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PRINCIPAL LIFETIME HYBRID 2025 FUND 401k Plan overview

Plan NamePRINCIPAL LIFETIME HYBRID 2025 FUND
Plan identification number 004

PRINCIPAL LIFETIME HYBRID 2025 FUND Benefits

No plan benefit data available

401k Sponsoring company profile

PRINCIPAL GLOBAL INVESTORS TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
Employer identification number (EIN):266447574

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCIPAL LIFETIME HYBRID 2025 FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-03-01
0042021-03-01
0042020-03-01
0042019-03-01
0042018-03-01
0042017-03-012018-12-15
0042016-03-012017-12-15
0042015-03-012016-12-13
0042014-03-012015-11-18
0042013-03-012014-12-11
0042012-03-012013-11-25
0042011-03-012012-11-16
0042010-03-012011-11-18
0042009-07-012010-11-29

Plan Statistics for PRINCIPAL LIFETIME HYBRID 2025 FUND

401k plan membership statisitcs for PRINCIPAL LIFETIME HYBRID 2025 FUND

Measure Date Value
2021: PRINCIPAL LIFETIME HYBRID 2025 FUND 2021 401k membership
Total of all active and inactive participants2021-03-010
2020: PRINCIPAL LIFETIME HYBRID 2025 FUND 2020 401k membership
Total of all active and inactive participants2020-03-010
2019: PRINCIPAL LIFETIME HYBRID 2025 FUND 2019 401k membership
Total of all active and inactive participants2019-03-010
2018: PRINCIPAL LIFETIME HYBRID 2025 FUND 2018 401k membership
Total of all active and inactive participants2018-03-010
2017: PRINCIPAL LIFETIME HYBRID 2025 FUND 2017 401k membership
Total of all active and inactive participants2017-03-010
2016: PRINCIPAL LIFETIME HYBRID 2025 FUND 2016 401k membership
Total of all active and inactive participants2016-03-010

Financial Data on PRINCIPAL LIFETIME HYBRID 2025 FUND

Measure Date Value
2023 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total transfer of assets to this plan2023-02-28$733,326,226
Total transfer of assets from this plan2023-02-28$923,461,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$5,231,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$20,259,259
Total income from all sources (including contributions)2023-02-28$-472,713,569
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$21,142,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$0
Value of total assets at end of year2023-02-28$5,680,462,373
Value of total assets at beginning of year2023-02-28$6,379,481,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$21,142,126
Total interest from all sources2023-02-28$612
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$36,838,697
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$36,838,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$3,624,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$18,339,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$5,231,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$20,259,259
Other income not declared elsewhere2023-02-28$3,882,411
Administrative expenses (other) incurred2023-02-28$14,952,124
Total non interest bearing cash at end of year2023-02-28$185,742
Total non interest bearing cash at beginning of year2023-02-28$0
Value of net income/loss2023-02-28$-493,855,695
Value of net assets at end of year (total assets less liabilities)2023-02-28$5,675,230,689
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$6,359,221,933
Investment advisory and management fees2023-02-28$6,190,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$620,074,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$716,081,510
Value of interest in pooled separate accounts at end of year2023-02-28$3,806,383,935
Value of interest in pooled separate accounts at beginning of year2023-02-28$4,169,057,471
Interest earned on other investments2023-02-28$612
Value of interest in common/collective trusts at end of year2023-02-28$1,250,193,672
Value of interest in common/collective trusts at beginning of year2023-02-28$1,476,002,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-88,310,129
Net investment gain/loss from pooled separate accounts2023-02-28$-261,501,763
Net investment gain or loss from common/collective trusts2023-02-28$-163,623,397
2022 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total transfer of assets to this plan2022-02-28$1,111,261,165
Total transfer of assets from this plan2022-02-28$1,351,346,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$20,259,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$8,440,278
Total income from all sources (including contributions)2022-02-28$309,792,306
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$26,292,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$0
Value of total assets at end of year2022-02-28$6,379,481,192
Value of total assets at beginning of year2022-02-28$6,324,247,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$26,292,184
Total interest from all sources2022-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$31,634,349
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$31,634,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$18,339,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$7,047,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$20,259,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$8,440,278
Other income not declared elsewhere2022-02-28$5,943,510
Administrative expenses (other) incurred2022-02-28$17,879,414
Total non interest bearing cash at end of year2022-02-28$0
Total non interest bearing cash at beginning of year2022-02-28$107,175
