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PRINCIPAL LIFETIME HYBRID 2030 FUND 401k Plan overview

Plan NamePRINCIPAL LIFETIME HYBRID 2030 FUND
Plan identification number 005

PRINCIPAL LIFETIME HYBRID 2030 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 2030 FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-03-01
0052021-03-01
0052020-03-01
0052019-03-01
0052018-03-01
0052017-03-012018-12-15
0052016-03-012017-12-15
0052015-03-012016-12-13
0052014-03-012015-11-18
0052013-03-012014-12-11
0052012-03-012013-11-25
0052011-03-012012-11-16
0052010-03-012011-11-18
0052009-07-012010-11-29

Plan Statistics for PRINCIPAL LIFETIME HYBRID 2030 FUND

401k plan membership statisitcs for PRINCIPAL LIFETIME HYBRID 2030 FUND

Measure Date Value
2021: PRINCIPAL LIFETIME HYBRID 2030 FUND 2021 401k membership
Total of all active and inactive participants2021-03-010
2020: PRINCIPAL LIFETIME HYBRID 2030 FUND 2020 401k membership
Total of all active and inactive participants2020-03-010
2019: PRINCIPAL LIFETIME HYBRID 2030 FUND 2019 401k membership
Total of all active and inactive participants2019-03-010
2018: PRINCIPAL LIFETIME HYBRID 2030 FUND 2018 401k membership
Total of all active and inactive participants2018-03-010
2017: PRINCIPAL LIFETIME HYBRID 2030 FUND 2017 401k membership
Total of all active and inactive participants2017-03-010
2016: PRINCIPAL LIFETIME HYBRID 2030 FUND 2016 401k membership
Total of all active and inactive participants2016-03-010

