401k Plan data: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF plan

THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 401k Plan overview

Plan Name	THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF
Plan identification number	001

THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 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).
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
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

THE PRINCIPIA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE PRINCIPIA CORPORATION

Employer identification number (EIN): 430652667

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 LEE BARRON
001 2016-07-01 KAREN GRIMMER DOUGLAS GIBBS 2018-01-16
001 2015-07-01 DOUGLAS GIBBS DOUGLAS GIBBS 2017-01-27
001 2014-07-01 DOUGLAS GIBBS DOUGLAS GIBBS 2016-01-22
001 2013-07-01 DOUGLAS GIBBS DOUGLAS GIBBS 2015-04-15
001 2012-07-01 DOUGLAS GIBBS DOUGLAS GIBBS 2014-03-24
001 2011-07-01 DOUGLAS GIBBS DOUGLAS GIBBS 2013-04-12
001 2010-07-01 DOUG GIBBS
001 2009-07-01 GREGORY O. HIBBS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	LEE BARRON
001	2016-07-01	KAREN GRIMMER	DOUGLAS GIBBS	2018-01-16
001	2015-07-01	DOUGLAS GIBBS	DOUGLAS GIBBS	2017-01-27
001	2014-07-01	DOUGLAS GIBBS	DOUGLAS GIBBS	2016-01-22
001	2013-07-01	DOUGLAS GIBBS	DOUGLAS GIBBS	2015-04-15
001	2012-07-01	DOUGLAS GIBBS	DOUGLAS GIBBS	2014-03-24
001	2011-07-01	DOUGLAS GIBBS	DOUGLAS GIBBS	2013-04-12
001	2010-07-01	DOUG GIBBS
001	2009-07-01	GREGORY O. HIBBS

Plan Statistics for THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF

401k plan membership statisitcs for THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF

Measure Date Value
2022: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,166
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 554
Number of retired or separated participants receiving benefits 2022-01-01 34
Number of other retired or separated participants entitled to future benefits 2022-01-01 541
Total of all active and inactive participants 2022-01-01 1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 49
Total participants 2022-01-01 1,178
Number of participants with account balances 2022-01-01 1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 517
Number of retired or separated participants receiving benefits 2021-01-01 25
Number of other retired or separated participants entitled to future benefits 2021-01-01 577
Total of all active and inactive participants 2021-01-01 1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 47
Total participants 2021-01-01 1,166
Number of participants with account balances 2021-01-01 1,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,297
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 514
Number of retired or separated participants receiving benefits 2020-07-01 15
Number of other retired or separated participants entitled to future benefits 2020-07-01 649
Total of all active and inactive participants 2020-07-01 1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 16
Total participants 2020-07-01 1,194
Number of participants with account balances 2020-07-01 1,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,332
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 602
Number of retired or separated participants receiving benefits 2019-07-01 16
Number of other retired or separated participants entitled to future benefits 2019-07-01 647
Total of all active and inactive participants 2019-07-01 1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 18
Total participants 2019-07-01 1,283
Number of participants with account balances 2019-07-01 1,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,434
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 623
Number of retired or separated participants receiving benefits 2018-07-01 14
Number of other retired or separated participants entitled to future benefits 2018-07-01 663
Total of all active and inactive participants 2018-07-01 1,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 16
Total participants 2018-07-01 1,316
Number of participants with account balances 2018-07-01 1,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,253
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 729
Number of retired or separated participants receiving benefits 2017-07-01 10
Number of other retired or separated participants entitled to future benefits 2017-07-01 683
Total of all active and inactive participants 2017-07-01 1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 12
Total participants 2017-07-01 1,434
Number of participants with account balances 2017-07-01 1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,352
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 521
Number of retired or separated participants receiving benefits 2016-07-01 10
Number of other retired or separated participants entitled to future benefits 2016-07-01 689
Total of all active and inactive participants 2016-07-01 1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 15
Total participants 2016-07-01 1,235
Number of participants with account balances 2016-07-01 1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,518
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 677
Number of retired or separated participants receiving benefits 2015-07-01 9
Number of other retired or separated participants entitled to future benefits 2015-07-01 653
Total of all active and inactive participants 2015-07-01 1,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 13
Total participants 2015-07-01 1,352
Number of participants with account balances 2015-07-01 1,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,370
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 727
Number of retired or separated participants receiving benefits 2014-07-01 5
Number of other retired or separated participants entitled to future benefits 2014-07-01 757
Total of all active and inactive participants 2014-07-01 1,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 11
Total participants 2014-07-01 1,500
Number of participants with account balances 2014-07-01 1,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,520
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 672
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 670
Total of all active and inactive participants 2013-07-01 1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 11
Total participants 2013-07-01 1,353
Number of participants with account balances 2013-07-01 1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 849
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 645
Total of all active and inactive participants 2012-07-01 1,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 20
Total participants 2012-07-01 1,514
Number of participants with account balances 2012-07-01 1,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,630
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 894
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 666
Total of all active and inactive participants 2011-07-01 1,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 5
Total participants 2011-07-01 1,565
Number of participants with account balances 2011-07-01 1,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,393
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 775
Number of retired or separated participants receiving benefits 2010-07-01 855
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 1,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 1,630
Number of participants with account balances 2010-07-01 1,630
2009: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,450
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 616
Number of retired or separated participants receiving benefits 2009-07-01 777
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 1,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 1,393
Number of participants with account balances 2009-07-01 1,393

Measure	Date	Value
2022: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,166
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	554
Number of retired or separated participants receiving benefits	2022-01-01	34
Number of other retired or separated participants entitled to future benefits	2022-01-01	541
Total of all active and inactive participants	2022-01-01	1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	49
Total participants	2022-01-01	1,178
Number of participants with account balances	2022-01-01	1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	517
Number of retired or separated participants receiving benefits	2021-01-01	25
Number of other retired or separated participants entitled to future benefits	2021-01-01	577
Total of all active and inactive participants	2021-01-01	1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	47
Total participants	2021-01-01	1,166
Number of participants with account balances	2021-01-01	1,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,297
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	514
Number of retired or separated participants receiving benefits	2020-07-01	15
Number of other retired or separated participants entitled to future benefits	2020-07-01	649
Total of all active and inactive participants	2020-07-01	1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	16
Total participants	2020-07-01	1,194
Number of participants with account balances	2020-07-01	1,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,332
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	602
Number of retired or separated participants receiving benefits	2019-07-01	16
Number of other retired or separated participants entitled to future benefits	2019-07-01	647
Total of all active and inactive participants	2019-07-01	1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	18
Total participants	2019-07-01	1,283
Number of participants with account balances	2019-07-01	1,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,434
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	623
Number of retired or separated participants receiving benefits	2018-07-01	14
Number of other retired or separated participants entitled to future benefits	2018-07-01	663
Total of all active and inactive participants	2018-07-01	1,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	16
Total participants	2018-07-01	1,316
Number of participants with account balances	2018-07-01	1,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,253
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	729
Number of retired or separated participants receiving benefits	2017-07-01	10
Number of other retired or separated participants entitled to future benefits	2017-07-01	683
Total of all active and inactive participants	2017-07-01	1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	12
Total participants	2017-07-01	1,434
Number of participants with account balances	2017-07-01	1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,352
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	521
Number of retired or separated participants receiving benefits	2016-07-01	10
Number of other retired or separated participants entitled to future benefits	2016-07-01	689
Total of all active and inactive participants	2016-07-01	1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	15
Total participants	2016-07-01	1,235
Number of participants with account balances	2016-07-01	1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,518
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	677
Number of retired or separated participants receiving benefits	2015-07-01	9
Number of other retired or separated participants entitled to future benefits	2015-07-01	653
Total of all active and inactive participants	2015-07-01	1,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	13
Total participants	2015-07-01	1,352
Number of participants with account balances	2015-07-01	1,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,370
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	727
Number of retired or separated participants receiving benefits	2014-07-01	5
Number of other retired or separated participants entitled to future benefits	2014-07-01	757
Total of all active and inactive participants	2014-07-01	1,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	11
Total participants	2014-07-01	1,500
Number of participants with account balances	2014-07-01	1,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,520
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	672
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	670
Total of all active and inactive participants	2013-07-01	1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	11
Total participants	2013-07-01	1,353
Number of participants with account balances	2013-07-01	1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	849
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	645
Total of all active and inactive participants	2012-07-01	1,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	20
Total participants	2012-07-01	1,514
Number of participants with account balances	2012-07-01	1,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,630
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	894
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	666
Total of all active and inactive participants	2011-07-01	1,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	5
Total participants	2011-07-01	1,565
Number of participants with account balances	2011-07-01	1,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,393
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	775
Number of retired or separated participants receiving benefits	2010-07-01	855
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	1,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	1,630
Number of participants with account balances	2010-07-01	1,630
2009: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,450
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	616
Number of retired or separated participants receiving benefits	2009-07-01	777
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	1,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	1,393
Number of participants with account balances	2009-07-01	1,393

