Principle Distribution LLC
Plan context: Principle Distribution LLC 401K Plan
EIN 86-1060710 • Austin, TX • 16 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$2,101,497
2025 Contributions
$290,126
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $2,101,497 | $290,126 | $11,159iApproximate average salary by contribution assumption: employee only about $278,967 at 4% or $185,978 at 6%; with 50% employer match about $185,978 at 4% or $123,985 at 6%; with 100% employer match about $139,484 at 4% or $92,989 at 6%. |
| Principle Distribution LLC 401K Plan | - | 26 | $2,101,497 | $290,126 | $11,159iApproximate average salary by contribution assumption: employee only about $278,967 at 4% or $185,978 at 6%; with 50% employer match about $185,978 at 4% or $123,985 at 6%; with 100% employer match about $139,484 at 4% or $92,989 at 6%. |
| 2024 | 1 | 18 | $1,673,234 | $220,501 | $12,250iApproximate average salary by contribution assumption: employee only about $306,251 at 4% or $204,168 at 6%; with 50% employer match about $204,168 at 4% or $136,112 at 6%; with 100% employer match about $153,126 at 4% or $102,084 at 6%. |
| Principle Distribution LLC 401K Plan | - | 18 | $1,673,234 | $220,501 | $12,250iApproximate average salary by contribution assumption: employee only about $306,251 at 4% or $204,168 at 6%; with 50% employer match about $204,168 at 4% or $136,112 at 6%; with 100% employer match about $153,126 at 4% or $102,084 at 6%. |
| 2023 | 1 | 14 | $1,296,183 | $220,107 | $15,722iApproximate average salary by contribution assumption: employee only about $393,048 at 4% or $262,032 at 6%; with 50% employer match about $262,032 at 4% or $174,688 at 6%; with 100% employer match about $196,524 at 4% or $131,016 at 6%. |
| Principle Distribution LLC 401K Plan | - | 14 | $1,296,183 | $220,107 | $15,722iApproximate average salary by contribution assumption: employee only about $393,048 at 4% or $262,032 at 6%; with 50% employer match about $262,032 at 4% or $174,688 at 6%; with 100% employer match about $196,524 at 4% or $131,016 at 6%. |
| 2022 | 1 | 11 | $988,689 | $180,512 | $16,410iApproximate average salary by contribution assumption: employee only about $410,255 at 4% or $273,503 at 6%; with 50% employer match about $273,503 at 4% or $182,335 at 6%; with 100% employer match about $205,127 at 4% or $136,752 at 6%. |
| Principle Distribution LLC 401K Plan | - | 11 | $988,689 | $180,512 | $16,410iApproximate average salary by contribution assumption: employee only about $410,255 at 4% or $273,503 at 6%; with 50% employer match about $273,503 at 4% or $182,335 at 6%; with 100% employer match about $205,127 at 4% or $136,752 at 6%. |
| 2021 | 1 | 12 | $1,019,095 | $146,555 | $12,213iApproximate average salary by contribution assumption: employee only about $305,323 at 4% or $203,549 at 6%; with 50% employer match about $203,549 at 4% or $135,699 at 6%; with 100% employer match about $152,661 at 4% or $101,774 at 6%. |
| Principle Distribution LLC 401K Plan | - | 12 | $1,019,095 | $146,555 | $12,213iApproximate average salary by contribution assumption: employee only about $305,323 at 4% or $203,549 at 6%; with 50% employer match about $203,549 at 4% or $135,699 at 6%; with 100% employer match about $152,661 at 4% or $101,774 at 6%. |
| 2020 | 1 | 12 | $788,799 | $81,450 | $6,788iApproximate average salary by contribution assumption: employee only about $169,688 at 4% or $113,125 at 6%; with 50% employer match about $113,125 at 4% or $75,417 at 6%; with 100% employer match about $84,844 at 4% or $56,563 at 6%. |
| Principle Distribution LLC 401K Plan | - | 12 | $788,799 | $81,450 | $6,788iApproximate average salary by contribution assumption: employee only about $169,688 at 4% or $113,125 at 6%; with 50% employer match about $113,125 at 4% or $75,417 at 6%; with 100% employer match about $84,844 at 4% or $56,563 at 6%. |
| 2019 | 1 | 9 | $639,985 | $70,573 | $7,841iApproximate average salary by contribution assumption: employee only about $196,036 at 4% or $130,691 at 6%; with 50% employer match about $130,691 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%. |
| Principle Distribution LLC 401K Plan | - | 9 | $639,985 | $70,573 | $7,841iApproximate average salary by contribution assumption: employee only about $196,036 at 4% or $130,691 at 6%; with 50% employer match about $130,691 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%. |
| 2018 | 1 | 8 | $491,265 | $70,664 | $8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%. |
| Principle Distribution LLC 401K Plan | - | 8 | $491,265 | $70,664 | $8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%. |
| 2017 | 1 | 8 | $467,250 | $59,701 | $7,463iApproximate average salary by contribution assumption: employee only about $186,566 at 4% or $124,377 at 6%; with 50% employer match about $124,377 at 4% or $82,918 at 6%; with 100% employer match about $93,283 at 4% or $62,189 at 6%. |
| Principle Distribution LLC 401K Plan | - | 8 | $467,250 | $59,701 | $7,463iApproximate average salary by contribution assumption: employee only about $186,566 at 4% or $124,377 at 6%; with 50% employer match about $124,377 at 4% or $82,918 at 6%; with 100% employer match about $93,283 at 4% or $62,189 at 6%. |
| 2016 | 1 | 8 | $366,520 | $125,361 | $15,670iApproximate average salary by contribution assumption: employee only about $391,753 at 4% or $261,169 at 6%; with 50% employer match about $261,169 at 4% or $174,113 at 6%; with 100% employer match about $195,877 at 4% or $130,584 at 6%. |
| Principle Distribution LLC 401K Plan | - | 8 | $366,520 | $125,361 | $15,670iApproximate average salary by contribution assumption: employee only about $391,753 at 4% or $261,169 at 6%; with 50% employer match about $261,169 at 4% or $174,113 at 6%; with 100% employer match about $195,877 at 4% or $130,584 at 6%. |
| 2015 | 1 | 10 | $423,143 | $84,977 | $8,498iApproximate average salary by contribution assumption: employee only about $212,443 at 4% or $141,628 at 6%; with 50% employer match about $141,628 at 4% or $94,419 at 6%; with 100% employer match about $106,221 at 4% or $70,814 at 6%. |
| Principle Distribution LLC 401K Plan | - | 10 | $423,143 | $84,977 | $8,498iApproximate average salary by contribution assumption: employee only about $212,443 at 4% or $141,628 at 6%; with 50% employer match about $141,628 at 4% or $94,419 at 6%; with 100% employer match about $106,221 at 4% or $70,814 at 6%. |
| 2014 | 1 | 9 | $340,660 | $80,672 | $8,964iApproximate average salary by contribution assumption: employee only about $224,089 at 4% or $149,393 at 6%; with 50% employer match about $149,393 at 4% or $99,595 at 6%; with 100% employer match about $112,044 at 4% or $74,696 at 6%. |
| Principle Distribution LLC 401K Plan | - | 9 | $340,660 | $80,672 | $8,964iApproximate average salary by contribution assumption: employee only about $224,089 at 4% or $149,393 at 6%; with 50% employer match about $149,393 at 4% or $99,595 at 6%; with 100% employer match about $112,044 at 4% or $74,696 at 6%. |
| 2013 | 1 | 11 | $356,005 | $148,825 | $13,530iApproximate average salary by contribution assumption: employee only about $338,239 at 4% or $225,492 at 6%; with 50% employer match about $225,492 at 4% or $150,328 at 6%; with 100% employer match about $169,119 at 4% or $112,746 at 6%. |
| Principle Distribution LLC 401K Plan | - | 11 | $356,005 | $148,825 | $13,530iApproximate average salary by contribution assumption: employee only about $338,239 at 4% or $225,492 at 6%; with 50% employer match about $225,492 at 4% or $150,328 at 6%; with 100% employer match about $169,119 at 4% or $112,746 at 6%. |
| 2012 | 1 | 11 | $181,755 | $93,100 | $8,464iApproximate average salary by contribution assumption: employee only about $211,591 at 4% or $141,061 at 6%; with 50% employer match about $141,061 at 4% or $94,040 at 6%; with 100% employer match about $105,795 at 4% or $70,530 at 6%. |
| Principle Distribution LLC 401K Plan | - | 11 | $181,755 | $93,100 | $8,464iApproximate average salary by contribution assumption: employee only about $211,591 at 4% or $141,061 at 6%; with 50% employer match about $141,061 at 4% or $94,040 at 6%; with 100% employer match about $105,795 at 4% or $70,530 at 6%. |
| 2011 | 1 | 11 | $99,882 | $101,458 | $9,223iApproximate average salary by contribution assumption: employee only about $230,586 at 4% or $153,724 at 6%; with 50% employer match about $153,724 at 4% or $102,483 at 6%; with 100% employer match about $115,293 at 4% or $76,862 at 6%. |
| Principle Distribution LLC 401K Plan | - | 11 | $99,882 | $101,458 | $9,223iApproximate average salary by contribution assumption: employee only about $230,586 at 4% or $153,724 at 6%; with 50% employer match about $153,724 at 4% or $102,483 at 6%; with 100% employer match about $115,293 at 4% or $76,862 at 6%. |
| 2010 | 1 | 6 | $4,281 | $4,228 | $705iApproximate average salary by contribution assumption: employee only about $17,617 at 4% or $11,744 at 6%; with 50% employer match about $11,744 at 4% or $7,830 at 6%; with 100% employer match about $8,808 at 4% or $5,872 at 6%. |
| Principle Distribution LLC 401K Plan | - | 6 | $4,281 | $4,228 | $705iApproximate average salary by contribution assumption: employee only about $17,617 at 4% or $11,744 at 6%; with 50% employer match about $11,744 at 4% or $7,830 at 6%; with 100% employer match about $8,808 at 4% or $5,872 at 6%. |