Fidelity bond in place
Yes
Filing
Edward B. Bower, M.D., P.A. Pension Plan
Edward B. Bower, M.D., P.A. • EIN 56-1230210 • Plan year 2003
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Up$1,051,615 → $1,216,670
$165,055 • 15.70%
Investment Management Fee
-
Admin expenses - • Total expenses $5,540
Filing Details
Context- Net investment result
- $165,055
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 2 | $2,889,145 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $2,889,145 | - | - |
| 2017 | 1 | 2 | $3,203,386 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,203,386 | - | - |
| 2016 | 1 | 2 | $2,994,173 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $2,994,173 | - | - |
| 2015 | 1 | 2 | $3,052,093 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,052,093 | - | - |
| 2014 | 1 | 2 | $3,404,763 | $127,032 | $63,516iApproximate average salary by contribution assumption: employee only about $1,587,900 at 4% or $1,058,600 at 6%; with 50% employer match about $1,058,600 at 4% or $705,733 at 6%; with 100% employer match about $793,950 at 4% or $529,300 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,404,763 | $127,032 | $63,516iApproximate average salary by contribution assumption: employee only about $1,587,900 at 4% or $1,058,600 at 6%; with 50% employer match about $1,058,600 at 4% or $705,733 at 6%; with 100% employer match about $793,950 at 4% or $529,300 at 6%. |
| 2013 | 1 | 2 | $3,333,205 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,333,205 | - | - |
| 2012 | 1 | 2 | $3,253,079 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,253,079 | - | - |
| 2011 | 1 | 2 | $3,045,779 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 2 | $3,045,779 | - | - |
| 2010 | 2 | 4 | $3,028,045 | $1,422,146 | $355,537iApproximate average salary by contribution assumption: employee only about $8,888,413 at 4% or $5,925,608 at 6%; with 50% employer match about $5,925,608 at 4% or $3,950,406 at 6%; with 100% employer match about $4,444,206 at 4% or $2,962,804 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $3,028,045 | $1,422,146 | $355,537iApproximate average salary by contribution assumption: employee only about $8,888,413 at 4% or $5,925,608 at 6%; with 50% employer match about $5,925,608 at 4% or $3,950,406 at 6%; with 100% employer match about $4,444,206 at 4% or $2,962,804 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 0 | $0 | - | - |
| 2009 | 2 | 4 | $3,263,319 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,736,056 | - | - |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,527,263 | $0 | - |
| 2008 | 2 | 4 | $2,826,875 | $43,283 | $10,821iApproximate average salary by contribution assumption: employee only about $270,519 at 4% or $180,346 at 6%; with 50% employer match about $180,346 at 4% or $120,231 at 6%; with 100% employer match about $135,259 at 4% or $90,173 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,537,272 | $14,427 | $3,607iApproximate average salary by contribution assumption: employee only about $90,169 at 4% or $60,113 at 6%; with 50% employer match about $60,113 at 4% or $40,075 at 6%; with 100% employer match about $45,084 at 4% or $30,056 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,289,603 | $28,856 | $7,214iApproximate average salary by contribution assumption: employee only about $180,350 at 4% or $120,233 at 6%; with 50% employer match about $120,233 at 4% or $80,156 at 6%; with 100% employer match about $90,175 at 4% or $60,117 at 6%. |
| 2007 | 2 | 4 | $1,788,971 | $44,176 | $11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,788,971 | $44,176 | $11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | - | - | - |
| 2006 | 2 | 4 | $3,295,365 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,690,192 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,605,173 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2005 | 2 | 4 | $2,994,167 | $73,888 | $18,472iApproximate average salary by contribution assumption: employee only about $461,800 at 4% or $307,867 at 6%; with 50% employer match about $307,867 at 4% or $205,244 at 6%; with 100% employer match about $230,900 at 4% or $153,933 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,537,676 | $44,333 | $11,083iApproximate average salary by contribution assumption: employee only about $277,081 at 4% or $184,721 at 6%; with 50% employer match about $184,721 at 4% or $123,147 at 6%; with 100% employer match about $138,541 at 4% or $92,360 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,456,491 | $29,555 | $7,389iApproximate average salary by contribution assumption: employee only about $184,719 at 4% or $123,146 at 6%; with 50% employer match about $123,146 at 4% or $82,097 at 6%; with 100% employer match about $92,359 at 4% or $61,573 at 6%. |
