Civic Intelligence

The Principle Foundation Inc.

Plan context: The Principle Foundation Inc. Discretionary Retirement Plan

EIN 43-0816306 • Overland Park, KS • 25 filings • 2 plans

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10670 Barkley StOverland Park, KS 66212
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$796,735

2024 Contributions

$223,755

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$796,735$398,368$0199920152024YearValue
$796,735Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100199920122024YearValue
18Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024118$796,735$223,755$12,431iApproximate average salary by contribution assumption: employee only about $310,771 at 4% or $207,181 at 6%; with 50% employer match about $207,181 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-18$796,735$223,755$12,431iApproximate average salary by contribution assumption: employee only about $310,771 at 4% or $207,181 at 6%; with 50% employer match about $207,181 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
2023117$561,902$154,752$9,103iApproximate average salary by contribution assumption: employee only about $227,576 at 4% or $151,718 at 6%; with 50% employer match about $151,718 at 4% or $101,145 at 6%; with 100% employer match about $113,788 at 4% or $75,859 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-17$561,902$154,752$9,103iApproximate average salary by contribution assumption: employee only about $227,576 at 4% or $151,718 at 6%; with 50% employer match about $151,718 at 4% or $101,145 at 6%; with 100% employer match about $113,788 at 4% or $75,859 at 6%.
2022119$730,476$230,495$12,131iApproximate average salary by contribution assumption: employee only about $303,283 at 4% or $202,189 at 6%; with 50% employer match about $202,189 at 4% or $134,792 at 6%; with 100% employer match about $151,641 at 4% or $101,094 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-19$730,476$230,495$12,131iApproximate average salary by contribution assumption: employee only about $303,283 at 4% or $202,189 at 6%; with 50% employer match about $202,189 at 4% or $134,792 at 6%; with 100% employer match about $151,641 at 4% or $101,094 at 6%.
2021115$614,473$131,130$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-15$614,473$131,130$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
2020114$592,758$146,948$10,496iApproximate average salary by contribution assumption: employee only about $262,407 at 4% or $174,938 at 6%; with 50% employer match about $174,938 at 4% or $116,625 at 6%; with 100% employer match about $131,204 at 4% or $87,469 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-14$592,758$146,948$10,496iApproximate average salary by contribution assumption: employee only about $262,407 at 4% or $174,938 at 6%; with 50% employer match about $174,938 at 4% or $116,625 at 6%; with 100% employer match about $131,204 at 4% or $87,469 at 6%.
2019111$381,667$110,334$10,030iApproximate average salary by contribution assumption: employee only about $250,759 at 4% or $167,173 at 6%; with 50% employer match about $167,173 at 4% or $111,448 at 6%; with 100% employer match about $125,380 at 4% or $83,586 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-11$381,667$110,334$10,030iApproximate average salary by contribution assumption: employee only about $250,759 at 4% or $167,173 at 6%; with 50% employer match about $167,173 at 4% or $111,448 at 6%; with 100% employer match about $125,380 at 4% or $83,586 at 6%.
201817$224,233$41,844$5,978iApproximate average salary by contribution assumption: employee only about $149,443 at 4% or $99,629 at 6%; with 50% employer match about $99,629 at 4% or $66,419 at 6%; with 100% employer match about $74,721 at 4% or $49,814 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-7$224,233$41,844$5,978iApproximate average salary by contribution assumption: employee only about $149,443 at 4% or $99,629 at 6%; with 50% employer match about $99,629 at 4% or $66,419 at 6%; with 100% employer match about $74,721 at 4% or $49,814 at 6%.
201717$223,444$57,064$8,152iApproximate average salary by contribution assumption: employee only about $203,800 at 4% or $135,867 at 6%; with 50% employer match about $135,867 at 4% or $90,578 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-7$223,444$57,064$8,152iApproximate average salary by contribution assumption: employee only about $203,800 at 4% or $135,867 at 6%; with 50% employer match about $135,867 at 4% or $90,578 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.
201615$140,466$24,727$4,945iApproximate average salary by contribution assumption: employee only about $123,635 at 4% or $82,423 at 6%; with 50% employer match about $82,423 at 4% or $54,949 at 6%; with 100% employer match about $61,817 at 4% or $41,212 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-5$140,466$24,727$4,945iApproximate average salary by contribution assumption: employee only about $123,635 at 4% or $82,423 at 6%; with 50% employer match about $82,423 at 4% or $54,949 at 6%; with 100% employer match about $61,817 at 4% or $41,212 at 6%.
201513$105,618$21,306$7,102iApproximate average salary by contribution assumption: employee only about $177,550 at 4% or $118,367 at 6%; with 50% employer match about $118,367 at 4% or $78,911 at 6%; with 100% employer match about $88,775 at 4% or $59,183 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$105,618$21,306$7,102iApproximate average salary by contribution assumption: employee only about $177,550 at 4% or $118,367 at 6%; with 50% employer match about $118,367 at 4% or $78,911 at 6%; with 100% employer match about $88,775 at 4% or $59,183 at 6%.
201413$88,076$22,529$7,510iApproximate average salary by contribution assumption: employee only about $187,742 at 4% or $125,161 at 6%; with 50% employer match about $125,161 at 4% or $83,441 at 6%; with 100% employer match about $93,871 at 4% or $62,581 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$88,076$22,529$7,510iApproximate average salary by contribution assumption: employee only about $187,742 at 4% or $125,161 at 6%; with 50% employer match about $125,161 at 4% or $83,441 at 6%; with 100% employer match about $93,871 at 4% or $62,581 at 6%.
201313$62,050$10,387$3,462iApproximate average salary by contribution assumption: employee only about $86,558 at 4% or $57,706 at 6%; with 50% employer match about $57,706 at 4% or $38,470 at 6%; with 100% employer match about $43,279 at 4% or $28,853 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$62,050$10,387$3,462iApproximate average salary by contribution assumption: employee only about $86,558 at 4% or $57,706 at 6%; with 50% employer match about $57,706 at 4% or $38,470 at 6%; with 100% employer match about $43,279 at 4% or $28,853 at 6%.
201214$67,032$18,636$4,659iApproximate average salary by contribution assumption: employee only about $116,475 at 4% or $77,650 at 6%; with 50% employer match about $77,650 at 4% or $51,767 at 6%; with 100% employer match about $58,238 at 4% or $38,825 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-4$67,032$18,636$4,659iApproximate average salary by contribution assumption: employee only about $116,475 at 4% or $77,650 at 6%; with 50% employer match about $77,650 at 4% or $51,767 at 6%; with 100% employer match about $58,238 at 4% or $38,825 at 6%.
201114$143,163$800$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-4$143,163$800$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
201014$142,997$17,512$4,378iApproximate average salary by contribution assumption: employee only about $109,450 at 4% or $72,967 at 6%; with 50% employer match about $72,967 at 4% or $48,644 at 6%; with 100% employer match about $54,725 at 4% or $36,483 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-4$142,997$17,512$4,378iApproximate average salary by contribution assumption: employee only about $109,450 at 4% or $72,967 at 6%; with 50% employer match about $72,967 at 4% or $48,644 at 6%; with 100% employer match about $54,725 at 4% or $36,483 at 6%.
200913$193,135$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$193,135$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
200813$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-3---
200713$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-3---
200613$83,902$24,330$8,110iApproximate average salary by contribution assumption: employee only about $202,750 at 4% or $135,167 at 6%; with 50% employer match about $135,167 at 4% or $90,111 at 6%; with 100% employer match about $101,375 at 4% or $67,583 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$83,902$24,330$8,110iApproximate average salary by contribution assumption: employee only about $202,750 at 4% or $135,167 at 6%; with 50% employer match about $135,167 at 4% or $90,111 at 6%; with 100% employer match about $101,375 at 4% or $67,583 at 6%.
200513$54,315$15,988$5,329iApproximate average salary by contribution assumption: employee only about $133,233 at 4% or $88,822 at 6%; with 50% employer match about $88,822 at 4% or $59,215 at 6%; with 100% employer match about $66,617 at 4% or $44,411 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-3$54,315$15,988$5,329iApproximate average salary by contribution assumption: employee only about $133,233 at 4% or $88,822 at 6%; with 50% employer match about $88,822 at 4% or $59,215 at 6%; with 100% employer match about $66,617 at 4% or $44,411 at 6%.
200412$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-2---
200311$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-1---
200112$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-2---
200012$0$0-
The Principle Foundation Inc. Discretionary Retirement Plan-2---
199911$81,695$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
The Principle Foundation Inc. Discretionary Retirement Plan-1$81,695$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.