Principle Advisors Inc.
Plan context: Principle Advisors 401K Plan
EIN 59-3782727 • 4 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$42,753
2008 Contributions
$7,460
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Principle Advisors 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 3 | $42,753 | $7,460 | $2,487iApproximate average salary by contribution assumption: employee only about $62,167 at 4% or $41,444 at 6%; with 50% employer match about $41,444 at 4% or $27,630 at 6%; with 100% employer match about $31,083 at 4% or $20,722 at 6%. |
| Principle Advisors 401K Plan | - | 3 | $42,753 | $7,460 | $2,487iApproximate average salary by contribution assumption: employee only about $62,167 at 4% or $41,444 at 6%; with 50% employer match about $41,444 at 4% or $27,630 at 6%; with 100% employer match about $31,083 at 4% or $20,722 at 6%. |
| 2006 | 1 | 4 | $35,682 | $13,090 | $3,273iApproximate average salary by contribution assumption: employee only about $81,813 at 4% or $54,542 at 6%; with 50% employer match about $54,542 at 4% or $36,361 at 6%; with 100% employer match about $40,906 at 4% or $27,271 at 6%. |
| Principle Advisors 401K Plan | - | 4 | $35,682 | $13,090 | $3,273iApproximate average salary by contribution assumption: employee only about $81,813 at 4% or $54,542 at 6%; with 50% employer match about $54,542 at 4% or $36,361 at 6%; with 100% employer match about $40,906 at 4% or $27,271 at 6%. |
| 2005 | 1 | 4 | $19,709 | $18,496 | $4,624iApproximate average salary by contribution assumption: employee only about $115,600 at 4% or $77,067 at 6%; with 50% employer match about $77,067 at 4% or $51,378 at 6%; with 100% employer match about $57,800 at 4% or $38,533 at 6%. |
| Principle Advisors 401K Plan | - | 4 | $19,709 | $18,496 | $4,624iApproximate average salary by contribution assumption: employee only about $115,600 at 4% or $77,067 at 6%; with 50% employer match about $77,067 at 4% or $51,378 at 6%; with 100% employer match about $57,800 at 4% or $38,533 at 6%. |