Civic Intelligence
Filing

Visual Marking Systems Inc. 401(K) Retirement Plan

Visual Marking Systems Inc. • EIN 34-1380098 • Plan year 2000

Filing Insights

Participants

Down

37 → 36

-1 • -2.70%

Assets

Up

$450,346 → $514,413

$64,067 • 14.23%

Investment Management Fee

-

Admin expenses - • Total expenses $8,049

Filing Details

Context
Net investment result
$64,067
Pension payor EIN
42-0127290

Status Flags

Fidelity bond in place

Not reported

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

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241118$4,464,408$404,043$3,424iApproximate average salary by contribution assumption: employee only about $85,602 at 4% or $57,068 at 6%; with 50% employer match about $57,068 at 4% or $38,045 at 6%; with 100% employer match about $42,801 at 4% or $28,534 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-118$4,464,408$404,043$3,424iApproximate average salary by contribution assumption: employee only about $85,602 at 4% or $57,068 at 6%; with 50% employer match about $57,068 at 4% or $38,045 at 6%; with 100% employer match about $42,801 at 4% or $28,534 at 6%.
20231129$4,188,863$429,086$3,326iApproximate average salary by contribution assumption: employee only about $83,156 at 4% or $55,437 at 6%; with 50% employer match about $55,437 at 4% or $36,958 at 6%; with 100% employer match about $41,578 at 4% or $27,719 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-129$4,188,863$429,086$3,326iApproximate average salary by contribution assumption: employee only about $83,156 at 4% or $55,437 at 6%; with 50% employer match about $55,437 at 4% or $36,958 at 6%; with 100% employer match about $41,578 at 4% or $27,719 at 6%.
20221124$3,564,212$401,886$3,241iApproximate average salary by contribution assumption: employee only about $81,025 at 4% or $54,017 at 6%; with 50% employer match about $54,017 at 4% or $36,011 at 6%; with 100% employer match about $40,513 at 4% or $27,008 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-124$3,564,212$401,886$3,241iApproximate average salary by contribution assumption: employee only about $81,025 at 4% or $54,017 at 6%; with 50% employer match about $54,017 at 4% or $36,011 at 6%; with 100% employer match about $40,513 at 4% or $27,008 at 6%.
20211110$4,549,054$330,004$3,000iApproximate average salary by contribution assumption: employee only about $75,001 at 4% or $50,001 at 6%; with 50% employer match about $50,001 at 4% or $33,334 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-110$4,549,054$330,004$3,000iApproximate average salary by contribution assumption: employee only about $75,001 at 4% or $50,001 at 6%; with 50% employer match about $50,001 at 4% or $33,334 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
20201121$4,377,441$242,575$2,005iApproximate average salary by contribution assumption: employee only about $50,119 at 4% or $33,413 at 6%; with 50% employer match about $33,413 at 4% or $22,275 at 6%; with 100% employer match about $25,059 at 4% or $16,706 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-121$4,377,441$242,575$2,005iApproximate average salary by contribution assumption: employee only about $50,119 at 4% or $33,413 at 6%; with 50% employer match about $33,413 at 4% or $22,275 at 6%; with 100% employer match about $25,059 at 4% or $16,706 at 6%.
20191128$3,764,951$289,606$2,263iApproximate average salary by contribution assumption: employee only about $56,564 at 4% or $37,709 at 6%; with 50% employer match about $37,709 at 4% or $25,139 at 6%; with 100% employer match about $28,282 at 4% or $18,855 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-128$3,764,951$289,606$2,263iApproximate average salary by contribution assumption: employee only about $56,564 at 4% or $37,709 at 6%; with 50% employer match about $37,709 at 4% or $25,139 at 6%; with 100% employer match about $28,282 at 4% or $18,855 at 6%.
20181112$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%.
20171102$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%.
2016198$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%.
2015191$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%.
2014185$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%.
2013175$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%.
2012178$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%.
2011186$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%.
2010171$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%.
2009182$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%.
2008196$1,192,343$232,076$2,417iApproximate average salary by contribution assumption: employee only about $60,436 at 4% or $40,291 at 6%; with 50% employer match about $40,291 at 4% or $26,861 at 6%; with 100% employer match about $30,218 at 4% or $20,145 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-96$1,192,343$232,076$2,417iApproximate average salary by contribution assumption: employee only about $60,436 at 4% or $40,291 at 6%; with 50% employer match about $40,291 at 4% or $26,861 at 6%; with 100% employer match about $30,218 at 4% or $20,145 at 6%.
20071102$1,528,152$234,580$2,300iApproximate average salary by contribution assumption: employee only about $57,495 at 4% or $38,330 at 6%; with 50% employer match about $38,330 at 4% or $25,553 at 6%; with 100% employer match about $28,748 at 4% or $19,165 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-102$1,528,152$234,580$2,300iApproximate average salary by contribution assumption: employee only about $57,495 at 4% or $38,330 at 6%; with 50% employer match about $38,330 at 4% or $25,553 at 6%; with 100% employer match about $28,748 at 4% or $19,165 at 6%.
20061107$1,269,903$215,408$2,013iApproximate average salary by contribution assumption: employee only about $50,329 at 4% or $33,553 at 6%; with 50% employer match about $33,553 at 4% or $22,368 at 6%; with 100% employer match about $25,164 at 4% or $16,776 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-107$1,269,903$215,408$2,013iApproximate average salary by contribution assumption: employee only about $50,329 at 4% or $33,553 at 6%; with 50% employer match about $33,553 at 4% or $22,368 at 6%; with 100% employer match about $25,164 at 4% or $16,776 at 6%.
2005185$1,015,818$159,142$1,872iApproximate average salary by contribution assumption: employee only about $46,806 at 4% or $31,204 at 6%; with 50% employer match about $31,204 at 4% or $20,803 at 6%; with 100% employer match about $23,403 at 4% or $15,602 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-85$1,015,818$159,142$1,872iApproximate average salary by contribution assumption: employee only about $46,806 at 4% or $31,204 at 6%; with 50% employer match about $31,204 at 4% or $20,803 at 6%; with 100% employer match about $23,403 at 4% or $15,602 at 6%.
2004164$903,718$169,436$2,647iApproximate average salary by contribution assumption: employee only about $66,186 at 4% or $44,124 at 6%; with 50% employer match about $44,124 at 4% or $29,416 at 6%; with 100% employer match about $33,093 at 4% or $22,062 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-64$903,718$169,436$2,647iApproximate average salary by contribution assumption: employee only about $66,186 at 4% or $44,124 at 6%; with 50% employer match about $44,124 at 4% or $29,416 at 6%; with 100% employer match about $33,093 at 4% or $22,062 at 6%.
2003157$741,729$143,245$2,513iApproximate average salary by contribution assumption: employee only about $62,827 at 4% or $41,885 at 6%; with 50% employer match about $41,885 at 4% or $27,923 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-57$741,729$143,245$2,513iApproximate average salary by contribution assumption: employee only about $62,827 at 4% or $41,885 at 6%; with 50% employer match about $41,885 at 4% or $27,923 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%.
2002153$528,435$100,216$1,891iApproximate average salary by contribution assumption: employee only about $47,272 at 4% or $31,514 at 6%; with 50% employer match about $31,514 at 4% or $21,010 at 6%; with 100% employer match about $23,636 at 4% or $15,757 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-53$528,435$100,216$1,891iApproximate average salary by contribution assumption: employee only about $47,272 at 4% or $31,514 at 6%; with 50% employer match about $31,514 at 4% or $21,010 at 6%; with 100% employer match about $23,636 at 4% or $15,757 at 6%.
2001143$531,930$94,021$2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,332 at 4% or $18,221 at 6%.
Visual Marking Systems Inc. 401(K) Retirement Plan-43$531,930$94,021$2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,332 at 4% or $18,221 at 6%.
2000136$514,413$83,115$2,309iApproximate average salary by contribution assumption: employee only about $57,719 at 4% or $38,479 at 6%; with 50% employer match about $38,479 at 4% or $25,653 at 6%; with 100% employer match about $28,859 at 4% or $19,240 at 6%.
Visual Marking Systems Inc. 401(K) Retirement PlanCurrent36$514,413$83,115$2,309iApproximate average salary by contribution assumption: employee only about $57,719 at 4% or $38,479 at 6%; with 50% employer match about $38,479 at 4% or $25,653 at 6%; with 100% employer match about $28,859 at 4% or $19,240 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
86037284019851
Form Id
9276753
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284019850001
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
$1,971
Ins Broker Fees Pd 01 Amount
$13
Ins Broker Fees Pd 01 Text
SERVICE FEE
Ins Broker 01 Code
3
Row 2
Filing Id
86037284019851
Form Id
9276753
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550371284019850001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
0
Row 3
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
86037284019851
Form Id
9276753
Schedule A EIN
34-1380098
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
4-36738
Ins Prsn Covered End of year Count
40
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$1,971
Ins Broker Fees Total Amount
$13
Pension End of year Gen Account Amount
$72,576
Pension End of year Sep Account Amount
$428,027
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
$89,883
Pension Contribution Dep Amount
$4,631
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,380
Pension Transfer From Amount
$132
Pension Other Amount
$1,521
Pension Other Text
MKT VALUE CHANGE
Pension Total Additions Amount
$9,664
Pension Total Bal Addn Amount
$99,547
Pension Bnfts Dsbrsd Amount
$3
Pension Admin Chrg Amount
$617
Pension Transfer To Amount
$26,351
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$26,971
Pension End of year Bal Amount
$72,576
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
86037284019851
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
PUTNAM VOYAGER ACCOUNT
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
$6,186
Row 2
Filing Id
86037284019851
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284019850002
Row 3
Filing Id
86037284019851
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550371284019850002
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 4
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
SMALL COMPANY BLEND ACCOUNT
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
$17,557
Row 5
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
MEDIUM COMPANY BLEND ACCOUNT
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
$19,785
Row 6
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
BOND EMPHASIS BALANCED ACCOUNT
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
$2,484
Row 7
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
STOCK EMPHASIS BALANCED ACCOUNT
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
$530
Row 8
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
AMERICAN CENTURY SELECT ACCOUNT
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
$5,281
Row 9
Filing Id
86037284019851
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
AMERICAN CENTURY INCOME & GROWTH AC
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
$3,278
Row 10
Filing Id
86037284019851
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
FIDELITY ADVISOR EQUITY GROWTH ACCO
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
$7,139
Row 11
Filing Id
86037284019851
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
FIDELITY ADVISOR MID CAP ACCOUNT
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
$29,242
Row 12
Filing Id
86037284019851
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
99550371284019850002
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
$157,087
Row 13
Filing Id
86037284019851
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
MONEY MARKET ACCOUNT
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
$26,636
Row 14
Filing Id
86037284019851
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
REAL ESTATE ACCOUNT
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
$800
Row 15
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
99550371284019850002
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
$24,985
Row 16
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
99550371284019850002
DFE P1 Entity 01 Name
PUTNAM EQUITY INCOME ACCOUNT
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
$3,032
Row 17
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
99550371284019850002
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
$9,806
Row 18
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
99550371284019850002
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
$3,200
Row 19
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
99550371284019850002
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
$98,463
Row 20
Filing Id
86037284019851
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
99550371284019850002
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
$12,537

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$514,413$64,067 change

Balance Sheet

Beginning and end of plan year.

Total assets$450,346$514,413Increase +$64,067 (14.23%)
Total liabilities$0$0No change $0
Net assets$450,346$514,413Increase +$64,067 (14.23%)

Contributions

Employer contributions$10,896
Participant contributions$72,219
Other contributions$0

Income & Expenses

Total income$72,116
Total expenses$8,049
Net income$64,067
Source fields
Schedule I source fields
Filing Id
86037284019851
Schedule I EIN
34-1380098
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
$450,346
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$450,346
Small plan total assets at end of year
$514,413
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$514,413
Small plan employer contributions
$10,896
Small plan participant contributions
$72,219
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-10,999
Small plan total income
$72,116
Small plan total benefit distributions
$3,867
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,182
Small plan total expenses
$8,049
Small plan net income or loss
$64,067
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 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
4
Small plan fidelity bond amount
$50,000
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
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
86037284019851
Schedule R EIN
34-1380098
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 Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0