2023 Form 5500 filing — The Principia Corporation Retirement Plan For Faculty & Staff

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 20241001102059NAL0003893651001) for The Principia Corporation Retirement Plan For Faculty & Staff, reported by The Principia Corporation under EIN 43-0652667 and plan number 001. It reports 1,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$120.1MReported net assets$120,061,868
Participants1.2K1,178
Provider compensation$8K3 Schedule C row(s)$7,998
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001102059NAL0003893651001
Plan sponsor
The Principia Corporation
EIN
43-0652667
Plan number
001
Location
St. Louis, MO
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)$120.1M total assets
Net assets$120.1MLiabilities
Money in vs. money out
Total income / additions$22.2M
Total expenses$9M
Benefits paid / distributions$9M
Contributions
Employer$1.5M
Participant$3.2M
Full reported line items
Total assets (EOY)
$120,061,868
Net assets (EOY)
$120,061,868
Employer contributions
$1,507,116
Participant contributions
$3,170,698
Total income / additions
$22,191,735
Benefits paid
$9,001,637
Administrative expenses
$8,395
Total expenses
$9,010,032
Net increase / (decrease)
$13,181,703
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $7.9K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $50 · Indirect $0
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001102059NAL0003893651001 cover?
It is the 2023 Form 5500 filing for The Principia Corporation Retirement Plan For Faculty & Staff, reported by The Principia Corporation (EIN 43-0652667).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages