Fidelity bond in place
Not reported
Filing Insights
Participants
Up15 → 17
2 • 13.33%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $236,549 | - |
| Cebos Ltd. 401K Plan | - | 0 | - | $236,549 | - |
| 2012 | 1 | 34 | $1,199,480 | $243,286 | $7,155iApproximate average salary by contribution assumption: employee only about $178,887 at 4% or $119,258 at 6%; with 50% employer match about $119,258 at 4% or $79,505 at 6%; with 100% employer match about $89,443 at 4% or $59,629 at 6%. |
| Cebos Ltd. 401K Plan | - | 34 | $1,199,480 | $243,286 | $7,155iApproximate average salary by contribution assumption: employee only about $178,887 at 4% or $119,258 at 6%; with 50% employer match about $119,258 at 4% or $79,505 at 6%; with 100% employer match about $89,443 at 4% or $59,629 at 6%. |
| 2011 | 1 | 17 | $857,998 | $122,622 | $7,213iApproximate average salary by contribution assumption: employee only about $180,326 at 4% or $120,218 at 6%; with 50% employer match about $120,218 at 4% or $80,145 at 6%; with 100% employer match about $90,163 at 4% or $60,109 at 6%. |
| Cebos Ltd. 401K Plan | - | 17 | $857,998 | $122,622 | $7,213iApproximate average salary by contribution assumption: employee only about $180,326 at 4% or $120,218 at 6%; with 50% employer match about $120,218 at 4% or $80,145 at 6%; with 100% employer match about $90,163 at 4% or $60,109 at 6%. |
| 2010 | 1 | 16 | $792,437 | $83,001 | $5,188iApproximate average salary by contribution assumption: employee only about $129,689 at 4% or $86,459 at 6%; with 50% employer match about $86,459 at 4% or $57,640 at 6%; with 100% employer match about $64,845 at 4% or $43,230 at 6%. |
| Cebos Ltd. 401K Plan | - | 16 | $792,437 | $83,001 | $5,188iApproximate average salary by contribution assumption: employee only about $129,689 at 4% or $86,459 at 6%; with 50% employer match about $86,459 at 4% or $57,640 at 6%; with 100% employer match about $64,845 at 4% or $43,230 at 6%. |
| 2009 | 1 | 15 | $615,175 | $90,162 | $6,011iApproximate average salary by contribution assumption: employee only about $150,270 at 4% or $100,180 at 6%; with 50% employer match about $100,180 at 4% or $66,787 at 6%; with 100% employer match about $75,135 at 4% or $50,090 at 6%. |
| Cebos Ltd. 401K Plan | - | 15 | $615,175 | $90,162 | $6,011iApproximate average salary by contribution assumption: employee only about $150,270 at 4% or $100,180 at 6%; with 50% employer match about $100,180 at 4% or $66,787 at 6%; with 100% employer match about $75,135 at 4% or $50,090 at 6%. |
| 2008 | 1 | 16 | $444,260 | $120,684 | $7,543iApproximate average salary by contribution assumption: employee only about $188,569 at 4% or $125,713 at 6%; with 50% employer match about $125,713 at 4% or $83,808 at 6%; with 100% employer match about $94,284 at 4% or $62,856 at 6%. |
| Cebos Ltd. 401K Plan | - | 16 | $444,260 | $120,684 | $7,543iApproximate average salary by contribution assumption: employee only about $188,569 at 4% or $125,713 at 6%; with 50% employer match about $125,713 at 4% or $83,808 at 6%; with 100% employer match about $94,284 at 4% or $62,856 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Cebos Ltd. 401K Plan | Current | 17 | - | - | - |
| 2006 | 1 | 13 | $455,569 | $87,412 | $6,724iApproximate average salary by contribution assumption: employee only about $168,100 at 4% or $112,067 at 6%; with 50% employer match about $112,067 at 4% or $74,711 at 6%; with 100% employer match about $84,050 at 4% or $56,033 at 6%. |
| Cebos Ltd. 401K Plan | - | 13 | $455,569 | $87,412 | $6,724iApproximate average salary by contribution assumption: employee only about $168,100 at 4% or $112,067 at 6%; with 50% employer match about $112,067 at 4% or $74,711 at 6%; with 100% employer match about $84,050 at 4% or $56,033 at 6%. |
| 2005 | 1 | 7 | $402,864 | $58,309 | $8,330iApproximate average salary by contribution assumption: employee only about $208,246 at 4% or $138,831 at 6%; with 50% employer match about $138,831 at 4% or $92,554 at 6%; with 100% employer match about $104,123 at 4% or $69,415 at 6%. |
| Cebos Ltd. 401K Plan | - | 7 | $402,864 | $58,309 | $8,330iApproximate average salary by contribution assumption: employee only about $208,246 at 4% or $138,831 at 6%; with 50% employer match about $138,831 at 4% or $92,554 at 6%; with 100% employer match about $104,123 at 4% or $69,415 at 6%. |
| 2004 | 1 | 10 | $322,221 | $67,517 | $6,752iApproximate average salary by contribution assumption: employee only about $168,793 at 4% or $112,528 at 6%; with 50% employer match about $112,528 at 4% or $75,019 at 6%; with 100% employer match about $84,396 at 4% or $56,264 at 6%. |
| Cebos Ltd. 401K Plan | - | 10 | $322,221 | $67,517 | $6,752iApproximate average salary by contribution assumption: employee only about $168,793 at 4% or $112,528 at 6%; with 50% employer match about $112,528 at 4% or $75,019 at 6%; with 100% employer match about $84,396 at 4% or $56,264 at 6%. |
| 2003 | 1 | 7 | $237,832 | $56,821 | $8,117iApproximate average salary by contribution assumption: employee only about $202,932 at 4% or $135,288 at 6%; with 50% employer match about $135,288 at 4% or $90,192 at 6%; with 100% employer match about $101,466 at 4% or $67,644 at 6%. |
| Cebos Ltd. 401K Plan | - | 7 | $237,832 | $56,821 | $8,117iApproximate average salary by contribution assumption: employee only about $202,932 at 4% or $135,288 at 6%; with 50% employer match about $135,288 at 4% or $90,192 at 6%; with 100% employer match about $101,466 at 4% or $67,644 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Cebos Ltd. 401K Plan | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Cebos Ltd. 401K Plan | - | 8 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Cebos Ltd. 401K Plan | - | 5 | - | - | - |
| 1999 | 1 | 8 | $78,999 | $41,108 | $5,139iApproximate average salary by contribution assumption: employee only about $128,463 at 4% or $85,642 at 6%; with 50% employer match about $85,642 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%. |
| Cebos Ltd. 401K Plan | - | 8 | $78,999 | $41,108 | $5,139iApproximate average salary by contribution assumption: employee only about $128,463 at 4% or $85,642 at 6%; with 50% employer match about $85,642 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037256401068
- Form Id
- 90293149
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378256401060002
- Ins Broker 01 Name
- BRAD PINTER
- Ins Broker 01 Street Addr
- 2851 CHARLEVOIX SE
- Ins Broker 01 City
- GRAND RAPIDS
- Ins Broker 01 State
- MI
- Ins Broker 01 ZIP Code
- 495460000
- Ins Broker Comm Pd 01 Amount
- $1,780
- Ins Broker Fees Pd 01 Amount
- $162
- Ins Broker Fees Pd 01 Text
- REFERRAL/SERVICE FEE
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 84037256401068
- Form Id
- 90293149
- Schedule A EIN
- 38-3218708
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 5-18512
- Ins Prsn Covered End of year Count
- 17
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $1,780
- Ins Broker Fees Total Amount
- $162
- Pension End of year Gen Account Amount
- $17,482
- Pension End of year Sep Account Amount
- $613,573
- 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
- $11,077
- Pension Contribution Dep Amount
- $4,738
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $585
- Pension Transfer From Amount
- $922
- Pension Other Amount
- $162
- Pension Other Text
- MKT VALUE CHANGE
- Pension Total Additions Amount
- $6,407
- Pension Total Bal Addn Amount
- $17,484
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $17,484
- 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
- 84037256401068
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378256401060003
- Row 2
- Filing Id
- 84037256401068
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378256401060003
- 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
- $26,014
- Row 3
- Filing Id
- 84037256401068
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRINCIPAL MED CO GR SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290021
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $41,956
- Row 4
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR SM-CP GR II SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290071
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,898
- Row 5
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2020 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290076
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,283
- Row 6
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2050 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290079
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,282
- Row 7
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR SM-CAP VAL I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290094
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $21,242
- Row 8
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP VAL I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290098
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $51,801
- Row 9
- Filing Id
- 84037256401068
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRINCIPAL U.S. PROPERTY SEPACT
- 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
- $62,271
- Row 10
- Filing Id
- 84037256401068
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRINCIPAL BOND AND MTG SEP ACC
- 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
- $15,151
- Row 11
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7010378256401060003
- 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
- $77,887
- Row 12
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR MD-CP VAL I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290043
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $47,213
- Row 13
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR INTERNATIONAL SEP ACT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290048
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $154,620
- Row 14
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN SM CAP STK IDX SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290028
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,701
- Row 15
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN MID CAP STK IDX SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290023
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $24,054
- Row 16
- Filing Id
- 84037256401068
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7010378256401060003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP GR I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290066
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $51,200
- Row 17
- Filing Id
- 84037256401068
- Schedule D EIN
- 38-3218708
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231