Civic Intelligence

Perspective Wealth Partners LLC

Plan context: Perspective Wealth Partners LLC 401(K) Plan

EIN 90-0260745 • Boise, ID • 11 filings • 2 plans

121 N. 9th Street, Suite 400Boise, ID 83702
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$6,391,637

2024 Contributions

$507,951

Historical Graphs

Total Assets Over Time

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

$6,391,637$3,195,819$0201820212024YearValue
$6,391,637Latest year 2024

Participants Over Time

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

1050201820212024YearValue
10Latest 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
2024110$6,391,637$507,951$50,795iApproximate average salary by contribution assumption: employee only about $1,269,878 at 4% or $846,585 at 6%; with 50% employer match about $846,585 at 4% or $564,390 at 6%; with 100% employer match about $634,939 at 4% or $423,293 at 6%.
Perspective Wealth Partners LLC 401(K) Plan-10$6,391,637$507,951$50,795iApproximate average salary by contribution assumption: employee only about $1,269,878 at 4% or $846,585 at 6%; with 50% employer match about $846,585 at 4% or $564,390 at 6%; with 100% employer match about $634,939 at 4% or $423,293 at 6%.
202318$5,018,169$170,586$21,323iApproximate average salary by contribution assumption: employee only about $533,081 at 4% or $355,388 at 6%; with 50% employer match about $355,388 at 4% or $236,925 at 6%; with 100% employer match about $266,541 at 4% or $177,694 at 6%.
Perspective Wealth Partners LLC 401(K) Plan-8$5,018,169$170,586$21,323iApproximate average salary by contribution assumption: employee only about $533,081 at 4% or $355,388 at 6%; with 50% employer match about $355,388 at 4% or $236,925 at 6%; with 100% employer match about $266,541 at 4% or $177,694 at 6%.
202228$4,074,646$2,303,619$287,952iApproximate average salary by contribution assumption: employee only about $7,198,809 at 4% or $4,799,206 at 6%; with 50% employer match about $4,799,206 at 4% or $3,199,471 at 6%; with 100% employer match about $3,599,405 at 4% or $2,399,603 at 6%.
Perspective Wealth Partners LLC 401(K) Plan-8$4,074,646$2,303,619$287,952iApproximate average salary by contribution assumption: employee only about $7,198,809 at 4% or $4,799,206 at 6%; with 50% employer match about $4,799,206 at 4% or $3,199,471 at 6%; with 100% employer match about $3,599,405 at 4% or $2,399,603 at 6%.
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN-0$0$0-
202125$4,583,514$290,019$58,004iApproximate average salary by contribution assumption: employee only about $1,450,095 at 4% or $966,730 at 6%; with 50% employer match about $966,730 at 4% or $644,487 at 6%; with 100% employer match about $725,048 at 4% or $483,365 at 6%.
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN-2$2,391,681$0-
Perspective Wealth Partners LLC 401(K) Plan-5$2,191,833$290,019$58,004iApproximate average salary by contribution assumption: employee only about $1,450,095 at 4% or $966,730 at 6%; with 50% employer match about $966,730 at 4% or $644,487 at 6%; with 100% employer match about $725,048 at 4% or $483,365 at 6%.
202022$3,546,672$93,869$46,935iApproximate average salary by contribution assumption: employee only about $1,173,363 at 4% or $782,242 at 6%; with 50% employer match about $782,242 at 4% or $521,494 at 6%; with 100% employer match about $586,681 at 4% or $391,121 at 6%.
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN-2$1,958,735$0-
Perspective Wealth Partners LLC 401(K) Plan-2$1,587,937$93,869$46,935iApproximate average salary by contribution assumption: employee only about $1,173,363 at 4% or $782,242 at 6%; with 50% employer match about $782,242 at 4% or $521,494 at 6%; with 100% employer match about $586,681 at 4% or $391,121 at 6%.
201922$2,833,091$88,676$44,338iApproximate average salary by contribution assumption: employee only about $1,108,450 at 4% or $738,967 at 6%; with 50% employer match about $738,967 at 4% or $492,644 at 6%; with 100% employer match about $554,225 at 4% or $369,483 at 6%.
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN-2$1,719,845$0-
Perspective Wealth Partners LLC 401(K) Plan-2$1,113,246$88,676$44,338iApproximate average salary by contribution assumption: employee only about $1,108,450 at 4% or $738,967 at 6%; with 50% employer match about $738,967 at 4% or $492,644 at 6%; with 100% employer match about $554,225 at 4% or $369,483 at 6%.
201812$751,873$45,100$22,550iApproximate average salary by contribution assumption: employee only about $563,750 at 4% or $375,833 at 6%; with 50% employer match about $375,833 at 4% or $250,556 at 6%; with 100% employer match about $281,875 at 4% or $187,917 at 6%.
Perspective Wealth Partners LLC 401(K) Plan-2$751,873$45,100$22,550iApproximate average salary by contribution assumption: employee only about $563,750 at 4% or $375,833 at 6%; with 50% employer match about $375,833 at 4% or $250,556 at 6%; with 100% employer match about $281,875 at 4% or $187,917 at 6%.