Civic Intelligence
Filing

Ameriplan USA 401K Retirement Savings Plan Plan

Ameriplan Corporation • EIN 75-2452941 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

151 → 147

-4 • -2.65%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
42-0127290

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Ameriplan USA 401K Retirement Savings Plan Plan-0$0--
200910$932,468$280,968-
Ameriplan USA 401K Retirement Savings Plan Plan-0$932,468$280,968-
20081191$2,332,590$480,091$2,514iApproximate average salary by contribution assumption: employee only about $62,839 at 4% or $41,893 at 6%; with 50% employer match about $41,893 at 4% or $27,929 at 6%; with 100% employer match about $31,420 at 4% or $20,946 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-191$2,332,590$480,091$2,514iApproximate average salary by contribution assumption: employee only about $62,839 at 4% or $41,893 at 6%; with 50% employer match about $41,893 at 4% or $27,929 at 6%; with 100% employer match about $31,420 at 4% or $20,946 at 6%.
20071289$3,303,188$559,446$1,936iApproximate average salary by contribution assumption: employee only about $48,395 at 4% or $32,263 at 6%; with 50% employer match about $32,263 at 4% or $21,509 at 6%; with 100% employer match about $24,197 at 4% or $16,132 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-289$3,303,188$559,446$1,936iApproximate average salary by contribution assumption: employee only about $48,395 at 4% or $32,263 at 6%; with 50% employer match about $32,263 at 4% or $21,509 at 6%; with 100% employer match about $24,197 at 4% or $16,132 at 6%.
20061197$0$0-
Ameriplan USA 401K Retirement Savings Plan Plan-197---
20051220$2,205,179$493,050$2,241iApproximate average salary by contribution assumption: employee only about $56,028 at 4% or $37,352 at 6%; with 50% employer match about $37,352 at 4% or $24,902 at 6%; with 100% employer match about $28,014 at 4% or $18,676 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-220$2,205,179$493,050$2,241iApproximate average salary by contribution assumption: employee only about $56,028 at 4% or $37,352 at 6%; with 50% employer match about $37,352 at 4% or $24,902 at 6%; with 100% employer match about $28,014 at 4% or $18,676 at 6%.
20041198$1,708,291$349,603$1,766iApproximate average salary by contribution assumption: employee only about $44,142 at 4% or $29,428 at 6%; with 50% employer match about $29,428 at 4% or $19,619 at 6%; with 100% employer match about $22,071 at 4% or $14,714 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-198$1,708,291$349,603$1,766iApproximate average salary by contribution assumption: employee only about $44,142 at 4% or $29,428 at 6%; with 50% employer match about $29,428 at 4% or $19,619 at 6%; with 100% employer match about $22,071 at 4% or $14,714 at 6%.
20031203$1,320,499$325,756$1,605iApproximate average salary by contribution assumption: employee only about $40,118 at 4% or $26,745 at 6%; with 50% employer match about $26,745 at 4% or $17,830 at 6%; with 100% employer match about $20,059 at 4% or $13,373 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-203$1,320,499$325,756$1,605iApproximate average salary by contribution assumption: employee only about $40,118 at 4% or $26,745 at 6%; with 50% employer match about $26,745 at 4% or $17,830 at 6%; with 100% employer match about $20,059 at 4% or $13,373 at 6%.
20011173$762,996$371,380$2,147iApproximate average salary by contribution assumption: employee only about $53,668 at 4% or $35,778 at 6%; with 50% employer match about $35,778 at 4% or $23,852 at 6%; with 100% employer match about $26,834 at 4% or $17,889 at 6%.
Ameriplan USA 401K Retirement Savings Plan Plan-173$762,996$371,380$2,147iApproximate average salary by contribution assumption: employee only about $53,668 at 4% or $35,778 at 6%; with 50% employer match about $35,778 at 4% or $23,852 at 6%; with 100% employer match about $26,834 at 4% or $17,889 at 6%.
20001147$0$0-
Ameriplan USA 401K Retirement Savings Plan PlanCurrent147---
Schedule Details

Schedule A

Row 1
Filing Id
84037184203023
Form Id
34478591
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10373184203020002
Ins Broker 01 Name
MML INSURANCE AGENCY INC
Ins Broker 01 Street Addr
1414 MAIN ST 9TH FLOOR
Ins Broker 01 City
SPRINGFIELD
Ins Broker 01 State
MA
Ins Broker 01 ZIP Code
011441013
Ins Broker Comm Pd 01 Amount
$4,048
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
84037184203023
Form Id
34478591
Schedule A EIN
75-2452941
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
4-33038
Ins Prsn Covered End of year Count
153
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$4,048
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$31,772
Pension End of year Sep Account Amount
$428,994
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
$29,289
Pension Contribution Dep Amount
$16,709
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,558
Pension Transfer From Amount
$0
Pension Other Amount
$1,523
Pension Other Text
LOAN PAYMENT, MKT VALUE CHANGE
Pension Total Additions Amount
$19,790
Pension Total Bal Addn Amount
$49,079
Pension Bnfts Dsbrsd Amount
$6,654
Pension Admin Chrg Amount
$833
Pension Transfer To Amount
$7,294
Pension Oth Ded Amount
$2,526
Pension Oth Ded Text
LOAN WITHDRAWAL
Pension Total Ded Amount
$17,307
Pension End of year Bal Amount
$31,772
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 C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10373184203020003
Provider 01 EIN
00-0000000
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 2
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10373184203020003
Provider 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
Provider 01 EIN
42-0127290
Provider 01 Position
RECORD-KEEPER
Provider 01 Relation
SERVICE PROVIDER
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$13,107
Provider 01 Srvc Code
24

Schedule D

Row 1
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10373184203020004
Row 2
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
MONEY MARKET ACCOUNT
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
$22,262
Row 3
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
BOND AND MORTGAGE ACCOUNT
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
$469
Row 4
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
AMERICAN CENTURY VALUE ACCOU
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPAN
DFE P1 Plan 01 EIN Plan number
420127290040
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$574
Row 5
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
FIDELITY ADVISOR MID CAP ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
420127290040
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,185
Row 6
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
FIDELITY ADVISOR OVERSEAS AC
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COM
DFE P1 Plan 01 EIN Plan number
120127290040
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$407
Row 7
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
AMERICAN CENTURY SMALL CAP VALUE AC
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE CON
DFE P1 Plan 01 EIN Plan number
420127290053
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$949
Row 8
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
FIDELITY ADVISOR VALUE STRATEGIES A
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPAN
DFE P1 Plan 01 EIN Plan number
201272900500
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$379
Row 9
Filing Id
84037184203023
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
NVESCO EQUTTY INCOME ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPAN
DFE P1 Plan 01 EIN Plan number
420127290060
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$294
Row 10
Filing Id
84037184203023
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
JANUS ADVISER AGGRESSIVE GRO
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPA
DFE P1 Plan 01 EIN Plan number
420127290050
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,518
Row 11
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
GOVERNMENT SECURITIES ACCOUNT
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
$21,120
Row 12
Filing Id
84037184203023
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
LARGE CAP STOCK INDEX ACCOUNT
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
$51,096
Row 13
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
STOCK EMPHASIS BALANCED ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290032
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$31,870
Row 14
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
AMERICAN CENTURY ULTRA ACCOUNT
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
$208
Row 15
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
LARGE COMPANY GROWTH ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290018
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74,585
Row 16
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
MEDIUM COMPANY GROWTH ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290021
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$68,684
Row 17
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
SMALL COMPANY GROWTH ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290030
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$65,611
Row 18
Filing Id
84037184203023
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
10373184203020004
DFE P1 Entity 01 Name
INTERNATIONAL SMALL COMPANY ACCOUNT
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
$67,783

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
84037184203023
Schedule R EIN
75-2452941
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
42-0127290
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0