Fidelity bond in place
Yes
Filing
Kabco Builders Inc. 401(K) Retirement Plan
Kabco Builders Inc. • EIN 71-0943618 • Plan year 2007
Filing Insights
Participants
Up155 → 167
12 • 7.74%
Assets
Up$209,090 → $330,348
$121,258 • 57.99%
Investment Management Fee
0.00%$0
Admin expenses $1,743 • Total expenses $30,777
Filing Details
Context- Net investment result
- $121,258
- Pension payor EIN
- 42-0127290
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
No
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Yes
5% transactions reported
No
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 185 | $3,853,066 | $315,958 | $1,708iApproximate average salary by contribution assumption: employee only about $42,697 at 4% or $28,465 at 6%; with 50% employer match about $28,465 at 4% or $18,976 at 6%; with 100% employer match about $21,349 at 4% or $14,232 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 185 | $3,853,066 | $315,958 | $1,708iApproximate average salary by contribution assumption: employee only about $42,697 at 4% or $28,465 at 6%; with 50% employer match about $28,465 at 4% or $18,976 at 6%; with 100% employer match about $21,349 at 4% or $14,232 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 129 | - | - | - |
| 2023 | 2 | 174 | $4,059,416 | $309,228 | $1,777iApproximate average salary by contribution assumption: employee only about $44,429 at 4% or $29,620 at 6%; with 50% employer match about $29,620 at 4% or $19,746 at 6%; with 100% employer match about $22,215 at 4% or $14,810 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 174 | $4,059,416 | $309,228 | $1,777iApproximate average salary by contribution assumption: employee only about $44,429 at 4% or $29,620 at 6%; with 50% employer match about $29,620 at 4% or $19,746 at 6%; with 100% employer match about $22,215 at 4% or $14,810 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 136 | - | - | - |
| 2022 | 2 | 178 | $3,371,059 | $323,974 | $1,820iApproximate average salary by contribution assumption: employee only about $45,502 at 4% or $30,335 at 6%; with 50% employer match about $30,335 at 4% or $20,223 at 6%; with 100% employer match about $22,751 at 4% or $15,167 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 178 | $3,371,059 | $323,974 | $1,820iApproximate average salary by contribution assumption: employee only about $45,502 at 4% or $30,335 at 6%; with 50% employer match about $30,335 at 4% or $20,223 at 6%; with 100% employer match about $22,751 at 4% or $15,167 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 157 | - | - | - |
| 2021 | 2 | 177 | $3,911,634 | $478,372 | $2,703iApproximate average salary by contribution assumption: employee only about $67,567 at 4% or $45,044 at 6%; with 50% employer match about $45,044 at 4% or $30,030 at 6%; with 100% employer match about $33,783 at 4% or $22,522 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 177 | $3,911,634 | $478,372 | $2,703iApproximate average salary by contribution assumption: employee only about $67,567 at 4% or $45,044 at 6%; with 50% employer match about $45,044 at 4% or $30,030 at 6%; with 100% employer match about $33,783 at 4% or $22,522 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 151 | - | - | - |
| 2020 | 2 | 187 | $3,126,317 | $258,048 | $1,380iApproximate average salary by contribution assumption: employee only about $34,498 at 4% or $22,999 at 6%; with 50% employer match about $22,999 at 4% or $15,333 at 6%; with 100% employer match about $17,249 at 4% or $11,499 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 187 | $3,126,317 | $258,048 | $1,380iApproximate average salary by contribution assumption: employee only about $34,498 at 4% or $22,999 at 6%; with 50% employer match about $22,999 at 4% or $15,333 at 6%; with 100% employer match about $17,249 at 4% or $11,499 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 164 | - | - | - |
| 2019 | 2 | 191 | $2,620,251 | $233,631 | $1,223iApproximate average salary by contribution assumption: employee only about $30,580 at 4% or $20,387 at 6%; with 50% employer match about $20,387 at 4% or $13,591 at 6%; with 100% employer match about $15,290 at 4% or $10,193 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 191 | $2,620,251 | $233,631 | $1,223iApproximate average salary by contribution assumption: employee only about $30,580 at 4% or $20,387 at 6%; with 50% employer match about $20,387 at 4% or $13,591 at 6%; with 100% employer match about $15,290 at 4% or $10,193 at 6%. |
