Principal Lifetime 2020 Cit — Form 5500 plan (Principal Global Investors Trust Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Lifetime 2020 Cit is a benefit plan reported by Principal Global Investors Trust Company under EIN 27-5280363 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $261,634,897 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$261.5MPlan net assets, end of year$261,533,640
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Principal Global Investors Trust Company
EIN
27-5280363
Plan number
002
Plan type
4
Location
Portland, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241011122912NAL0010912723001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$261.6M total assets
Net assets$261.5MLiabilities$101.3K
Money in vs. money out
Total income / additions$31M
Total expenses$857K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$261,634,897
Total liabilities (EOY)
$101,257
Net assets (EOY)
$261,533,640
Net assets (BOY)
$250,137,404

Income & contributions

Total contributions
$0
Total income / additions
$30,997,944

Expenses & distributions

Benefits paid
$0
Administrative expenses
$856,961
Total expenses
$856,961
Net increase / (decrease)
$30,140,983
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages