Perspectives Corporation 401k Savings Plan — Form 5500 plan (Perspectives Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Perspectives Corporation 401k Savings Plan is a benefit plan reported by Perspectives Corporation under EIN 05-0376486 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $24,185,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perspectives Corporation
- EIN
- 05-0376486
- Plan number
- 001
- Plan type
- 2
- Location
- North Kingstown, RI
- Latest filing year
- 2023
- Participants
- 565
- End-of-year plan assets
- $24,185,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 565 | H, C | 20241004091349NAL0006540403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,185,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,185,666
- Net assets (BOY)
- $21,417,309
Income & contributions
- Employer contributions
- $448,482
- Participant contributions
- $720,937
- Total contributions
- $1,239,752
- Total income / additions
- $4,734,611
Expenses & distributions
- Benefits paid
- $1,877,759
- Administrative expenses
- $88,495
- Total expenses
- $1,966,254
- Net increase / (decrease)
- $2,768,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $40,391 | $0 | 2023 |
| J W Thompson Investments | INVESTMENT ADVISOR | $29,623 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | AUDITING | $18,480 | not reported in the loaded dataset | 2023 |
| National Financial Services | BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perspectives Corporation
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in North Kingstown, RI
- Transamerica Retirement Solutions — Schedule C compensation
- J W Thompson Investments — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- National Financial Services — Schedule C compensation