Value of net income/loss2022-02-28$283,500,122
Value of net assets at end of year (total assets less liabilities)2022-02-28$6,359,221,933
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$6,315,807,409
Investment advisory and management fees2022-02-28$8,412,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$716,081,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$1,666,538,144
Value of interest in pooled separate accounts at end of year2022-02-28$4,169,057,471
Value of interest in pooled separate accounts at beginning of year2022-02-28$4,289,544,902
Value of interest in common/collective trusts at end of year2022-02-28$1,476,002,807
Value of interest in common/collective trusts at beginning of year2022-02-28$361,009,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$161,765,205
Net investment gain/loss from pooled separate accounts2022-02-28$132,992,980
Net investment gain or loss from common/collective trusts2022-02-28$-22,543,738
2021 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total transfer of assets to this plan2021-02-28$870,507,470
Total transfer of assets from this plan2021-02-28$1,291,033,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$8,440,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$27,020,556
Total income from all sources (including contributions)2021-02-28$1,048,393,316
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$25,450,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$0
Value of total assets at end of year2021-02-28$6,324,247,687
Value of total assets at beginning of year2021-02-28$5,740,411,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$25,450,459
Total interest from all sources2021-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$32,391,766
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$32,391,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$7,047,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$25,670,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$8,440,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$27,020,556
Other income not declared elsewhere2021-02-28$9,873,852
Administrative expenses (other) incurred2021-02-28$16,437,704
Total non interest bearing cash at end of year2021-02-28$107,175
Total non interest bearing cash at beginning of year2021-02-28$0
Value of net income/loss2021-02-28$1,022,942,857
Value of net assets at end of year (total assets less liabilities)2021-02-28$6,315,807,409
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$5,713,390,529
Investment advisory and management fees2021-02-28$9,012,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$1,666,538,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$1,665,477,100
Value of interest in pooled separate accounts at end of year2021-02-28$4,289,544,902
Value of interest in pooled separate accounts at beginning of year2021-02-28$3,945,852,316
Value of interest in common/collective trusts at end of year2021-02-28$361,009,628
Value of interest in common/collective trusts at beginning of year2021-02-28$103,411,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$251,058,346
Net investment gain/loss from pooled separate accounts2021-02-28$722,431,315
Net investment gain or loss from common/collective trusts2021-02-28$32,638,037
2020 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total transfer of assets to this plan2020-02-29$1,085,958,748
Total transfer of assets from this plan2020-02-29$1,196,187,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$27,020,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$8,193,727
Total income from all sources (including contributions)2020-02-29$395,863,138
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$27,919,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$0
Value of total assets at end of year2020-02-29$5,740,411,085
Value of total assets at beginning of year2020-02-29$5,463,869,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$27,919,431
Total interest from all sources2020-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$49,192,421
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$49,192,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$25,670,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$5,742,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$27,020,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$8,193,727
Other income not declared elsewhere2020-02-29$10,476,162
Administrative expenses (other) incurred2020-02-29$16,731,247
Total non interest bearing cash at end of year2020-02-29$0
Total non interest bearing cash at beginning of year2020-02-29$57,308
Value of net income/loss2020-02-29$367,943,707
Value of net assets at end of year (total assets less liabilities)2020-02-29$5,713,390,529
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$5,455,675,878
Investment advisory and management fees2020-02-29$11,188,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$1,665,477,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$1,612,439,374
Value of interest in pooled separate accounts at end of year2020-02-29$3,945,852,316
Value of interest in pooled separate accounts at beginning of year2020-02-29$3,740,567,219
Value of interest in common/collective trusts at end of year2020-02-29$103,411,240
Value of interest in common/collective trusts at beginning of year2020-02-29$105,063,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$48,238,784
