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THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 401k Plan overview

Plan NameTHE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD
Plan identification number 004

THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRINCIPAL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRINCIPAL FINANCIAL GROUP, INC.
Employer identification number (EIN):421520346
NAIC Classification:524140

Additional information about PRINCIPAL FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-10-01
Company Identification Number: P98000084575
Legal Registered Office Address: 8322 SW 103 AVE.

MIAMI

33173

More information about PRINCIPAL FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042022-01-01SHEA TREADWAY
0042021-01-01
0042021-01-01NATHAN SCHELHAAS
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01TAMMY DEHAAI PAUL FROMM2018-10-11
0042016-01-01PAUL FROMM TAMMY DEHAAI2017-10-13

Financial Data on THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD

Measure Date Value
2022 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-28$50,783
Total unrealized appreciation/depreciation of assets2022-12-28$50,783
Total transfer of assets to this plan2022-12-28$4,285,629
Total transfer of assets from this plan2022-12-28$246,685,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-28$0
Total income from all sources (including contributions)2022-12-28$-36,256,741
Total loss/gain on sale of assets2022-12-28$3,852,433
Total of all expenses incurred2022-12-28$27,776,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-28$28,021,088
Expenses. Certain deemed distributions of participant loans2022-12-28$-378,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-28$10,549,655
Value of total assets at end of year2022-12-28$0
Value of total assets at beginning of year2022-12-28$306,432,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-28$134,424
Total interest from all sources2022-12-28$87,601
Total dividends received (eg from common stock, registered investment company shares)2022-12-28$748,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-28$0
Was this plan covered by a fidelity bond2022-12-28Yes
Value of fidelity bond cover2022-12-28$50,000,000
If this is an individual account plan, was there a blackout period2022-12-28Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-28No
Contributions received from participants2022-12-28$6,910,981
Participant contributions at beginning of year2022-12-28$1,467,625
Assets. Other investments not covered elsewhere at beginning of year2022-12-28$1,313,383
Income. Received or receivable in cash from other sources (including rollovers)2022-12-28$958,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-28$197
Other income not declared elsewhere2022-12-28$35,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-28No
Value of net income/loss2022-12-28$-64,033,268
Value of net assets at end of year (total assets less liabilities)2022-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-28$306,432,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-28No
Were any leases to which the plan was party in default or uncollectible2022-12-28No
Value of interest in pooled separate accounts at beginning of year2022-12-28$217,443,584
Interest on participant loans2022-12-28$74,715
Interest earned on other investments2022-12-28$12,886
Value of interest in master investment trust accounts at beginning of year2022-12-28$23,569,972
Value of interest in common/collective trusts at beginning of year2022-12-28$37,572,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-28$1,328,364
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-28$34,812
Net investment gain/loss from pooled separate accounts2022-12-28$-45,722,844
Net investment gain or loss from common/collective trusts2022-12-28$-6,150,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-28No
Was there a failure to transmit to the plan any participant contributions2022-12-28No
Has the plan failed to provide any benefit when due under the plan2022-12-28No
Assets. Invements in employer securities at beginning of year2022-12-28$23,375,693
Contributions received in cash from employer2022-12-28$2,680,484
Employer contributions (assets) at beginning of year2022-12-28$361,902
Income. Dividends from common stock2022-12-28$748,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-28$27,986,079
Contract administrator fees2022-12-28$134,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-28Yes
Did the plan have assets held for investment2022-12-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-28Yes
Aggregate proceeds on sale of assets2022-12-28$35,055,906
Aggregate carrying amount (costs) on sale of assets2022-12-28$31,203,473
Opinion of an independent qualified public accountant for this plan2022-12-28Unqualified
Accountancy firm name2022-12-28ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-28346565596
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$50,783
Total unrealized appreciation/depreciation of assets2022-01-01$50,783
Total transfer of assets to this plan2022-01-01$4,285,629
Total transfer of assets from this plan2022-01-01$246,685,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-36,256,741
Total loss/gain on sale of assets2022-01-01$3,852,433
Total of all expenses incurred2022-01-01$27,776,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$28,021,088
Expenses. Certain deemed distributions of participant loans2022-01-01$-378,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$10,549,655
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$306,432,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$134,424
Total interest from all sources2022-01-01$87,601
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$748,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$50,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$6,910,981
Participant contributions at beginning of year2022-01-01$1,467,625
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$1,313,383
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$958,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$197
Other income not declared elsewhere2022-01-01$35,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-64,033,268
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$306,432,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at beginning of year2022-01-01$217,443,584
Interest on participant loans2022-01-01$74,715
Interest earned on other investments2022-01-01$12,886
Value of interest in master investment trust accounts at beginning of year2022-01-01$23,569,972
Value of interest in common/collective trusts at beginning of year2022-01-01$37,572,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,328,364
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$34,812
Net investment gain/loss from pooled separate accounts2022-01-01$-45,722,844
Net investment gain or loss from common/collective trusts2022-01-01$-6,150,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at beginning of year2022-01-01$23,375,693
Contributions received in cash from employer2022-01-01$2,680,484
Employer contributions (assets) at beginning of year2022-01-01$361,902
Income. Dividends from common stock2022-01-01$748,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$27,986,079
Contract administrator fees2022-01-01$134,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Aggregate proceeds on sale of assets2022-01-01$35,055,906
Aggregate carrying amount (costs) on sale of assets2022-01-01$31,203,473
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ERNST & YOUNG, LLP
Accountancy firm EIN2022-01-01346565596
2021 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,039,425
Total unrealized appreciation/depreciation of assets2021-12-31$6,039,425
Total transfer of assets to this plan2021-12-31$1,022,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$59,811,775
Total loss/gain on sale of assets2021-12-31$2,252,548
Total of all expenses incurred2021-12-31$21,175,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,950,843
Expenses. Certain deemed distributions of participant loans2021-12-31$35,402
Value of total corrective distributions2021-12-31$3,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,760,928
Value of total assets at end of year2021-12-31$306,432,984
Value of total assets at beginning of year2021-12-31$266,773,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$185,318
Total interest from all sources2021-12-31$134,954
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$842,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,271,905
Participant contributions at end of year2021-12-31$1,467,625
Participant contributions at beginning of year2021-12-31$1,909,848
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,313,383
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,666
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$322,927
Other income not declared elsewhere2021-12-31$-13,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,636,648
Value of net assets at end of year (total assets less liabilities)2021-12-31$306,432,984
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$266,773,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$217,443,584
Value of interest in pooled separate accounts at beginning of year2021-12-31$187,535,163
Interest on participant loans2021-12-31$122,930
Interest earned on other investments2021-12-31$12,024
Value of interest in master investment trust accounts at end of year2021-12-31$23,569,972
Value of interest in master investment trust accounts at beginning of year2021-12-31$24,395,612
Value of interest in common/collective trusts at end of year2021-12-31$37,572,461
Value of interest in common/collective trusts at beginning of year2021-12-31$32,578,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,328,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,515,981
Net investment gain/loss from pooled separate accounts2021-12-31$35,920,142
Net investment gain or loss from common/collective trusts2021-12-31$4,233,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$23,375,693
Assets. Invements in employer securities at beginning of year2021-12-31$18,580,100
Contributions received in cash from employer2021-12-31$3,166,096
Employer contributions (assets) at end of year2021-12-31$361,902
Employer contributions (assets) at beginning of year2021-12-31$255,565
Income. Dividends from common stock2021-12-31$842,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,950,843
Contract administrator fees2021-12-31$185,318
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,501,679
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,249,131
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,658,389
Total unrealized appreciation/depreciation of assets2020-12-31$2,658,389
Total transfer of assets to this plan2020-12-31$2,406,742
Total transfer of assets from this plan2020-12-31$72,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$42,982,127
Total loss/gain on sale of assets2020-12-31$-2,886,744
Total of all expenses incurred2020-12-31$22,667,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,513,151
Expenses. Certain deemed distributions of participant loans2020-12-31$2,127
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,163,374
Value of total assets at end of year2020-12-31$266,773,911
Value of total assets at beginning of year2020-12-31$244,124,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,026
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$131,569
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$871,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$6,841,133
Participant contributions at end of year2020-12-31$1,909,848
Participant contributions at beginning of year2020-12-31$2,033,166
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,666
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,890
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,068,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$19,409
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,314,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$266,773,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$244,124,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$187,535,163
Value of interest in pooled separate accounts at beginning of year2020-12-31$175,415,246
Interest on participant loans2020-12-31$115,240
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$16,329
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$24,395,612
Value of interest in master investment trust accounts at beginning of year2020-12-31$15,563,571
Value of interest in common/collective trusts at end of year2020-12-31$32,578,976
Value of interest in common/collective trusts at beginning of year2020-12-31$30,556,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,515,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,448,438
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$26,403,079
Net investment gain or loss from common/collective trusts2020-12-31$3,672,629
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$18,580,100
