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Filing

Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan

Advanced Engineering Solutions Inc. • EIN 31-1440708 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

36 → 34

-2 • -5.56%

Assets

Up

$115,628 → $191,119

$75,491 • 65.29%

Investment Management Fee

-

Admin expenses - • Total expenses $20,287

Filing Details

Context
Net investment result
$75,491
Pension payor EIN
42-0127290

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242120$10,325,554$879,115$7,326iApproximate average salary by contribution assumption: employee only about $183,149 at 4% or $122,099 at 6%; with 50% employer match about $122,099 at 4% or $81,400 at 6%; with 100% employer match about $91,574 at 4% or $61,050 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-120$10,325,554$879,115$7,326iApproximate average salary by contribution assumption: employee only about $183,149 at 4% or $122,099 at 6%; with 50% employer match about $122,099 at 4% or $81,400 at 6%; with 100% employer match about $91,574 at 4% or $61,050 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-116---
20232113$8,766,584$737,734$6,529iApproximate average salary by contribution assumption: employee only about $163,215 at 4% or $108,810 at 6%; with 50% employer match about $108,810 at 4% or $72,540 at 6%; with 100% employer match about $81,608 at 4% or $54,405 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-113$8,766,584$737,734$6,529iApproximate average salary by contribution assumption: employee only about $163,215 at 4% or $108,810 at 6%; with 50% employer match about $108,810 at 4% or $72,540 at 6%; with 100% employer match about $81,608 at 4% or $54,405 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-110---
20222117$7,652,635$788,316$6,738iApproximate average salary by contribution assumption: employee only about $168,444 at 4% or $112,296 at 6%; with 50% employer match about $112,296 at 4% or $74,864 at 6%; with 100% employer match about $84,222 at 4% or $56,148 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-117$7,652,635$788,316$6,738iApproximate average salary by contribution assumption: employee only about $168,444 at 4% or $112,296 at 6%; with 50% employer match about $112,296 at 4% or $74,864 at 6%; with 100% employer match about $84,222 at 4% or $56,148 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-114---
20212127$8,507,046$590,184$4,647iApproximate average salary by contribution assumption: employee only about $116,178 at 4% or $77,452 at 6%; with 50% employer match about $77,452 at 4% or $51,635 at 6%; with 100% employer match about $58,089 at 4% or $38,726 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-127$8,507,046$590,184$4,647iApproximate average salary by contribution assumption: employee only about $116,178 at 4% or $77,452 at 6%; with 50% employer match about $77,452 at 4% or $51,635 at 6%; with 100% employer match about $58,089 at 4% or $38,726 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-121---
20202144$7,196,608$527,220$3,661iApproximate average salary by contribution assumption: employee only about $91,531 at 4% or $61,021 at 6%; with 50% employer match about $61,021 at 4% or $40,681 at 6%; with 100% employer match about $45,766 at 4% or $30,510 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-144$7,196,608$527,220$3,661iApproximate average salary by contribution assumption: employee only about $91,531 at 4% or $61,021 at 6%; with 50% employer match about $61,021 at 4% or $40,681 at 6%; with 100% employer match about $45,766 at 4% or $30,510 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-118---
20192141$7,586,529$991,844$7,034iApproximate average salary by contribution assumption: employee only about $175,859 at 4% or $117,239 at 6%; with 50% employer match about $117,239 at 4% or $78,159 at 6%; with 100% employer match about $87,929 at 4% or $58,620 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-141$7,586,529$991,844$7,034iApproximate average salary by contribution assumption: employee only about $175,859 at 4% or $117,239 at 6%; with 50% employer match about $117,239 at 4% or $78,159 at 6%; with 100% employer match about $87,929 at 4% or $58,620 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-136---
20182146$5,552,541$804,575$5,511iApproximate average salary by contribution assumption: employee only about $137,770 at 4% or $91,846 at 6%; with 50% employer match about $91,846 at 4% or $61,231 at 6%; with 100% employer match about $68,885 at 4% or $45,923 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-146$5,552,541$804,575$5,511iApproximate average salary by contribution assumption: employee only about $137,770 at 4% or $91,846 at 6%; with 50% employer match about $91,846 at 4% or $61,231 at 6%; with 100% employer match about $68,885 at 4% or $45,923 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-137---
20172139$5,750,310$646,311$4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,664 at 6%; with 100% employer match about $58,121 at 4% or $38,748 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-137$5,750,310$646,311$4,718iApproximate average salary by contribution assumption: employee only about $117,940 at 4% or $78,627 at 6%; with 50% employer match about $78,627 at 4% or $52,418 at 6%; with 100% employer match about $58,970 at 4% or $39,313 at 6%.
Advanced Engineering Solutions Inc. Employee Benefit Plan-139---
20161103$4,481,584$514,135$4,992iApproximate average salary by contribution assumption: employee only about $124,790 at 4% or $83,193 at 6%; with 50% employer match about $83,193 at 4% or $55,462 at 6%; with 100% employer match about $62,395 at 4% or $41,597 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-103$4,481,584$514,135$4,992iApproximate average salary by contribution assumption: employee only about $124,790 at 4% or $83,193 at 6%; with 50% employer match about $83,193 at 4% or $55,462 at 6%; with 100% employer match about $62,395 at 4% or $41,597 at 6%.
2015197$3,797,150$455,121$4,692iApproximate average salary by contribution assumption: employee only about $117,299 at 4% or $78,199 at 6%; with 50% employer match about $78,199 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-97$3,797,150$455,121$4,692iApproximate average salary by contribution assumption: employee only about $117,299 at 4% or $78,199 at 6%; with 50% employer match about $78,199 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
2014181$3,514,866$395,976$4,889iApproximate average salary by contribution assumption: employee only about $122,215 at 4% or $81,477 at 6%; with 50% employer match about $81,477 at 4% or $54,318 at 6%; with 100% employer match about $61,107 at 4% or $40,738 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-81$3,514,866$395,976$4,889iApproximate average salary by contribution assumption: employee only about $122,215 at 4% or $81,477 at 6%; with 50% employer match about $81,477 at 4% or $54,318 at 6%; with 100% employer match about $61,107 at 4% or $40,738 at 6%.
2013175$3,102,469$365,888$4,879iApproximate average salary by contribution assumption: employee only about $121,963 at 4% or $81,308 at 6%; with 50% employer match about $81,308 at 4% or $54,206 at 6%; with 100% employer match about $60,981 at 4% or $40,654 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-75$3,102,469$365,888$4,879iApproximate average salary by contribution assumption: employee only about $121,963 at 4% or $81,308 at 6%; with 50% employer match about $81,308 at 4% or $54,206 at 6%; with 100% employer match about $60,981 at 4% or $40,654 at 6%.
2012169$2,304,431$169,247$2,453iApproximate average salary by contribution assumption: employee only about $61,321 at 4% or $40,881 at 6%; with 50% employer match about $40,881 at 4% or $27,254 at 6%; with 100% employer match about $30,661 at 4% or $20,440 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-69$2,304,431$169,247$2,453iApproximate average salary by contribution assumption: employee only about $61,321 at 4% or $40,881 at 6%; with 50% employer match about $40,881 at 4% or $27,254 at 6%; with 100% employer match about $30,661 at 4% or $20,440 at 6%.
2011145$1,960,925$103,405$2,298iApproximate average salary by contribution assumption: employee only about $57,447 at 4% or $38,298 at 6%; with 50% employer match about $38,298 at 4% or $25,532 at 6%; with 100% employer match about $28,724 at 4% or $19,149 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-45$1,960,925$103,405$2,298iApproximate average salary by contribution assumption: employee only about $57,447 at 4% or $38,298 at 6%; with 50% employer match about $38,298 at 4% or $25,532 at 6%; with 100% employer match about $28,724 at 4% or $19,149 at 6%.
2010150$1,922,629$158,937$3,179iApproximate average salary by contribution assumption: employee only about $79,469 at 4% or $52,979 at 6%; with 50% employer match about $52,979 at 4% or $35,319 at 6%; with 100% employer match about $39,734 at 4% or $26,490 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-50$1,922,629$158,937$3,179iApproximate average salary by contribution assumption: employee only about $79,469 at 4% or $52,979 at 6%; with 50% employer match about $52,979 at 4% or $35,319 at 6%; with 100% employer match about $39,734 at 4% or $26,490 at 6%.
2009173$1,798,872$139,726$1,914iApproximate average salary by contribution assumption: employee only about $47,851 at 4% or $31,901 at 6%; with 50% employer match about $31,901 at 4% or $21,267 at 6%; with 100% employer match about $23,926 at 4% or $15,950 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-73$1,798,872$139,726$1,914iApproximate average salary by contribution assumption: employee only about $47,851 at 4% or $31,901 at 6%; with 50% employer match about $31,901 at 4% or $21,267 at 6%; with 100% employer match about $23,926 at 4% or $15,950 at 6%.
2008174$1,660,042$284,010$3,838iApproximate average salary by contribution assumption: employee only about $95,949 at 4% or $63,966 at 6%; with 50% employer match about $63,966 at 4% or $42,644 at 6%; with 100% employer match about $47,975 at 4% or $31,983 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-74$1,660,042$284,010$3,838iApproximate average salary by contribution assumption: employee only about $95,949 at 4% or $63,966 at 6%; with 50% employer match about $63,966 at 4% or $42,644 at 6%; with 100% employer match about $47,975 at 4% or $31,983 at 6%.
