Fidelity bond in place
Not reported
Filing
Visual Marking Systems Inc. 401(K) Retirement Plan
Visual Marking Systems Inc. • EIN 34-1380098 • Plan year 2001
Filing Insights
Participants
Down44 → 43
-1 • -2.27%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 42-0127290
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 118 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 118 | - | - | - |
| 2023 | 1 | 129 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 129 | - | - | - |
| 2022 | 1 | 124 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 124 | - | - | - |
| 2021 | 1 | 110 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 110 | - | - | - |
| 2020 | 1 | 121 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 121 | - | - | - |
| 2019 | 1 | 128 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 128 | - | - | - |
| 2018 | 1 | 112 | $3,316,175 | $291,917 | $2,606iApproximate average salary by contribution assumption: employee only about $65,160 at 4% or $43,440 at 6%; with 50% employer match about $43,440 at 4% or $28,960 at 6%; with 100% employer match about $32,580 at 4% or $21,720 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 112 | $3,316,175 | $291,917 | $2,606iApproximate average salary by contribution assumption: employee only about $65,160 at 4% or $43,440 at 6%; with 50% employer match about $43,440 at 4% or $28,960 at 6%; with 100% employer match about $32,580 at 4% or $21,720 at 6%. |
| 2017 | 1 | 102 | $3,755,655 | $264,067 | $2,589iApproximate average salary by contribution assumption: employee only about $64,722 at 4% or $43,148 at 6%; with 50% employer match about $43,148 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 102 | $3,755,655 | $264,067 | $2,589iApproximate average salary by contribution assumption: employee only about $64,722 at 4% or $43,148 at 6%; with 50% employer match about $43,148 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%. |
| 2016 | 1 | 98 | $3,009,197 | $284,873 | $2,907iApproximate average salary by contribution assumption: employee only about $72,672 at 4% or $48,448 at 6%; with 50% employer match about $48,448 at 4% or $32,299 at 6%; with 100% employer match about $36,336 at 4% or $24,224 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 98 | $3,009,197 | $284,873 | $2,907iApproximate average salary by contribution assumption: employee only about $72,672 at 4% or $48,448 at 6%; with 50% employer match about $48,448 at 4% or $32,299 at 6%; with 100% employer match about $36,336 at 4% or $24,224 at 6%. |
| 2015 | 1 | 91 | $2,637,557 | $221,469 | $2,434iApproximate average salary by contribution assumption: employee only about $60,843 at 4% or $40,562 at 6%; with 50% employer match about $40,562 at 4% or $27,041 at 6%; with 100% employer match about $30,422 at 4% or $20,281 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 91 | $2,637,557 | $221,469 | $2,434iApproximate average salary by contribution assumption: employee only about $60,843 at 4% or $40,562 at 6%; with 50% employer match about $40,562 at 4% or $27,041 at 6%; with 100% employer match about $30,422 at 4% or $20,281 at 6%. |
| 2014 | 1 | 85 | $2,820,725 | $259,237 | $3,050iApproximate average salary by contribution assumption: employee only about $76,246 at 4% or $50,831 at 6%; with 50% employer match about $50,831 at 4% or $33,887 at 6%; with 100% employer match about $38,123 at 4% or $25,415 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 85 | $2,820,725 | $259,237 | $3,050iApproximate average salary by contribution assumption: employee only about $76,246 at 4% or $50,831 at 6%; with 50% employer match about $50,831 at 4% or $33,887 at 6%; with 100% employer match about $38,123 at 4% or $25,415 at 6%. |
| 2013 | 1 | 75 | $2,515,875 | $206,847 | $2,758iApproximate average salary by contribution assumption: employee only about $68,949 at 4% or $45,966 at 6%; with 50% employer match about $45,966 at 4% or $30,644 at 6%; with 100% employer match about $34,475 at 4% or $22,983 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 75 | $2,515,875 | $206,847 | $2,758iApproximate average salary by contribution assumption: employee only about $68,949 at 4% or $45,966 at 6%; with 50% employer match about $45,966 at 4% or $30,644 at 6%; with 100% employer match about $34,475 at 4% or $22,983 at 6%. |
| 2012 | 1 | 78 | $2,351,246 | $219,146 | $2,810iApproximate average salary by contribution assumption: employee only about $70,239 at 4% or $46,826 at 6%; with 50% employer match about $46,826 at 4% or $31,217 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 78 | $2,351,246 | $219,146 | $2,810iApproximate average salary by contribution assumption: employee only about $70,239 at 4% or $46,826 at 6%; with 50% employer match about $46,826 at 4% or $31,217 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| 2011 | 1 | 86 | $1,954,353 | $222,829 | $2,591iApproximate average salary by contribution assumption: employee only about $64,776 at 4% or $43,184 at 6%; with 50% employer match about $43,184 at 4% or $28,789 at 6%; with 100% employer match about $32,388 at 4% or $21,592 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 86 | $1,954,353 | $222,829 | $2,591iApproximate average salary by contribution assumption: employee only about $64,776 at 4% or $43,184 at 6%; with 50% employer match about $43,184 at 4% or $28,789 at 6%; with 100% employer match about $32,388 at 4% or $21,592 at 6%. |
| 2010 | 1 | 71 | $1,856,747 | $142,048 | $2,001iApproximate average salary by contribution assumption: employee only about $50,017 at 4% or $33,345 at 6%; with 50% employer match about $33,345 at 4% or $22,230 at 6%; with 100% employer match about $25,008 at 4% or $16,672 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 71 | $1,856,747 | $142,048 | $2,001iApproximate average salary by contribution assumption: employee only about $50,017 at 4% or $33,345 at 6%; with 50% employer match about $33,345 at 4% or $22,230 at 6%; with 100% employer match about $25,008 at 4% or $16,672 at 6%. |
| 2009 | 1 | 82 | $1,571,029 | $134,716 | $1,643iApproximate average salary by contribution assumption: employee only about $41,072 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,691 at 6%. |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 82 | $1,571,029 | $134,716 | $1,643iApproximate average salary by contribution assumption: employee only about $41,072 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,691 at 6%. |
| 2008 | 1 | 96 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 96 | - | - | - |
| 2007 | 1 | 102 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 102 | - | - | - |
| 2006 | 1 | 107 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 107 | - | - | - |
| 2005 | 1 | 85 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 85 | - | - | - |
| 2004 | 1 | 64 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 64 | - | - | - |
| 2003 | 1 | 57 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 57 | - | - | - |
| 2002 | 1 | 53 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 53 | - | - | - |
| 2001 | 1 | 43 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | Current | 43 | - | - | - |
| 2000 | 1 | 36 | $0 | $0 | - |
| Visual Marking Systems Inc. 401(K) Retirement Plan | - | 36 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037213018562
- Form Id
- 21100991
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550372213018560001
- Ins Broker 01 Name
- ROGER B ROENN
- Ins Broker 01 Street Addr
- KANN FINANCIAL
- Ins Broker 01 City
- LAKEWOOD
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 441073931
- Ins Broker Comm Pd 01 Amount
- $1,961
- Ins Broker Fees Pd 01 Amount
- $53
- Ins Broker Fees Pd 01 Text
- SERVICE FEE
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 86037213018562
- Form Id
- 21100991
- Schedule A EIN
- 34-1380098
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 4-36738
- Ins Prsn Covered End of year Count
- 48
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $1,961
- Ins Broker Fees Total Amount
- $53
- Pension End of year Gen Account Amount
- $57,752
- Pension End of year Sep Account Amount
- $466,865
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- FLEXIBLE INVESTMENT ANNUITY
- Pension End Prev Bal Amount
- $72,576
- Pension Contribution Dep Amount
- $6,445
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $2,816
- Pension Transfer From Amount
- $73
- Pension Other Amount
- $329
- Pension Other Text
- MKT VALUE CHANGE
- Pension Total Additions Amount
- $9,663
- Pension Total Bal Addn Amount
- $82,239
- Pension Bnfts Dsbrsd Amount
- $350
- Pension Admin Chrg Amount
- $468
- Pension Transfer To Amount
- $23,669
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $24,487
- Pension End of year Bal Amount
- $57,752
- 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
- 86037213018562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550372213018560002
- Row 2
- Filing Id
- 86037213018562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PUTNAM VOYAGER (M) SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290037
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $16,103
- Row 3
- Filing Id
- 86037213018562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL MONEY MKT SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290024
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $29,575
- Row 4
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL MED CO BLND SEP 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
- $21,392
- Row 5
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL BD EMPH BAL SEP 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
- $5,265
- Row 6
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRIN STOCK EMPH BAL SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290032
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $160
- Row 7
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- AMER CENT SEL (ADV) SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290042
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,258
- Row 8
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- AMER CT INC & GR (ADV) SP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290044
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,633
- Row 9
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- FID ADV EQUITY GROWTH SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290045
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $22,849
- Row 10
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- FID ADV MID CAP SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290047
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $37,381
- Row 11
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRIN FIN GRP INC. STK SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290086
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,396
- Row 12
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL LG CO BLEND SEP ACCT
- 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
- $126,204
- Row 13
- Filing Id
- 86037213018562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL REAL ESTATE SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290027
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39
- Row 14
- Filing Id
- 86037213018562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL BOND & MTGE SEP ACCT
- 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
- $23,504
- Row 15
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PUTNAM EQUITY INC (M) SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290039
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,174
- Row 16
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL INTL STOCK SEP ACCT
- 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
- $12,156
- Row 17
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL GOVT SEC SEP ACCT
- 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
- $3,108
- Row 18
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRIN LG CP STK IDX SEP ACCT
- 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
- $104,141
- Row 19
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL MED CO VAL SEP ACCT
- 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
- $16,744
- Row 20
- Filing Id
- 86037213018562
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 99550372213018560002
- DFE P1 Entity 01 Name
- PRINCIPAL SM CO BLEND SEP 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
- $23,785
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$531,930
Balance Sheet
Beginning and end of plan year.
Total assets$514,413$531,930Increase +$17,517 (3.41%)
Total liabilities$0$0No change $0
Net assets$514,413$531,930Increase +$17,517 (3.41%)
Contributions
Employer contributions$12,324
Participant contributions$81,040
Other contributions$657
Income & Expenses
Total income$46,833
Total expenses$29,316
Net income$17,517
Source fields
- Schedule I source fields
- Filing Id
- 86037213018562
- Schedule I EIN
- 34-1380098
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small Total Assets Beginning of year Amount
- $514,413
- Small Total Liabilities Beginning of year Amount
- $0
- Small Net Assets Beginning of year Amount
- $514,413
- Small Total Assets End of year Amount
- $531,930
- Small Total Liabilities End of year Amount
- $0
- Small Net Assets End of year Amount
- $531,930
- Small Employer Contribution Income Amount
- $12,324
- Small Participant Contribution Amount
- $81,040
- Small Oth Contribution Rcvd Amount
- $657
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-47,188
- Small Total Income Amount
- $46,833
- Small Total Distribution Bnft Amount
- $25,015
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $4,301
- Small Total Expenses Amount
- $29,316
- Small Net Income Amount
- $17,517
- 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
- No
- Small Mortg Participants End of year Amount
- $0
- 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 Loans In Default Indicator
- No
- Small Loans In Default Amount
- $0
- Small Leases In Default Indicator
- 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 Ins Fidelity Bond Indicator
- Yes
- Small Plan Ins Fidelity Bond Amount
- $50,000
- Small Loss Discovered Dur Year Indicator
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small Asset Undeterm Valuation Indicator
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small Non Cash Contribution Indicator
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small All Plan Asset Distribution Indicator
- No
- Waiver Annual Iqpa Report
- 1
- Small Res Terminate Plan Adpt Indicator
- No
- 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
- 86037213018562
- Schedule R EIN
- 34-1380098
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 42-0127290
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0