Fidelity bond in place
Yes
Filing3418 Hooper Ln SEDecatur, AL 35603-1724
Computer Support Systems Inc. 401(K) Plan
Computer Support Systems Inc. • EIN 63-1035683 • Decatur, AL • Plan year 2007
Filing Insights
Participants
Down35 → 32
-3 • -8.57%
Assets
Up$949,144 → $1,163,541
$214,397 • 22.59%
Investment Management Fee
-
Admin expenses - • Total expenses $33,163
Filing Details
Context- Net investment result
- $214,397
- Pension payor EIN
- 42-0127290
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,239,523 | $153,242 | $12,770iApproximate average salary by contribution assumption: employee only about $319,254 at 4% or $212,836 at 6%; with 50% employer match about $212,836 at 4% or $141,891 at 6%; with 100% employer match about $159,627 at 4% or $106,418 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 12 | $3,239,523 | $153,242 | $12,770iApproximate average salary by contribution assumption: employee only about $319,254 at 4% or $212,836 at 6%; with 50% employer match about $212,836 at 4% or $141,891 at 6%; with 100% employer match about $159,627 at 4% or $106,418 at 6%. |
| 2024 | 1 | 13 | $2,846,069 | $155,134 | $11,933iApproximate average salary by contribution assumption: employee only about $298,335 at 4% or $198,890 at 6%; with 50% employer match about $198,890 at 4% or $132,593 at 6%; with 100% employer match about $149,167 at 4% or $99,445 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 13 | $2,846,069 | $155,134 | $11,933iApproximate average salary by contribution assumption: employee only about $298,335 at 4% or $198,890 at 6%; with 50% employer match about $198,890 at 4% or $132,593 at 6%; with 100% employer match about $149,167 at 4% or $99,445 at 6%. |
| 2023 | 1 | 15 | $2,778,293 | $164,214 | $10,948iApproximate average salary by contribution assumption: employee only about $273,690 at 4% or $182,460 at 6%; with 50% employer match about $182,460 at 4% or $121,640 at 6%; with 100% employer match about $136,845 at 4% or $91,230 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 15 | $2,778,293 | $164,214 | $10,948iApproximate average salary by contribution assumption: employee only about $273,690 at 4% or $182,460 at 6%; with 50% employer match about $182,460 at 4% or $121,640 at 6%; with 100% employer match about $136,845 at 4% or $91,230 at 6%. |
| 2022 | 1 | 16 | $2,661,210 | $166,057 | $10,379iApproximate average salary by contribution assumption: employee only about $259,464 at 4% or $172,976 at 6%; with 50% employer match about $172,976 at 4% or $115,317 at 6%; with 100% employer match about $129,732 at 4% or $86,488 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 16 | $2,661,210 | $166,057 | $10,379iApproximate average salary by contribution assumption: employee only about $259,464 at 4% or $172,976 at 6%; with 50% employer match about $172,976 at 4% or $115,317 at 6%; with 100% employer match about $129,732 at 4% or $86,488 at 6%. |
| 2021 | 1 | 17 | $3,107,647 | $164,754 | $9,691iApproximate average salary by contribution assumption: employee only about $242,285 at 4% or $161,524 at 6%; with 50% employer match about $161,524 at 4% or $107,682 at 6%; with 100% employer match about $121,143 at 4% or $80,762 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 17 | $3,107,647 | $164,754 | $9,691iApproximate average salary by contribution assumption: employee only about $242,285 at 4% or $161,524 at 6%; with 50% employer match about $161,524 at 4% or $107,682 at 6%; with 100% employer match about $121,143 at 4% or $80,762 at 6%. |
| 2020 | 1 | 18 | $2,738,566 | $171,981 | $9,555iApproximate average salary by contribution assumption: employee only about $238,863 at 4% or $159,242 at 6%; with 50% employer match about $159,242 at 4% or $106,161 at 6%; with 100% employer match about $119,431 at 4% or $79,621 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 18 | $2,738,566 | $171,981 | $9,555iApproximate average salary by contribution assumption: employee only about $238,863 at 4% or $159,242 at 6%; with 50% employer match about $159,242 at 4% or $106,161 at 6%; with 100% employer match about $119,431 at 4% or $79,621 at 6%. |
| 2019 | 1 | 19 | $2,423,565 | $164,576 | $8,662iApproximate average salary by contribution assumption: employee only about $216,547 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,243 at 6%; with 100% employer match about $108,274 at 4% or $72,182 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 19 | $2,423,565 | $164,576 | $8,662iApproximate average salary by contribution assumption: employee only about $216,547 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,243 at 6%; with 100% employer match about $108,274 at 4% or $72,182 at 6%. |
| 2018 | 1 | 18 | $1,982,609 | $76,545 | $4,253iApproximate average salary by contribution assumption: employee only about $106,313 at 4% or $70,875 at 6%; with 50% employer match about $70,875 at 4% or $47,250 at 6%; with 100% employer match about $53,156 at 4% or $35,438 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 18 | $1,982,609 | $76,545 | $4,253iApproximate average salary by contribution assumption: employee only about $106,313 at 4% or $70,875 at 6%; with 50% employer match about $70,875 at 4% or $47,250 at 6%; with 100% employer match about $53,156 at 4% or $35,438 at 6%. |
| 2017 | 1 | 19 | $2,068,990 | $66,184 | $3,483iApproximate average salary by contribution assumption: employee only about $87,084 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 19 | $2,068,990 | $66,184 | $3,483iApproximate average salary by contribution assumption: employee only about $87,084 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%. |
| 2016 | 1 | 19 | $1,826,142 | $66,898 | $3,521iApproximate average salary by contribution assumption: employee only about $88,024 at 4% or $58,682 at 6%; with 50% employer match about $58,682 at 4% or $39,122 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 19 | $1,826,142 | $66,898 | $3,521iApproximate average salary by contribution assumption: employee only about $88,024 at 4% or $58,682 at 6%; with 50% employer match about $58,682 at 4% or $39,122 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| 2015 | 1 | 19 | $1,678,099 | $63,724 | $3,354iApproximate average salary by contribution assumption: employee only about $83,847 at 4% or $55,898 at 6%; with 50% employer match about $55,898 at 4% or $37,265 at 6%; with 100% employer match about $41,924 at 4% or $27,949 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 19 | $1,678,099 | $63,724 | $3,354iApproximate average salary by contribution assumption: employee only about $83,847 at 4% or $55,898 at 6%; with 50% employer match about $55,898 at 4% or $37,265 at 6%; with 100% employer match about $41,924 at 4% or $27,949 at 6%. |
| 2014 | 1 | 21 | $1,705,188 | $94,056 | $4,479iApproximate average salary by contribution assumption: employee only about $111,971 at 4% or $74,648 at 6%; with 50% employer match about $74,648 at 4% or $49,765 at 6%; with 100% employer match about $55,986 at 4% or $37,324 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 21 | $1,705,188 | $94,056 | $4,479iApproximate average salary by contribution assumption: employee only about $111,971 at 4% or $74,648 at 6%; with 50% employer match about $74,648 at 4% or $49,765 at 6%; with 100% employer match about $55,986 at 4% or $37,324 at 6%. |
| 2013 | 1 | 21 | $1,538,654 | $62,326 | $2,968iApproximate average salary by contribution assumption: employee only about $74,198 at 4% or $49,465 at 6%; with 50% employer match about $49,465 at 4% or $32,977 at 6%; with 100% employer match about $37,099 at 4% or $24,733 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 21 | $1,538,654 | $62,326 | $2,968iApproximate average salary by contribution assumption: employee only about $74,198 at 4% or $49,465 at 6%; with 50% employer match about $49,465 at 4% or $32,977 at 6%; with 100% employer match about $37,099 at 4% or $24,733 at 6%. |
| 2012 | 1 | 21 | $1,345,162 | $65,910 | $3,139iApproximate average salary by contribution assumption: employee only about $78,464 at 4% or $52,310 at 6%; with 50% employer match about $52,310 at 4% or $34,873 at 6%; with 100% employer match about $39,232 at 4% or $26,155 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 21 | $1,345,162 | $65,910 | $3,139iApproximate average salary by contribution assumption: employee only about $78,464 at 4% or $52,310 at 6%; with 50% employer match about $52,310 at 4% or $34,873 at 6%; with 100% employer match about $39,232 at 4% or $26,155 at 6%. |