Financial Data on PRINCIPAL LIFETIME HYBRID 2030 FUND

Measure Date Value
2023 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total transfer of assets to this plan2023-02-28$1,331,582,936
Total transfer of assets from this plan2023-02-28$1,001,483,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$7,945,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$41,574,675
Total income from all sources (including contributions)2023-02-28$-733,808,148
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$29,490,204
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$8,999,490,486
Value of total assets at beginning of year2023-02-28$9,466,318,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$29,490,204
Total interest from all sources2023-02-28$1,138
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$30,464,307
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$30,464,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$5,376,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$38,768,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$7,945,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$41,574,675
Other income not declared elsewhere2023-02-28$4,257,829
Administrative expenses (other) incurred2023-02-28$21,856,000
Total non interest bearing cash at end of year2023-02-28$314,262
Total non interest bearing cash at beginning of year2023-02-28$0
Value of net income/loss2023-02-28$-763,298,352
Value of net assets at end of year (total assets less liabilities)2023-02-28$8,991,544,764
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$9,424,743,729
Investment advisory and management fees2023-02-28$7,634,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$549,419,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$632,208,445
Value of interest in pooled separate accounts at end of year2023-02-28$6,969,255,867
Value of interest in pooled separate accounts at beginning of year2023-02-28$7,017,024,094
Interest earned on other investments2023-02-28$1,138
Value of interest in common/collective trusts at end of year2023-02-28$1,475,123,744
Value of interest in common/collective trusts at beginning of year2023-02-28$1,778,317,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-85,230,989
Net investment gain/loss from pooled separate accounts2023-02-28$-486,618,470
Net investment gain or loss from common/collective trusts2023-02-28$-196,681,963
2022 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total transfer of assets to this plan2022-02-28$1,839,815,877
Total transfer of assets from this plan2022-02-28$1,817,236,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$41,574,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$9,364,343
Total income from all sources (including contributions)2022-02-28$470,052,483
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$35,669,982
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$9,466,318,404
Value of total assets at beginning of year2022-02-28$8,977,146,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$35,669,982
Total interest from all sources2022-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$25,651,484
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$25,651,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$38,768,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$7,610,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$41,574,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$9,364,343
Other income not declared elsewhere2022-02-28$7,268,547
Administrative expenses (other) incurred2022-02-28$25,276,368
Total non interest bearing cash at end of year2022-02-28$0
Total non interest bearing cash at beginning of year2022-02-28$33,225
Value of net income/loss2022-02-28$434,382,501
Value of net assets at end of year (total assets less liabilities)2022-02-28$9,424,743,729
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$8,967,782,311
Investment advisory and management fees2022-02-28$10,393,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$632,208,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$1,978,852,805
Value of interest in pooled separate accounts at end of year2022-02-28$7,017,024,094
Value of interest in pooled separate accounts at beginning of year2022-02-28$6,421,403,486
Value of interest in common/collective trusts at end of year2022-02-28$1,778,317,708
Value of interest in common/collective trusts at beginning of year2022-02-28$569,246,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$290,327,672
Net investment gain/loss from pooled separate accounts2022-02-28$133,300,004
Net investment gain or loss from common/collective trusts2022-02-28$13,504,776
2021 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total transfer of assets to this plan2021-02-28$1,239,206,607
Total transfer of assets from this plan2021-02-28$1,550,952,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$9,364,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$21,194,643
Total income from all sources (including contributions)2021-02-28$1,636,177,484
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$33,425,056
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$8,977,146,654
Value of total assets at beginning of year2021-02-28$7,697,970,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$33,425,056
Total interest from all sources2021-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$35,531,854
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$35,531,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$7,610,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$19,493,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$9,364,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$21,194,643
Other income not declared elsewhere2021-02-28$12,985,342
Administrative expenses (other) incurred2021-02-28$22,427,756
Total non interest bearing cash at end of year2021-02-28$33,225
Total non interest bearing cash at beginning of year2021-02-28$0
Value of net income/loss2021-02-28$1,602,752,428
Value of net assets at end of year (total assets less liabilities)2021-02-28$8,967,782,311
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$7,676,775,502
Investment advisory and management fees2021-02-28$10,997,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$1,978,852,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$1,944,550,250
Value of interest in pooled separate accounts at end of year2021-02-28$6,421,403,486
Value of interest in pooled separate accounts at beginning of year2021-02-28$5,593,948,734
Value of interest in common/collective trusts at end of year2021-02-28$569,246,180
Value of interest in common/collective trusts at beginning of year2021-02-28$139,977,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$356,891,830
Net investment gain/loss from pooled separate accounts2021-02-28$1,173,848,431
Net investment gain or loss from common/collective trusts2021-02-28$56,920,027
2020 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total transfer of assets to this plan2020-02-29$1,668,975,482
Total transfer of assets from this plan2020-02-29$1,872,077,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$21,194,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$11,627,775
Total income from all sources (including contributions)2020-02-29$522,017,776
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$36,427,224
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$7,697,970,145
Value of total assets at beginning of year2020-02-29$7,405,915,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$36,427,224
Total interest from all sources2020-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$59,662,475
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$59,662,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$19,493,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$8,100,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$21,194,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$11,627,775
Other income not declared elsewhere2020-02-29$13,935,687
Administrative expenses (other) incurred2020-02-29$22,729,012
Total non interest bearing cash at end of year2020-02-29$0
Total non interest bearing cash at beginning of year2020-02-29$60,900
Value of net income/loss2020-02-29$485,590,552
Value of net assets at end of year (total assets less liabilities)2020-02-29$7,676,775,502
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$7,394,287,231
Investment advisory and management fees2020-02-29$13,698,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$1,944,550,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$1,903,689,612
Value of interest in pooled separate accounts at end of year2020-02-29$5,593,948,734
