TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2035 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $953,245 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $953,245 |
| Total transfer of assets to this plan | 2023-12-31 | $4,345,598 |
| Total transfer of assets from this plan | 2023-12-31 | $1,163,758 |
| Total income from all sources (including contributions) | 2023-12-31 | $953,245 |
| Value of total assets at end of year | 2023-12-31 | $8,840,888 |
| Value of total assets at beginning of year | 2023-12-31 | $4,705,803 |
| Value of net income/loss | 2023-12-31 | $953,245 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,840,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,705,803 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,840,888 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,705,803 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $953,245 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $953,245 |
| Total transfer of assets to this plan | 2023-01-01 | $4,345,598 |
| Total transfer of assets from this plan | 2023-01-01 | $1,163,758 |
| Total income from all sources (including contributions) | 2023-01-01 | $953,245 |
| Value of total assets at end of year | 2023-01-01 | $8,840,888 |
| Value of total assets at beginning of year | 2023-01-01 | $4,705,803 |
| Value of net income/loss | 2023-01-01 | $953,245 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,840,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,705,803 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,840,888 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,705,803 |
| 2022 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-476,754 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-476,754 |
| Total transfer of assets to this plan | 2022-12-31 | $2,527,717 |
| Total transfer of assets from this plan | 2022-12-31 | $307,290 |
| Total income from all sources (including contributions) | 2022-12-31 | $-476,754 |
| Value of total assets at end of year | 2022-12-31 | $4,705,803 |
| Value of total assets at beginning of year | 2022-12-31 | $2,962,130 |
| Value of net income/loss | 2022-12-31 | $-476,754 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,705,803 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,962,130 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,705,803 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,962,130 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-476,754 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-476,754 |
| Total transfer of assets to this plan | 2022-01-01 | $2,527,717 |
| Total transfer of assets from this plan | 2022-01-01 | $307,290 |
| Total income from all sources (including contributions) | 2022-01-01 | $-476,754 |
| Value of total assets at end of year | 2022-01-01 | $4,705,803 |
| Value of total assets at beginning of year | 2022-01-01 | $2,962,130 |
| Value of net income/loss | 2022-01-01 | $-476,754 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,705,803 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,962,130 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,705,803 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,962,130 |
| 2021 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $742,859 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $742,859 |
| Total transfer of assets to this plan | 2021-12-31 | $1,677,175 |
| Total transfer of assets from this plan | 2021-12-31 | $4,311,749 |
| Total income from all sources (including contributions) | 2021-12-31 | $742,859 |
| Value of total assets at end of year | 2021-12-31 | $2,962,130 |
| Value of total assets at beginning of year | 2021-12-31 | $4,853,845 |
| Value of net income/loss | 2021-12-31 | $742,859 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,962,130 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,853,845 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,962,130 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,853,845 |
| 2020 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $593,549 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $593,549 |
| Total transfer of assets to this plan | 2020-12-31 | $2,489,516 |
| Total transfer of assets from this plan | 2020-12-31 | $251,028 |
| Total income from all sources (including contributions) | 2020-12-31 | $612,412 |
| Value of total assets at end of year | 2020-12-31 | $4,853,845 |
| Value of total assets at beginning of year | 2020-12-31 | $2,002,945 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $18,863 |
| Value of net income/loss | 2020-12-31 | $612,412 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,853,845 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,002,945 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,853,845 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,002,945 |
| Income. Dividends from common stock | 2020-12-31 | $18,863 |
| 2019 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $123,996 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $123,996 |
| Total transfer of assets to this plan | 2019-12-31 | $610,169 |
| Total transfer of assets from this plan | 2019-12-31 | $112,282 |
| Total income from all sources (including contributions) | 2019-12-31 | $309,458 |
| Value of total assets at end of year | 2019-12-31 | $2,002,945 |
| Value of total assets at beginning of year | 2019-12-31 | $1,195,600 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $40,540 |
| Value of net income/loss | 2019-12-31 | $309,458 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,002,945 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,195,600 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,002,945 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,195,600 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $144,922 |
| Income. Dividends from common stock | 2019-12-31 | $40,540 |
| 2018 : JPMORGAN SMARTRETIREMENT 2035 RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-71,819 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-71,819 |
| Total transfer of assets to this plan | 2018-12-31 | $1,291,468 |
| Total transfer of assets from this plan | 2018-12-31 | $69,770 |
| Total income from all sources (including contributions) | 2018-12-31 | $-26,098 |
| Value of total assets at end of year | 2018-12-31 | $1,195,600 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $24,757 |
| Value of net income/loss | 2018-12-31 | $-26,098 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,195,600 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,195,600 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $20,964 |
| Income. Dividends from common stock | 2018-12-31 | $24,757 |