2007166$2,086,180$261,951$3,969iApproximate average salary by contribution assumption: employee only about $99,224 at 4% or $66,149 at 6%; with 50% employer match about $66,149 at 4% or $44,099 at 6%; with 100% employer match about $49,612 at 4% or $33,075 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-66$2,086,180$261,951$3,969iApproximate average salary by contribution assumption: employee only about $99,224 at 4% or $66,149 at 6%; with 50% employer match about $66,149 at 4% or $44,099 at 6%; with 100% employer match about $49,612 at 4% or $33,075 at 6%.
2006170$1,742,304$251,692$3,596iApproximate average salary by contribution assumption: employee only about $89,890 at 4% or $59,927 at 6%; with 50% employer match about $59,927 at 4% or $39,951 at 6%; with 100% employer match about $44,945 at 4% or $29,963 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-70$1,742,304$251,692$3,596iApproximate average salary by contribution assumption: employee only about $89,890 at 4% or $59,927 at 6%; with 50% employer match about $59,927 at 4% or $39,951 at 6%; with 100% employer match about $44,945 at 4% or $29,963 at 6%.
2005156$1,335,377$277,214$4,950iApproximate average salary by contribution assumption: employee only about $123,756 at 4% or $82,504 at 6%; with 50% employer match about $82,504 at 4% or $55,003 at 6%; with 100% employer match about $61,878 at 4% or $41,252 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-56$1,335,377$277,214$4,950iApproximate average salary by contribution assumption: employee only about $123,756 at 4% or $82,504 at 6%; with 50% employer match about $82,504 at 4% or $55,003 at 6%; with 100% employer match about $61,878 at 4% or $41,252 at 6%.
2004140$1,007,853$282,350$7,059iApproximate average salary by contribution assumption: employee only about $176,469 at 4% or $117,646 at 6%; with 50% employer match about $117,646 at 4% or $78,431 at 6%; with 100% employer match about $88,234 at 4% or $58,823 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-40$1,007,853$282,350$7,059iApproximate average salary by contribution assumption: employee only about $176,469 at 4% or $117,646 at 6%; with 50% employer match about $117,646 at 4% or $78,431 at 6%; with 100% employer match about $88,234 at 4% or $58,823 at 6%.
2003139$717,186$204,725$5,249iApproximate average salary by contribution assumption: employee only about $131,234 at 4% or $87,489 at 6%; with 50% employer match about $87,489 at 4% or $58,326 at 6%; with 100% employer match about $65,617 at 4% or $43,745 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-39$717,186$204,725$5,249iApproximate average salary by contribution assumption: employee only about $131,234 at 4% or $87,489 at 6%; with 50% employer match about $87,489 at 4% or $58,326 at 6%; with 100% employer match about $65,617 at 4% or $43,745 at 6%.
2002132$417,659$172,375$5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,852 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-32$417,659$172,375$5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,852 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%.
2001129$0$0-
Advanced Engineering Solutions Inc. 401(K) Retirement Savings Plan-29---
2000134$191,119$102,226$3,007iApproximate average salary by contribution assumption: employee only about $75,166 at 4% or $50,111 at 6%; with 50% employer match about $50,111 at 4% or $33,407 at 6%; with 100% employer match about $37,583 at 4% or $25,055 at 6%.
Advanced Engineering Solutions Inc. 401(K) Retirement Savings PlanCurrent34$191,119$102,226$3,007iApproximate average salary by contribution assumption: employee only about $75,166 at 4% or $50,111 at 6%; with 50% employer match about $50,111 at 4% or $33,407 at 6%; with 100% employer match about $37,583 at 4% or $25,055 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037087008522
Form Id
13972747
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372087008020002
Ins Broker 01 Name
MICHAEL E HARVEY INS AGENCY INC
Ins Broker 01 Street Addr
7969 CINCINNATI DAYTON
Ins Broker 01 City
WEST CHESTER
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
450696637
Ins Broker Comm Pd 01 Amount
$672
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037087008522
Form Id
13972747
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30372087008020002
Ins Broker 01 Name
JOSEPH H NGUYEN
Ins Broker 01 Street Addr
270 NORTHLAND BLVD
Ins Broker 01 City
CINCINNATI
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
452464911
Ins Broker Comm Pd 01 Amount
$672
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
84037087008522
Form Id
13972747
Schedule A EIN
31-1440708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
437159
Ins Prsn Covered End of year Count
35
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$1,344
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$4,473
Pension End of year Sep Account Amount
$160,135
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
134
Pension Oth Unalloc Type Text
PENSION PROVIDER
Pension End Prev Bal Amount
$1,422
Pension Contribution Dep Amount
$3,320
