2023 Form 5500 filing — Principal Small-Midcap Dividend Income Separate Account
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916095856NAL0001376049001) for Principal Small-Midcap Dividend Income Separate Account, reported by Principal Life Insurance Company under EIN 42-0127290 and plan number 138. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$5.3MReported net assets$5,264,132
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240916095856NAL0001376049001
- Plan sponsor
- Principal Life Insurance Company
- EIN
- 42-0127290
- Plan number
- 138
- Location
- Des Moines, IA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$132
Full reported line items
- Total assets (EOY)
- $5,264,264
- Total liabilities (EOY)
- $132
- Net assets (EOY)
- $5,264,132
- Total income / additions
- $952,452
- Administrative expenses
- $30,535
- Total expenses
- $30,535
- Net increase / (decrease)
- $921,917
Frequently asked questions
- What does EFAST2 acknowledgement 20240916095856NAL0001376049001 cover?
- It is the 2023 Form 5500 filing for Principal Small-Midcap Dividend Income Separate Account, reported by Principal Life Insurance Company (EIN 42-0127290).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials).