TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2055 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $463,772 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $463,772 |
| Total transfer of assets to this plan | 2023-12-31 | $2,262,196 |
| Total transfer of assets from this plan | 2023-12-31 | $378,642 |
| Total income from all sources (including contributions) | 2023-12-31 | $463,772 |
| Value of total assets at end of year | 2023-12-31 | $3,831,847 |
| Value of total assets at beginning of year | 2023-12-31 | $1,484,521 |
| Value of net income/loss | 2023-12-31 | $463,772 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,831,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,484,521 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,831,847 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,484,521 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $463,772 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $463,772 |
| Total transfer of assets to this plan | 2023-01-01 | $2,262,196 |
| Total transfer of assets from this plan | 2023-01-01 | $378,642 |
| Total income from all sources (including contributions) | 2023-01-01 | $463,772 |
| Value of total assets at end of year | 2023-01-01 | $3,831,847 |
| Value of total assets at beginning of year | 2023-01-01 | $1,484,521 |
| Value of net income/loss | 2023-01-01 | $463,772 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,831,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,484,521 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,831,847 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,484,521 |
| 2022 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-191,960 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-191,960 |
| Total transfer of assets to this plan | 2022-12-31 | $1,097,757 |
| Total transfer of assets from this plan | 2022-12-31 | $385,879 |
| Total income from all sources (including contributions) | 2022-12-31 | $-191,960 |
| Value of total assets at end of year | 2022-12-31 | $1,484,521 |
| Value of total assets at beginning of year | 2022-12-31 | $964,603 |
| Value of net income/loss | 2022-12-31 | $-191,960 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,484,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $964,603 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,484,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $964,603 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-191,960 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-191,960 |
| Total transfer of assets to this plan | 2022-01-01 | $1,097,757 |
| Total transfer of assets from this plan | 2022-01-01 | $385,879 |
| Total income from all sources (including contributions) | 2022-01-01 | $-191,960 |
| Value of total assets at end of year | 2022-01-01 | $1,484,521 |
| Value of total assets at beginning of year | 2022-01-01 | $964,603 |
| Value of net income/loss | 2022-01-01 | $-191,960 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,484,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $964,603 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,484,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $964,603 |
| 2021 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $405,570 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $405,570 |
| Total transfer of assets to this plan | 2021-12-31 | $976,631 |
| Total transfer of assets from this plan | 2021-12-31 | $2,698,017 |
| Total income from all sources (including contributions) | 2021-12-31 | $405,570 |
| Value of total assets at end of year | 2021-12-31 | $964,603 |
| Value of total assets at beginning of year | 2021-12-31 | $2,280,419 |
| Value of net income/loss | 2021-12-31 | $405,570 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $964,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,280,419 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $964,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,280,419 |
| 2020 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $371,484 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $371,484 |
| Total transfer of assets to this plan | 2020-12-31 | $1,371,579 |
| Total transfer of assets from this plan | 2020-12-31 | $260,328 |
| Total income from all sources (including contributions) | 2020-12-31 | $376,746 |
| Value of total assets at end of year | 2020-12-31 | $2,280,419 |
| Value of total assets at beginning of year | 2020-12-31 | $792,422 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,262 |
| Value of net income/loss | 2020-12-31 | $376,746 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,280,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $792,422 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,280,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $792,422 |
| Income. Dividends from common stock | 2020-12-31 | $5,262 |
| 2019 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $62,080 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $62,080 |
| Total transfer of assets to this plan | 2019-12-31 | $388,994 |
| Total transfer of assets from this plan | 2019-12-31 | $79,650 |
| Total income from all sources (including contributions) | 2019-12-31 | $118,811 |
| Value of total assets at end of year | 2019-12-31 | $792,422 |
| Value of total assets at beginning of year | 2019-12-31 | $364,267 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $14,426 |
| Value of net income/loss | 2019-12-31 | $118,811 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $792,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $364,267 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $792,422 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $364,267 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $42,305 |
| Income. Dividends from common stock | 2019-12-31 | $14,426 |
| 2018 : JPMORGAN SMARTRETIREMENT 2055 RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-45,610 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-45,610 |
| Total transfer of assets to this plan | 2018-12-31 | $442,476 |
| Total transfer of assets from this plan | 2018-12-31 | $46,725 |
| Total income from all sources (including contributions) | 2018-12-31 | $-31,484 |
| Value of total assets at end of year | 2018-12-31 | $364,267 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,641 |
| Value of net income/loss | 2018-12-31 | $-31,484 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $364,267 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $364,267 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $5,485 |
| Income. Dividends from common stock | 2018-12-31 | $8,641 |