Net investment gain/loss from pooled separate accounts2020-02-29$282,786,110
Net investment gain or loss from common/collective trusts2020-02-29$5,169,661
2018 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total transfer of assets to this plan2018-02-28$1,846,179,512
Total transfer of assets from this plan2018-02-28$994,412,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$10,552,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$3,307,249
Total income from all sources (including contributions)2018-02-28$445,944,885
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$14,699,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$0
Value of total assets at end of year2018-02-28$5,059,340,113
Value of total assets at beginning of year2018-02-28$3,769,082,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$14,699,688
Total interest from all sources2018-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$33,078,847
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$33,078,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$9,067,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$2,287,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$10,552,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$3,307,249
Administrative expenses (other) incurred2018-02-28$3,888,594
Total non interest bearing cash at end of year2018-02-28$117,878
Total non interest bearing cash at beginning of year2018-02-28$54,434
Value of net income/loss2018-02-28$431,245,197
Value of net assets at end of year (total assets less liabilities)2018-02-28$5,048,787,312
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$3,765,775,085
Investment advisory and management fees2018-02-28$10,811,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$1,502,722,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$1,001,348,426
Value of interest in pooled separate accounts at end of year2018-02-28$3,430,328,111
Value of interest in pooled separate accounts at beginning of year2018-02-28$2,673,832,136
Value of interest in common/collective trusts at end of year2018-02-28$117,103,703
Value of interest in common/collective trusts at beginning of year2018-02-28$91,559,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$-67,749,639
Net investment gain/loss from pooled separate accounts2018-02-28$478,940,299
Net investment gain or loss from common/collective trusts2018-02-28$1,675,378
2017 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total transfer of assets to this plan2017-02-28$1,194,138,557
Total transfer of assets from this plan2017-02-28$387,267,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$3,307,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$6,919,297
Total income from all sources (including contributions)2017-02-28$434,872,025
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$12,158,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$0
Value of total assets at end of year2017-02-28$3,769,082,334
Value of total assets at beginning of year2017-02-28$2,543,109,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$12,158,517
Total interest from all sources2017-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$21,535,559
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$21,535,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$2,287,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$6,075,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$3,307,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$6,919,297
Administrative expenses (other) incurred2017-02-28$1,249,137
Total non interest bearing cash at end of year2017-02-28$54,434
Total non interest bearing cash at beginning of year2017-02-28$0
Value of net income/loss2017-02-28$422,713,508
Value of net assets at end of year (total assets less liabilities)2017-02-28$3,765,775,085
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$2,536,190,475
Investment advisory and management fees2017-02-28$10,909,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$1,001,348,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$652,680,612
Value of interest in pooled separate accounts at end of year2017-02-28$2,673,832,136
Value of interest in pooled separate accounts at beginning of year2017-02-28$1,782,617,741
Value of interest in common/collective trusts at end of year2017-02-28$91,559,590
Value of interest in common/collective trusts at beginning of year2017-02-28$101,736,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$84,606,097
Net investment gain/loss from pooled separate accounts2017-02-28$324,256,362
Net investment gain or loss from common/collective trusts2017-02-28$4,474,007
2016 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-02-29$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$0
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total transfer of assets to this plan2016-02-29$1,088,947,057
Total transfer of assets from this plan2016-02-29$335,983,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$6,919,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Expenses. Interest paid2016-02-29$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-02-29$0
Total income from all sources (including contributions)2016-02-29$-154,016,919
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$10,498,435
Value of total assets at end of year2016-02-29$2,543,109,772
Value of total assets at beginning of year2016-02-29$1,947,742,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$10,498,435
Total income from rents2016-02-29$0
Total interest from all sources2016-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$14,358,562
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$14,358,562
Assets. Real estate other than employer real property at end of year2016-02-29$0
Assets. Real estate other than employer real property at beginning of year2016-02-29$0
Administrative expenses professional fees incurred2016-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-02-29$0
Assets. Other investments not covered elsewhere at end of year2016-02-29$0
Assets. Other investments not covered elsewhere at beginning of year2016-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$6,075,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$-12,272
Assets. Loans (other than to participants) at end of year2016-02-29$0
Assets. Loans (other than to participants) at beginning of year2016-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$6,908,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$0
Other income not declared elsewhere2016-02-29$0
Administrative expenses (other) incurred2016-02-29$54,068
Liabilities. Value of operating payables at end of year2016-02-29$11,120
Liabilities. Value of operating payables at beginning of year2016-02-29$0
Total non interest bearing cash at end of year2016-02-29$0
Total non interest bearing cash at beginning of year2016-02-29$0
Value of net income/loss2016-02-29$-164,515,354
Value of net assets at end of year (total assets less liabilities)2016-02-29$2,536,190,475
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$1,947,742,373
Assets. partnership/joint venture interests at end of year2016-02-29$0
Assets. partnership/joint venture interests at beginning of year2016-02-29$0
Investment advisory and management fees2016-02-29$10,444,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$652,680,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$539,819,846
Value of interest in pooled separate accounts at end of year2016-02-29$1,782,617,741
Value of interest in pooled separate accounts at beginning of year2016-02-29$1,357,210,674
Income. Interest from loans (other than to participants)2016-02-29$0
Interest earned on other investments2016-02-29$0
Income. Interest from US Government securities2016-02-29$0
Income. Interest from corporate debt instruments2016-02-29$0
Value of interest in master investment trust accounts at end of year2016-02-29$0
Value of interest in master investment trust accounts at beginning of year2016-02-29$0
Value of interest in common/collective trusts at end of year2016-02-29$101,736,131
Value of interest in common/collective trusts at beginning of year2016-02-29$50,724,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$0
Assets. Value of investments in 103.12 investment entities at end of year2016-02-29$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-02-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$0
Asset value of US Government securities at end of year2016-02-29$0
Asset value of US Government securities at beginning of year2016-02-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-86,767,235
Net investment gain/loss from pooled separate accounts2016-02-29$-64,609,889
Net investment gain or loss from common/collective trusts2016-02-29$-16,998,357
Net gain/loss from 103.12 investment entities2016-02-29$0
Income. Dividends from preferred stock2016-02-29$0
Income. Dividends from common stock2016-02-29$0
Asset. Corporate debt instrument preferred debt at end of year2016-02-29$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-02-29$0
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$0
Contract administrator fees2016-02-29$0
Assets. Corporate common stocks other than exployer securities at end of year2016-02-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-02-29$0
Aggregate proceeds on sale of assets2016-02-29$0
Aggregate carrying amount (costs) on sale of assets2016-02-29$0
2015 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$0
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total transfer of assets to this plan2015-02-28$1,027,744,748
Total transfer of assets from this plan2015-02-28$474,826,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$1,358
Expenses. Interest paid2015-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-02-28$0
Total income from all sources (including contributions)2015-02-28$129,239,865
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$8,230,672
Value of total assets at end of year2015-02-28$1,947,742,373
Value of total assets at beginning of year2015-02-28$1,273,816,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$8,230,672
Total income from rents2015-02-28$0
Total interest from all sources2015-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$11,059,136
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$11,059,136
Assets. Real estate other than employer real property at end of year2015-02-28$0
Assets. Real estate other than employer real property at beginning of year2015-02-28$0
Administrative expenses professional fees incurred2015-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-02-28$0
Assets. Other investments not covered elsewhere at end of year2015-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2015-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$-12,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$0
Assets. Loans (other than to participants) at end of year2015-02-28$0
Assets. Loans (other than to participants) at beginning of year2015-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$1,358
Other income not declared elsewhere2015-02-28$0
Administrative expenses (other) incurred2015-02-28$0
Total non interest bearing cash at end of year2015-02-28$0
Total non interest bearing cash at beginning of year2015-02-28$0
Value of net income/loss2015-02-28$121,009,193
Value of net assets at end of year (total assets less liabilities)2015-02-28$1,947,742,373
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$1,273,814,906
Assets. partnership/joint venture interests at end of year2015-02-28$0
Assets. partnership/joint venture interests at beginning of year2015-02-28$0
Investment advisory and management fees2015-02-28$8,230,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$539,819,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$359,206,401
Value of interest in pooled separate accounts at end of year2015-02-28$1,357,210,674
Value of interest in pooled separate accounts at beginning of year2015-02-28$883,474,965
Income. Interest from loans (other than to participants)2015-02-28$0
Interest earned on other investments2015-02-28$0
Income. Interest from US Government securities2015-02-28$0
Income. Interest from corporate debt instruments2015-02-28$0
Value of interest in master investment trust accounts at end of year2015-02-28$0
Value of interest in master investment trust accounts at beginning of year2015-02-28$0
Value of interest in common/collective trusts at end of year2015-02-28$50,724,125
Value of interest in common/collective trusts at beginning of year2015-02-28$31,134,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2015-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$0
Asset value of US Government securities at end of year2015-02-28$0
Asset value of US Government securities at beginning of year2015-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$7,686,943
Net investment gain/loss from pooled separate accounts2015-02-28$110,367,780
Net investment gain or loss from common/collective trusts2015-02-28$126,006
Net gain/loss from 103.12 investment entities2015-02-28$0
Income. Dividends from preferred stock2015-02-28$0
Income. Dividends from common stock2015-02-28$0
Asset. Corporate debt instrument preferred debt at end of year2015-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$0
Contract administrator fees2015-02-28$0
Assets. Corporate common stocks other than exployer securities at end of year2015-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-02-28$0
Aggregate proceeds on sale of assets2015-02-28$0
Aggregate carrying amount (costs) on sale of assets2015-02-28$0
2014 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$0
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total transfer of assets to this plan2014-02-28$844,907,940
Total transfer of assets from this plan2014-02-28$381,033,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$1,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$1,358
Expenses. Interest paid2014-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-02-28$0
Total income from all sources (including contributions)2014-02-28$137,028,311
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$5,367,947
Value of total assets at end of year2014-02-28$1,273,816,264
Value of total assets at beginning of year2014-02-28$678,281,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$5,367,947
Total income from rents2014-02-28$0
Total interest from all sources2014-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$7,076,601
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$7,076,601
Assets. Real estate other than employer real property at end of year2014-02-28$0
Assets. Real estate other than employer real property at beginning of year2014-02-28$0
Administrative expenses professional fees incurred2014-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-02-28$0
Assets. Other investments not covered elsewhere at end of year2014-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2014-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$0
Assets. Loans (other than to participants) at end of year2014-02-28$0
Assets. Loans (other than to participants) at beginning of year2014-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$1,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$1,358
Other income not declared elsewhere2014-02-28$0
Administrative expenses (other) incurred2014-02-28$0
Total non interest bearing cash at end of year2014-02-28$0
Total non interest bearing cash at beginning of year2014-02-28$0
Value of net income/loss2014-02-28$131,660,364
Value of net assets at end of year (total assets less liabilities)2014-02-28$1,273,814,906
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$678,279,788
Assets. partnership/joint venture interests at end of year2014-02-28$0
Assets. partnership/joint venture interests at beginning of year2014-02-28$0
Investment advisory and management fees2014-02-28$5,367,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$359,206,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$187,741,643
Value of interest in pooled separate accounts at end of year2014-02-28$883,474,965
Value of interest in pooled separate accounts at beginning of year2014-02-28$337,011,413
Income. Interest from loans (other than to participants)2014-02-28$0
Interest earned on other investments2014-02-28$0
Income. Interest from US Government securities2014-02-28$0
Income. Interest from corporate debt instruments2014-02-28$0
Value of interest in master investment trust accounts at end of year2014-02-28$0
Value of interest in master investment trust accounts at beginning of year2014-02-28$0
Value of interest in common/collective trusts at end of year2014-02-28$31,134,898
Value of interest in common/collective trusts at beginning of year2014-02-28$153,528,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2014-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$0
Asset value of US Government securities at end of year2014-02-28$0
Asset value of US Government securities at beginning of year2014-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$21,484,420
Net investment gain/loss from pooled separate accounts2014-02-28$112,319,822
Net investment gain or loss from common/collective trusts2014-02-28$-3,852,532
Net gain/loss from 103.12 investment entities2014-02-28$0
Income. Dividends from preferred stock2014-02-28$0
Income. Dividends from common stock2014-02-28$0
Asset. Corporate debt instrument preferred debt at end of year2014-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$0
Contract administrator fees2014-02-28$0
Assets. Corporate common stocks other than exployer securities at end of year2014-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-02-28$0
Aggregate proceeds on sale of assets2014-02-28$0
Aggregate carrying amount (costs) on sale of assets2014-02-28$0
2013 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$0
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total transfer of assets to this plan2013-02-28$523,208,612
Total transfer of assets from this plan2013-02-28$180,484,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$1,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$1,358
Expenses. Interest paid2013-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-02-28$0
Total income from all sources (including contributions)2013-02-28$48,909,638
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$2,526,114
Value of total assets at end of year2013-02-28$678,281,146
Value of total assets at beginning of year2013-02-28$289,173,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$2,526,114
Total income from rents2013-02-28$0
Total interest from all sources2013-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$4,130,299
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$4,130,299
Assets. Real estate other than employer real property at end of year2013-02-28$0
Assets. Real estate other than employer real property at beginning of year2013-02-28$0
Administrative expenses professional fees incurred2013-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-02-28$0
Assets. Other investments not covered elsewhere at end of year2013-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2013-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$0
Assets. Loans (other than to participants) at end of year2013-02-28$0
Assets. Loans (other than to participants) at beginning of year2013-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$1,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$1,358
Other income not declared elsewhere2013-02-28$0
Administrative expenses (other) incurred2013-02-28$0
Total non interest bearing cash at end of year2013-02-28$0
Total non interest bearing cash at beginning of year2013-02-28$0
Value of net income/loss2013-02-28$46,383,524
Value of net assets at end of year (total assets less liabilities)2013-02-28$678,279,788
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$289,172,336
Assets. partnership/joint venture interests at end of year2013-02-28$0
Assets. partnership/joint venture interests at beginning of year2013-02-28$0
Investment advisory and management fees2013-02-28$2,526,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$187,741,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$79,437,566
Value of interest in pooled separate accounts at end of year2013-02-28$337,011,413
Value of interest in pooled separate accounts at beginning of year2013-02-28$144,983,546
Income. Interest from loans (other than to participants)2013-02-28$0
Interest earned on other investments2013-02-28$0
Income. Interest from US Government securities2013-02-28$0
Income. Interest from corporate debt instruments2013-02-28$0
Value of interest in master investment trust accounts at end of year2013-02-28$0
Value of interest in master investment trust accounts at beginning of year2013-02-28$0
Value of interest in common/collective trusts at end of year2013-02-28$153,528,090
Value of interest in common/collective trusts at beginning of year2013-02-28$64,752,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2013-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$0
Asset value of US Government securities at end of year2013-02-28$0
Asset value of US Government securities at beginning of year2013-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$9,736,141
Net investment gain/loss from pooled separate accounts2013-02-28$32,346,425
Net investment gain or loss from common/collective trusts2013-02-28$2,696,773
Net gain/loss from 103.12 investment entities2013-02-28$0
Income. Dividends from preferred stock2013-02-28$0
Income. Dividends from common stock2013-02-28$0
Asset. Corporate debt instrument preferred debt at end of year2013-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$0
Contract administrator fees2013-02-28$0
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$0
Aggregate proceeds on sale of assets2013-02-28$0
Aggregate carrying amount (costs) on sale of assets2013-02-28$0
2012 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-02-29$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$0
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total transfer of assets to this plan2012-02-29$234,673,375
Total transfer of assets from this plan2012-02-29$68,809,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$1,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$1,641
Expenses. Interest paid2012-02-29$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-02-29$0
Total income from all sources (including contributions)2012-02-29$14,096,206
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$1,050,920
Value of total assets at end of year2012-02-29$289,173,694
Value of total assets at beginning of year2012-02-29$110,264,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,050,920
Total income from rents2012-02-29$0
Total interest from all sources2012-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$1,743,848
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$1,743,848
Assets. Real estate other than employer real property at end of year2012-02-29$0
Assets. Real estate other than employer real property at beginning of year2012-02-29$0
Administrative expenses professional fees incurred2012-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-02-29$0
Assets. Other investments not covered elsewhere at end of year2012-02-29$0
Assets. Other investments not covered elsewhere at beginning of year2012-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$0
Assets. Loans (other than to participants) at end of year2012-02-29$0
Assets. Loans (other than to participants) at beginning of year2012-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$1,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$1,641
Other income not declared elsewhere2012-02-29$0
Administrative expenses (other) incurred2012-02-29$0
Total non interest bearing cash at end of year2012-02-29$0
Total non interest bearing cash at beginning of year2012-02-29$0
Value of net income/loss2012-02-29$13,045,286
Value of net assets at end of year (total assets less liabilities)2012-02-29$289,172,336
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$110,262,743
Assets. partnership/joint venture interests at end of year2012-02-29$0
Assets. partnership/joint venture interests at beginning of year2012-02-29$0
Investment advisory and management fees2012-02-29$1,050,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$79,437,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$31,311,359
Value of interest in pooled separate accounts at end of year2012-02-29$144,983,546
Value of interest in pooled separate accounts at beginning of year2012-02-29$56,192,211
Income. Interest from loans (other than to participants)2012-02-29$0
Interest earned on other investments2012-02-29$0
Income. Interest from US Government securities2012-02-29$0
Income. Interest from corporate debt instruments2012-02-29$0
Value of interest in master investment trust accounts at end of year2012-02-29$0
Value of interest in master investment trust accounts at beginning of year2012-02-29$0
Value of interest in common/collective trusts at end of year2012-02-29$64,752,582
Value of interest in common/collective trusts at beginning of year2012-02-29$22,760,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$0
Assets. Value of investments in 103.12 investment entities at end of year2012-02-29$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-02-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$0
Asset value of US Government securities at end of year2012-02-29$0
Asset value of US Government securities at beginning of year2012-02-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$346,233
Net investment gain/loss from pooled separate accounts2012-02-29$8,569,687
Net investment gain or loss from common/collective trusts2012-02-29$3,436,438
Net gain/loss from 103.12 investment entities2012-02-29$0
Income. Dividends from preferred stock2012-02-29$0
Income. Dividends from common stock2012-02-29$0
Asset. Corporate debt instrument preferred debt at end of year2012-02-29$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-02-29$0
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$0
Contract administrator fees2012-02-29$0
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$0
Aggregate proceeds on sale of assets2012-02-29$0
Aggregate carrying amount (costs) on sale of assets2012-02-29$0
2011 : PRINCIPAL LIFETIME HYBRID 2025 FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$0
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total transfer of assets to this plan2011-02-28$109,855,585
Total transfer of assets from this plan2011-02-28$21,294,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$1,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Expenses. Interest paid2011-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-02-28$0
Total income from all sources (including contributions)2011-02-28$9,934,915
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$239,168
Value of total assets at end of year2011-02-28$110,264,384
Value of total assets at beginning of year2011-02-28$12,006,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$239,168
Total income from rents2011-02-28$0
Total interest from all sources2011-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$518,697
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$518,697
