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GOALPATH 2060 CONSERVATIVE PORTFOLIO 401k Plan overview

Plan NameGOALPATH 2060 CONSERVATIVE PORTFOLIO
Plan identification number 313

GOALPATH 2060 CONSERVATIVE PORTFOLIO Benefits

No plan benefit data available

401k Sponsoring company profile

TD AMERITRADE TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TD AMERITRADE TRUST COMPANY
Employer identification number (EIN):200937408

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOALPATH 2060 CONSERVATIVE PORTFOLIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3132018-12-31

Financial Data on GOALPATH 2060 CONSERVATIVE PORTFOLIO

Measure Date Value
2019 : GOALPATH 2060 CONSERVATIVE PORTFOLIO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total transfer of assets to this plan2019-05-31$19,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$284
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$3
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$0
Value of total assets at end of year2019-05-31$19,974
Value of total assets at beginning of year2019-05-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$3
Total interest from all sources2019-05-31$412
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$-407
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$-407
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$2
Administrative expenses (other) incurred2019-05-31$3
Value of net income/loss2019-05-31$281
Value of net assets at end of year (total assets less liabilities)2019-05-31$19,972
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$19,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$279

Form 5500 Responses for GOALPATH 2060 CONSERVATIVE PORTFOLIO

2018: GOALPATH 2060 CONSERVATIVE PORTFOLIO 2018 form 5500 responses
2018-12-31Type of plan entityDFE (Diect Filing Entity)
2018-12-31First time form 5500 has been submittedYes
2018-12-31Submission has been amendedNo
2018-12-31This submission is the final filingNo
2018-12-31This return/report is a short plan year return/report (less than 12 months)Yes
2018-12-31Plan is a collectively bargained planNo

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