Assets. Invements in employer securities at beginning of year2020-12-31$18,813,837
Contributions received in cash from employer2020-12-31$3,253,261
Employer contributions (assets) at end of year2020-12-31$255,565
Employer contributions (assets) at beginning of year2020-12-31$291,460
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$871,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,513,151
Contract administrator fees2020-12-31$152,026
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$10,323,917
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,210,661
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2020-12-31346565596
2019 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,004,946
Total unrealized appreciation/depreciation of assets2019-12-31$3,004,946
Total transfer of assets to this plan2019-12-31$172,433
Total transfer of assets from this plan2019-12-31$301,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$59,176,737
Total loss/gain on sale of assets2019-12-31$841,504
Total of all expenses incurred2019-12-31$15,882,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,669,091
Expenses. Certain deemed distributions of participant loans2019-12-31$26,874
Value of total corrective distributions2019-12-31$2,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,515,357
Value of total assets at end of year2019-12-31$244,124,631
Value of total assets at beginning of year2019-12-31$200,959,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,689
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$152,780
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$762,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$7,000,540
Participant contributions at end of year2019-12-31$2,033,166
Participant contributions at beginning of year2019-12-31$2,330,214
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,890
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$870,465
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$950,147
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$262
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$61,075
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$43,293,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$244,124,631
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$200,959,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$175,415,246
Value of interest in pooled separate accounts at beginning of year2019-12-31$139,938,918
Interest on participant loans2019-12-31$133,212
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$19,568
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$15,563,571
Value of interest in master investment trust accounts at beginning of year2019-12-31$14,138,066
Value of interest in common/collective trusts at end of year2019-12-31$30,556,794
Value of interest in common/collective trusts at beginning of year2019-12-31$26,543,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,448,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,546,874
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$36,916,949
Net investment gain or loss from common/collective trusts2019-12-31$5,216,671
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$18,813,837
Assets. Invements in employer securities at beginning of year2019-12-31$15,309,989
Contributions received in cash from employer2019-12-31$3,564,670
Employer contributions (assets) at end of year2019-12-31$291,460
Employer contributions (assets) at beginning of year2019-12-31$280,378
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$762,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,668,829
Contract administrator fees2019-12-31$184,689
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,360,049
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,518,545
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2019-12-31346565596
2018 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,073,000
Total unrealized appreciation/depreciation of assets2018-12-31$-7,073,000
Total transfer of assets to this plan2018-12-31$2,293,444
Total transfer of assets from this plan2018-12-31$1,422,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,974,741
Total loss/gain on sale of assets2018-12-31$-1,291,538
Total of all expenses incurred2018-12-31$17,992,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,770,412
Expenses. Certain deemed distributions of participant loans2018-12-31$47,604
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,045,069
Value of total assets at end of year2018-12-31$200,959,482
Value of total assets at beginning of year2018-12-31$225,056,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$174,865
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$163,227
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$675,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$6,993,759
Participant contributions at end of year2018-12-31$2,330,214
Participant contributions at beginning of year2018-12-31$3,019,454
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$870,465
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$772,925
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$692,679
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-4,261
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,967,622
Value of net assets at end of year (total assets less liabilities)2018-12-31$200,959,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$225,056,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$139,938,918
Value of interest in pooled separate accounts at beginning of year2018-12-31$186,457,560
Interest on participant loans2018-12-31$152,232
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$10,995
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$14,138,066
Value of interest in master investment trust accounts at beginning of year2018-12-31$11,008,615
Value of interest in common/collective trusts at end of year2018-12-31$26,543,578
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,546,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,330,232
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-8,279,327
Net investment gain or loss from common/collective trusts2018-12-31$-2,329,575
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$15,309,989
Assets. Invements in employer securities at beginning of year2018-12-31$22,288,605
Contributions received in cash from employer2018-12-31$3,358,631
Employer contributions (assets) at end of year2018-12-31$280,378
Employer contributions (assets) at beginning of year2018-12-31$178,751