Value of interest in pooled separate accounts at beginning of year2020-02-29$5,350,707,747
Value of interest in common/collective trusts at end of year2020-02-29$139,977,648
Value of interest in common/collective trusts at beginning of year2020-02-29$143,356,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$49,735,177
Net investment gain/loss from pooled separate accounts2020-02-29$392,454,415
Net investment gain or loss from common/collective trusts2020-02-29$6,230,022
2018 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total transfer of assets to this plan2018-02-28$2,431,245,343
Total transfer of assets from this plan2018-02-28$1,227,072,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$14,320,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$4,783,436
Total income from all sources (including contributions)2018-02-28$659,623,169
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$18,202,902
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$6,744,417,168
Value of total assets at beginning of year2018-02-28$4,889,286,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$18,202,902
Total interest from all sources2018-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$40,172,851
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$40,172,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$12,608,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$3,662,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$14,320,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$4,783,436
Administrative expenses (other) incurred2018-02-28$5,167,980
Total non interest bearing cash at end of year2018-02-28$189,045
Total non interest bearing cash at beginning of year2018-02-28$9,215
Value of net income/loss2018-02-28$641,420,267
Value of net assets at end of year (total assets less liabilities)2018-02-28$6,730,096,786
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$4,884,503,327
Investment advisory and management fees2018-02-28$13,034,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$1,880,431,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$1,273,851,716
Value of interest in pooled separate accounts at end of year2018-02-28$4,698,270,636
Value of interest in pooled separate accounts at beginning of year2018-02-28$3,493,981,052
Value of interest in common/collective trusts at end of year2018-02-28$152,917,016
Value of interest in common/collective trusts at beginning of year2018-02-28$117,782,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$-91,048,483
Net investment gain/loss from pooled separate accounts2018-02-28$709,321,323
Net investment gain or loss from common/collective trusts2018-02-28$1,177,478
2017 : PRINCIPAL LIFETIME HYBRID 2030 FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total transfer of assets to this plan2017-02-28$1,580,648,875
Total transfer of assets from this plan2017-02-28$471,111,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$4,783,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$5,147,714
Total income from all sources (including contributions)2017-02-28$602,164,224
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$14,333,443
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$4,889,286,763
Value of total assets at beginning of year2017-02-28$3,192,282,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$14,333,443
Total interest from all sources2017-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$26,173,636
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$26,173,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$3,662,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$4,203,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$4,783,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$5,147,714
Administrative expenses (other) incurred2017-02-28$1,594,589
Total non interest bearing cash at end of year2017-02-28$9,215
Total non interest bearing cash at beginning of year2017-02-28$0
Value of net income/loss2017-02-28$587,830,781
Value of net assets at end of year (total assets less liabilities)2017-02-28$4,884,503,327
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$3,187,134,722
Investment advisory and management fees2017-02-28$12,738,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$1,273,851,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$812,155,447
Value of interest in pooled separate accounts at end of year2017-02-28$3,493,981,052
Value of interest in pooled separate accounts at beginning of year2017-02-28$2,253,406,156
Value of interest in common/collective trusts at end of year2017-02-28$117,782,070
Value of interest in common/collective trusts at beginning of year2017-02-28$122,517,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$109,592,023
Net investment gain/loss from pooled separate accounts2017-02-28$458,949,682
Net investment gain or loss from common/collective trusts2017-02-28$7,448,883
2016 : PRINCIPAL LIFETIME HYBRID 2030 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$1,281,681,202
Total transfer of assets from this plan2016-02-29$421,233,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$5,147,714
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$0
Total income from all sources (including contributions)2016-02-29$-214,864,965
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$12,198,004
Value of total assets at end of year2016-02-29$3,192,282,436
Value of total assets at beginning of year2016-02-29$2,553,749,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$12,198,004
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$17,007,023
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$17,007,023
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$4,203,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$-27,094
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$5,134,695
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$63,302
Liabilities. Value of operating payables at end of year2016-02-29$13,019
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$0
Value of net income/loss2016-02-29$-227,062,969
Value of net assets at end of year (total assets less liabilities)2016-02-29$3,187,134,722
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$2,553,749,928
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$12,134,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$812,155,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$740,055,560
Value of interest in pooled separate accounts at end of year2016-02-29$2,253,406,156
Value of interest in pooled separate accounts at beginning of year2016-02-29$1,752,311,199
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$122,517,251
Value of interest in common/collective trusts at beginning of year2016-02-29$61,410,263
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-115,465,872
Net investment gain/loss from pooled separate accounts2016-02-29$-95,459,519
Net investment gain or loss from common/collective trusts2016-02-29$-20,946,597
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 2030 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$1,203,237,099
Total transfer of assets from this plan2015-02-28$633,252,813
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$0
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$182,978,552
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$9,847,693
Value of total assets at end of year2015-02-28$2,553,749,928
Value of total assets at beginning of year2015-02-28$1,810,634,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$9,847,693
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$15,146,652
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$15,146,652
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$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$-27,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$1,096
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$0
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$173,130,859
Value of net assets at end of year (total assets less liabilities)2015-02-28$2,553,749,928
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$1,810,634,783
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$9,847,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$740,055,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$535,830,534
Value of interest in pooled separate accounts at end of year2015-02-28$1,752,311,199
Value of interest in pooled separate accounts at beginning of year2015-02-28$1,235,247,524
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$61,410,263
Value of interest in common/collective trusts at beginning of year2015-02-28$39,555,629
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$12,145,650
Net investment gain/loss from pooled separate accounts2015-02-28$155,519,222
Net investment gain or loss from common/collective trusts2015-02-28$167,028
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 2030 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$1,041,640,777
Total transfer of assets from this plan2014-02-28$471,660,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
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$217,046,504
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$6,774,952
Value of total assets at end of year2014-02-28$1,810,634,783
Value of total assets at beginning of year2014-02-28$1,030,383,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$6,774,952
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$10,688,680
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$10,688,680
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$1,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$423
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$0
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$210,271,552
Value of net assets at end of year (total assets less liabilities)2014-02-28$1,810,634,783
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$1,030,383,247
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$6,774,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$535,830,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$294,622,216
Value of interest in pooled separate accounts at end of year2014-02-28$1,235,247,524
Value of interest in pooled separate accounts at beginning of year2014-02-28$554,227,128
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$39,555,629
Value of interest in common/collective trusts at beginning of year2014-02-28$181,533,480
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$33,580,170
Net investment gain/loss from pooled separate accounts2014-02-28$177,211,048
Net investment gain or loss from common/collective trusts2014-02-28$-4,433,394
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 2030 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$646,750,412
Total transfer of assets from this plan2013-02-28$282,109,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
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$85,136,090
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$3,483,316
Value of total assets at end of year2013-02-28$1,030,383,247
Value of total assets at beginning of year2013-02-28$584,089,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$3,483,316
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$6,901,652
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$6,901,652
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$423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$423
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$0
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$81,652,774
Value of net assets at end of year (total assets less liabilities)2013-02-28$1,030,383,247
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$584,089,087
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$3,483,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$294,622,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$165,283,647
Value of interest in pooled separate accounts at end of year2013-02-28$554,227,128
Value of interest in pooled separate accounts at beginning of year2013-02-28$314,784,899
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$181,533,480
Value of interest in common/collective trusts at beginning of year2013-02-28$104,020,118
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$16,557,682
Net investment gain/loss from pooled separate accounts2013-02-28$57,812,746
Net investment gain or loss from common/collective trusts2013-02-28$3,864,010
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 2030 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$410,971,697
Total transfer of assets from this plan2012-02-29$162,805,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$1,294
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$28,002,143
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$1,673,195
Value of total assets at end of year2012-02-29$584,089,087
Value of total assets at beginning of year2012-02-29$309,595,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,673,195
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$3,694,543
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$3,694,543
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$423
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$1,294
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$26,328,948
Value of net assets at end of year (total assets less liabilities)2012-02-29$584,089,087
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$309,594,167
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$1,673,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$165,283,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$90,457,379
Value of interest in pooled separate accounts at end of year2012-02-29$314,784,899
Value of interest in pooled separate accounts at beginning of year2012-02-29$171,008,702
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$104,020,118
Value of interest in common/collective trusts at beginning of year2012-02-29$48,129,380
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$108,631
Net investment gain/loss from pooled separate accounts2012-02-29$18,408,797
Net investment gain or loss from common/collective trusts2012-02-29$5,790,172
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 2030 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$277,080,181
Total transfer of assets from this plan2011-02-28$47,885,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$1,294
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$35,966,687
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$582,763
Value of total assets at end of year2011-02-28$309,595,461
Value of total assets at beginning of year2011-02-28$45,015,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$582,763
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$1,903,760
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$1,903,760
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$372
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$1,294
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$35,383,924
Value of net assets at end of year (total assets less liabilities)2011-02-28$309,594,167
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$45,015,671
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$582,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$90,457,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$12,944,961
Value of interest in pooled separate accounts at end of year2011-02-28$171,008,702
Value of interest in pooled separate accounts at beginning of year2011-02-28$24,557,849
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$48,129,380
Value of interest in common/collective trusts at beginning of year2011-02-28$7,512,489
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$9,204,721
Net investment gain/loss from pooled separate accounts2011-02-28$23,811,986
Net investment gain or loss from common/collective trusts2011-02-28$1,046,220
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 2030 FUND

2022: PRINCIPAL LIFETIME HYBRID 2030 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 2030 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 2030 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 2030 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 2030 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 2030 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 2030 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 2030 FUND 2015 form 5500 responses
2015-03-01Type of plan entityDFE (Diect Filing Entity)
2014: PRINCIPAL LIFETIME HYBRID 2030 FUND 2014 form 5500 responses
2014-03-01Type of plan entityDFE (Diect Filing Entity)
2013: PRINCIPAL LIFETIME HYBRID 2030 FUND 2013 form 5500 responses
2013-03-01Type of plan entityDFE (Diect Filing Entity)
2012: PRINCIPAL LIFETIME HYBRID 2030 FUND 2012 form 5500 responses
2012-03-01Type of plan entityDFE (Diect Filing Entity)
2011: PRINCIPAL LIFETIME HYBRID 2030 FUND 2011 form 5500 responses
2011-03-01Type of plan entityDFE (Diect Filing Entity)
2010: PRINCIPAL LIFETIME HYBRID 2030 FUND 2010 form 5500 responses
2010-03-01Type of plan entityDFE (Diect Filing Entity)
2009: PRINCIPAL LIFETIME HYBRID 2030 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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