| Kabco Builders Inc. Welfare Benefit Plan | - | 152 | - | - | - |
| 2018 | 1 | 184 | $2,145,573 | $238,510 | $1,296iApproximate average salary by contribution assumption: employee only about $32,406 at 4% or $21,604 at 6%; with 50% employer match about $21,604 at 4% or $14,403 at 6%; with 100% employer match about $16,203 at 4% or $10,802 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 184 | $2,145,573 | $238,510 | $1,296iApproximate average salary by contribution assumption: employee only about $32,406 at 4% or $21,604 at 6%; with 50% employer match about $21,604 at 4% or $14,403 at 6%; with 100% employer match about $16,203 at 4% or $10,802 at 6%. |
| 2017 | 1 | 176 | $2,186,111 | $255,386 | $1,451iApproximate average salary by contribution assumption: employee only about $36,276 at 4% or $24,184 at 6%; with 50% employer match about $24,184 at 4% or $16,123 at 6%; with 100% employer match about $18,138 at 4% or $12,092 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 176 | $2,186,111 | $255,386 | $1,451iApproximate average salary by contribution assumption: employee only about $36,276 at 4% or $24,184 at 6%; with 50% employer match about $24,184 at 4% or $16,123 at 6%; with 100% employer match about $18,138 at 4% or $12,092 at 6%. |
| 2016 | 1 | 172 | $1,751,472 | $209,975 | $1,221iApproximate average salary by contribution assumption: employee only about $30,520 at 4% or $20,346 at 6%; with 50% employer match about $20,346 at 4% or $13,564 at 6%; with 100% employer match about $15,260 at 4% or $10,173 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 172 | $1,751,472 | $209,975 | $1,221iApproximate average salary by contribution assumption: employee only about $30,520 at 4% or $20,346 at 6%; with 50% employer match about $20,346 at 4% or $13,564 at 6%; with 100% employer match about $15,260 at 4% or $10,173 at 6%. |
| 2015 | 1 | 158 | $1,501,271 | $162,594 | $1,029iApproximate average salary by contribution assumption: employee only about $25,727 at 4% or $17,151 at 6%; with 50% employer match about $17,151 at 4% or $11,434 at 6%; with 100% employer match about $12,863 at 4% or $8,576 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 158 | $1,501,271 | $162,594 | $1,029iApproximate average salary by contribution assumption: employee only about $25,727 at 4% or $17,151 at 6%; with 50% employer match about $17,151 at 4% or $11,434 at 6%; with 100% employer match about $12,863 at 4% or $8,576 at 6%. |
| 2014 | 1 | 154 | $1,398,972 | $170,201 | $1,105iApproximate average salary by contribution assumption: employee only about $27,630 at 4% or $18,420 at 6%; with 50% employer match about $18,420 at 4% or $12,280 at 6%; with 100% employer match about $13,815 at 4% or $9,210 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 154 | $1,398,972 | $170,201 | $1,105iApproximate average salary by contribution assumption: employee only about $27,630 at 4% or $18,420 at 6%; with 50% employer match about $18,420 at 4% or $12,280 at 6%; with 100% employer match about $13,815 at 4% or $9,210 at 6%. |
| 2013 | 1 | 147 | $1,238,163 | $134,596 | $916iApproximate average salary by contribution assumption: employee only about $22,890 at 4% or $15,260 at 6%; with 50% employer match about $15,260 at 4% or $10,174 at 6%; with 100% employer match about $11,445 at 4% or $7,630 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 147 | $1,238,163 | $134,596 | $916iApproximate average salary by contribution assumption: employee only about $22,890 at 4% or $15,260 at 6%; with 50% employer match about $15,260 at 4% or $10,174 at 6%; with 100% employer match about $11,445 at 4% or $7,630 at 6%. |
| 2012 | 1 | 131 | $1,006,345 | $291,085 | $2,222iApproximate average salary by contribution assumption: employee only about $55,551 at 4% or $37,034 at 6%; with 50% employer match about $37,034 at 4% or $24,689 at 6%; with 100% employer match about $27,775 at 4% or $18,517 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 131 | $1,006,345 | $291,085 | $2,222iApproximate average salary by contribution assumption: employee only about $55,551 at 4% or $37,034 at 6%; with 50% employer match about $37,034 at 4% or $24,689 at 6%; with 100% employer match about $27,775 at 4% or $18,517 at 6%. |
| 2011 | 1 | 123 | $644,386 | $139,815 | $1,137iApproximate average salary by contribution assumption: employee only about $28,418 at 4% or $18,945 at 6%; with 50% employer match about $18,945 at 4% or $12,630 at 6%; with 100% employer match about $14,209 at 4% or $9,473 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 123 | $644,386 | $139,815 | $1,137iApproximate average salary by contribution assumption: employee only about $28,418 at 4% or $18,945 at 6%; with 50% employer match about $18,945 at 4% or $12,630 at 6%; with 100% employer match about $14,209 at 4% or $9,473 at 6%. |
| 2010 | 1 | 118 | $571,013 | $120,775 | $1,024iApproximate average salary by contribution assumption: employee only about $25,588 at 4% or $17,059 at 6%; with 50% employer match about $17,059 at 4% or $11,372 at 6%; with 100% employer match about $12,794 at 4% or $8,529 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 118 | $571,013 | $120,775 | $1,024iApproximate average salary by contribution assumption: employee only about $25,588 at 4% or $17,059 at 6%; with 50% employer match about $17,059 at 4% or $11,372 at 6%; with 100% employer match about $12,794 at 4% or $8,529 at 6%. |
| 2009 | 1 | 137 | $454,160 | $108,628 | $793iApproximate average salary by contribution assumption: employee only about $19,823 at 4% or $13,215 at 6%; with 50% employer match about $13,215 at 4% or $8,810 at 6%; with 100% employer match about $9,911 at 4% or $6,608 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 137 | $454,160 | $108,628 | $793iApproximate average salary by contribution assumption: employee only about $19,823 at 4% or $13,215 at 6%; with 50% employer match about $13,215 at 4% or $8,810 at 6%; with 100% employer match about $9,911 at 4% or $6,608 at 6%. |
| 2008 | 1 | 170 | $341,165 | $160,618 | $945iApproximate average salary by contribution assumption: employee only about $23,620 at 4% or $15,747 at 6%; with 50% employer match about $15,747 at 4% or $10,498 at 6%; with 100% employer match about $11,810 at 4% or $7,873 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 170 | $341,165 | $160,618 | $945iApproximate average salary by contribution assumption: employee only about $23,620 at 4% or $15,747 at 6%; with 50% employer match about $15,747 at 4% or $10,498 at 6%; with 100% employer match about $11,810 at 4% or $7,873 at 6%. |
| 2007 | 1 | 167 | $330,348 | $142,280 | $852iApproximate average salary by contribution assumption: employee only about $21,299 at 4% or $14,200 at 6%; with 50% employer match about $14,200 at 4% or $9,466 at 6%; with 100% employer match about $10,650 at 4% or $7,100 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | Current | 167 | $330,348 | $142,280 | $852iApproximate average salary by contribution assumption: employee only about $21,299 at 4% or $14,200 at 6%; with 50% employer match about $14,200 at 4% or $9,466 at 6%; with 100% employer match about $10,650 at 4% or $7,100 at 6%. |
| 2006 | 1 | 131 | $209,090 | $113,822 | $869iApproximate average salary by contribution assumption: employee only about $21,722 at 4% or $14,481 at 6%; with 50% employer match about $14,481 at 4% or $9,654 at 6%; with 100% employer match about $10,861 at 4% or $7,241 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 131 | $209,090 | $113,822 | $869iApproximate average salary by contribution assumption: employee only about $21,722 at 4% or $14,481 at 6%; with 50% employer match about $14,481 at 4% or $9,654 at 6%; with 100% employer match about $10,861 at 4% or $7,241 at 6%. |
| 2005 | 1 | 104 | $125,405 | $105,969 | $1,019iApproximate average salary by contribution assumption: employee only about $25,473 at 4% or $16,982 at 6%; with 50% employer match about $16,982 at 4% or $11,321 at 6%; with 100% employer match about $12,737 at 4% or $8,491 at 6%. |
| Kabco Builders Inc. 401(K) Retirement Plan | - | 104 | $125,405 | $105,969 | $1,019iApproximate average salary by contribution assumption: employee only about $25,473 at 4% or $16,982 at 6%; with 50% employer match about $16,982 at 4% or $11,321 at 6%; with 100% employer match about $12,737 at 4% or $8,491 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037347344288
- Form Id
- 93410017
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347344030002
- Ins Broker 01 Name
