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PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 401k Plan overview

Plan NamePRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND
Plan identification number 001

PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 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):275280363

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-012018-10-11
0012016-01-012017-10-16
0012015-01-012016-10-14
0012014-01-012015-10-07
0012013-01-012014-10-07
0012012-01-012013-10-14
0012011-04-142012-10-10

Plan Statistics for PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND

401k plan membership statisitcs for PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND

Measure Date Value
2022: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2022 401k membership
Total of all active and inactive participants2022-01-010
2021: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2021 401k membership
Total of all active and inactive participants2021-01-010
2020: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2020 401k membership
Total of all active and inactive participants2020-01-010
2019: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2019 401k membership
Total of all active and inactive participants2019-01-010
2018: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2018 401k membership
Total of all active and inactive participants2018-01-010
2017: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2017 401k membership
Total of all active and inactive participants2017-01-010
2016: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2016 401k membership
Total of all active and inactive participants2016-01-010

Financial Data on PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND

Measure Date Value
2022 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$10,593,816
Total transfer of assets from this plan2022-12-31$8,043,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$120,599
Total income from all sources (including contributions)2022-12-31$-5,802,630
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$141,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$42,715,146
Value of total assets at beginning of year2022-12-31$46,174,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,375
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$381,466
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$381,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$46,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$113,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$54,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$120,599
Other income not declared elsewhere2022-12-31$58,393
Administrative expenses (other) incurred2022-12-31$13,369
Value of net income/loss2022-12-31$-5,944,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,660,849
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,054,039
Investment advisory and management fees2022-12-31$128,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,697,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,067,092
Value of interest in pooled separate accounts at end of year2022-12-31$1,979,464
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,490,107
Value of interest in common/collective trusts at end of year2022-12-31$31,991,749
Value of interest in common/collective trusts at beginning of year2022-12-31$33,503,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,320,186
Net investment gain/loss from pooled separate accounts2022-12-31$-314,452
Net investment gain or loss from common/collective trusts2022-12-31$-4,607,851
2021 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,456,408
Total transfer of assets from this plan2021-12-31$5,148,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,942
Total income from all sources (including contributions)2021-12-31$2,624,896
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$135,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$46,174,638
Value of total assets at beginning of year2021-12-31$40,304,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,450
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$328,636
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$328,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$113,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$49,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$120,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47,942
Other income not declared elsewhere2021-12-31$82,192
Administrative expenses (other) incurred2021-12-31$16,408
Value of net income/loss2021-12-31$2,489,446
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,054,039
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,256,509
Investment advisory and management fees2021-12-31$119,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,067,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,090,721
Value of interest in pooled separate accounts at end of year2021-12-31$2,490,107
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,898,434
Value of interest in common/collective trusts at end of year2021-12-31$33,503,567
Value of interest in common/collective trusts at beginning of year2021-12-31$24,265,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$594,019
Net investment gain/loss from pooled separate accounts2021-12-31$138,221
Net investment gain or loss from common/collective trusts2021-12-31$1,481,828
2020 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,829,851
Total transfer of assets from this plan2020-12-31$7,512,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,167
Total income from all sources (including contributions)2020-12-31$4,243,467
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$123,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$40,304,451
Value of total assets at beginning of year2020-12-31$39,854,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,760
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$287,131
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$287,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$49,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$19,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$35,167
Other income not declared elsewhere2020-12-31$72,763
Administrative expenses (other) incurred2020-12-31$15,001
Value of net income/loss2020-12-31$4,119,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,256,509
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,818,980
Investment advisory and management fees2020-12-31$108,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,090,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,635,997
Value of interest in pooled separate accounts at end of year2020-12-31$2,898,434
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,260,621
Value of interest in common/collective trusts at end of year2020-12-31$24,265,467
Value of interest in common/collective trusts at beginning of year2020-12-31$22,937,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,262,930
Net investment gain/loss from pooled separate accounts2020-12-31$279,627
Net investment gain or loss from common/collective trusts2020-12-31$2,341,016
2019 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,381,931
Total transfer of assets from this plan2019-12-31$5,943,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$80,908
Total income from all sources (including contributions)2019-12-31$5,551,856
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$140,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$39,854,147
Value of total assets at beginning of year2019-12-31$37,049,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,227
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$346,480
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$346,480
Administrative expenses professional fees incurred2019-12-31$10,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$19,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$69,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$35,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$80,908
Other income not declared elsewhere2019-12-31$86,975
Administrative expenses (other) incurred2019-12-31$37,333
Value of net income/loss2019-12-31$5,411,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,818,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,968,941
Investment advisory and management fees2019-12-31$91,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,635,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,511,892
Value of interest in pooled separate accounts at end of year2019-12-31$3,260,621
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,417,579
Value of interest in common/collective trusts at end of year2019-12-31$22,937,537
Value of interest in common/collective trusts at beginning of year2019-12-31$22,037,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,750,448
Net investment gain/loss from pooled separate accounts2019-12-31$419,698
Net investment gain or loss from common/collective trusts2019-12-31$2,948,255
2018 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,551,504
Total transfer of assets from this plan2018-12-31$7,108,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$80,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,630
Total income from all sources (including contributions)2018-12-31$-1,129,052
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$76,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$37,049,849
Value of total assets at beginning of year2018-12-31$40,763,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,257
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$654,656
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$654,656
Administrative expenses professional fees incurred2018-12-31$14,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$69,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$43,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$80,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$32,630
Other income not declared elsewhere2018-12-31$97,543
Administrative expenses (other) incurred2018-12-31$47,267
Value of net income/loss2018-12-31$-1,205,309
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,968,941
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,731,086
Investment advisory and management fees2018-12-31$14,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,511,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,259,191
Value of interest in pooled separate accounts at end of year2018-12-31$3,417,579
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,406,366
Value of interest in common/collective trusts at end of year2018-12-31$22,037,455
Value of interest in common/collective trusts at beginning of year2018-12-31$25,040,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-583,741
Net investment gain/loss from pooled separate accounts2018-12-31$-169,473
Net investment gain or loss from common/collective trusts2018-12-31$-1,128,037
2017 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,956,652
Total transfer of assets from this plan2017-12-31$6,918,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$307,925
Total income from all sources (including contributions)2017-12-31$4,603,303
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$55,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$40,763,716
Value of total assets at beginning of year2017-12-31$39,452,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,513
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$13,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$43,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$299,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$32,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$307,925
Other income not declared elsewhere2017-12-31$74,128
Administrative expenses (other) incurred2017-12-31$42,115
Value of net income/loss2017-12-31$4,547,790
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,731,086
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,144,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,259,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,880,506
Value of interest in pooled separate accounts at end of year2017-12-31$4,406,366
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,165,609
Value of interest in common/collective trusts at end of year2017-12-31$25,040,869
Value of interest in common/collective trusts at beginning of year2017-12-31$32,106,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,578,779
Net investment gain/loss from pooled separate accounts2017-12-31$450,723
Net investment gain or loss from common/collective trusts2017-12-31$2,499,673
2016 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,522,038
Total transfer of assets from this plan2016-12-31$8,087,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$307,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,760
Total income from all sources (including contributions)2016-12-31$1,949,658
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$49,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$39,452,654
Value of total assets at beginning of year2016-12-31$40,834,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,684
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$12,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$299,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$307,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,760
Other income not declared elsewhere2016-12-31$2,627
Administrative expenses (other) incurred2016-12-31$37,170
Value of net income/loss2016-12-31$1,899,974
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,144,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,809,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,880,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$4,165,609
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$32,106,919
Value of interest in common/collective trusts at beginning of year2016-12-31$40,833,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$135,867
Net investment gain/loss from pooled separate accounts2016-12-31$213,506
Net investment gain or loss from common/collective trusts2016-12-31$1,597,658
2015 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,322,692
Total transfer of assets from this plan2015-12-31$7,671,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,736
Total income from all sources (including contributions)2015-12-31$296,546
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$49,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$40,834,479
Value of total assets at beginning of year2015-12-31$44,964,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,845
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$17,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$37,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$51,736
Administrative expenses (other) incurred2015-12-31$32,085
Value of net income/loss2015-12-31$246,701
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,809,719
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,912,304
Value of interest in common/collective trusts at end of year2015-12-31$40,833,820
Value of interest in common/collective trusts at beginning of year2015-12-31$44,926,083
Net investment gain or loss from common/collective trusts2015-12-31$296,546
2014 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,962,146
Total transfer of assets from this plan2014-12-31$10,084,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,495
Total income from all sources (including contributions)2014-12-31$2,669,644
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$44,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$44,964,040
Value of total assets at beginning of year2014-12-31$49,427,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,368
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$12,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$37,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$51,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$18,495
Administrative expenses (other) incurred2014-12-31$31,735
Value of net income/loss2014-12-31$2,625,276
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,912,304
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,408,890
Value of interest in common/collective trusts at end of year2014-12-31$44,926,083
Value of interest in common/collective trusts at beginning of year2014-12-31$49,427,264
Net investment gain or loss from common/collective trusts2014-12-31$2,669,644
2013 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$5,698,085
Total transfer of assets from this plan2013-12-31$8,224,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,208
Total income from all sources (including contributions)2013-12-31$6,150,094
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$35,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$49,427,385
Value of total assets at beginning of year2013-12-31$45,863,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,992
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$11,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$28,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$18,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$42,208
Value of net income/loss2013-12-31$6,114,102
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,408,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,821,329
Value of interest in common/collective trusts at end of year2013-12-31$49,427,264
Value of interest in common/collective trusts at beginning of year2013-12-31$45,834,620
Net investment gain or loss from common/collective trusts2013-12-31$6,150,094
Contract administrator fees2013-12-31$24,011
2012 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$7,948,381
Total transfer of assets from this plan2012-12-31$11,391,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,567
Total income from all sources (including contributions)2012-12-31$4,974,680
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$45,863,537
Value of total assets at beginning of year2012-12-31$44,320,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,569
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$9,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$28,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$40,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$42,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,567
Administrative expenses (other) incurred2012-12-31$7,593
Value of net income/loss2012-12-31$4,957,111
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,821,329
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,307,251
Value of interest in common/collective trusts at end of year2012-12-31$45,834,620
Value of interest in common/collective trusts at beginning of year2012-12-31$44,280,162
Net investment gain or loss from common/collective trusts2012-12-31$4,974,680
2011 : PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$56,647,453
Total transfer of assets from this plan2011-12-31$11,615,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-704,009
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$20,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$44,320,818
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,416
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$10,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$40,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$9,850
Value of net income/loss2011-12-31$-724,425
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,307,251
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$44,280,162
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$-704,009

Form 5500 Responses for PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND

2022: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: PRINCIPAL GLOBAL INVESTORS PRINCIPAL LIFETIME 2010 FUND 2011 form 5500 responses
2011-04-14Type of plan entityDFE (Diect Filing Entity)
2011-04-14First time form 5500 has been submittedYes
2011-04-14Submission has been amendedNo
2011-04-14This submission is the final filingNo
2011-04-14This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-14Plan is a collectively bargained planNo

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