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Plan Name | AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT |
Plan identification number | 140 |
Company Name: | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 366071399 |
Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1955-11-17 |
Company Identification Number: | 734763 |
Legal Registered Office Address: |
4333 EDGEWOOD RD NE CEDAR RAPIDS United States of America (USA) 52499-0001 |
More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
140 | 2022-01-01 | ||||
140 | 2021-01-01 | ||||
140 | 2020-01-01 | ||||
140 | 2019-01-01 | ||||
140 | 2018-01-01 | ||||
140 | 2017-01-01 | 2018-10-11 | |||
140 | 2016-01-01 | 2017-10-04 | |||
140 | 2015-01-01 | 2016-09-22 | |||
140 | 2014-01-01 | 2015-10-08 | |||
140 | 2013-01-01 | 2014-07-28 | |||
140 | 2012-01-01 | 2013-09-24 | |||
140 | 2011-01-01 | 2012-09-17 | |||
140 | 2010-01-01 | 2011-10-10 | |||
140 | 2009-01-01 | 2010-10-04 |
Measure | Date | Value |
---|---|---|
2012: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2012 401k membership | ||
Total of all active and inactive participants | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
2011: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2011 401k membership | ||
Total of all active and inactive participants | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
2010: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2010 401k membership | ||
Total of all active and inactive participants | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 0 |
2009: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-554,100 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-554,100 |
Total transfer of assets to this plan | 2022-12-31 | $249,863 |
Total transfer of assets from this plan | 2022-12-31 | $661,775 |
Total income from all sources (including contributions) | 2022-12-31 | $-351,148 |
Value of total assets at end of year | 2022-12-31 | $3,436,564 |
Value of total assets at beginning of year | 2022-12-31 | $4,199,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $54,825 |
Value of net income/loss | 2022-12-31 | $-351,148 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,436,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,199,624 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,436,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,199,624 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $148,127 |
Income. Dividends from common stock | 2022-12-31 | $54,825 |
2021 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $741,914 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $741,914 |
Total transfer of assets to this plan | 2021-12-31 | $365,009 |
Total transfer of assets from this plan | 2021-12-31 | $1,302,629 |
Total income from all sources (including contributions) | 2021-12-31 | $974,520 |
Value of total assets at end of year | 2021-12-31 | $4,199,624 |
Value of total assets at beginning of year | 2021-12-31 | $4,162,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $44,247 |
Value of net income/loss | 2021-12-31 | $974,520 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,199,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,162,724 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,199,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,162,724 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $188,359 |
Income. Dividends from common stock | 2021-12-31 | $44,247 |
2020 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,714 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,714 |
Total transfer of assets to this plan | 2020-12-31 | $1,050,736 |
Total transfer of assets from this plan | 2020-12-31 | $3,928,495 |
Total income from all sources (including contributions) | 2020-12-31 | $135,212 |
Value of total assets at end of year | 2020-12-31 | $4,162,724 |
Value of total assets at beginning of year | 2020-12-31 | $6,905,271 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $78,116 |
Value of net income/loss | 2020-12-31 | $135,212 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,162,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,905,271 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,162,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,905,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $55,382 |
Income. Dividends from common stock | 2020-12-31 | $78,116 |
2019 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,039,824 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,039,824 |
Total transfer of assets to this plan | 2019-12-31 | $544,714 |
Total transfer of assets from this plan | 2019-12-31 | $1,170,425 |
Total income from all sources (including contributions) | 2019-12-31 | $1,490,379 |
Value of total assets at end of year | 2019-12-31 | $6,905,271 |
Value of total assets at beginning of year | 2019-12-31 | $6,040,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $105,153 |
Value of net income/loss | 2019-12-31 | $1,490,379 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,905,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,040,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,905,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,040,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $345,402 |
Income. Dividends from common stock | 2019-12-31 | $105,153 |
2018 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-635,586 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-635,586 |
Total transfer of assets to this plan | 2018-12-31 | $857,506 |
Total transfer of assets from this plan | 2018-12-31 | $1,064,739 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-196,533 |
Value of total assets at end of year | 2018-12-31 | $6,040,603 |
Value of total assets at beginning of year | 2018-12-31 | $6,444,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $95,705 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $7,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-196,533 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,040,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,444,369 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,040,603 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,436,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $343,348 |
Income. Dividends from common stock | 2018-12-31 | $95,705 |
2017 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $617,222 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $617,222 |
Total transfer of assets to this plan | 2017-12-31 | $966,289 |
Total transfer of assets from this plan | 2017-12-31 | $988,459 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,040,210 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $6,444,369 |
Value of total assets at beginning of year | 2017-12-31 | $5,426,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $82,415 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $7,842 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,192 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,040,210 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,444,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,426,329 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,436,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,424,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $340,573 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $82,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $0 |
2016 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $284,654 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $284,654 |
Total transfer of assets to this plan | 2016-12-31 | $1,263,039 |
Total transfer of assets from this plan | 2016-12-31 | $1,942,414 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $496,235 |
Total income from all sources (including contributions) | 2016-12-31 | $605,666 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $5,426,329 |
