Principles Inc
Plan context: Impact Tax Deferred Annuity Plan
EIN 95-2765659 • Pasadena, CA • 16 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
84
2014 Assets
$2,078,197
2014 Contributions
$160,124
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 84 | $2,078,197 | $160,124 | $1,906iApproximate average salary by contribution assumption: employee only about $47,656 at 4% or $31,771 at 6%; with 50% employer match about $31,771 at 4% or $21,180 at 6%; with 100% employer match about $23,828 at 4% or $15,885 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 84 | $2,078,197 | $160,124 | $1,906iApproximate average salary by contribution assumption: employee only about $47,656 at 4% or $31,771 at 6%; with 50% employer match about $31,771 at 4% or $21,180 at 6%; with 100% employer match about $23,828 at 4% or $15,885 at 6%. |
| 2013 | 1 | 83 | $1,960,050 | $144,612 | $1,742iApproximate average salary by contribution assumption: employee only about $43,558 at 4% or $29,039 at 6%; with 50% employer match about $29,039 at 4% or $19,359 at 6%; with 100% employer match about $21,779 at 4% or $14,519 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 83 | $1,960,050 | $144,612 | $1,742iApproximate average salary by contribution assumption: employee only about $43,558 at 4% or $29,039 at 6%; with 50% employer match about $29,039 at 4% or $19,359 at 6%; with 100% employer match about $21,779 at 4% or $14,519 at 6%. |
| 2012 | 1 | 82 | $1,694,078 | $126,487 | $1,543iApproximate average salary by contribution assumption: employee only about $38,563 at 4% or $25,709 at 6%; with 50% employer match about $25,709 at 4% or $17,139 at 6%; with 100% employer match about $19,282 at 4% or $12,854 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 82 | $1,694,078 | $126,487 | $1,543iApproximate average salary by contribution assumption: employee only about $38,563 at 4% or $25,709 at 6%; with 50% employer match about $25,709 at 4% or $17,139 at 6%; with 100% employer match about $19,282 at 4% or $12,854 at 6%. |
| 2011 | 1 | 89 | $1,531,280 | $136,684 | $1,536iApproximate average salary by contribution assumption: employee only about $38,394 at 4% or $25,596 at 6%; with 50% employer match about $25,596 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 89 | $1,531,280 | $136,684 | $1,536iApproximate average salary by contribution assumption: employee only about $38,394 at 4% or $25,596 at 6%; with 50% employer match about $25,596 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| 2010 | 1 | 87 | $1,449,028 | $142,383 | $1,637iApproximate average salary by contribution assumption: employee only about $40,915 at 4% or $27,276 at 6%; with 50% employer match about $27,276 at 4% or $18,184 at 6%; with 100% employer match about $20,457 at 4% or $13,638 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 87 | $1,449,028 | $142,383 | $1,637iApproximate average salary by contribution assumption: employee only about $40,915 at 4% or $27,276 at 6%; with 50% employer match about $27,276 at 4% or $18,184 at 6%; with 100% employer match about $20,457 at 4% or $13,638 at 6%. |
| 2009 | 1 | 87 | $1,344,527 | $173,856 | $1,998iApproximate average salary by contribution assumption: employee only about $49,959 at 4% or $33,306 at 6%; with 50% employer match about $33,306 at 4% or $22,204 at 6%; with 100% employer match about $24,979 at 4% or $16,653 at 6%. |
| Impact Tax Deferred Annuity Plan | - | 87 | $1,344,527 | $173,856 | $1,998iApproximate average salary by contribution assumption: employee only about $49,959 at 4% or $33,306 at 6%; with 50% employer match about $33,306 at 4% or $22,204 at 6%; with 100% employer match about $24,979 at 4% or $16,653 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Impact Tax Deferred Annuity Plan | - | 0 | - | - | - |