Perspectives Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 05-0376486) is a plan sponsor located in North Kingstown, RI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0376486
Location
North Kingstown, RI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,185,666
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,185,666

Contributions & income

Employer contributions
$448,482
Participant contributions
$720,937
Total income / additions
$4,734,611

Expenses & distributions

Benefits paid / distributions
$1,877,759
Total expenses
$1,966,254
Net increase / (decrease)
$2,768,357

Coverage

Total reported participants
814
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Perspectives Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Perspectives Corporation 401k Savings Plan001565$24,185,6662023
Perspectives Corporation Welfare Wrap Plan501249not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Perspectives Corporation
YearPlanParticipantsSchedulesFiling
2023Perspectives Corporation Welfare Wrap Plan24920240418141346NAL0003236051001
2023Perspectives Corporation 401k Savings Plan565H, C20241004091349NAL0006540403001

Related Form 5500 pages