Original filing (PDF)20230523150940NAL0009627697001

Perspective Wealth Partners, LLC

Name: Perspective Wealth Partners, LLC — Perspective, Form 5500 (2022)
Creator: Perspective Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspective Wealth Partners LLC Defined Benefit Plan

Defined-benefit pension plan · Perspective Wealth Partners, LLC's Perspective Wealth Partners LLC Defined Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

James Bailey signed Perspective Wealth Partners, LLC's 2022 Form 5500 as plan administrator.

James Bailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perspective Wealth Partners, LLC's EIN is 90-0260745.

EIN 90-0260745

Plan number 002

Plan year 2022

ACK ID 20230523150940NAL0009627697001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Perspective Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Perspective Wealth Partners, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSPECTIVE WEALTH PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score