- NORTHWESTERN MUTUAL INVESTMENT SERV
- Ins Broker 01 Street Addr
- ATTN: IPS COMPENSATION
- Ins Broker 01 City
- MILWAUKEE
- Ins Broker 01 State
- WI
- Ins Broker 01 ZIP Code
- 532024695
- Ins Broker Comm Pd 01 Amount
- $2,865
- Ins Broker Fees Pd 01 Amount
- $600
- 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
- 84037347344288
- Form Id
- 93410017
- Schedule A EIN
- 71-0943618
- 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
- 4-51316
- Ins Prsn Covered End of year Count
- 169
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $2,865
- Ins Broker Fees Total Amount
- $600
- Pension End of year Gen Account Amount
- $32,834
- Pension End of year Sep Account Amount
- $279,242
- 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
- PENSION PROVIDER
- Pension End Prev Bal Amount
- $19,763
- Pension Contribution Dep Amount
- $13,722
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $840
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $1,842
- Pension Other Text
- LOAN PAYMENT, MKT VALUE CHANGE
- Pension Total Additions Amount
- $16,404
- Pension Total Bal Addn Amount
- $36,167
- Pension Bnfts Dsbrsd Amount
- $611
- Pension Admin Chrg Amount
- $56
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $2,644
- Pension Oth Ded Text
- LOAN WITHDRAWAL
- Pension Total Ded Amount
- $3,311
- Pension End of year Bal Amount
- $32,856
- 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
- 84037347344288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347344030003
- Row 2
- Filing Id
- 84037347344288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347344030003
- 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
- $1,726
- Row 3
- Filing Id
- 84037347344288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347344030003
- 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
- $2,298
- Row 4
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7020378347344030003
- 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
- $58,327
- Row 5
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7020378347344030003
- 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
- $94,969
- Row 6
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7020378347344030003
- 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
- $21,111
- Row 7
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7020378347344030003
- DFE P1 Entity 01 Name
- PRIN LIFETM STR INC SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290080
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $23,957
- Row 8
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7020378347344030003
- 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
- $1,107
- Row 9
- Filing Id
- 84037347344288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378347344030003
- DFE P1 Entity 01 Name
- PRINCIPAL DIVERS INTL SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290015
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,037
- Row 10
- Filing Id
- 84037347344288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020378347344030003
- 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
- $6,276
- Row 11
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020378347344030003
- 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
- $1,139
- Row 12
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020378347344030003
- 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
- $3,016
- Row 13
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7020378347344030003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP VALUE SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290068
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,908
- Row 14
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7020378347344030003
- DFE P1 Entity 01 Name
- PRIN PTR MD-CP VALUE SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290069
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,349
- Row 15
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7020378347344030003
- 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
- $37,585
- Row 16
- Filing Id
- 84037347344288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7020378347344030003
- 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
- $12,438
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$330,348$121,258 change
Balance Sheet
Beginning and end of plan year.
Total assets$209,090$330,348Increase +$121,258 (57.99%)
Total liabilities$0$0No change $0
Net assets$209,090$330,348Increase +$121,258 (57.99%)
Contributions
Employer contributions$22,587
Participant contributions$119,693
Other contributions$0
Total contributions$142,280
Income & Investment Result
Total income$152,035
Interest$1,181
Dividends$0
Net income$121,258
Expenses & Fees
Benefits paid$28,829
Investment management$0
Administrative expenses$1,743
Total expenses$30,777
Compliance
Fidelity bondYes
Fidelity bond amount$10,000
Participant loans$10,382
Late contributionsNo
Schedule H source fields
- Row 1
- Total assets at beginning of year: $209,090Total assets at end of year: $330,348Total liabilities at end of year: $0Net income or loss: $121,258
- Filing Id
- 84037347344288
- Schedule H EIN
- 71-0943618
- Schedule H Plan number
- 001
- Schedule H Plan Year Begin Date
- 2007-01-01
- Schedule H Tax Period
- 20071231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $986
- Participants Contribution Beginning of year Amount
- $5,839
- Other Receivables Beginning of year Amount
- $0
- Interest Bear Cash Beginning of year Amount
- $0
- Govt Sec Beginning of year Amount
- $0
- Corp Debt Preferred Beginning of year Amount
- $0
- Corp Debt Other Beginning of year Amount
- $0
- Pref Stock Beginning of year Amount
- $0
- Common Stock Beginning of year Amount
- $0
- Joint Venture Beginning of year Amount
- $0
- Real Estate Beginning of year Amount
- $0
- Other Loans Beginning of year Amount
- $0
- Participant loans at beginning of year
- $3,228
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $179,274
- Interest Master Tr Beginning of year Amount
- $0
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- Ins Co Gen Account Beginning of year Amount
- $19,763
- Oth Investment Beginning of year Amount
- $0
- Employer Sec Beginning of year Amount
- $0
- Employer Prop Beginning of year Amount
- $0
- Bldgs Used Beginning of year Amount
- $0
- Total assets at beginning of year
- $209,090
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $209,090
- Non Interest Bear Cash End of year Amount
- $0
- Employer Contribution End of year Amount
- $1,194
- Participants Contribution End of year Amount
- $6,696
- Other Receivables End of year Amount
- $0
- Interest Bear Cash End of year Amount
- $0
- Govt Sec End of year Amount
- $0
- Corp Debt Preferred End of year Amount
- $0
- Corp Debt Other End of year Amount
- $0
- Pref Stock End of year Amount
- $0
- Common Stock End of year Amount
- $0
- Joint Venture End of year Amount
- $0
- Real Estate End of year Amount
- $0
- Other Loans End of year Amount
- $0
- Participant loans at end of year
- $10,382
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $279,242
- Interest Master Tr End of year Amount
- $0
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $0
- Ins Co Gen Account End of year Amount
- $32,834
- Oth Investment End of year Amount
- $0
- Employer Sec End of year Amount
- $0
- Employer Prop End of year Amount
- $0
- Bldgs Used End of year Amount
- $0
- Total assets at end of year
- $330,348
- Bnfts Payable End of year Amount
- $0
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $0
- Net assets at end of year
- $330,348
- Employer contributions
- $22,587
- Participant contributions
- $119,693
- Oth Contribution Rcvd Amount
- $0
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $142,280
- Interest Bear Cash Amount
- $0
- Interest On Govt Sec Amount
- $0
- Interest On Corp Debt Amount
- $0
- Interest On Oth Loans Amount
- $0
- Interest on participant loans
- $341
- Interest On Oth Investment Amount
- $840
- Total interest income
- $1,181
- Divnd Pref Stock Amount
- $0
- Divnd Common Stock Amount
- $0
- Total dividend income
- $0
- Total Rents Amount
- $0
- Aggregate Proceeds Amount
- $0
- Aggregate Costs Amount
- $0
- Net gain or loss on sale of assets
- $0
- Unrealized Apprctn Re Amount
- $0
- Unrealized Apprctn Oth Amount
- $0
- Net unrealized appreciation or depreciation
- $0
- Gain Loss Com Trust Amount
- $0
- Gain Loss Pool Sep Amount
- $7,692
- Gain Loss Master Tr Amount
- $0
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $0
- Other Income Amount
- $882
- Total income
- $152,035
- Participant distributions
- $28,829
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $28,829
- Total Corrective Distribution Amount
- $205
- Total Dm Distribution Ptcp Lns A
- 0
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $1,743
- Investment management fees
- $0
- Other Admin Fees Amount
- $0
- Total administrative expenses
- $1,743
- Total expenses
- $30,777
- Net income or loss
- $121,258
- Total Transfers To Amount
- $0
- Transfers from other plans
- $0
- Failed to transmit participant contributions on time
- No
- Fail Transmit Contribution Amount
- $0
- Participant loans in default
- No
- Loans In Default Amount
- $0
- Leases in default
- No
- Leases In Default Amount
- $0
- Nonexempt transactions with parties in interest
- No
- Party In Interest Not Reported Amount
- $0
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $10,000
- Loss discovered during year
- No
- Loss Discovered Dur Year Amount
- $0
- Assets with undetermined value
- No
- Asset Undeterm Valuation Amount
- $0
- Non-cash contributions reported
- No
- Non Cash Contribution Amount
- $0
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Resolution to terminate plan adopted
- No
- 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
- 84037347344288
- Schedule R EIN
- 71-0943618
- 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