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$144
Pension Transfer From Amount
$407
Pension Other Amount
$0
Pension Total Additions Amount
$3,909
Pension Total Bal Addn Amount
$5,331
Pension Bnfts Dsbrsd Amount
$340
Pension Admin Chrg Amount
$17
Pension Transfer To Amount
$501
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$858
Pension End of year Bal Amount
$4,473
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037087008522
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372087008020003
Row 2
Filing Id
84037087008522
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
U.S. STOCK ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290034
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
84037087008522
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
BOND AND MORTGAGE ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290005
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,209
Row 4
Filing Id
84037087008522
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
10
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
LARGE COMPANY GROWTH ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290018
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,860
Row 5
Filing Id
84037087008522
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
11
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
LARGE COMPANY BLEND ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290017
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$26,326
Row 6
Filing Id
84037087008522
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
INTERNATIONAL STOCK ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290015
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$31,811
Row 7
Filing Id
84037087008522
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
3
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
GOVERNMENT SECURITIES ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,115
Row 8
Filing Id
84037087008522
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
4
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
LARGE CAP STOCK INDEX ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290016
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$48,675
Row 9
Filing Id
84037087008522
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
5
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
MEDIUM COMPANY VALUE ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290022
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,710
Row 10
Filing Id
84037087008522
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
6
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
SMALL CO BLEND ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290029
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,105
Row 11
Filing Id
84037087008522
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
7
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
MEDIUM CO BLEND ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290020
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,662
Row 12
Filing Id
84037087008522
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
8
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
BOND EMPHASIS BALANCED ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290006
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 13
Filing Id
84037087008522
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
9
Image Form Id
30372087008020003
DFE P1 Entity 01 Name
STOCK EMPHASIS BALANCED ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
420127290032
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,662

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$191,119$75,491 change

Balance Sheet

Beginning and end of plan year.

Total assets$115,628$191,119Increase +$75,491 (65.29%)
Total liabilities$0$0No change $0
Net assets$115,628$191,119Increase +$75,491 (65.29%)

Contributions

Employer contributions$27,070
Participant contributions$75,156
Other contributions$0

Income & Expenses

Total income$95,778
Total expenses$20,287
Net income$75,491
Source fields
Schedule I source fields
Filing Id
84037087008522
Schedule I EIN
31-1440708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$115,628
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$115,628
Small plan total assets at end of year
$191,119
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$191,119
Small plan employer contributions
$27,070
Small plan participant contributions
$75,156
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-6,448
Small plan total income
$95,778
Small plan total benefit distributions
$18,535
Small Corrective Distribution Amount
$1,566
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$186
Small plan total expenses
$20,287
Small plan net income or loss
$75,491
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$4,230
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN42-0127290

Transfers

Distributed property value$0
Schedule R source fields
Payor 42-0127290
Filing Id
84037087008522
Schedule R EIN
31-1440708
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
42-0127290
Pension Elec Satisfy Code 412 Indicator
Yes
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
Yes