| 2004 | 2 | 4 | $2,760,149 | $70,370 | $17,593iApproximate average salary by contribution assumption: employee only about $439,813 at 4% or $293,208 at 6%; with 50% employer match about $293,208 at 4% or $195,472 at 6%; with 100% employer match about $219,906 at 4% or $146,604 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,386,411 | $42,222 | $10,556iApproximate average salary by contribution assumption: employee only about $263,888 at 4% or $175,925 at 6%; with 50% employer match about $175,925 at 4% or $117,283 at 6%; with 100% employer match about $131,944 at 4% or $87,963 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,373,738 | $28,148 | $7,037iApproximate average salary by contribution assumption: employee only about $175,925 at 4% or $117,283 at 6%; with 50% employer match about $117,283 at 4% or $78,189 at 6%; with 100% employer match about $87,963 at 4% or $58,642 at 6%. |
| 2003 | 2 | 4 | $2,461,539 | $68,555 | $17,139iApproximate average salary by contribution assumption: employee only about $428,469 at 4% or $285,646 at 6%; with 50% employer match about $285,646 at 4% or $190,431 at 6%; with 100% employer match about $214,234 at 4% or $142,823 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,244,869 | $41,133 | $10,283iApproximate average salary by contribution assumption: employee only about $257,081 at 4% or $171,388 at 6%; with 50% employer match about $171,388 at 4% or $114,258 at 6%; with 100% employer match about $128,541 at 4% or $85,694 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | Current | 4 | $1,216,670 | $27,422 | $6,856iApproximate average salary by contribution assumption: employee only about $171,388 at 4% or $114,258 at 6%; with 50% employer match about $114,258 at 4% or $76,172 at 6%; with 100% employer match about $85,694 at 4% or $57,129 at 6%. |
| 2002 | 2 | 4 | $2,158,347 | $72,494 | $18,124iApproximate average salary by contribution assumption: employee only about $453,088 at 4% or $302,058 at 6%; with 50% employer match about $302,058 at 4% or $201,372 at 6%; with 100% employer match about $226,544 at 4% or $151,029 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,106,732 | $39,496 | $9,874iApproximate average salary by contribution assumption: employee only about $246,850 at 4% or $164,567 at 6%; with 50% employer match about $164,567 at 4% or $109,711 at 6%; with 100% employer match about $123,425 at 4% or $82,283 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,051,615 | $32,998 | $8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | - | - | - |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $2,036,385 | $60,388 | $15,097iApproximate average salary by contribution assumption: employee only about $377,425 at 4% or $251,617 at 6%; with 50% employer match about $251,617 at 4% or $167,744 at 6%; with 100% employer match about $188,713 at 4% or $125,808 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,028,271 | $28,209 | $7,052iApproximate average salary by contribution assumption: employee only about $176,306 at 4% or $117,538 at 6%; with 50% employer match about $117,538 at 4% or $78,358 at 6%; with 100% employer match about $88,153 at 4% or $58,769 at 6%. |
| Edward B. Bower, MD, Pa Profit Sharing Plan | - | 4 | $1,008,114 | $32,179 | $8,045iApproximate average salary by contribution assumption: employee only about $201,119 at 4% or $134,079 at 6%; with 50% employer match about $134,079 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,040 at 6%. |
| 1999 | 1 | 4 | $1,035,732 | $28,473 | $7,118iApproximate average salary by contribution assumption: employee only about $177,956 at 4% or $118,638 at 6%; with 50% employer match about $118,638 at 4% or $79,092 at 6%; with 100% employer match about $88,978 at 4% or $59,319 at 6%. |
| Edward B. Bower, M.D., P.A. Pension Plan | - | 4 | $1,035,732 | $28,473 | $7,118iApproximate average salary by contribution assumption: employee only about $177,956 at 4% or $118,638 at 6%; with 50% employer match about $118,638 at 4% or $79,092 at 6%; with 100% employer match about $88,978 at 4% or $59,319 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037197347314
- Form Id
- 48247703
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374197347060003
- Ins Broker 01 Name
- PARK AVE. SECURITIES, LLC
- Ins Broker 01 Street Addr
- ATTN COMMISSION DEPT.
- Ins Broker 01 City
- NEW YORK
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 100042616
- Ins Broker Comm Pd 01 Amount
- $2,555
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037197347314
- Form Id
- 48247702
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374197347060002
- Ins Broker 01 Name
- ROBERT H. MCLAUGHLIN
- Ins Broker 01 Street Addr
- 230 S. TRYON ST., STE. 1400
- Ins Broker 01 City
- CHARLOTTE
- Ins Broker 01 State
- NC
- Ins Broker 01 ZIP Code
- 28202
- Ins Broker Comm Pd 01 Amount
- $142
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037197347314
- Form Id
- 48247702
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3020374197347060002
- Ins Broker 01 Name
- D. SCOTT WELTON
- Ins Broker 01 Street Addr
- 230 S. TRYON ST., STE. 1400
- Ins Broker 01 City
- CHARLOTTE
- Ins Broker 01 State
- NC
- Ins Broker 01 ZIP Code
- 28202
- Ins Broker Comm Pd 01 Amount
- $142
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Ins Broker 01 Code
- 3
- Row 4
- Ins Carrier Name: C.M. LIFE INS. CO.
- Filing Id
- 84037197347314
- Form Id
- 48247702
- Schedule A EIN
- 56-1230210
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- C.M. LIFE INS. CO.
- Ins Carrier EIN
- 06-1041383
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- Z257
- Ins Prsn Covered End of year Count
- 2
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $284
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Basis Rates Text
- FROM THE PUB. RATES OF UNDERWRITING
- Pension Prem Paid Total Amount
- $5,540
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension Type Alloc Cntrct Indicator
- Yes
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- 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
- $0
- 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
- Row 5
- Ins Carrier Name: PRINCIPAL LIFE INS. CO.
- Filing Id
- 84037197347314
- Form Id
- 48247703
- Schedule A EIN
- 56-1230210
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- PRINCIPAL LIFE INS. CO.
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 4-42049
- Ins Prsn Covered End of year Count
- 4
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $2,555
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $144,872
- Pension End of year Sep Account Amount
- $931,543
- 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
- $132,434
- Pension Contribution Dep Amount
- $1,709
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $7,940
- Pension Transfer From Amount
- $2,933
- Pension Other Amount
- $1
- Pension Other Text
- OUTSIDE TRANSFER
- Pension Total Additions Amount
- $12,583
- Pension Total Bal Addn Amount
- $145,017
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $145
- Pension Oth Ded Text
- MKT VALUE CHANGE
- Pension Total Ded Amount
- $145
- Pension End of year Bal Amount
- $144,872
- 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
- 84037197347314
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374197347060004
- Row 2
- Filing Id
- 84037197347314
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374197347060004
- 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
- $71,563
- Row 3
- Filing Id
- 84037197347314
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3020374197347060004
- 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
- $6,030
- Row 4
- Filing Id
- 84037197347314
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3020374197347060004
- DFE P1 Entity 01 Name
- PRINCIPAL INTL SM CO SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290014
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,679
- Row 5
- Filing Id
- 84037197347314
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3020374197347060004
- 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
- $545,107
- Row 6
- Filing Id
- 84037197347314
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3020374197347060004
- 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
- $5,514
- Row 7
- Filing Id
- 84037197347314
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3020374197347060004
- DFE P1 Entity 01 Name
- AMER CENT ULTRA (ADV) SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290041
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,732
- Row 8
- Filing Id
- 84037197347314
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3020374197347060004
- 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
- $86,721
- Row 9
- Filing Id
- 84037197347314
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3020374197347060004
- 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
- $6,333
- Row 10
- Filing Id
- 84037197347314
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3020374197347060004
- DFE P1 Entity 01 Name
- FID ADV VAL STRAT SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290054
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $206,864
- Row 11
- Filing Id
- 84037197347314
- Schedule D EIN
- 56-1230210
- Schedule D Plan number
- 002
- Schedule D Plan Year Begin Date
- 2003-01-01
- Schedule D Tax Period
- 20031231
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$1,216,670$165,055 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,051,615$1,216,670Increase +$165,055 (15.70%)
Total liabilities$0$0No change $0
Net assets$1,051,615$1,216,670Increase +$165,055 (15.70%)
Contributions
Employer contributions$27,422
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$170,595
Total expenses$5,540
Net income$165,055
Source fields
- Schedule I source fields
- Filing Id
- 84037197347314
- Schedule I EIN
- 56-1230210
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $1,051,615
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,051,615
- Small plan total assets at end of year
- $1,216,670
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,216,670
- Small plan employer contributions
- $27,422
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $143,173
- Small plan total income
- $170,595
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $5,540
- Small plan total expenses
- $5,540
- Small plan net income or loss
- $165,055
- 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
- Yes
- Small plan fidelity bond amount
- $250,000
- 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
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0