Financial Data on THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF

Measure	Date	Value
2022 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-13,993,208
Total of all expenses incurred	2022-12-31	$9,067,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,024,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,434,971
Value of total assets at end of year	2022-12-31	$106,880,165
Value of total assets at beginning of year	2022-12-31	$129,940,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,221
Total interest from all sources	2022-12-31	$784,054
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,218,651
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	$1,218,651
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$3,208,174
Participant contributions at end of year	2022-12-31	$643,553
Participant contributions at beginning of year	2022-12-31	$594,849
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$34,287
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$52,671
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$214
Other income not declared elsewhere	2022-12-31	$-18,384
Administrative expenses (other) incurred	2022-12-31	$42,221
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	$-23,060,282
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$106,880,165
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$129,940,447
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	$79,118,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$103,966,975
Value of interest in pooled separate accounts at end of year	2022-12-31	$729,866
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$821,089
Interest on participant loans	2022-12-31	$28,170
Interest earned on other investments	2022-12-31	$755,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$26,349,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$24,501,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,476,875
Net investment gain/loss from pooled separate accounts	2022-12-31	$64,375
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	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,189,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,024,853
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	2022-12-31	No
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	ARMANINO, LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$19,067,980
Total of all expenses incurred	2021-12-31	$9,095,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,053,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,665,601
Value of total assets at end of year	2021-12-31	$129,940,447
Value of total assets at beginning of year	2021-12-31	$119,968,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,226
Total interest from all sources	2021-12-31	$735,982
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,106,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,106,520
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$3,256,316
Participant contributions at end of year	2021-12-31	$594,849
Participant contributions at beginning of year	2021-12-31	$488,200
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$52,671
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$48,075
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$210,755
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$4,596
Administrative expenses (other) incurred	2021-12-31	$42,226
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	$9,972,043
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$129,940,447
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$119,968,404
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	$103,966,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$94,925,605
Value of interest in pooled separate accounts at end of year	2021-12-31	$821,089
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$867,494
Interest on participant loans	2021-12-31	$28,133
Interest earned on other investments	2021-12-31	$707,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$24,501,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$23,631,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,421,769
Net investment gain/loss from pooled separate accounts	2021-12-31	$133,512
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,198,530
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$5,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,053,711
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	2021-12-31	No
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	ARMANINO, LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$19,633,307
Total of all expenses incurred	2020-12-31	$4,227,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,207,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,485,760
Value of total assets at end of year	2020-12-31	$119,968,404
Value of total assets at beginning of year	2020-12-31	$104,562,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,711
Total interest from all sources	2020-12-31	$394,105
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$805,099
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	$805,099
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$1,592,256
Participant contributions at end of year	2020-12-31	$488,200
Participant contributions at beginning of year	2020-12-31	$511,018
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$48,075
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$35,798
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$59,076
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$744
Other income not declared elsewhere	2020-12-31	$12,311
Administrative expenses (other) incurred	2020-12-31	$19,711
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	$15,405,960
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$119,968,404
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$104,562,444
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	$94,925,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$80,185,939
Value of interest in pooled separate accounts at end of year	2020-12-31	$867,494
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$917,230
Interest on participant loans	2020-12-31	$13,981
Interest earned on other investments	2020-12-31	$380,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$23,631,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,909,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$15,931,343
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,689
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$834,428
Employer contributions (assets) at end of year	2020-12-31	$5,242
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,207,636
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	2020-12-31	No
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	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2020-12-31	431001367
Total income from all sources (including contributions)	2020-06-30	$8,355,302
Total of all expenses incurred	2020-06-30	$6,945,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$6,908,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$5,020,811
Value of total assets at end of year	2020-06-30	$104,562,444
Value of total assets at beginning of year	2020-06-30	$103,152,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$36,724
Total interest from all sources	2020-06-30	$882,734
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$1,110,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$1,110,504
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,911,852
Participant contributions at end of year	2020-06-30	$511,018
Participant contributions at beginning of year	2020-06-30	$517,014
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$35,798
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$28,316
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$91,782
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$598
Other income not declared elsewhere	2020-06-30	$7,482
Administrative expenses (other) incurred	2020-06-30	$36,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,409,601
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$104,562,444
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$103,152,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$80,185,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$69,987,351
Value of interest in pooled separate accounts at end of year	2020-06-30	$917,230
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$943,189
Interest on participant loans	2020-06-30	$31,705
Interest earned on other investments	2020-06-30	$851,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$2,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$1,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$1,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$22,909,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$31,675,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,324,236
Net investment gain/loss from pooled separate accounts	2020-06-30	$9,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,017,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$6,908,977
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	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2020-06-30	431001367
2019 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$10,165,591
Total of all expenses incurred	2019-06-30	$7,192,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$7,159,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,457,644
Value of total assets at end of year	2019-06-30	$103,152,843
Value of total assets at beginning of year	2019-06-30	$100,179,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$32,380
Total interest from all sources	2019-06-30	$852,546
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,310,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,310,350
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,731,854
Participant contributions at end of year	2019-06-30	$517,014
Participant contributions at beginning of year	2019-06-30	$501,042
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$28,316
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$757,208
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$600
Other income not declared elsewhere	2019-06-30	$3,048
Administrative expenses (other) incurred	2019-06-30	$32,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,973,340
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$103,152,843
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$100,179,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$69,987,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$77,053,531
Value of interest in pooled separate accounts at end of year	2019-06-30	$943,189
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,078,459
Interest on participant loans	2019-06-30	$25,411
Interest earned on other investments	2019-06-30	$827,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$1,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$4,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$4,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$31,675,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$21,540,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$2,493,626
Net investment gain/loss from pooled separate accounts	2019-06-30	$48,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,968,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$7,159,871
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2019-06-30	431001367
2018 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$12,451,115
Total of all expenses incurred	2018-06-30	$9,181,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$9,151,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,852,949
Value of total assets at end of year	2018-06-30	$100,179,503
Value of total assets at beginning of year	2018-06-30	$96,909,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$29,488
Total interest from all sources	2018-06-30	$800,067
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,286,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,286,725
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,748,792
Participant contributions at end of year	2018-06-30	$501,042
Participant contributions at beginning of year	2018-06-30	$565,075
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$81,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$1,686
Other income not declared elsewhere	2018-06-30	$7
Administrative expenses (other) incurred	2018-06-30	$29,488
Total non interest bearing cash at beginning of year	2018-06-30	$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	2018-06-30	No
Value of net income/loss	2018-06-30	$3,269,970
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$100,179,503
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$96,909,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$77,053,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$73,243,773
Value of interest in pooled separate accounts at end of year	2018-06-30	$1,078,459
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,128,607
Interest on participant loans	2018-06-30	$23,389
Interest earned on other investments	2018-06-30	$776,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$4,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$4,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$4,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$21,540,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$21,965,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$5,456,058
Net investment gain/loss from pooled separate accounts	2018-06-30	$55,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,022,168
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$9,151,657
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2018-06-30	431001367
2017 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$16,021,439
Total of all expenses incurred	2017-06-30	$10,178,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$10,144,619
Expenses. Certain deemed distributions of participant loans	2017-06-30	$11,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$4,911,729
Value of total assets at end of year	2017-06-30	$96,909,533
Value of total assets at beginning of year	2017-06-30	$91,066,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$22,494
Total interest from all sources	2017-06-30	$843,874
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$1,051,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$1,051,106
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,574,337
Participant contributions at end of year	2017-06-30	$565,075
Participant contributions at beginning of year	2017-06-30	$514,348
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$446,837
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$1,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$646
Administrative expenses (other) incurred	2017-06-30	$22,494
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$5,843,297
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$96,909,533
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$91,066,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$73,243,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$70,899,507
Value of interest in pooled separate accounts at end of year	2017-06-30	$1,128,607
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,334,733
Interest on participant loans	2017-06-30	$24,316
Interest earned on other investments	2017-06-30	$819,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$4,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$4,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$4,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$21,965,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$18,305,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$9,168,893
