TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK RIDGE SMALL CAP GROWTH RET OPT
| Measure | Date | Value |
|---|
| 2024 : OAK RIDGE SMALL CAP GROWTH RET OPT 2024 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2024-01-01 | $6,195 |
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $6,195 |
| Total transfer of assets to this plan | 2024-01-01 | $9,720 |
| Total transfer of assets from this plan | 2024-01-01 | $403 |
| Total income from all sources (including contributions) | 2024-01-01 | $6,195 |
| Value of total assets at end of year | 2024-01-01 | $51,164 |
| Value of total assets at beginning of year | 2024-01-01 | $35,652 |
| Value of net income/loss | 2024-01-01 | $6,195 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $51,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $35,652 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $51,164 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $35,652 |
| 2023 : OAK RIDGE SMALL CAP GROWTH RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $6,878 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $6,878 |
| Total transfer of assets to this plan | 2023-12-31 | $5,112 |
| Total transfer of assets from this plan | 2023-12-31 | $1,005 |
| Total income from all sources (including contributions) | 2023-12-31 | $6,878 |
| Value of total assets at end of year | 2023-12-31 | $35,652 |
| Value of total assets at beginning of year | 2023-12-31 | $24,667 |
| Value of net income/loss | 2023-12-31 | $6,878 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $35,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $24,667 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $35,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $24,667 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $6,878 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $6,878 |
| Total transfer of assets to this plan | 2023-01-01 | $5,112 |
| Total transfer of assets from this plan | 2023-01-01 | $1,005 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,878 |
| Value of total assets at end of year | 2023-01-01 | $35,652 |
| Value of total assets at beginning of year | 2023-01-01 | $24,667 |
| Value of net income/loss | 2023-01-01 | $6,878 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $35,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $24,667 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $35,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $24,667 |
| 2022 : OAK RIDGE SMALL CAP GROWTH RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-17,751 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-17,751 |
| Total transfer of assets to this plan | 2022-12-31 | $3,022 |
| Total transfer of assets from this plan | 2022-12-31 | $1,072 |
| Total income from all sources (including contributions) | 2022-12-31 | $-8,522 |
| Value of total assets at end of year | 2022-12-31 | $24,667 |
| Value of total assets at beginning of year | 2022-12-31 | $31,239 |
| Value of net income/loss | 2022-12-31 | $-8,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,667 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $31,239 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,239 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $9,229 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-17,751 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-17,751 |
| Total transfer of assets to this plan | 2022-01-01 | $3,022 |
| Total transfer of assets from this plan | 2022-01-01 | $1,072 |
| Total income from all sources (including contributions) | 2022-01-01 | $-8,522 |
| Value of total assets at end of year | 2022-01-01 | $24,667 |
| Value of total assets at beginning of year | 2022-01-01 | $31,239 |
| Value of net income/loss | 2022-01-01 | $-8,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $24,667 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $31,239 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $24,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $31,239 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $9,229 |
| 2021 : OAK RIDGE SMALL CAP GROWTH RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-738 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-738 |
| Total transfer of assets to this plan | 2021-12-31 | $4,108 |
| Total transfer of assets from this plan | 2021-12-31 | $601 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,705 |
| Value of total assets at end of year | 2021-12-31 | $31,239 |
| Value of total assets at beginning of year | 2021-12-31 | $25,027 |
| Value of net income/loss | 2021-12-31 | $2,705 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $31,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,027 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,239 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,027 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,443 |
| 2020 : OAK RIDGE SMALL CAP GROWTH RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,531 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,531 |
| Total transfer of assets to this plan | 2020-12-31 | $15,474 |
| Total transfer of assets from this plan | 2020-12-31 | $171 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,032 |
| Value of total assets at end of year | 2020-12-31 | $25,027 |
| Value of total assets at beginning of year | 2020-12-31 | $3,692 |
| Value of net income/loss | 2020-12-31 | $6,032 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,692 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,027 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,692 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,501 |
| 2019 : OAK RIDGE SMALL CAP GROWTH RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-100 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-100 |
| Total transfer of assets to this plan | 2019-12-31 | $2,245 |
| Total transfer of assets from this plan | 2019-12-31 | $47 |
| Total income from all sources (including contributions) | 2019-12-31 | $378 |
| Value of total assets at end of year | 2019-12-31 | $3,692 |
| Value of total assets at beginning of year | 2019-12-31 | $1,116 |
| Value of net income/loss | 2019-12-31 | $378 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,692 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,116 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,692 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $478 |
| 2018 : OAK RIDGE SMALL CAP GROWTH RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-363 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-363 |
| Total transfer of assets to this plan | 2018-12-31 | $1,363 |
| Total transfer of assets from this plan | 2018-12-31 | $58 |
| Total income from all sources (including contributions) | 2018-12-31 | $-189 |
| Value of total assets at end of year | 2018-12-31 | $1,116 |
| Value of net income/loss | 2018-12-31 | $-189 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,116 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $174 |