Value of total assets at beginning of year | 2016-12-31 | $5,996,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $83,287 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,192 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $496,235 |
Value of net income/loss | 2016-12-31 | $605,666 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,426,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,500,038 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,424,137 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,996,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $237,725 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $83,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $0 |
2015 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-380,105 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-380,105 |
Total transfer of assets to this plan | 2015-12-31 | $1,830,585 |
Total transfer of assets from this plan | 2015-12-31 | $2,883,523 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $496,235 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,463 |
Total income from all sources (including contributions) | 2015-12-31 | $-35,226 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $5,996,273 |
Value of total assets at beginning of year | 2015-12-31 | $6,589,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $104,410 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $496,235 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,463 |
Value of net income/loss | 2015-12-31 | $-35,226 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,500,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,588,202 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,996,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,589,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $240,469 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $104,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $0 |
2014 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $252,938 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $252,938 |
Total transfer of assets to this plan | 2014-12-31 | $2,031,696 |
Total transfer of assets from this plan | 2014-12-31 | $2,383,667 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,463 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $677,823 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $6,589,665 |
Value of total assets at beginning of year | 2014-12-31 | $6,262,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $110,447 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $17,015 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,463 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $677,823 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,588,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,262,350 |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,589,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,245,335 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $314,438 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $110,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $0 |
2013 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,361,950 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,361,950 |
Total transfer of assets to this plan | 2013-12-31 | $1,755,145 |
Total transfer of assets from this plan | 2013-12-31 | $2,411,409 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,605,141 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $6,262,350 |
Value of total assets at beginning of year | 2013-12-31 | $5,313,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $119,942 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $17,015 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $13,558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $1,605,141 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,262,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,313,473 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,245,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,299,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $123,249 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $119,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $0 |
2012 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $564,076 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $564,076 |
Total transfer of assets to this plan | 2012-12-31 | $1,532,714 |
Total transfer of assets from this plan | 2012-12-31 | $2,590,253 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,496,567 |
Total income from all sources (including contributions) | 2012-12-31 | $682,354 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $5,313,473 |
Value of total assets at beginning of year | 2012-12-31 | $8,185,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $118,278 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $13,558 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,496,567 |
Value of net income/loss | 2012-12-31 | $682,354 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,313,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,688,658 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,299,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,185,225 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $118,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Qualified |
2011 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $350,250 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $350,250 |
Total transfer of assets to this plan | 2011-12-31 | $1,991,908 |
Total transfer of assets from this plan | 2011-12-31 | $4,505,222 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,496,567 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,364 |
Total income from all sources (including contributions) | 2011-12-31 | $524,486 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $8,185,225 |
Value of total assets at beginning of year | 2011-12-31 | $7,684,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $174,236 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,496,567 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $7,364 |
Value of net income/loss | 2011-12-31 | $524,486 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,688,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,677,486 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,185,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,684,850 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $174,236 |
2010 : AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $718,292 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $718,292 |
Total transfer of assets to this plan | 2010-12-31 | $1,874,018 |
Total transfer of assets from this plan | 2010-12-31 | $2,206,254 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,364 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $885,978 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $7,684,850 |
Value of total assets at beginning of year | 2010-12-31 | $7,123,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $167,686 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $29,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $7,364 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $885,978 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,677,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,123,744 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,684,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,094,032 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $167,686 |
2022: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2016: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2012: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2011: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2010: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2009: AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS INV ACCT 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |