iApproximate average salary by contribution assumption: employee only about $178,028 at 4% or $118,685 at 6%; with 50% employer match about $118,685 at 4% or $79,123 at 6%; with 100% employer match about $89,014 at 4% or $59,343 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 10 | $2,257,901 | $71,211 | $7,121iApproximate average salary by contribution assumption: employee only about $178,028 at 4% or $118,685 at 6%; with 50% employer match about $118,685 at 4% or $79,123 at 6%; with 100% employer match about $89,014 at 4% or $59,343 at 6%. |
| 2021 | 1 | 11 | $2,696,735 | $157,679 | $14,334iApproximate average salary by contribution assumption: employee only about $358,361 at 4% or $238,908 at 6%; with 50% employer match about $238,908 at 4% or $159,272 at 6%; with 100% employer match about $179,181 at 4% or $119,454 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $2,696,735 | $157,679 | $14,334iApproximate average salary by contribution assumption: employee only about $358,361 at 4% or $238,908 at 6%; with 50% employer match about $238,908 at 4% or $159,272 at 6%; with 100% employer match about $179,181 at 4% or $119,454 at 6%. |
| 2020 | 1 | 11 | $2,376,294 | $104,343 | $9,486iApproximate average salary by contribution assumption: employee only about $237,143 at 4% or $158,095 at 6%; with 50% employer match about $158,095 at 4% or $105,397 at 6%; with 100% employer match about $118,572 at 4% or $79,048 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $2,376,294 | $104,343 | $9,486iApproximate average salary by contribution assumption: employee only about $237,143 at 4% or $158,095 at 6%; with 50% employer match about $158,095 at 4% or $105,397 at 6%; with 100% employer match about $118,572 at 4% or $79,048 at 6%. |
| 2019 | 1 | 10 | $2,568,827 | $163,150 | $16,315iApproximate average salary by contribution assumption: employee only about $407,875 at 4% or $271,917 at 6%; with 50% employer match about $271,917 at 4% or $181,278 at 6%; with 100% employer match about $203,938 at 4% or $135,958 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 10 | $2,568,827 | $163,150 | $16,315iApproximate average salary by contribution assumption: employee only about $407,875 at 4% or $271,917 at 6%; with 50% employer match about $271,917 at 4% or $181,278 at 6%; with 100% employer match about $203,938 at 4% or $135,958 at 6%. |
| 2018 | 1 | 10 | $1,978,165 | $176,279 | $17,628iApproximate average salary by contribution assumption: employee only about $440,698 at 4% or $293,798 at 6%; with 50% employer match about $293,798 at 4% or $195,866 at 6%; with 100% employer match about $220,349 at 4% or $146,899 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 10 | $1,978,165 | $176,279 | $17,628iApproximate average salary by contribution assumption: employee only about $440,698 at 4% or $293,798 at 6%; with 50% employer match about $293,798 at 4% or $195,866 at 6%; with 100% employer match about $220,349 at 4% or $146,899 at 6%. |
| 2017 | 1 | 7 | $1,958,500 | $188,018 | $26,860iApproximate average salary by contribution assumption: employee only about $671,493 at 4% or $447,662 at 6%; with 50% employer match about $447,662 at 4% or $298,441 at 6%; with 100% employer match about $335,746 at 4% or $223,831 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 7 | $1,958,500 | $188,018 | $26,860iApproximate average salary by contribution assumption: employee only about $671,493 at 4% or $447,662 at 6%; with 50% employer match about $447,662 at 4% or $298,441 at 6%; with 100% employer match about $335,746 at 4% or $223,831 at 6%. |
| 2016 | 1 | 8 | $1,626,612 | $103,457 | $12,932iApproximate average salary by contribution assumption: employee only about $323,303 at 4% or $215,535 at 6%; with 50% employer match about $215,535 at 4% or $143,690 at 6%; with 100% employer match about $161,652 at 4% or $107,768 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 8 | $1,626,612 | $103,457 | $12,932iApproximate average salary by contribution assumption: employee only about $323,303 at 4% or $215,535 at 6%; with 50% employer match about $215,535 at 4% or $143,690 at 6%; with 100% employer match about $161,652 at 4% or $107,768 at 6%. |
| 2015 | 1 | 8 | $1,427,685 | $136,035 | $17,004iApproximate average salary by contribution assumption: employee only about $425,109 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,938 at 6%; with 100% employer match about $212,555 at 4% or $141,703 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 8 | $1,427,685 | $136,035 | $17,004iApproximate average salary by contribution assumption: employee only about $425,109 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,938 at 6%; with 100% employer match about $212,555 at 4% or $141,703 at 6%. |
| 2014 | 1 | 8 | $1,309,418 | $150,086 | $18,761iApproximate average salary by contribution assumption: employee only about $469,019 at 4% or $312,679 at 6%; with 50% employer match about $312,679 at 4% or $208,453 at 6%; with 100% employer match about $234,509 at 4% or $156,340 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 8 | $1,309,418 | $150,086 | $18,761iApproximate average salary by contribution assumption: employee only about $469,019 at 4% or $312,679 at 6%; with 50% employer match about $312,679 at 4% or $208,453 at 6%; with 100% employer match about $234,509 at 4% or $156,340 at 6%. |
| 2013 | 1 | 7 | $1,094,937 | $130,209 | $18,601iApproximate average salary by contribution assumption: employee only about $465,032 at 4% or $310,021 at 6%; with 50% employer match about $310,021 at 4% or $206,681 at 6%; with 100% employer match about $232,516 at 4% or $155,011 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 7 | $1,094,937 | $130,209 | $18,601iApproximate average salary by contribution assumption: employee only about $465,032 at 4% or $310,021 at 6%; with 50% employer match about $310,021 at 4% or $206,681 at 6%; with 100% employer match about $232,516 at 4% or $155,011 at 6%. |
| 2012 | 1 | 7 | $799,276 | $83,237 | $11,891iApproximate average salary by contribution assumption: employee only about $297,275 at 4% or $198,183 at 6%; with 50% employer match about $198,183 at 4% or $132,122 at 6%; with 100% employer match about $148,638 at 4% or $99,092 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 7 | $799,276 | $83,237 | $11,891iApproximate average salary by contribution assumption: employee only about $297,275 at 4% or $198,183 at 6%; with 50% employer match about $198,183 at 4% or $132,122 at 6%; with 100% employer match about $148,638 at 4% or $99,092 at 6%. |
| 2011 | 1 | 7 | $632,472 | $89,654 | $12,808iApproximate average salary by contribution assumption: employee only about $320,193 at 4% or $213,462 at 6%; with 50% employer match about $213,462 at 4% or $142,308 at 6%; with 100% employer match about $160,096 at 4% or $106,731 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 7 | $632,472 | $89,654 | $12,808iApproximate average salary by contribution assumption: employee only about $320,193 at 4% or $213,462 at 6%; with 50% employer match about $213,462 at 4% or $142,308 at 6%; with 100% employer match about $160,096 at 4% or $106,731 at 6%. |
| 2010 | 1 | 11 | $869,202 | $111,677 | $10,152iApproximate average salary by contribution assumption: employee only about $253,811 at 4% or $169,208 at 6%; with 50% employer match about $169,208 at 4% or $112,805 at 6%; with 100% employer match about $126,906 at 4% or $84,604 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $869,202 | $111,677 | $10,152iApproximate average salary by contribution assumption: employee only about $253,811 at 4% or $169,208 at 6%; with 50% employer match about $169,208 at 4% or $112,805 at 6%; with 100% employer match about $126,906 at 4% or $84,604 at 6%. |
| 2009 | 1 | 14 | $668,982 | $127,843 | $9,132iApproximate average salary by contribution assumption: employee only about $228,291 at 4% or $152,194 at 6%; with 50% employer match about $152,194 at 4% or $101,463 at 6%; with 100% employer match about $114,146 at 4% or $76,097 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 14 | $668,982 | $127,843 | $9,132iApproximate average salary by contribution assumption: employee only about $228,291 at 4% or $152,194 at 6%; with 50% employer match about $152,194 at 4% or $101,463 at 6%; with 100% employer match about $114,146 at 4% or $76,097 at 6%. |
| 2008 | 1 | 14 | $434,260 | $106,061 | $7,576iApproximate average salary by contribution assumption: employee only about $189,395 at 4% or $126,263 at 6%; with 50% employer match about $126,263 at 4% or $84,175 at 6%; with 100% employer match about $94,697 at 4% or $63,132 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 14 | $434,260 | $106,061 | $7,576iApproximate average salary by contribution assumption: employee only about $189,395 at 4% or $126,263 at 6%; with 50% employer match about $126,263 at 4% or $84,175 at 6%; with 100% employer match about $94,697 at 4% or $63,132 at 6%. |
| 2007 | 1 | 11 | $472,327 | $105,395 | $9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,460 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $472,327 | $105,395 | $9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,460 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%. |
| 2006 | 1 | 11 | $329,516 | $102,813 | $9,347iApproximate average salary by contribution assumption: employee only about $233,666 at 4% or $155,777 at 6%; with 50% employer match about $155,777 at 4% or $103,852 at 6%; with 100% employer match about $116,833 at 4% or $77,889 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $329,516 | $102,813 | $9,347iApproximate average salary by contribution assumption: employee only about $233,666 at 4% or $155,777 at 6%; with 50% employer match about $155,777 at 4% or $103,852 at 6%; with 100% employer match about $116,833 at 4% or $77,889 at 6%. |
| 2005 | 1 | 11 | $195,122 | $103,322 | $9,393iApproximate average salary by contribution assumption: employee only about $234,823 at 4% or $156,548 at 6%; with 50% employer match about $156,548 at 4% or $104,366 at 6%; with 100% employer match about $117,411 at 4% or $78,274 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $195,122 | $103,322 | $9,393iApproximate average salary by contribution assumption: employee only about $234,823 at 4% or $156,548 at 6%; with 50% employer match about $156,548 at 4% or $104,366 at 6%; with 100% employer match about $117,411 at 4% or $78,274 at 6%. |
| 2004 | 1 | 11 | $84,655 | $79,225 | $7,202iApproximate average salary by contribution assumption: employee only about $180,057 at 4% or $120,038 at 6%; with 50% employer match about $120,038 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%. |
| Perspectives Inc. 401(K) Plan | - | 11 | $84,655 | $79,225 | $7,202iApproximate average salary by contribution assumption: employee only about $180,057 at 4% or $120,038 at 6%; with 50% employer match about $120,038 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%. |