| 2011 | 1 | 28 | $1,363,324 | $72,919 | $2,604iApproximate average salary by contribution assumption: employee only about $65,106 at 4% or $43,404 at 6%; with 50% employer match about $43,404 at 4% or $28,936 at 6%; with 100% employer match about $32,553 at 4% or $21,702 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 28 | $1,363,324 | $72,919 | $2,604iApproximate average salary by contribution assumption: employee only about $65,106 at 4% or $43,404 at 6%; with 50% employer match about $43,404 at 4% or $28,936 at 6%; with 100% employer match about $32,553 at 4% or $21,702 at 6%. |
| 2010 | 1 | 32 | $1,455,172 | $96,912 | $3,029iApproximate average salary by contribution assumption: employee only about $75,713 at 4% or $50,475 at 6%; with 50% employer match about $50,475 at 4% or $33,650 at 6%; with 100% employer match about $37,856 at 4% or $25,238 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 32 | $1,455,172 | $96,912 | $3,029iApproximate average salary by contribution assumption: employee only about $75,713 at 4% or $50,475 at 6%; with 50% employer match about $50,475 at 4% or $33,650 at 6%; with 100% employer match about $37,856 at 4% or $25,238 at 6%. |
| 2009 | 1 | 30 | $1,234,230 | $161,217 | $5,374iApproximate average salary by contribution assumption: employee only about $134,348 at 4% or $89,565 at 6%; with 50% employer match about $89,565 at 4% or $59,710 at 6%; with 100% employer match about $67,174 at 4% or $44,783 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 30 | $1,234,230 | $161,217 | $5,374iApproximate average salary by contribution assumption: employee only about $134,348 at 4% or $89,565 at 6%; with 50% employer match about $89,565 at 4% or $59,710 at 6%; with 100% employer match about $67,174 at 4% or $44,783 at 6%. |
| 2008 | 1 | 38 | $977,186 | $202,178 | $5,320iApproximate average salary by contribution assumption: employee only about $133,012 at 4% or $88,675 at 6%; with 50% employer match about $88,675 at 4% or $59,116 at 6%; with 100% employer match about $66,506 at 4% or $44,337 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 38 | $977,186 | $202,178 | $5,320iApproximate average salary by contribution assumption: employee only about $133,012 at 4% or $88,675 at 6%; with 50% employer match about $88,675 at 4% or $59,116 at 6%; with 100% employer match about $66,506 at 4% or $44,337 at 6%. |
| 2007 | 1 | 32 | $1,163,541 | $200,979 | $6,281iApproximate average salary by contribution assumption: employee only about $157,015 at 4% or $104,677 at 6%; with 50% employer match about $104,677 at 4% or $69,784 at 6%; with 100% employer match about $78,507 at 4% or $52,338 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | Current | 32 | $1,163,541 | $200,979 | $6,281iApproximate average salary by contribution assumption: employee only about $157,015 at 4% or $104,677 at 6%; with 50% employer match about $104,677 at 4% or $69,784 at 6%; with 100% employer match about $78,507 at 4% or $52,338 at 6%. |
| 2006 | 1 | 35 | $949,144 | $192,478 | $5,499iApproximate average salary by contribution assumption: employee only about $137,484 at 4% or $91,656 at 6%; with 50% employer match about $91,656 at 4% or $61,104 at 6%; with 100% employer match about $68,742 at 4% or $45,828 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 35 | $949,144 | $192,478 | $5,499iApproximate average salary by contribution assumption: employee only about $137,484 at 4% or $91,656 at 6%; with 50% employer match about $91,656 at 4% or $61,104 at 6%; with 100% employer match about $68,742 at 4% or $45,828 at 6%. |
| 2005 | 1 | 44 | $974,235 | $177,944 | $4,044iApproximate average salary by contribution assumption: employee only about $101,105 at 4% or $67,403 at 6%; with 50% employer match about $67,403 at 4% or $44,935 at 6%; with 100% employer match about $50,552 at 4% or $33,702 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 44 | $974,235 | $177,944 | $4,044iApproximate average salary by contribution assumption: employee only about $101,105 at 4% or $67,403 at 6%; with 50% employer match about $67,403 at 4% or $44,935 at 6%; with 100% employer match about $50,552 at 4% or $33,702 at 6%. |
| 2004 | 1 | 48 | $780,666 | $185,345 | $3,861iApproximate average salary by contribution assumption: employee only about $96,534 at 4% or $64,356 at 6%; with 50% employer match about $64,356 at 4% or $42,904 at 6%; with 100% employer match about $48,267 at 4% or $32,178 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 48 | $780,666 | $185,345 | $3,861iApproximate average salary by contribution assumption: employee only about $96,534 at 4% or $64,356 at 6%; with 50% employer match about $64,356 at 4% or $42,904 at 6%; with 100% employer match about $48,267 at 4% or $32,178 at 6%. |
| 2003 | 1 | 47 | $0 | $0 | - |
| Computer Support Systems Inc. 401(K) Plan | - | 47 | - | - | - |
| 2002 | 1 | 44 | $464,861 | $136,292 | $3,098iApproximate average salary by contribution assumption: employee only about $77,439 at 4% or $51,626 at 6%; with 50% employer match about $51,626 at 4% or $34,417 at 6%; with 100% employer match about $38,719 at 4% or $25,813 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 44 | $464,861 | $136,292 | $3,098iApproximate average salary by contribution assumption: employee only about $77,439 at 4% or $51,626 at 6%; with 50% employer match about $51,626 at 4% or $34,417 at 6%; with 100% employer match about $38,719 at 4% or $25,813 at 6%. |
| 2001 | 1 | 42 | $399,944 | $129,260 | $3,078iApproximate average salary by contribution assumption: employee only about $76,940 at 4% or $51,294 at 6%; with 50% employer match about $51,294 at 4% or $34,196 at 6%; with 100% employer match about $38,470 at 4% or $25,647 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 42 | $399,944 | $129,260 | $3,078iApproximate average salary by contribution assumption: employee only about $76,940 at 4% or $51,294 at 6%; with 50% employer match about $51,294 at 4% or $34,196 at 6%; with 100% employer match about $38,470 at 4% or $25,647 at 6%. |
| 2000 | 1 | 39 | $285,588 | $122,344 | $3,137iApproximate average salary by contribution assumption: employee only about $78,426 at 4% or $52,284 at 6%; with 50% employer match about $52,284 at 4% or $34,856 at 6%; with 100% employer match about $39,213 at 4% or $26,142 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 39 | $285,588 | $122,344 | $3,137iApproximate average salary by contribution assumption: employee only about $78,426 at 4% or $52,284 at 6%; with 50% employer match about $52,284 at 4% or $34,856 at 6%; with 100% employer match about $39,213 at 4% or $26,142 at 6%. |
| 1999 | 1 | 38 | $189,323 | $91,291 | $2,402iApproximate average salary by contribution assumption: employee only about $60,060 at 4% or $40,040 at 6%; with 50% employer match about $40,040 at 4% or $26,693 at 6%; with 100% employer match about $30,030 at 4% or $20,020 at 6%. |
| Computer Support Systems Inc. 401(K) Plan | - | 38 | $189,323 | $91,291 | $2,402iApproximate average salary by contribution assumption: employee only about $60,060 at 4% or $40,040 at 6%; with 50% employer match about $40,040 at 4% or $26,693 at 6%; with 100% employer match about $30,030 at 4% or $20,020 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037162002178
- Form Id
- 87182376
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378162002170001
- Ins Broker 01 Name
- NBC SECURITIES INC
- Ins Broker 01 Street Addr
- ATTN COMMISSIONS DEPT
- Ins Broker 01 City
- BIRMINGHAM
- Ins Broker 01 State
- AL
- Ins Broker 01 ZIP Code
- 352034024
- Ins Broker Comm Pd 01 Amount
- $2,413
- Ins Broker Fees Pd 01 Amount
- $1,546
- Ins Broker Fees Pd 01 Text
- PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 86037162002178
- Form Id
- 87182376
- Schedule A EIN
- 63-1035683
- 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
- 7-07731
- Ins Prsn Covered End of year Count
- 36
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $2,413
- Ins Broker Fees Total Amount
- $1,546
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $784,465
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- 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
Schedule D
- Row 1
- Filing Id
- 86037162002178
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378162002170002
- 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
- $23,657
- Row 2
- Filing Id
- 86037162002178
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378162002170002