Net investment gain/loss from pooled separate accounts	2017-06-30	$45,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,890,555
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$6,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$10,144,619
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	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2017-06-30	431001367
2016 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$4,573,225
Total of all expenses incurred	2016-06-30	$5,744,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$5,693,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$4,562,007
Value of total assets at end of year	2016-06-30	$91,066,236
Value of total assets at beginning of year	2016-06-30	$92,237,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$50,613
Total interest from all sources	2016-06-30	$790,966
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,256,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,256,099
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,505,345
Participant contributions at end of year	2016-06-30	$514,348
Participant contributions at beginning of year	2016-06-30	$371,552
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$196,668
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$616
Administrative expenses (other) incurred	2016-06-30	$14,759
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$4,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-1,171,292
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$91,066,236
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$92,237,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$34,024
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$70,899,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$71,578,141
Value of interest in pooled separate accounts at end of year	2016-06-30	$1,334,733
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,286,122
Interest on participant loans	2016-06-30	$16,643
Interest earned on other investments	2016-06-30	$774,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$4,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$18,305,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$18,987,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-2,123,336
Net investment gain/loss from pooled separate accounts	2016-06-30	$87,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,859,994
Employer contributions (assets) at end of year	2016-06-30	$6,964
Employer contributions (assets) at beginning of year	2016-06-30	$9,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$5,693,904
Contract administrator fees	2016-06-30	$1,830
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	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2016-06-30	431001367
2015 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$8,223,131
Total of all expenses incurred	2015-06-30	$5,277,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$5,259,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$4,839,787
Value of total assets at end of year	2015-06-30	$92,237,528
Value of total assets at beginning of year	2015-06-30	$89,291,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$18,273
Total interest from all sources	2015-06-30	$801,699
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,182,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,182,824
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,363,222
Participant contributions at end of year	2015-06-30	$371,552
Participant contributions at beginning of year	2015-06-30	$82,300
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$699,642
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$1,114,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$18,273
Total non interest bearing cash at end of year	2015-06-30	$4,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$2,945,853
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$92,237,528
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$89,291,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$71,578,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$66,070,837
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,286,122
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,459,278
Interest on participant loans	2015-06-30	$9,130
Interest earned on other investments	2015-06-30	$792,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$18,987,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$20,564,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,264,578
Net investment gain/loss from pooled separate accounts	2015-06-30	$134,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,776,923
Employer contributions (assets) at end of year	2015-06-30	$9,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$5,259,005
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	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BROWN SMITH WALLACE LLC
Accountancy firm EIN	2015-06-30	431001367
2014 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,517
Total income from all sources (including contributions)	2014-06-30	$15,981,436
Total of all expenses incurred	2014-06-30	$7,223,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$7,218,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,398,851
Value of total assets at end of year	2014-06-30	$89,291,675
Value of total assets at beginning of year	2014-06-30	$80,535,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$5,203
Total interest from all sources	2014-06-30	$942,859
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,004,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,004,218
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,331,721
Participant contributions at end of year	2014-06-30	$82,300
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$326,946
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$1,114,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$1,517
Administrative expenses (other) incurred	2014-06-30	$5,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$8,757,761
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$89,291,675
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$80,533,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$66,070,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$53,951,491
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,459,278
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,857,301
Interest on participant loans	2014-06-30	$76,948
Interest earned on other investments	2014-06-30	$865,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$20,564,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$23,726,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$9,370,500
Net investment gain/loss from pooled separate accounts	2014-06-30	$265,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,740,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$7,218,472
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	2014-06-30	Yes
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BROWN SMITH WALLACE LLC
Accountancy firm EIN	2014-06-30	431001367
2013 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$13,195,948
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$6,678,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$6,675,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$4,997,465
Value of total assets at end of year	2013-06-30	$80,535,431
Value of total assets at beginning of year	2013-06-30	$74,016,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,610
Total interest from all sources	2013-06-30	$846,266
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$387,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$387,983
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,483,155
