Perspective Wealth Partners, LLC
California
Registered In
05/31/2012
Incorp. Date
Foreign
Registration Type
Idaho
Foreign Jurisdiction
Company Summary
Perspective Wealth Partners, LLC in Boise, ID was registered on 05/31/2012. It is listed at Ca.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Idaho
- Company Type
- Limited Liability Company - Out of State
- Status
- Terminated
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No Agent
Individual Agent
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913 N 10TH ST, BOISE, ID 83702
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CA
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Financial Information for Perspective Wealth Partners, LLC
Form 5500
PERSPECTIVE WEALTH PARTNERS, LLC
121 N. 9th Street Suite 204, Boise, Id 83702 (208) 429-0960 EIN:90-0260745 Plan Admin:James Bailey| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,191,833 / $4,074,646 | 2022 | PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 | 7 / 8 | $2,191,833 / $4,074,646 |
| 2022 | Plan NamePERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$2,391,681 / $0 | 2022 | PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN - Plan #002 | 2 / 0 | $2,391,681 / $0 |
| 2021 | Plan NamePERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,958,735 / $2,391,681 | 2021 | PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $1,958,735 / $2,391,681 |
| 2021 | Plan NamePERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,587,937 / $2,191,833 | 2021 | PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $1,587,937 / $2,191,833 |
| 2020 | Plan NamePERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,719,845 / $1,958,735 | 2020 | PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $1,719,845 / $1,958,735 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Perspective Wealth Partners, LLC
Registered in Idaho
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Boise, ID | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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