TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $25,456 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $25,456 |
| Total transfer of assets to this plan | 2023-12-31 | $75,279 |
| Total transfer of assets from this plan | 2023-12-31 | $2,133 |
| Total income from all sources (including contributions) | 2023-12-31 | $30,856 |
| Value of total assets at end of year | 2023-12-31 | $228,404 |
| Value of total assets at beginning of year | 2023-12-31 | $124,402 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $5,400 |
| Value of net income/loss | 2023-12-31 | $30,856 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $228,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $124,402 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $228,404 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $124,402 |
| Income. Dividends from common stock | 2023-12-31 | $5,400 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $25,456 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $25,456 |
| Total transfer of assets to this plan | 2023-01-01 | $75,279 |
| Total transfer of assets from this plan | 2023-01-01 | $2,133 |
| Total income from all sources (including contributions) | 2023-01-01 | $30,856 |
| Value of total assets at end of year | 2023-01-01 | $228,404 |
| Value of total assets at beginning of year | 2023-01-01 | $124,402 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $5,400 |
| Value of net income/loss | 2023-01-01 | $30,856 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $228,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $124,402 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $228,404 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $124,402 |
| Income. Dividends from common stock | 2023-01-01 | $5,400 |
| 2022 : JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,389 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,389 |
| Total transfer of assets to this plan | 2022-12-31 | $369,487 |
| Total transfer of assets from this plan | 2022-12-31 | $245,467 |
| Total income from all sources (including contributions) | 2022-12-31 | $382 |
| Value of total assets at end of year | 2022-12-31 | $124,402 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,771 |
| Value of net income/loss | 2022-12-31 | $382 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $124,402 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $124,402 |
| Income. Dividends from common stock | 2022-12-31 | $2,771 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-2,389 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-2,389 |
| Total transfer of assets to this plan | 2022-01-01 | $369,487 |
| Total transfer of assets from this plan | 2022-01-01 | $245,467 |
| Total income from all sources (including contributions) | 2022-01-01 | $382 |
| Value of total assets at end of year | 2022-01-01 | $124,402 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $2,771 |
| Value of net income/loss | 2022-01-01 | $382 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $124,402 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $124,402 |
| Income. Dividends from common stock | 2022-01-01 | $2,771 |
