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 2055 RET ACCT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $130,963 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $130,963 |
| Total transfer of assets to this plan | 2023-12-31 | $241,776 |
| Total transfer of assets from this plan | 2023-12-31 | $257,666 |
| Total income from all sources (including contributions) | 2023-12-31 | $130,963 |
| Value of total assets at end of year | 2023-12-31 | $755,016 |
| Value of total assets at beginning of year | 2023-12-31 | $639,943 |
| Value of net income/loss | 2023-12-31 | $130,963 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $755,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $639,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $755,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $639,943 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $130,963 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $130,963 |
| Total transfer of assets to this plan | 2023-01-01 | $241,776 |
| Total transfer of assets from this plan | 2023-01-01 | $257,666 |
| Total income from all sources (including contributions) | 2023-01-01 | $130,963 |
| Value of total assets at end of year | 2023-01-01 | $755,016 |
| Value of total assets at beginning of year | 2023-01-01 | $639,943 |
| Value of net income/loss | 2023-01-01 | $130,963 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $755,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $639,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $755,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $639,943 |
| 2022 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-242,604 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-242,604 |
| Total transfer of assets to this plan | 2022-12-31 | $448,403 |
| Total transfer of assets from this plan | 2022-12-31 | $891,676 |
| Total income from all sources (including contributions) | 2022-12-31 | $-242,604 |
| Value of total assets at end of year | 2022-12-31 | $639,943 |
| Value of total assets at beginning of year | 2022-12-31 | $1,325,820 |
| Value of net income/loss | 2022-12-31 | $-242,604 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $639,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,325,820 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $639,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,325,820 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-242,604 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-242,604 |
| Total transfer of assets to this plan | 2022-01-01 | $448,403 |
| Total transfer of assets from this plan | 2022-01-01 | $891,676 |
| Total income from all sources (including contributions) | 2022-01-01 | $-242,604 |
| Value of total assets at end of year | 2022-01-01 | $639,943 |
| Value of total assets at beginning of year | 2022-01-01 | $1,325,820 |
| Value of net income/loss | 2022-01-01 | $-242,604 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $639,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,325,820 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $639,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,325,820 |
| 2021 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $176,728 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $176,728 |
| Total transfer of assets to this plan | 2021-12-31 | $386,620 |
| Total transfer of assets from this plan | 2021-12-31 | $156,868 |
| Total income from all sources (including contributions) | 2021-12-31 | $176,728 |
| Value of total assets at end of year | 2021-12-31 | $1,325,820 |
| Value of total assets at beginning of year | 2021-12-31 | $919,340 |
| Value of net income/loss | 2021-12-31 | $176,728 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,325,820 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $919,340 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,325,820 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $919,340 |
| 2020 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $128,922 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $128,922 |
| Total transfer of assets to this plan | 2020-12-31 | $835,700 |
| Total transfer of assets from this plan | 2020-12-31 | $45,282 |
| Total income from all sources (including contributions) | 2020-12-31 | $128,922 |
| Value of total assets at end of year | 2020-12-31 | $919,340 |
| Value of net income/loss | 2020-12-31 | $128,922 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $919,340 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $919,340 |
