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Plan Name | AMERICAN CENTURY ONE CHOICE 2035 RET OPT |
Plan identification number | 360 |
Company Name: | TRANSAMERICA LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 390989781 |
NAIC Classification: | 524140 |
Additional information about TRANSAMERICA LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1976-06-30 |
Company Identification Number: | 069666 |
Legal Registered Office Address: |
400 E COURT AVE DES MOINES United States of America (USA) 50309 |
More information about TRANSAMERICA LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
360 | 2022-01-01 | ||||
360 | 2021-01-01 | ||||
360 | 2020-01-01 | ||||
360 | 2019-01-01 | ||||
360 | 2018-01-01 | ||||
360 | 2017-01-01 | 2018-10-03 | |||
360 | 2016-01-01 | 2017-10-09 | |||
360 | 2015-01-01 | 2016-09-30 | |||
360 | 2014-01-01 | 2015-12-08 | |||
360 | 2014-01-01 | 2015-10-13 | |||
360 | 2013-01-01 | 2014-08-07 | |||
360 | 2012-01-01 | 2013-09-25 | |||
360 | 2011-01-01 | 2012-09-20 | |||
360 | 2010-01-01 | 2011-10-10 |
Measure | Date | Value |
---|---|---|
2012: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2012 401k membership | ||
Total of all active and inactive participants | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
2011: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2011 401k membership | ||
Total of all active and inactive participants | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-3,388,712 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,388,712 |
Total transfer of assets to this plan | 2022-12-31 | $2,532,301 |
Total transfer of assets from this plan | 2022-12-31 | $5,990,139 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,760,437 |
Total of all expenses incurred | 2022-12-31 | $69,367 |
Value of total assets at end of year | 2022-12-31 | $12,542,585 |
Value of total assets at beginning of year | 2022-12-31 | $18,830,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $69,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $258,130 |
Value of net income/loss | 2022-12-31 | $-2,829,804 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,542,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,830,227 |
Investment advisory and management fees | 2022-12-31 | $69,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,542,585 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,830,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $370,145 |
Income. Dividends from common stock | 2022-12-31 | $258,130 |
2021 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $769,416 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $769,416 |
Total transfer of assets to this plan | 2021-12-31 | $3,048,567 |
Total transfer of assets from this plan | 2021-12-31 | $7,911,276 |
Total income from all sources (including contributions) | 2021-12-31 | $2,070,858 |
Total of all expenses incurred | 2021-12-31 | $93,693 |
Value of total assets at end of year | 2021-12-31 | $18,830,227 |
Value of total assets at beginning of year | 2021-12-31 | $21,715,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $93,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $625,699 |
Value of net income/loss | 2021-12-31 | $1,977,165 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,830,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,715,771 |
Investment advisory and management fees | 2021-12-31 | $93,693 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,830,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,715,771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $675,743 |
Income. Dividends from common stock | 2021-12-31 | $625,699 |
2020 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,175,476 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,175,476 |
Total transfer of assets to this plan | 2020-12-31 | $3,145,263 |
Total transfer of assets from this plan | 2020-12-31 | $11,293,585 |
Total income from all sources (including contributions) | 2020-12-31 | $2,469,722 |
Total of all expenses incurred | 2020-12-31 | $99,762 |
Value of total assets at end of year | 2020-12-31 | $21,715,771 |
Value of total assets at beginning of year | 2020-12-31 | $27,494,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $208,262 |
Value of net income/loss | 2020-12-31 | $2,369,960 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,715,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,494,133 |
Investment advisory and management fees | 2020-12-31 | $99,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,715,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,494,133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,085,984 |
Income. Dividends from common stock | 2020-12-31 | $208,262 |
2019 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,599,079 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,599,079 |
Total transfer of assets to this plan | 2019-12-31 | $4,955,168 |
Total transfer of assets from this plan | 2019-12-31 | $23,011,221 |
Total income from all sources (including contributions) | 2019-12-31 | $5,660,576 |
Total of all expenses incurred | 2019-12-31 | $138,695 |
Value of total assets at end of year | 2019-12-31 | $27,494,133 |
Value of total assets at beginning of year | 2019-12-31 | $40,028,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $138,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $384,498 |
Value of net income/loss | 2019-12-31 | $5,521,881 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,494,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,028,305 |
Investment advisory and management fees | 2019-12-31 | $138,695 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,494,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $40,028,305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,676,999 |
Income. Dividends from common stock | 2019-12-31 | $384,498 |
2018 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,393,611 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-5,393,611 |
Total transfer of assets to this plan | 2018-12-31 | $10,892,043 |
Total transfer of assets from this plan | 2018-12-31 | $25,757,907 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $634,837 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,644,324 |
Total of all expenses incurred | 2018-12-31 | $237,976 |
Value of total assets at end of year | 2018-12-31 | $40,028,305 |
Value of total assets at beginning of year | 2018-12-31 | $58,411,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $237,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $999,549 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $634,837 |
Value of net income/loss | 2018-12-31 | $-2,882,300 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $40,028,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $57,776,469 |
Investment advisory and management fees | 2018-12-31 | $237,976 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $40,028,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $58,411,306 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $1,749,738 |
Income. Dividends from common stock | 2018-12-31 | $999,549 |
2017 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $5,367,512 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $5,367,512 |
Total transfer of assets to this plan | 2017-12-31 | $16,210,019 |
Total transfer of assets from this plan | 2017-12-31 | $13,647,568 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $634,837 |
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 | $7,201,935 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $239,433 |
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 | $58,411,306 |
Value of total assets at beginning of year | 2017-12-31 | $48,251,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $239,433 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,018,850 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $51,146 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $634,837 |
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 | $6,962,502 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $57,776,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $48,251,516 |
Investment advisory and management fees | 2017-12-31 | $239,433 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $58,411,306 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,200,370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $815,573 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $1,018,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $0 |
2016 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,179,831 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,179,831 |
Total transfer of assets to this plan | 2016-12-31 | $14,693,164 |
Total transfer of assets from this plan | 2016-12-31 | $16,590,909 |
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 | $51,253 |
Total income from all sources (including contributions) | 2016-12-31 | $2,834,394 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $213,064 |
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 | $48,251,516 |
Value of total assets at beginning of year | 2016-12-31 | $47,579,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $213,064 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $580,565 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $51,146 |
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 | $51,253 |
Value of net income/loss | 2016-12-31 | $2,621,330 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $48,251,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $47,527,931 |
Investment advisory and management fees | 2016-12-31 | $213,064 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $48,200,370 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $47,579,184 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,073,998 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $580,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $0 |
2015 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,864,982 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,864,982 |
Total transfer of assets to this plan | 2015-12-31 | $13,450,334 |
Total transfer of assets from this plan | 2015-12-31 | $13,442,542 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $51,253 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-551,906 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $228,705 |
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 | $47,579,184 |
Value of total assets at beginning of year | 2015-12-31 | $48,300,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $228,705 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $830,856 |
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 | $171,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $51,253 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-780,611 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $47,527,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,300,750 |
Investment advisory and management fees | 2015-12-31 | $228,705 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $47,579,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $48,129,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $2,482,220 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $830,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $0 |
2014 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,102,409 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,102,409 |
Total transfer of assets to this plan | 2014-12-31 | $16,692,027 |
Total transfer of assets from this plan | 2014-12-31 | $11,428,126 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
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 | $3,274,965 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $201,590 |
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 | $48,300,750 |
Value of total assets at beginning of year | 2014-12-31 | $39,963,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $201,590 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,026,550 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $171,340 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $65,830 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
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 | $3,073,375 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,300,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,963,474 |
Investment advisory and management fees | 2014-12-31 | $201,590 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $48,129,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $39,897,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,146,006 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $1,026,550 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $0 |
2013 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $3,694,358 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $3,694,358 |
Total transfer of assets to this plan | 2013-12-31 | $24,238,058 |
Total transfer of assets from this plan | 2013-12-31 | $7,020,098 |
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 | $150,642 |
Total income from all sources (including contributions) | 2013-12-31 | $4,936,913 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $139,805 |
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 | $39,963,474 |
Value of total assets at beginning of year | 2013-12-31 | $18,099,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $139,805 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $860,704 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $65,830 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
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 | $150,642 |
Value of net income/loss | 2013-12-31 | $4,797,108 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,963,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,948,406 |
Investment advisory and management fees | 2013-12-31 | $139,805 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $39,897,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,099,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $381,851 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $860,704 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $0 |
2012 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $622,315 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $622,315 |
Total transfer of assets to this plan | 2012-12-31 | $15,042,372 |
Total transfer of assets from this plan | 2012-12-31 | $2,082,988 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $150,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,164 |
Total income from all sources (including contributions) | 2012-12-31 | $1,065,602 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $47,408 |
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 | $18,099,048 |
Value of total assets at beginning of year | 2012-12-31 | $3,993,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $47,408 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $297,792 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
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 | $150,642 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $23,164 |
Value of net income/loss | 2012-12-31 | $1,018,194 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,948,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,970,828 |
Investment advisory and management fees | 2012-12-31 | $47,408 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,099,048 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,993,992 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $145,495 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $297,792 |
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 CENTURY ONE CHOICE 2035 RET OPT 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-181,950 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-181,950 |
Total transfer of assets to this plan | 2011-12-31 | $4,105,919 |
Total transfer of assets from this plan | 2011-12-31 | $565,446 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23,164 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12 |
Total income from all sources (including contributions) | 2011-12-31 | $-108,742 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $11,390 |
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 | $3,993,992 |
Value of total assets at beginning of year | 2011-12-31 | $550,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11,390 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $73,208 |
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 | $23,164 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $12 |
Value of net income/loss | 2011-12-31 | $-120,132 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,970,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $550,487 |
Investment advisory and management fees | 2011-12-31 | $11,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,993,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $550,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $73,208 |
2010 : AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-2,754 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-2,754 |
Total transfer of assets to this plan | 2010-12-31 | $583,526 |
Total transfer of assets from this plan | 2010-12-31 | $38,615 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12 |
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 | $5,692 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $116 |
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 | $550,499 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $116 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,446 |
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 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $12 |
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 | $5,576 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $550,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $116 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $550,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $8,446 |
2022: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017: AMERICAN CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | Yes |
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 CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 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 CENTURY ONE CHOICE 2035 RET OPT 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-01-01 | First time form 5500 has been submitted | Yes |
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 |