- Row 3
- Filing Id
- 86037162002178
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7550378162002170002
- 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
- $32,732
- Row 4
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2030 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290077
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $118,978
- Row 5
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2040 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290078
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $75,782
- Row 6
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7550378162002170002
- 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
- $21,543
- Row 7
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7550378162002170002
- 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
- $8,314
- Row 8
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRINCIPAL STABLE VALUE FUND
- DFE P1 Spons 01 Name
- UNION BOND & TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 936274328001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $379,076
- Row 9
- Filing Id
- 86037162002178
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7550378162002170002
- 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
- $101,512
- Row 10
- Filing Id
- 86037162002178
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7550378162002170002
- 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
- $5,698
- Row 11
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRIN PTNR MD-CP GR II SEP ACCT
- 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
- $93,340
- Row 12
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7550378162002170002
- 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
- $2,549
- Row 13
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7550378162002170002
- 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
- $75,391
- Row 14
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRINCIPAL INTL GROWTH SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290064
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $29,792
- Row 15
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7550378162002170002
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2010 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290075
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $38,904
- Row 16
- Filing Id
- 86037162002178
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7550378162002170002
- 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
- $156,273
- Row 17
- Filing Id
- 86037162002178
- Schedule D EIN
- 63-1035683
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
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$1,163,541$214,397 change
Balance Sheet
Beginning and end of plan year.
Total assets$949,144$1,163,541Increase +$214,397 (22.59%)
Total liabilities$0$0No change $0
Net assets$949,144$1,163,541Increase +$214,397 (22.59%)
Contributions
Employer contributions$72,232
Participant contributions$128,747
Other contributions$0
Income & Expenses
Total income$247,560
Total expenses$33,163
Net income$214,397
Source fields
- Schedule I source fields
- Filing Id
- 86037162002178
- Schedule I EIN
- 63-1035683
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2007-01-01
- Schedule I Tax Period
- 20071231
- Small plan total assets at beginning of year
- $949,144
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $949,144
- Small plan total assets at end of year
- $1,163,541
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,163,541
- Small plan employer contributions
- $72,232
- Small plan participant contributions
- $128,747
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $46,581
- Small plan total income
- $247,560
- Small plan total benefit distributions
- $33,163
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $33,163
- Small plan net income or loss
- $214,397
- 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
- $100,000
- 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
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
- 86037162002178
- Schedule R EIN
- 63-1035683
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 42-0127290
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0