Assets. Real estate other than employer real property at end of year2011-02-28$0
Assets. Real estate other than employer real property at beginning of year2011-02-28$0
Administrative expenses professional fees incurred2011-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-02-28$0
Assets. Other investments not covered elsewhere at end of year2011-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2011-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$129
Assets. Loans (other than to participants) at end of year2011-02-28$0
Assets. Loans (other than to participants) at beginning of year2011-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$1,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$0
Other income not declared elsewhere2011-02-28$0
Administrative expenses (other) incurred2011-02-28$0
Total non interest bearing cash at end of year2011-02-28$0
Total non interest bearing cash at beginning of year2011-02-28$0
Value of net income/loss2011-02-28$9,695,747
Value of net assets at end of year (total assets less liabilities)2011-02-28$110,262,743
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$12,006,224
Assets. partnership/joint venture interests at end of year2011-02-28$0
Assets. partnership/joint venture interests at beginning of year2011-02-28$0
Investment advisory and management fees2011-02-28$239,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$31,311,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$3,345,501
Value of interest in pooled separate accounts at end of year2011-02-28$56,192,211
Value of interest in pooled separate accounts at beginning of year2011-02-28$6,043,498
Income. Interest from loans (other than to participants)2011-02-28$0
Interest earned on other investments2011-02-28$0
Income. Interest from US Government securities2011-02-28$0
Income. Interest from corporate debt instruments2011-02-28$0
Value of interest in master investment trust accounts at end of year2011-02-28$0
Value of interest in master investment trust accounts at beginning of year2011-02-28$0
Value of interest in common/collective trusts at end of year2011-02-28$22,760,814
Value of interest in common/collective trusts at beginning of year2011-02-28$2,617,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2011-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$0
Asset value of US Government securities at end of year2011-02-28$0
Asset value of US Government securities at beginning of year2011-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$2,538,889
Net investment gain/loss from pooled separate accounts2011-02-28$6,578,461
Net investment gain or loss from common/collective trusts2011-02-28$298,868
Net gain/loss from 103.12 investment entities2011-02-28$0
Income. Dividends from preferred stock2011-02-28$0
Income. Dividends from common stock2011-02-28$0
Asset. Corporate debt instrument preferred debt at end of year2011-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$0
Contract administrator fees2011-02-28$0
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$0
Aggregate proceeds on sale of assets2011-02-28$0
Aggregate carrying amount (costs) on sale of assets2011-02-28$0

Form 5500 Responses for PRINCIPAL LIFETIME HYBRID 2025 FUND

2022: PRINCIPAL LIFETIME HYBRID 2025 FUND 2022 form 5500 responses
2022-03-01Type of plan entityDFE (Diect Filing Entity)
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2021: PRINCIPAL LIFETIME HYBRID 2025 FUND 2021 form 5500 responses
2021-03-01Type of plan entityDFE (Diect Filing Entity)
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2020: PRINCIPAL LIFETIME HYBRID 2025 FUND 2020 form 5500 responses
2020-03-01Type of plan entityDFE (Diect Filing Entity)
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2019: PRINCIPAL LIFETIME HYBRID 2025 FUND 2019 form 5500 responses
2019-03-01Type of plan entityDFE (Diect Filing Entity)
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2018: PRINCIPAL LIFETIME HYBRID 2025 FUND 2018 form 5500 responses
2018-03-01Type of plan entityDFE (Diect Filing Entity)
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2017: PRINCIPAL LIFETIME HYBRID 2025 FUND 2017 form 5500 responses
2017-03-01Type of plan entityDFE (Diect Filing Entity)
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2016: PRINCIPAL LIFETIME HYBRID 2025 FUND 2016 form 5500 responses
2016-03-01Type of plan entityDFE (Diect Filing Entity)
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2015: PRINCIPAL LIFETIME HYBRID 2025 FUND 2015 form 5500 responses
2015-03-01Type of plan entityDFE (Diect Filing Entity)
2014: PRINCIPAL LIFETIME HYBRID 2025 FUND 2014 form 5500 responses
2014-03-01Type of plan entityDFE (Diect Filing Entity)
2013: PRINCIPAL LIFETIME HYBRID 2025 FUND 2013 form 5500 responses
2013-03-01Type of plan entityDFE (Diect Filing Entity)
2012: PRINCIPAL LIFETIME HYBRID 2025 FUND 2012 form 5500 responses
2012-03-01Type of plan entityDFE (Diect Filing Entity)
2011: PRINCIPAL LIFETIME HYBRID 2025 FUND 2011 form 5500 responses
2011-03-01Type of plan entityDFE (Diect Filing Entity)
2010: PRINCIPAL LIFETIME HYBRID 2025 FUND 2010 form 5500 responses
2010-03-01Type of plan entityDFE (Diect Filing Entity)
2009: PRINCIPAL LIFETIME HYBRID 2025 FUND 2009 form 5500 responses
2009-07-01Type of plan entityDFE (Diect Filing Entity)
2009-07-01First time form 5500 has been submittedYes
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes

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