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$728,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$1,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$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	2013-06-30	No
Value of net income/loss	2013-06-30	$6,517,365
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$80,533,914
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$74,016,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$2,610
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$53,951,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$51,105,805
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,857,301
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,458,983
Interest earned on other investments	2013-06-30	$846,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$23,726,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$20,451,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$6,745,362
Net investment gain/loss from pooled separate accounts	2013-06-30	$218,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,785,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$6,675,973
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BROWN SMITH WALLACE LLC
Accountancy firm EIN	2013-06-30	431001367
2012 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$7,577
Total income from all sources (including contributions)	2012-06-30	$5,556,083
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$5,568,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$5,527,048
Expenses. Certain deemed distributions of participant loans	2012-06-30	$38,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$4,750,838
Value of total assets at end of year	2012-06-30	$74,016,549
Value of total assets at beginning of year	2012-06-30	$74,036,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,814
Total interest from all sources	2012-06-30	$816,913
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$232,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$232,301
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$2,425,983
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$544,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$7,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-12,174
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$74,016,549
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$74,028,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$2,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$51,105,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$0
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,458,983
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,309,359
Interest earned on other investments	2012-06-30	$816,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$51,233,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$51,233,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$20,451,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$20,493,904
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$360,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-497,841
Net investment gain/loss from pooled separate accounts	2012-06-30	$253,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,780,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$5,166,591
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KPMG LLP
Accountancy firm EIN	2012-06-30	135565207
2011 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$11,314,785
Total unrealized appreciation/depreciation of assets	2011-06-30	$11,314,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$7,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$16,017,605
Total of all expenses incurred	2011-06-30	$6,795,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$6,786,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$4,460,772
Value of total assets at end of year	2011-06-30	$74,036,300
Value of total assets at beginning of year	2011-06-30	$64,806,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$9,054
Total interest from all sources	2011-06-30	$134,708
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$107,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$107,340
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$2,453,666
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$288,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$7,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$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	2011-06-30	No
Value of net income/loss	2011-06-30	$9,222,102
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$74,028,723
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$64,806,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$9,054
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,309,359
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,664,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$51,233,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$42,991,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$42,991,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$134,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$20,493,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$20,150,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,719,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$6,786,449
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KPMG LLP
Accountancy firm EIN	2011-06-30	135565207
2010 : THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF

2022: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY AND STAFF 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	735
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	28
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	482
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	725
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	33
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	520
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	551
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	36
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	748
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	563
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	38
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	730
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	723
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	45
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	653
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TA069551

Policy instance

Insurance contract or identification number	TA069551
Number of Individuals Covered	707
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	45
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	693
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	688
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	66
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,331
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $165
Insurance broker organization code?	3
Insurance broker name	P.DONOVAN, CHFC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	72
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	732
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

703402

Policy instance

Insurance contract or identification number	703402
Number of Individuals Covered	76
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	809
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	1310
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	1212
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103659

Policy instance

Insurance contract or identification number	103659
Number of Individuals Covered	1207
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

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Company Name:	THE PRINCIPIA CORPORATION
Employer identification number (EIN):	430652667
NAIC Classification:	611000