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  5. PERSPECTIVE WEALTH PARTNERS, LLC

PERSPECTIVE WEALTH PARTNERS, LLC

Company Details

Name: PERSPECTIVE WEALTH PARTNERS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 28 Mar 2006 (19 years ago)
Financial Date End: 31 Mar 2025
Entity Number: 158780
Place of Formation: IDAHO
File Number: 158780
ZIP code: 83702
County: Ada County
Principal Address: STE 204 121 N 9TH ST BOISE, ID 83702
Mailing Address: STE 204 121 N 9TH ST BOISE, ID 83702-5822

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2023 900260745 2024-10-08 PERSPECTIVE WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 121 N. 9TH STREET, SUITE 204, BOISE, ID, 83702
PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2022 900260745 2023-10-16 PERSPECTIVE WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 121 N. 9TH STREET, SUITE 204, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN 2022 900260745 2023-05-23 PERSPECTIVE WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE ST., #319, BOISE, ID, 837023924

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN 2021 900260745 2022-10-17 PERSPECTIVE WEALTH PARTNERS, LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE ST., #319, BOISE, ID, 837023924
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN 2021 900260745 2023-05-23 PERSPECTIVE WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE ST., #319, BOISE, ID, 837023924

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2021 900260745 2022-10-11 PERSPECTIVE WEALTH PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 121 N. 9TH STREET, SUITE 204, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN 2020 900260745 2021-07-27 PERSPECTIVE WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE ST., #319, BOISE, ID, 837023924

Signature of
Role Plan administrator
Date 2021-07-27
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2020 900260745 2021-10-05 PERSPECTIVE WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE STREET, #319, BOISE, ID, 837023924

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing JAMES BAILEY
Valid signature Filed with authorized/valid electronic signature
PERSPECTIVE WEALTH PARTNERS LLC DEFINED BENEFIT PLAN 2019 900260745 2020-05-11 PERSPECTIVE WEALTH PARTNERS, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE ST., #319, BOISE, ID, 837023924
PERSPECTIVE WEALTH PARTNERS, LLC 401(K) PLAN 2019 900260745 2020-03-18 PERSPECTIVE WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2084290960
Plan sponsor’s address 1775 W. STATE STREET, #319, BOISE, ID, 837023924

Agent

Name Role Address
JAMES M BAILEY Agent 121 N 9TH ST, SUITE 204, BOISE, ID 83702-5822

Member

Name Role Address Appointed On
James M Bailey Member 121 N 9TH ST, BOISE, ID 83702 2021-02-03
Travis Schaat Member 3838 E KINGSBRIDGE ST, MERIDIAN, ID 83642 2024-03-04

Filing

Filing Name Filing Number Filing date
Annual Report 0005629770 2024-03-04
Annual Report 0005095722 2023-02-05
Amendment to Certificate 0004762592 2022-06-02
Annual Report 0004593417 2022-02-03
Annual Report 0004153262 2021-02-03
Annual Report 0003783675 2020-02-18
Annual Report 0003451578 2019-03-13
Annual Report 0001542220 2018-01-23
Annual Report 0001542219 2017-01-25
Annual Report 0001542218 2016-01-20

Related by officers

Travis Schaat

PERSPECTIVE TAX SERVICES PLLC

Related by address

STE 204 121 N 9TH ST BOISE, ID 83702-5822

PERSPECTIVE TAX SERVICES PLLC

Date of last update: 02 Dec 2024

Sources: Idaho Secretary of State

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