TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2060 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $365,225 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $365,225 |
| Total transfer of assets to this plan | 2023-12-31 | $2,047,889 |
| Total transfer of assets from this plan | 2023-12-31 | $473,546 |
| Total income from all sources (including contributions) | 2023-12-31 | $365,225 |
| Value of total assets at end of year | 2023-12-31 | $3,096,504 |
| Value of total assets at beginning of year | 2023-12-31 | $1,156,936 |
| Value of net income/loss | 2023-12-31 | $365,225 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,096,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,156,936 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,096,504 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,156,936 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $365,225 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $365,225 |
| Total transfer of assets to this plan | 2023-01-01 | $2,047,889 |
| Total transfer of assets from this plan | 2023-01-01 | $473,546 |
| Total income from all sources (including contributions) | 2023-01-01 | $365,225 |
| Value of total assets at end of year | 2023-01-01 | $3,096,504 |
| Value of total assets at beginning of year | 2023-01-01 | $1,156,936 |
| Value of net income/loss | 2023-01-01 | $365,225 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,096,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,156,936 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,096,504 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,156,936 |
| 2022 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-120,088 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-120,088 |
| Total transfer of assets to this plan | 2022-12-31 | $949,015 |
| Total transfer of assets from this plan | 2022-12-31 | $238,938 |
| Total income from all sources (including contributions) | 2022-12-31 | $-120,088 |
| Value of total assets at end of year | 2022-12-31 | $1,156,936 |
| Value of total assets at beginning of year | 2022-12-31 | $566,947 |
| Value of net income/loss | 2022-12-31 | $-120,088 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,156,936 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $566,947 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,156,936 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $566,947 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-120,088 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-120,088 |
| Total transfer of assets to this plan | 2022-01-01 | $949,015 |
| Total transfer of assets from this plan | 2022-01-01 | $238,938 |
| Total income from all sources (including contributions) | 2022-01-01 | $-120,088 |
| Value of total assets at end of year | 2022-01-01 | $1,156,936 |
| Value of total assets at beginning of year | 2022-01-01 | $566,947 |
| Value of net income/loss | 2022-01-01 | $-120,088 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,156,936 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $566,947 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,156,936 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $566,947 |
| 2021 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $81,702 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $81,702 |
| Total transfer of assets to this plan | 2021-12-31 | $533,216 |
| Total transfer of assets from this plan | 2021-12-31 | $378,644 |
| Total income from all sources (including contributions) | 2021-12-31 | $81,702 |
| Value of total assets at end of year | 2021-12-31 | $566,947 |
| Value of total assets at beginning of year | 2021-12-31 | $330,673 |
| Value of net income/loss | 2021-12-31 | $81,702 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $566,947 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $330,673 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $566,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $330,673 |
| 2020 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $58,232 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $58,232 |
| Total transfer of assets to this plan | 2020-12-31 | $228,437 |
| Total transfer of assets from this plan | 2020-12-31 | $97,536 |
| Total income from all sources (including contributions) | 2020-12-31 | $59,239 |
| Value of total assets at end of year | 2020-12-31 | $330,673 |
| Value of total assets at beginning of year | 2020-12-31 | $140,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,007 |
| Value of net income/loss | 2020-12-31 | $59,239 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $330,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $140,533 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $330,673 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $140,533 |
| Income. Dividends from common stock | 2020-12-31 | $1,007 |
| 2019 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $15,587 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $15,587 |
| Total transfer of assets to this plan | 2019-12-31 | $92,845 |
| Total transfer of assets from this plan | 2019-12-31 | $40,578 |
| Total income from all sources (including contributions) | 2019-12-31 | $20,979 |
| Value of total assets at end of year | 2019-12-31 | $140,533 |
| Value of total assets at beginning of year | 2019-12-31 | $67,287 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,560 |
| Value of net income/loss | 2019-12-31 | $20,979 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $140,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,287 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $140,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $67,287 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,832 |
| Income. Dividends from common stock | 2019-12-31 | $2,560 |
| 2018 : JPMORGAN SMARTRETIREMENT 2060 RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-7,735 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-7,735 |
| Total transfer of assets to this plan | 2018-12-31 | $86,444 |
| Total transfer of assets from this plan | 2018-12-31 | $13,262 |
| Total income from all sources (including contributions) | 2018-12-31 | $-5,895 |
| Value of total assets at end of year | 2018-12-31 | $67,287 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,577 |
| Value of net income/loss | 2018-12-31 | $-5,895 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $67,287 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $67,287 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $263 |
| Income. Dividends from common stock | 2018-12-31 | $1,577 |
