PERSPECTIVE FINANCIAL GROUP, INC.
Plan context: PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN
EIN 84-1992041 • Indianapolis, IN • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$301,273
2025 Contributions
$66,995
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 | 1 | 5 | $301,273 | $66,995 | $13,399iApproximate average salary by contribution assumption: employee only about $334,975 at 4% or $223,317 at 6%; with 50% employer match about $223,317 at 4% or $148,878 at 6%; with 100% employer match about $167,488 at 4% or $111,658 at 6%. |
| PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN | - | 5 | $301,273 | $66,995 | $13,399iApproximate average salary by contribution assumption: employee only about $334,975 at 4% or $223,317 at 6%; with 50% employer match about $223,317 at 4% or $148,878 at 6%; with 100% employer match about $167,488 at 4% or $111,658 at 6%. |
| 2024 | 1 | 4 | $207,673 | $86,130 | $21,533iApproximate average salary by contribution assumption: employee only about $538,313 at 4% or $358,875 at 6%; with 50% employer match about $358,875 at 4% or $239,250 at 6%; with 100% employer match about $269,156 at 4% or $179,438 at 6%. |
| PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN | - | 4 | $207,673 | $86,130 | $21,533iApproximate average salary by contribution assumption: employee only about $538,313 at 4% or $358,875 at 6%; with 50% employer match about $358,875 at 4% or $239,250 at 6%; with 100% employer match about $269,156 at 4% or $179,438 at 6%. |
| 2023 | 1 | 3 | $111,152 | $41,640 | $13,880iApproximate average salary by contribution assumption: employee only about $347,000 at 4% or $231,333 at 6%; with 50% employer match about $231,333 at 4% or $154,222 at 6%; with 100% employer match about $173,500 at 4% or $115,667 at 6%. |
| PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN | - | 3 | $111,152 | $41,640 | $13,880iApproximate average salary by contribution assumption: employee only about $347,000 at 4% or $231,333 at 6%; with 50% employer match about $231,333 at 4% or $154,222 at 6%; with 100% employer match about $173,500 at 4% or $115,667 at 6%. |
| 2022 | 1 | 3 | $60,506 | $43,113 | $14,371iApproximate average salary by contribution assumption: employee only about $359,275 at 4% or $239,517 at 6%; with 50% employer match about $239,517 at 4% or $159,678 at 6%; with 100% employer match about $179,638 at 4% or $119,758 at 6%. |
| PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN | - | 3 | $60,506 | $43,113 | $14,371iApproximate average salary by contribution assumption: employee only about $359,275 at 4% or $239,517 at 6%; with 50% employer match about $239,517 at 4% or $159,678 at 6%; with 100% employer match about $179,638 at 4% or $119,758 at 6%. |
| 2021 | 1 | 3 | $22,046 | $12,997 | $4,332iApproximate average salary by contribution assumption: employee only about $108,308 at 4% or $72,206 at 6%; with 50% employer match about $72,206 at 4% or $48,137 at 6%; with 100% employer match about $54,154 at 4% or $36,103 at 6%. |
| PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN | - | 3 | $22,046 | $12,997 | $4,332iApproximate average salary by contribution assumption: employee only about $108,308 at 4% or $72,206 at 6%; with 50% employer match about $72,206 at 4% or $48,137 at 6%; with 100% employer match about $54,154 at 4% or $36,103 at 6%. |