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$675,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,769,084
Contract administrator fees2018-12-31$174,865
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,890,872
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,182,410
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2018-12-31346565596
2017 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,602,112
Total unrealized appreciation/depreciation of assets2017-12-31$3,602,112
Total transfer of assets to this plan2017-12-31$2,673,222
Total transfer of assets from this plan2017-12-31$96,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$47,431,368
Total loss/gain on sale of assets2017-12-31$824,202
Total of all expenses incurred2017-12-31$15,509,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,248,046
Expenses. Certain deemed distributions of participant loans2017-12-31$92,250
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,076,813
Value of total assets at end of year2017-12-31$225,056,142
Value of total assets at beginning of year2017-12-31$190,557,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$169,074
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$171,269
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$637,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$7,112,648
Participant contributions at end of year2017-12-31$3,019,454
Participant contributions at beginning of year2017-12-31$3,168,520
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$772,925
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$20,077
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$758,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-2,151
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$31,921,998
Value of net assets at end of year (total assets less liabilities)2017-12-31$225,056,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$190,557,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$186,457,560
Value of interest in pooled separate accounts at beginning of year2017-12-31$151,013,913
Interest on participant loans2017-12-31$160,055
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$11,214
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$11,008,615
Value of interest in master investment trust accounts at beginning of year2017-12-31$14,547,426
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,330,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,195,571
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$30,929,447
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$22,288,605
Assets. Invements in employer securities at beginning of year2017-12-31$20,611,776
Contributions received in cash from employer2017-12-31$3,206,118
Employer contributions (assets) at end of year2017-12-31$178,751
Employer contributions (assets) at beginning of year2017-12-31$144
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$637,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,243,992
Contract administrator fees2017-12-31$169,074
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,472,174
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,647,972
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2017-12-31346565596
2016 : THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,161,605
Total unrealized appreciation/depreciation of assets2016-12-31$5,161,605
Total transfer of assets to this plan2016-12-31$1,956,649
Total transfer of assets from this plan2016-12-31$85,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$30,696,704
Total loss/gain on sale of assets2016-12-31$550,633
Total of all expenses incurred2016-12-31$13,933,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,650,177
Expenses. Certain deemed distributions of participant loans2016-12-31$148,336
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,174,570
Value of total assets at end of year2016-12-31$190,557,427
Value of total assets at beginning of year2016-12-31$171,923,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,575
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$182,732
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$684,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$7,372,874
Participant contributions at end of year2016-12-31$3,168,520
Participant contributions at beginning of year2016-12-31$3,021,059
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$20,077
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,487,555
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$22,813
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,763,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$190,557,427
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$171,923,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$151,013,913
Value of interest in pooled separate accounts at beginning of year2016-12-31$139,734,695
Interest on participant loans2016-12-31$162,738
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$19,994
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$14,547,426
Value of interest in master investment trust accounts at beginning of year2016-12-31$9,179,044
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$150,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,195,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,089,596
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$11,816,252
Net investment gain or loss from common/collective trusts2016-12-31$-4,291
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$20,611,776
Assets. Invements in employer securities at beginning of year2016-12-31$17,748,004
Contributions received in cash from employer2016-12-31$3,314,141
Employer contributions (assets) at end of year2016-12-31$144
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$684,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,647,743
Contract administrator fees2016-12-31$134,575
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,898,048
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,347,415
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2016-12-31346565596

Form 5500 Responses for THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD

2022: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PRINCIPAL SELECT SAVINGS PLAN FOR INDIVIDUAL FIELD 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1
Insurance contract or identification number366777
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366777
Policy instance 1

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