TRANSAMERICA FINANCIAL 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 ACCT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $131,180 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $131,180 |
| Total transfer of assets to this plan | 2023-12-31 | $797,511 |
| Total transfer of assets from this plan | 2023-12-31 | $51,218 |
| Total income from all sources (including contributions) | 2023-12-31 | $131,180 |
| Value of total assets at end of year | 2023-12-31 | $1,366,006 |
| Value of total assets at beginning of year | 2023-12-31 | $488,533 |
| Value of net income/loss | 2023-12-31 | $131,180 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,366,006 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $488,533 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,366,006 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $488,533 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $131,180 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $131,180 |
| Total transfer of assets to this plan | 2023-01-01 | $797,511 |
| Total transfer of assets from this plan | 2023-01-01 | $51,218 |
| Total income from all sources (including contributions) | 2023-01-01 | $131,180 |
| Value of total assets at end of year | 2023-01-01 | $1,366,006 |
| Value of total assets at beginning of year | 2023-01-01 | $488,533 |
| Value of net income/loss | 2023-01-01 | $131,180 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,366,006 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $488,533 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,366,006 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $488,533 |
| 2022 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-45,294 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-45,294 |
| Total transfer of assets to this plan | 2022-12-31 | $325,925 |
| Total transfer of assets from this plan | 2022-12-31 | $34,445 |
| Total income from all sources (including contributions) | 2022-12-31 | $-45,294 |
| Value of total assets at end of year | 2022-12-31 | $488,533 |
| Value of total assets at beginning of year | 2022-12-31 | $242,347 |
| Value of net income/loss | 2022-12-31 | $-45,294 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $488,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $242,347 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $488,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $242,347 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-45,294 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-45,294 |
| Total transfer of assets to this plan | 2022-01-01 | $325,925 |
| Total transfer of assets from this plan | 2022-01-01 | $34,445 |
| Total income from all sources (including contributions) | 2022-01-01 | $-45,294 |
| Value of total assets at end of year | 2022-01-01 | $488,533 |
| Value of total assets at beginning of year | 2022-01-01 | $242,347 |
| Value of net income/loss | 2022-01-01 | $-45,294 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $488,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $242,347 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $488,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $242,347 |
| 2021 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $434,408 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $434,408 |
| Total transfer of assets to this plan | 2021-12-31 | $891,937 |
| Total transfer of assets from this plan | 2021-12-31 | $4,146,104 |
| Total income from all sources (including contributions) | 2021-12-31 | $434,408 |
| Value of total assets at end of year | 2021-12-31 | $242,347 |
| Value of total assets at beginning of year | 2021-12-31 | $3,062,106 |
| Value of net income/loss | 2021-12-31 | $434,408 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $242,347 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,062,106 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $242,347 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,062,106 |
| 2020 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $397,061 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $397,061 |
| Total transfer of assets to this plan | 2020-12-31 | $2,148,803 |
| Total transfer of assets from this plan | 2020-12-31 | $128,363 |
| Total income from all sources (including contributions) | 2020-12-31 | $397,061 |
| Value of total assets at end of year | 2020-12-31 | $3,062,106 |
| Value of total assets at beginning of year | 2020-12-31 | $644,605 |
| Value of net income/loss | 2020-12-31 | $397,061 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,062,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $644,605 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,062,106 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $644,605 |
| 2019 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $95,672 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $95,672 |
| Total transfer of assets to this plan | 2019-12-31 | $229,225 |
| Total transfer of assets from this plan | 2019-12-31 | $40,667 |
| Total income from all sources (including contributions) | 2019-12-31 | $95,672 |
| Value of total assets at end of year | 2019-12-31 | $644,605 |
| Value of total assets at beginning of year | 2019-12-31 | $360,375 |
| Value of net income/loss | 2019-12-31 | $95,672 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $644,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $360,375 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $644,605 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $360,375 |
| 2018 : JPMORGAN SMARTRETIREMENT 2035 RET ACCT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-28,116 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-28,116 |
| Total transfer of assets to this plan | 2018-12-31 | $473,937 |
| Total transfer of assets from this plan | 2018-12-31 | $85,446 |
| Total income from all sources (including contributions) | 2018-12-31 | $-28,116 |
| Value of total assets at end of year | 2018-12-31 | $360,375 |
| Value of net income/loss | 2018-12-31 | $-28,116 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $360,375 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $360,375 |
