401k Plan data: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRINCIPAL SERVICE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRINCIPAL SERVICE SOLUTIONS, INC.

Employer identification number (EIN): 273617776

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GINA WYLIE 2023-09-29
001 2021-01-01 TIM WYLIE 2022-07-22
001 2020-01-01 TIM WYLIE 2021-10-14
001 2019-01-01
001 2018-01-01 TIM WYLIE 2019-04-30
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TIM WYLIE 2015-09-25
001 2013-01-01 TIM WYLIE 2014-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	GINA WYLIE	2023-09-29
001	2021-01-01	TIM WYLIE	2022-07-22
001	2020-01-01	TIM WYLIE	2021-10-14
001	2019-01-01
001	2018-01-01	TIM WYLIE	2019-04-30
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TIM WYLIE	2015-09-25
001	2013-01-01	TIM WYLIE	2014-07-22

Plan Statistics for PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 193
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 216
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 230
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 166
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2018: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 70
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 88
Number of participants with account balances 2018-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 107
Number of participants with account balances 2017-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 94
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	193
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	216
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	230
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	166
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2018: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	70
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	88
Number of participants with account balances	2018-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	107
Number of participants with account balances	2017-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	94
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$180
Total income from all sources (including contributions)	2022-12-31	$-45,722
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$35,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$34,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$59,436
Value of total assets at end of year	2022-12-31	$485,377
Value of total assets at beginning of year	2022-12-31	$567,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,255
Total interest from all sources	2022-12-31	$41
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$16,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$16,845
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$56,704
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$59,436
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,124
Participant contributions at end of year	2022-12-31	$1,163
Participant contributions at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-81,659
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$485,377
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$567,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$484,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$566,092
Interest on participant loans	2022-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-122,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$34,682
Contract administrator fees	2022-12-31	$1,255
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCHWARTZ, GIANNINI, LANTSBERGER & A
Accountancy firm EIN	2022-12-31	680290029
2021 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$180
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	$226,038
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$74,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$63,519
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$160,533
Value of total assets at end of year	2021-12-31	$567,216
Value of total assets at beginning of year	2021-12-31	$415,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,630
Total interest from all sources	2021-12-31	$264
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$41,532
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$75,767
Participant contributions at end of year	2021-12-31	$1,124
Participant contributions at beginning of year	2021-12-31	$2,162
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$84,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$151,724
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$567,036
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$415,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$566,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$413,150
Interest on participant loans	2021-12-31	$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$65,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$63,519
Contract administrator fees	2021-12-31	$1,630
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCHWARTZ, GIANNINI, LANTSBERGER & A
Accountancy firm EIN	2021-12-31	680290029
2020 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$2
Total income from all sources (including contributions)	2020-12-31	$137,865
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$136,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$135,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$71,794
Value of total assets at end of year	2020-12-31	$415,312
Value of total assets at beginning of year	2020-12-31	$414,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,801
Total interest from all sources	2020-12-31	$156
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$11,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$11,784
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$41,442
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$71,794
Participant contributions at end of year	2020-12-31	$2,162
Participant contributions at beginning of year	2020-12-31	$1,838
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$900
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$415,312
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$414,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$413,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$412,499
Interest on participant loans	2020-12-31	$156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$54,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$135,164
Contract administrator fees	2020-12-31	$1,801
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$2
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCHWARTZ, GIANNINI, LANTSBERGER & A
Accountancy firm EIN	2020-12-31	680290029
2018 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$69,227
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$272,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$269,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$96,527
Value of total assets at end of year	2018-12-31	$502,205
Value of total assets at beginning of year	2018-12-31	$705,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,680
Total interest from all sources	2018-12-31	$366
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$29,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$29,060
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$70,527
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$96,527
Participant contributions at end of year	2018-12-31	$14,696
Participant contributions at beginning of year	2018-12-31	$3,943
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-203,062
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$502,205
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$705,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$487,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$701,217
Interest on participant loans	2018-12-31	$366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-56,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$269,609
Contract administrator fees	2018-12-31	$2,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GUY RANSOM
Accountancy firm EIN	2018-12-31	770550391
2017 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$267,464
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$55,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$49,773
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$162,281
Value of total assets at end of year	2017-12-31	$705,267
Value of total assets at beginning of year	2017-12-31	$493,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,533
Total interest from all sources	2017-12-31	$640
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$49,368
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$162,281
Participant contributions at end of year	2017-12-31	$3,943
Participant contributions at beginning of year	2017-12-31	$9,912
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$211,592
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$705,267
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$493,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$701,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$480,916
Interest on participant loans	2017-12-31	$522
Interest earned on other investments	2017-12-31	$118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$104,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$49,773
Contract administrator fees	2017-12-31	$1,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GUY RANSOM
Accountancy firm EIN	2017-12-31	770550391
2016 : PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$262,230
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$50,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$49,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$232,027
Value of total assets at end of year	2016-12-31	$493,675
Value of total assets at beginning of year	2016-12-31	$282,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,570
Total interest from all sources	2016-12-31	$229
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$30,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$138,355
Participant contributions at end of year	2016-12-31	$9,912
Participant contributions at beginning of year	2016-12-31	$1,814
Participant contributions at end of year	2016-12-31	$2,847
Participant contributions at beginning of year	2016-12-31	$2,654
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$93,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$211,633
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$493,675
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$282,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$480,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$277,574
Interest on participant loans	2016-12-31	$229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$29,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$49,027
Contract administrator fees	2016-12-31	$1,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GUY RANSOM
Accountancy firm EIN	2016-12-31	770550391

Form 5500 Responses for PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRINCIPAL SERVICE SOLUTIONS, INC.
Employer identification number (EIN):	273617776
NAIC Classification:	561300